Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

872 Cr

Lock In Period

N/A

Expense Ratio

2.26

Benchmark

Nifty Rural Total Return

Exit Load

For redemption / switch out within 90 days from the date of allotment - 0.5%If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.

Summary

Latest details for Kotak Rural Opportunities Fund Growth include a 9.695 NAV as of Mar 11,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Kotak Rural Opportunities Fund Growth AUM is ₹872 Cr, with a lock-in of N/A years, expense ratio of 2.26%, and benchmark Nifty Rural Total Return. Exit load is - For redemption / switch out within 90 days from the date of allotment - 0.5%If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded -4.44% returns, against a category average of -1.06% and a category best of 7.84%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.44-1.067.84
6M0.002.0235.88
1Y0.006.62103.15
3Y0.0014.47210.48

Portfolio Analysis

  • Equity: 89.92%
  • Debt: 10.08%
  • Others
As on: 2026-01-31
View allocation % by

1. STATE BANK OF INDIA.9.88%
2. INDIAN BANK0.63%
3. BANK OF BARODA0.48%

1. SHRIRAM FINANCE LIMITED3.08%
2. BAJAJ FINANCE LTD.2.40%
3. CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.2.06%
4. MUTHOOT FINANCE LTD.1.98%
5. Mahindra & Mahindra Financial Services Ltd.1.08%
6. POONAWALLA FINCORP LIMITED0.18%

1. Mahindra & Mahindra Ltd.7.87%
2. Maruti Suzuki India Limited1.00%

1. BHARTI AIRTEL LTD.8.80%

1. TVS Motor Company Ltd.3.16%
2. Eicher Motors Ltd.1.31%
3. Hero MotoCorp Ltd.1.21%
4. Bajaj Auto Ltd.1.19%

1. Emami Ltd.2.88%
2. GODREJ CONSUMER PRODUCTS LTD.2.02%
3. Hindustan Unilever Ltd.1.70%

1. ITC Ltd.6.09%

1. NTPC LTD2.55%
2. Tata Power Company Ltd.1.26%
3. NHPC Ltd.0.90%

1. Ultratech Cement Ltd.2.62%
2. Dalmia Bharat Limited1.61%

1. Britannia Industries Ltd.3.09%

1. MRF Ltd.2.73%

1. AVANTI FEEDS LTD2.63%

1. V.S.T Tillers Tractors Ltd2.59%

1. Indus Towers Ltd.2.29%

1. SBI Life Insurance Company Ltd2.06%

1. MARICO LTD.1.51%

1. Ashok Leyland Ltd.1.01%

About Fund

Kotak Rural Opportunities Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹872 Crore. The fund benchmarks its performance against the Nifty Rural Total Return while maintaining an expense ratio of 2.26. Under the expert guidance of Arjun Khanna ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund Name1Y3Y
This FundInvesco India Business Cycle Fund Growth22.55410
This FundSundaram Business Cycle Fund Growth1.35890
This FundKotak Rural Opportunities Fund Growth00
This FundICICI Prudential PSU Equity Fund Growth20.4846106.8053
This FundNippon India Taiwan Equity Fund Growth100.3482197.8348

FAQs

Kotak Rural Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Rural Opportunities Fund Growth is 2.26. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Rural Opportunities Fund Growth’s fund performance is as follows:
  • 1 Month : -4.44%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Kotak Rural Opportunities Fund Growth are updated daily based on NAV of ₹ 9.695 as on Mar 11,2026. Since inception, the return has been 0.00%.

You can invest in Kotak Rural Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Rural Opportunities Fund Growth is ₹872 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Rural Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500