Kotak Special Opportunities Fund - Direct - Growth
Equity Scheme by Kotak Mahindra Asset Management Company Limited.
1Y Returns (CAGR)
18.65%
Expense Ratio
0.79%
as of 01/03/2026
AUM
₹113.46 Cr
Qtr End: Jun 26
NAV
₹11.459
as of 02/09/2026
1Y Returns (CAGR)
18.65%
Expense Ratio
0.79%
as of 01/03/2026
AUM
₹113.46 Cr
Qtr End: Jun 26
NAV
₹11.459
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 8.97% | 40.99% | 13.99% |
| 6M | 21.50% | 47.63% | 20.14% |
| 1Y | 18.65% | 18.65% | 17.52% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 10/06/2024
- Fund Age
- 2.2 years
- Minimum Investment
- ₹100
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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