Kotak Special Opportunities Fund - Direct - Growth
A Equity Scheme by Kotak Mahindra Asset Management Company Limited.
1Y Returns (CAGR)
7.67%
Expense Ratio
0.79%
as of 01/03/2026
AUM
₹111.07 Cr
Qtr End: Mar 26
NAV
₹10.522
as of 03/06/2026
1Y Returns (CAGR)
7.67%
Expense Ratio
0.79%
as of 01/03/2026
AUM
₹111.07 Cr
Qtr End: Mar 26
NAV
₹10.522
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 11.57% | 54.94% | 25.04% |
| 6M | 2.91% | 5.91% | 21.52% |
| 1Y | 7.67% | 7.67% | 16.86% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 10/06/2024
- Fund Age
- 1.9 years
- Minimum Investment
- ₹100
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
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