Kotak Mutual Fund launches Kotak Special Opportunities Fund

NFO period: 10^th June – 24^th June, 2024

Highlights of the NFO:

• Scheme type – An open-ended equity scheme following special situations theme


• 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.


• Product suitability – The product is suitable for investors who are seeking long term capital growth by investing in portfolio of predominantly equity & equity related securities following Special Situation Theme.


• Minimum Application Amount – First investment Rs. 100/- and any amount thereafter


• Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Payout of Income Distribution cum capital withdrawal (IDCW) (Payout and Reinvestment).


• Fund Managers – Mr. Devender Singhal & Arjun Khanna


• Benchmark – Benchmark – Nifty 500 TRI