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Kotak Rural Opportunities Fund - Regular Plan - Growth

Category: Equity: Thematic-Others Launch Date: 06-11-2025
AUM:

₹ 709.02 Cr

Expense Ratio

2.4737%

Benchmark

Nifty Rural TRI

ISIN

INF174KA1XZ1

Minimum Investment

1000.0

Minimum Topup

100.0

Minimum SIP Amount

500

Fund Manager

Mr. Arjun Khanna & Mr. Abhishek Bisen

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Kotak Rural Opportunities Fund - Regular Plan - Growth - - -
NIFTY RURAL TRI -12.39 8.47 9.09
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
8.873
Last change
0.04 (0.4057%)
Fund Size (AUM)
₹ 709.02 Cr
Performance
-11.41% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Rural & allied theme. However, there can be no assurance that the investment objective of the scheme would be achieved.

Fund Manager
Mr. Arjun Khanna & Mr. Abhishek Bisen
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
STATE BANK OF INDIA EQ NEW RE. 1/- 9.49
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 9.31
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 8.34
TVS MOTOR COMPANY LIMITED EQ FV RE.1/- 4.35
EMAMI LIMITED EQ NEW F.V. RE.1/- 3.94
Shriram Finance Limited 3.66
AVANTI FEEDS LIMITED EQ NEW FV RE. 1/- 3.25
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 3.14
ULTRATECH CEMENT LIMITED EQ 3.1
Bajaj Finance Limited 3.05

Sector Allocation

Sector Holdings (%)
Financial Services 26.62
Automobile and Auto Components 21.02
Fast Moving Consumer Goods 15.31
Telecommunication 11.68
Capital Goods 10.19
Power 4.52
Construction Materials 3.67
Chemicals 3.46
Consumer Durables 1.92

Peer Comparison

Scheme Name 5Y (%)
Kotak Rural Opportunities Fund Reg Plan Gr 0.0