
Kotak Special Opportunities Fund(G)-Direct Plan
+18.64%
1Y annualised
+18.64%
1Y annualised
-0.44% 1D
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Buy, Hold or Sell?
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NAV : 10 Sep 2026
₹11.67
Min. SIP amount
₹100
Fund size (AUM)
1478 Cr
Expense ratio
0.71%
Launched on
29 Jun 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 10 Sep 2026
₹11.67
Min. SIP amount
₹100
Fund size (AUM)
1478 Cr
Expense ratio
0.71%
Launched on
29 Jun 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
9.43%
Mid Cap
23.38%
Small Cap
62.72%
Others
4.47%
Sector Allocation
Healthcare
12.48%
Bank
11.34%
Automobile & Ancillaries
10.65%
Capital Goods
10.01%
Media & Entertainment
6.30%
Domestic Equities
6.01%
Finance
5.44%
Fmcg
5.15%
Others
32.61%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.50% on or before 90D, Nil after 90D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Devender Singhal
Present
Abhishek Bisen
Present
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FAQs
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