{"id":244486,"date":"2026-09-11T15:18:14","date_gmt":"2026-09-11T09:48:14","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/"},"modified":"2026-09-11T15:18:14","modified_gmt":"2026-09-11T09:48:14","slug":"kotak-special-opportunities-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/","title":{"rendered":"Kotak Special Opportunities Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-special-opportunities-fund-g-direct-plan\">Kotak Special Opportunities Fund Direct Growth Plan<\/a> has a NAV of \u20b911.668 as of 10 Sep 2026 and an AUM of \u20b91,478 Cr. Its 1-year, 3-year and 5-year returns are 18.64%, Data not available and Data not available, and the fund sits in the High Risk category.<\/p>\n<p>Our view is that this is a focused equity strategy for investors who can live with uneven short-term moves and want a portfolio built around selective opportunity themes. The return profile is still short on long history, so the current reading matters more than any long-term pattern, and the portfolio mix suggests a stock-specific approach rather than a broad market replica.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Kotak_Special_Opportunities\" title=\"Should you BUY or HOLD Kotak Special Opportunities?\">Should you BUY or HOLD Kotak Special Opportunities?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Kotak_Special_Opportunities_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Kotak Special Opportunities Fund Direct Growth Plan?\">What is the current NAV of Kotak Special Opportunities Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#What_are_the_1-year_3-year_and_5-year_returns\" title=\"What are the 1-year, 3-year and 5-year returns?\">What are the 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#How_has_the_fund_done_against_Nifty_50\" title=\"How has the fund done against Nifty 50?\">How has the fund done against Nifty 50?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#How_does_it_compare_with_peer_funds_on_1-year_return\" title=\"How does it compare with peer funds on 1-year return?\">How does it compare with peer funds on 1-year return?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/kotak-special-opportunities-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b911.668 as of 10 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b91,478 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.71%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>29 Jun 2024<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.50% on or before 90D, Nil after 90D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Devender Singhal, Abhishek Bisen<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Devender Singhal and Abhishek Bisen.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>0.94%<\/td>\n<td>-4.06%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>12.5%<\/td>\n<td>1.37%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>18.64%<\/td>\n<td>-7.31%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent numbers show a fund that has held up well over the latest year and also outpaced the benchmark over that period. The 1-month and 3-month figures suggest the path has not been smooth, but the 3-month rebound is still clearly stronger than the benchmark\u2019s own recovery over the same window.<\/p>\n<p>Because the scheme launched only in June 2024, there is not yet a 3-year or 5-year record to judge. That matters for interpretation: the current track record is encouraging on a relative basis, but it is still short enough that investors should treat it as an early read rather than a mature cycle-tested history.<\/p>\n<p>Against Nifty 50, the fund has been ahead across every available period in this table. The contrast is especially visible at 1 year, where the benchmark has been negative while the fund has stayed positive. For a High Risk equity fund, that combination can point to meaningful stock selection effects, but it can also mean performance may vary more sharply when the market regime changes.<\/p>\n<p>The time pattern also suggests that gains have come in bursts rather than in a steady line. That kind of profile may suit investors who are comfortable with a more active, theme-led equity approach and who can stay invested through uneven intermediate moves.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Kotak_Special_Opportunities\"><\/span>Should you BUY or HOLD Kotak Special Opportunities?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Kotak Special Opportunities? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-special-opportunities-fund-g-direct-plan\">Kotak Special Opportunities Fund Direct Growth Plan<\/a><\/td>\n<td>18.64%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-strategic-metal-and-energy-equity-fof-g-direct-plan\">ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan<\/a><\/td>\n<td>73.94%<\/td>\n<td>37.12%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-active-momentum-fund-g-direct-plan\">Motilal Oswal Active Momentum Fund Direct Growth Plan<\/a><\/td>\n<td>29.94%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-healthcare-fund-g-direct-plan\">Kotak Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>29.26%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hdfc-pharma-and-healthcare-fund-g-direct-plan\">HDFC Pharma and Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>28.3%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sbi-automotive-opportunities-fund-g-direct-plan\">SBI Automotive Opportunities Fund Direct Growth Plan<\/a><\/td>\n<td>27.13%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund\u2019s 1-year return is below each of the five peer funds listed here, even though its own benchmark comparison is favourable. That tells us the recent outperformance versus Nifty 50 does not yet translate into peer-leading short-term results.<\/p>\n<p>For 3-year and 5-year periods, the comparison is limited because the fund itself does not yet have those histories. By contrast, one peer shows a 3-year figure, which gives a longer lens on how some category strategies have already compounded. The short-term peer picture and the longer-horizon picture are therefore not the same story, and this fund is still too young for a full comparison on all horizons.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Hero Motocorp Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>4.44%<\/td>\n<\/tr>\n<tr>\n<td>Maruti Suzuki India Limited<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>4.38%<\/td>\n<\/tr>\n<tr>\n<td>Radico Khaitan Ltd.<\/td>\n<td>Alcohol<\/td>\n<td>3.64%<\/td>\n<\/tr>\n<tr>\n<td>NLC India Ltd. (Neyveli Lignite Corporation Ltd.)<\/td>\n<td>Power<\/td>\n<td>3.63%<\/td>\n<\/tr>\n<tr>\n<td>Indusind Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>3.56%<\/td>\n<\/tr>\n<tr>\n<td>PVR Ltd.<\/td>\n<td>Media &amp; Entertainment<\/td>\n<td>3.56%<\/td>\n<\/tr>\n<tr>\n<td>Midwest Ltd<\/td>\n<td>Construction Materials<\/td>\n<td>3.5%<\/td>\n<\/tr>\n<tr>\n<td>Indus Towers Ltd.<\/td>\n<td>Telecom<\/td>\n<td>3.44%<\/td>\n<\/tr>\n<tr>\n<td>Jyoti CNC Automation Ltd<\/td>\n<td>Capital Goods<\/td>\n<td>3.32%<\/td>\n<\/tr>\n<tr>\n<td>Carborundum Universal Ltd.