Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

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Kotak Special Opportunities Fund - Direct Plan - Growth Option

Kotak Mahindra Mutual Fund · Managed by Abhishek Bisen; Devender Singhal

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FundScore
Latest NAV
₹11.6770
as of 18 Aug 2026
AUM
—
Expense ratio
0.83%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
50/100steady
Rank #503 of 1015 · top 50%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
4.48%
3M
12.32%
6M
18.44%
1Y
21.93%
3Y CAGR
—
5Y CAGR
—
Since incep.
7.48%
Fund details
Fund manager
Abhishek Bisen; Devender Singhal
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
29%
Volatility (3Y)
16.5%
Rating (external)
—
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

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Stock holdings
Latest portfolio disclosure for this scheme.

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