myplexus

NFO Monitor

Fund Fact

Name of Funds:

Kotak Special Opportunities

Opening:

10th June 2024

Closing:

24th June 2024

Minimum Investment:

Rs. 100/- and any amount thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 1 year from the date of allotment

Fund Stats

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.

Benchmark:

NIFTY 500

Fund Manager:

Devender Singhal, Arjun Khanna

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Franklin India Opportunities Fund	34.32(6M)	78.34(1Y)
Union Innovation & Opportunities Fund	23.08(6M)	Not Available

Fund Prognosis

Idea Distiller

Finding chinks, structural or time bound is where the fund will find itself.

Fund House AAUM:
Rs 38400733.76 Lakhs(as on 31st March, 2024)
Fund Manager:
Combined experience of above 22 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Frankly I am not a fan of the "special opportunities" category.

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