EquitySectoral/ ThematicDirect · Growth
Kotak Special Opportunities Fund - Direct Plan - Growth Option
Kotak Mahindra · Scheme 152702
₹11.35▲ 0.60%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
—
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.35% |
| 3 Months | +10.81% |
| 6 Months | +18.50% |
| 1 Year | +18.96% |
| 3 Years (CAGR) | — |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +6.16% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns100
Consistency50
Risk-adjusted33
Downside protection63
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 1Y return: +19.0%
- ✓ 1Y return vs category: +10.5% vs category avg
- ✓ Alpha vs benchmark: +5.0%
- ✓ Max drawdown: -23%
- ✓ Direct plan: no distributor commission
What to watch
- • Sharpe ratio: 0.06
- • Sortino ratio: 0.08
Risk metrics
Sharpe ratio
0.06
Sortino ratio
0.08
Volatility
16.54%
Max drawdown
-23.13%
Downside capture
92.40%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.