Kotak Rural Opportunities Fund · Regular · Growth
NAV
₹9.9040
as of 31 Jul 2026
Expense Ratio
2.26%
AUM
₹804 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -0.96%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.40%
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
- 1State Bank Of India.9.61%
- 2Bharti Airtel Ltd.9.49%
- 3Mahindra & Mahindra Ltd.7.86%
- 4Emami Ltd.3.81%
- 5Avanti Feeds Ltd3.61%
- 6Shriram Finance Limited3.52%
- 7Tvs Motor Company Ltd.3.33%
- 8Britannia Industries Ltd.3.03%
- 9Ntpc Ltd2.97%
- 10Bajaj Finance Ltd.2.90%
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 ₹804 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