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Sectoral / Thematicregulargrowth📊 Nifty Rural index TRI

Kotak Rural Opportunities Fund - Regular Plan - Growth

Kotak Mahindra Mutual Fund

₹9.4650

0.18 (-1.86%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹9.4650

0.18 (-1.86%)

29 May 2026

AMFI: 153969

Direct · Growth

₹₹9.5400

0.18 (-1.84%)

29 May 2026

AMFI: 153970

Regular · IDCW

₹₹9.4650

0.18 (-1.86%)

29 May 2026

AMFI: 153968

Direct · IDCW

₹₹9.5400

0.18 (-1.84%)

29 May 2026

AMFI: 153967

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.33%
1 Month-4.37%
3 Months-8.82%
6 Months
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Nov 2025)-4.73%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Nov 2025)-11.22%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹3,000

Invested

₹2,885

Value today

-12.9%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹947

Value today

-10.4%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,04,096

Value today

+6.4%

vs lumpsum

STP beat direct lumpsum by 6.4% — reduced timing risk paid off

Model your own STP with real NAV

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹867 Cr
Expense Ratio2.26%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNifty Rural index TRI ✓
Launch Date06 Nov 2025
AMFI Code153969

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Security% NAV

STATE BANK OF INDIA.

INE062A01020

942.00%

STATE BANK OF INDIA.

INE062A01020

941.00%

BHARTI AIRTEL LTD.

INE397D01024

938.00%

BHARTI AIRTEL LTD.

INE397D01024

912.00%

Mahindra & Mahindra Ltd.

INE101A01026

778.00%

Mahindra & Mahindra Ltd.

INE101A01026

748.00%

AVANTI FEEDS LTD

INE871C01038

505.00%

AVANTI FEEDS LTD

INE871C01038

468.00%

Emami Ltd.

INE548C01032

395.00%

Emami Ltd.

INE548C01032

380.00%

TVS Motor Company Ltd.

INE494B01023

332.00%

Britannia Industries Ltd.

INE216A01030

328.00%

Britannia Industries Ltd.

INE216A01030

318.00%

NTPC LTD

INE733E01010

317.00%

TVS Motor Company Ltd.

INE494B01023

316.00%

NTPC LTD

INE733E01010

313.00%

MRF Ltd.

INE883A01011

304.00%

V.S.T Tillers Tractors Ltd

INE764D01017

303.00%

V.S.T Tillers Tractors Ltd

INE764D01017

302.00%

SHRIRAM FINANCE LIMITED

INE721A01047

302.00%

SHRIRAM FINANCE LIMITED

INE721A01047

298.00%

Ultratech Cement Ltd.

INE481G01011

283.00%

MRF Ltd.

INE883A01011

282.00%

Ultratech Cement Ltd.

INE481G01011

280.00%

ITC Ltd.

INE154A01025

265.00%

BAJAJ FINANCE LTD.

INE296A01032

255.00%

Indus Towers Ltd.

INE121J01017

248.00%

BAJAJ FINANCE LTD.

INE296A01032

237.00%

ITC Ltd.

INE154A01025

228.00%

Indus Towers Ltd.

INE121J01017

223.00%

SBI Life Insurance Company Ltd

INE123W01016

210.00%

CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

INE121A01024

208.00%

Dalmia Bharat Limited

INE00R701025

205.00%

Dalmia Bharat Limited

INE00R701025

202.00%

SBI Life Insurance Company Ltd

INE123W01016

198.00%

GODREJ CONSUMER PRODUCTS LTD.

INE102D01028

198.00%

GODREJ CONSUMER PRODUCTS LTD.

INE102D01028

197.00%

CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

INE121A01024

196.00%

Tata Power Company Ltd.

INE245A01021

193.00%

MUTHOOT FINANCE LTD.

INE414G01012

187.00%

MUTHOOT FINANCE LTD.

INE414G01012

186.00%

Eicher Motors Ltd.

INE066A01021

182.00%

Eicher Motors Ltd.

INE066A01021

180.00%

Tata Power Company Ltd.

INE245A01021

179.00%

MARICO LTD.

INE196A01026

174.00%

Hindustan Unilever Ltd.

INE030A01027

170.00%

Hindustan Unilever Ltd.

INE030A01027

169.00%

MARICO LTD.

INE196A01026

169.00%

POONAWALLA FINCORP LIMITED

INE511C01022

136.00%

Bajaj Auto Ltd.

INE917I01010

130.00%

Performance Comparison

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Investment Objective

Kotak Rural Opportunities Fund - Regular Plan - 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 Plan - 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