Kotak Special Opportunities Fund - Regular Plan - IDCW Option
Fund House: Kotak Mahindra Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 29-06-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 1.99% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 0.0 |
| Minimum Topup: 0.0 |
| Total Assets: 2,265 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: - |
9.547
0.06 (0.6285%)
-4.7%
Benchmark: 12.49%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Kotak Special Opportunities Fund - Regular Plan - IDCW Option | 29-06-2024 | - | - | - | - | - |
| Quant Commodities Fund - Growth Option - Regular Plan | 27-12-2023 | 32.18 | - | - | - | - |
| HDFC Defence Fund - Growth Option | 05-06-2023 | 30.32 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 28.21 | 43.55 | 25.39 | 26.67 | 15.68 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 27.3 | - | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 24.83 | 30.3 | 15.38 | 22.45 | - |
| Axis Innovation Fund - Regular Plan - Growth Option | 05-12-2020 | 24.55 | 24.61 | 9.22 | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 24.51 | 30.09 | 19.45 | 20.17 | 12.84 |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 24.45 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 22.55 | 23.21 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
51.9%
Others
0.33%
Large Cap
32.44%
Mid Cap
15.33%
Scheme Documents
There are no scheme documents available
