← Kotak Mahindra Mutual Fund
Kotak Special Opportunities Fund - Regular Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF174KA1SD8
NAV · 06-Jul-2026
₹10.8310
1M
+5.25%
6M
+6.40%
1Y (CAGR)
+11.50%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+3.76%
NAV history
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Risk & SIP analytics
Volatility (3y)
16.59%
Downside dev (3y)
12.43%
Max drawdown (3y)
-23.6%
Calendar-year returns
2025 +0.9%
Fund facts
Fund managerAbhishek Bisen · Devender Singhal
AUM₹14,247 Cr
TER · AMFI officialDirect 0.95% · Regular 2.27% (2026-06-30)
Launch date10-Jun-2024
Plan typeOpen Ended · Equity
Min lumpsum100
Lock-inNone
Volatility16.55
AMCKotak Mahindra Asset Management Company Limited.
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
scheme documents ↗