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Kotak Rural Opportunities Fund - Regular Plan - Growth

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

₹ 827.75 Cr

Expense Ratio

2.33%

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 2.7 12.73 13.31
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
9.292
Last change
-0.02 (-0.183%)
Fund Size (AUM)
₹ 827.75 Cr
Performance
-7.23% (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/- 9.42
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 9.12
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 7.48
AVANTI FEEDS LIMITED EQ NEW FV RE. 1/- 5.05
EMAMI LIMITED EQ NEW F.V. RE.1/- 3.95
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 3.18
TVS MOTOR COMPANY LIMITED EQ FV RE.1/- 3.16
NTPC LIMITED EQ 3.13
V.S.T. TILLERS TRACTORS LIMITED EQ 3.02
Shriram Finance Limited 2.98

Sector Allocation

Sector Holdings (%)
Financial Services 25.32
Fast Moving Consumer Goods 21.42
Automobile and Auto Components 18.99
Telecommunication 11.35
Capital Goods 6.44
Power 6.07
Construction Materials 4.82
Consumer Durables 1.73
Chemicals 1.27
Metals & Mining 0.2

Peer Comparison

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