<\/td>\n<td>Abrasives<\/td>\n<td>3.17%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding is Hero Motocorp Ltd. at 4.44%, so no single position dominates the disclosed list. The gap from the first holding to the tenth is only 1.27 percentage points, which suggests the visible positions are fairly close together rather than sharply top-heavy.<\/p>\n<p>The top 10 holdings account for approximately 36.64% of the portfolio, and the full disclosed portfolio contains 41 holdings. That combination points to a spread-out structure with a meaningful tail beyond the largest names, even though the listed positions still carry enough weight to matter individually.<\/p>\n<p>We think this may give the fund several sources of return while also reducing dependence on one or two holdings. At the same time, the mix across automobiles, alcohol, power, banking, telecom and industrial names suggests a selective portfolio where individual stock choices could have greater influence than a plain market index.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/kotak-special-opportunities-fund-g-direct-plan\">Kotak Special Opportunities Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors who are comfortable with High Risk equity exposure and can stay invested for a medium-to-long horizon. The current return profile is stronger over 1 year than the benchmark, but the absence of a longer operating record means the fund still has limited history for judging consistency across market cycles.<\/p>\n<p>The main trade-off is between the possibility of differentiated stock-led gains and the chance of uneven performance when market conditions change. Investors who prefer a broad market-like experience may find the focused portfolio less predictable, while those who can tolerate that variability may find the fund\u2019s selective approach more relevant.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> 0.50% on or before 90D, Nil after 90D.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Kotak_Special_Opportunities_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Kotak Special Opportunities Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b911.668 as of 10 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_1-year_3-year_and_5-year_returns\"><\/span>What are the 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s 1-year return is 18.64%. The 3-year and 5-year returns are Data not available because the scheme has not built those histories yet.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_done_against_Nifty_50\"><\/span>How has the fund done against Nifty 50?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has outpaced Nifty 50 over the available periods in the performance table. The gap is clearest at 1 year, where the fund is positive and the benchmark is negative.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_peer_funds_on_1-year_return\"><\/span>How does it compare with peer funds on 1-year return?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is below the five peer funds listed in the peer comparison table. The same table also shows that the fund does not yet have 3-year or 5-year history for a fuller comparison.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9100.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Devender Singhal and Abhishek Bisen. The exit load is 0.50% on or before 90D and nil after 90D.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Kotak Special Opportunities Fund Direct Growth Plan has a stronger recent showing than its benchmark, but its longer-term record is still too short to judge across full market cycles. Compared with the listed peers, the 1-year result is softer, while the lack of 3-year and 5-year history keeps the long-view comparison incomplete. The portfolio is spread across 41 holdings, with the top 10 accounting for 36.64%, which suggests selective but not overconcentrated exposure. It may suit investors who want High Risk equity exposure and can accept uneven performance in exchange for a differentiated stock-led approach.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 11 September 2026 at 3:17 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Kotak Special Opportunities Fund Direct Growth Plan\",\"identifier\":\"kotak-special-opportunities-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"29 Jun 2024\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":11.668,\"valueReference\":\"as of 10 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"1478 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.71\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":18.64},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Devender Singhal, Abhishek Bisen\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Kotak Special Opportunities Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b911.668 as of 10 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year return is 18.64%. The 3-year and 5-year returns are Data not available because the scheme has not built those histories yet.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund done against Nifty 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has outpaced Nifty 50 over the available periods in the performance table. The gap is clearest at 1 year, where the fund is positive and the benchmark is negative.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on 1-year return?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is below the five peer funds listed in the peer comparison table. The same table also shows that the fund does not yet have 3-year or 5-year history for a fuller comparison.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Devender Singhal and Abhishek Bisen. The exit load is 0.50% on or before 90D and nil after 90D.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Kotak Special Opportunities Fund Direct Growth Plan has a NAV of \u20b911.668 as of 10 Sep 2026, a High Risk profile, and 1-year return of 18.64%.<\/p>\n","protected":false},"author":38,"featured_media":244484,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-244486","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["244484"],"rank_math_title":["Kotak Special Opportunities Fund NAV, Returns &amp; Review"],"rank_math_description":["Kotak Special Opportunities Fund Direct Growth Plan NAV is \u20b911.668 as of 10 Sep 2026; 1Y return is 18.64%."],"rank_math_focus_keyword":["Kotak Special Opportunities Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Kotak_Special_Opportunities_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_bullish.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/244486","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=244486"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/244486\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/244484"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=244486"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=244486"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=244486"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}