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Kotak Special Opportunities Fund-Reg(G)

FAQ : Kotak Special Opportunities Fund - Regular Plan - Growth

Kotak Special Opportunities Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 17.89 N/A N/A N/A
Average Rolling Returns(%) 4.70 N/A N/A N/A

The Current NAV of Kotak Special Opportunities Fund - Regular Plan - Growth is ₹10.79.

It is better to invest in a fund with a longer track record as Kotak Special Opportunities Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Kotak Special Opportunities Fund - Regular Plan - Growth fund’s expense ratio is 1.78%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Special Opportunities Fund - Regular Plan - Growth is currently ₹1,920 Crores.

The Top three stocks are Maruti Suzuki India, Sun TV Network and Hero MotoCorp and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 31% of fund’s portfolio respectively.

Top three sectors of Kotak Special Opportunities Fund - Regular Plan - Growth fund are Capital Goods, Healthcare and BFSI accounting for 51% of the total portfolio.

Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Kotak Special Opportunities Fund - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.

Devender Singhal and Saumil Mehta manage the Kotak Special Opportunities Fund - Regular Plan - Growth Fund.

Kotak Special Opportunities Fund - Regular Plan - Growth current PE ratio is 44.58 and PB ratio is 5.63

The asset allocation of Kotak Special Opportunities Fund - Regular Plan - Growth is Stocks : 97.24%, Debt : 2.79% and Gold : 0%

The minimum SIP amount for Kotak Special Opportunities Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Special Opportunities Fund - Regular Plan - Growth is 0.50% on or before 90 days, Nil after 90 days