Compare
NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Sectoral/ Thematic median (248 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 05 Jul 2024 – 20 Aug 2026, limited by Kotak Special Opportunities Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Kotak Special Opportunities Fund | Nifty 500 |
|---|---|---|
| 05 Jul 2024 | ₹100.00 | ₹100.00 |
| 08 Sep 2024 | ₹103.33 | ₹102.13 |
| 11 Nov 2024 | ₹99.23 | ₹98.28 |
| 15 Jan 2025 | ₹94.05 | ₹93.75 |
| 21 Mar 2025 | ₹87.01 | ₹92.54 |
| 24 May 2025 | ₹94.02 | ₹99.10 |
| 28 Jul 2025 | ₹93.29 | ₹99.39 |
| 01 Oct 2025 | ₹96.62 | ₹99.74 |
| 04 Dec 2025 | ₹100.27 | ₹103.28 |
| 07 Feb 2026 | ₹93.85 | ₹101.94 |
| 13 Apr 2026 | ₹92.68 | ₹96.48 |
| 16 Jun 2026 | ₹104.66 | ₹100.04 |
| 20 Aug 2026 | ₹113.03 | ₹102.29 |
| Metric | Kotak Mahindra · Regular · IDCW NAV ₹11.32 Very High risk ★★★★☆ 1Y | Category median Sectoral/ Thematic · 248 funds |
|---|---|---|
| +18.42% | +3.54% | |
| — | +11.47% | |
| — | +9.70% | |
| — | +10.32% | |
| +5.93% | +9.15% | |
| +14.93% | — | |
| — | +12.10% | |
| — | +10.32% | |
| — | +8.80% | |
| Risk | ||
| 16.38% | 15.91% | |
| 0.73 | 0.25 | |
| 0.99 | 0.32 | |
| -23.60% | -26.14% | |
| Nifty 500 | — | |
| — | -0.04% | |
| — | 0.98 | |
| — | 98.3% | |
| — | 101.5% | |
| 2.28% | 2.38% | |
| ₹1,410Cr | ₹1,160Cr | |
| 0.50% | — | |
| None | — | |
| ₹100 | — | |
| ₹100 | — | |
| 29% | 42% | |
| Abhishek Bisen | — | |
| 05 Jul 2024 | — | |
| 37 | — | |
| 39.2% | — | |
| 0.1% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.