K

Kotak Special Opportunities Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCWIDCW-Annual

Fund Overview

NAV 

-

AUM (in Cr)

₹ 1478.53

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Kotak Special Opportunities Fund
Nifty 500
1.59
6.74
0.73
5.88
13.06
12.25
Sectoral/Thematic
0.43
5.31
6.60
9.34
15.79
14.05

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in opportunities presented by Special Situations such as Company Specific Event/Developments, Corporate Restructuring, Government Policy change and/or Regulatory changes, Technology led Disruption/ Innovation or companies going through temporary but unique challenges and other similar instances. However, there is no assurance that the objective of the scheme will be achieved.

Expense Ratio
% 1.82
Benchmark
Nifty 500
AUM
₹ 1478.53
Inception Date
-
Turnover Ratio
% 28.56
Exit Load
0.5% for redemption within 90 days
Asset Class
Equity
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