Kotak Rural Opportunities Fund · Regular · Growth
NAV
₹9.6650
as of 15 Jul 2026
Expense Ratio
2.26%
AUM
₹867 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -3.95%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -4.49%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Bharti Airtel Ltd.9.20%
- 2State Bank Of India.8.85%
- 3Mahindra & Mahindra Ltd.7.66%
- 4Avanti Feeds Ltd4.58%
- 5Emami Ltd.3.69%
- 6Tvs Motor Company Ltd.3.16%
- 7Ntpc Ltd3.16%
- 8Shriram Finance Limited3.14%
- 9Britannia Industries Ltd.3.01%
- 10Ultratech Cement Ltd.2.89%
Investment Objective
Kotak Rural Opportunities Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Kotak Rural Opportunities Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹867 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Rural index TRI. The current expense ratio is 2.26%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations