Kotak Special Opportunities Fund - Direct Plan - IDCW

Kotak Mahindra Mutual Fund · Sectoral/ Thematic

NAV as of 11 Sept 2026

₹11.651

1y return: +18.45%; absolute
3y return: —; CAGR
5y return: —; CAGR

NAV history

Low ₹8.732High ₹11.733

Scheme details

Fund house: Kotak Mahindra Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Direct Plan
Option: IDCW
AMFI scheme code: 152704
ISIN (growth / payout): INF174KA1SG1
ISIN (reinvestment): —
52-week high: ₹11.733
52-week low: ₹8.732

SIP projection

An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.

Monthly SIP (₹)YearsAssumed annual rate (%)

Amount invested: ₹6,00,000
Projected value at 12% p.a.: ₹11,61,695

Other variants of this fund

Scheme	Plan	NAV	1y	3y	5y
Kotak Special Opportunities FundDirect · Growth	Direct · Growth	₹11.651	+18.46%	—	—
Kotak Special Opportunities FundRegular · Growth	Regular · Growth	₹11.304	+16.89%	—	—
Kotak Special Opportunities FundRegular · IDCW	Regular · IDCW	₹11.303	+16.88%	—	—

Sectoral/ Thematic peers, sorted by 1-year return

Same plan and option, from other fund houses. Sorted by a fact, not a recommendation.

Scheme	Fund house	Plan	NAV	1y	3y	5y
Franklin Asian Equity FundDirect · IDCW	Franklin Templeton Mutual Fund	Direct · IDCW	₹22.7638	+37.91%	+20.80%	+6.09%
SBI Automotive Opportunities FundDirect · IDCW	SBI Mutual Fund	Direct · IDCW	₹13.6614	+27.05%	—	—
Bajaj Finserv Healthcare FundDirect · IDCW	Bajaj Finserv Mutual Fund	Direct · IDCW	₹12.264	+22.14%	—	—
Edelweiss Recently Listed IPO FundDirect · IDCW	Edelweiss Mutual Fund	Direct · IDCW	₹36.1863	+22.04%	+17.47%	+12.56%
SBI HEALTHCARE OPPORTUNITIES FUNDDirect · IDCW	SBI Mutual Fund	Direct · IDCW	₹420.9651	+21.41%	+24.25%	+18.68%
BANK OF INDIA MANUFACTURING & INFRASTRUCTURE FUNDDirect · IDCW	Bank of India Mutual Fund	Direct · IDCW	₹74.30	+18.20%	+20.98%	+20.86%

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Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. The Good Wealth is an AMFI-registered mutual fund distributor and does not provide investment advice.