Kotak Special Opportunities Fund Direct Growth

Scheme code: INF174KA1SF3 NAV value: ₹ 8.9850 NAV date: 19 March, 2026 TER: 0.79%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-9.27	15.81	-0.88	0.10	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	0.1
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	0.1
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	0.1
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	0.1
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,31,787 - Absolute Returns: ₹31,787 - CAGR: %

Max Drawdown

-23.13 %

Drawdown Duration

5 months

Avg Drawdown

-8.66 %

1 Y

0.0043

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	3.64	0.96	97.4	92.1	7.74 %	4.00 %
3 years	-2.39	0.97	93.0	98.0	-3.43 %	-1.27 %
5 years	-1.53	0.97	93.0	98.0	-2.07 %	-0.76 %
7 years	-1.16	0.97	93.0	98.0	-1.49 %	-0.54 %
10 years	-0.86	0.97	93.0	98.0	-1.04 %	-0.38 %
12 years	-0.75	0.97	93.0	98.0	-0.87 %	-0.32 %
15 years	-0.65	0.97	93.0	98.0	-0.70 %	-0.25 %