Kotak Special Opportunities Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

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

The Kotak Special Opportunities Fund Regular Growth has an AUM of 1410.79 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.12%. The minimum investment in Kotak Special Opportunities Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & High respectively.

The top holdings of the fund include Hero Motocorp, Maruti Suzuki India, Indusind Bank & NLC India.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Construction Services & Recreational Products.

Some of the similar funds are ICICI Prudential Exports and Services Fund Growth, ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Regular Growth, WhiteOak Capital Special Opportunities Fund Regular Growth, Kotak Special Opportunities Fund Regular Growth, Kotak Active Momentum Fund Regular Growth. Kotak Special Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.