Kotak Rural Opportunities Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Kotak Rural Opportunities Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

780 Cr

Lock In Period

N/A

Expense Ratio

2.45

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.

Benchmark

Nifty Rural Total Return

Kotak Rural Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.692.6613.23
6M0.807.6555.41
1Y0.009.27127.82
3Y0.0013.50268.53

Portfolio Analysis

  • Equity: 98.27%
  • Debt: 1.73%
  • Others
As on: 2026-06-30
View allocation % by

1. SHRIRAM FINANCE LIMITED3.52%
2. BAJAJ FINANCE LTD.2.90%
3. CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.2.52%
4. POONAWALLA FINCORP LIMITED1.47%
5. MUTHOOT FINANCE LTD.1.30%
6. Mahindra & Mahindra Financial Services Ltd.1.01%

1. STATE BANK OF INDIA.9.61%
2. INDIAN BANK0.63%
3. BANK OF BARODA0.49%

1. BHARTI AIRTEL LTD.9.49%

1. Mahindra & Mahindra Ltd.7.86%
2. Maruti Suzuki India Limited1.09%

1. Emami Ltd.3.81%
2. GODREJ CONSUMER PRODUCTS LTD.1.97%
3. Hindustan Unilever Ltd.1.70%

1. TVS Motor Company Ltd.3.33%
2. Eicher Motors Ltd.1.99%
3. Bajaj Auto Ltd.1.35%

1. NTPC LTD2.97%
2. Tata Power Company Ltd.1.78%
3. NHPC Ltd.0.83%

1. AVANTI FEEDS LTD3.61%
2. Godrej Agrovet Ltd.1.00%

1. Ultratech Cement Ltd.2.88%
2. Dalmia Bharat Limited1.34%

1. Britannia Industries Ltd.3.03%

1. V.S.T Tillers Tractors Ltd2.78%

1. MRF Ltd.2.46%

1. Indus Towers Ltd.2.26%

1. SBI Life Insurance Company Ltd2.04%

1. MARICO LTD.1.93%

1. ITC Ltd.1.65%

1. Cummins India Ltd.1.41%

1. Sansera Engineering Ltd1.23%

1. INDIA SHELTER FINANCE CORPORATION LTD1.08%

1. ICICI BANK LTD.1.06%

1. SRF LTD.1.05%

About Fund Kotak Rural Opportunities Fund Growth

Kotak Rural Opportunities Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹780 Crore. The fund benchmarks its performance against the Nifty Rural Total Return while maintaining an expense ratio of 2.45. 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.

Fund Managers

Arjun Khanna

.

Peer Comparison

Fund Name1Y3Y
This FundBaroda BNP Paribas Energy Opportunities Fund Growth5.93690
This FundUTI Quant Fund Growth4.05510
This FundKotak Rural Opportunities Fund Growth00
This FundHDFC Defence Fund Growth30.8077171.1741
This FundNippon India Taiwan Equity Fund Growth124.7305253.592

Kotak Rural Opportunities Fund Growth 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 2.45. 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 : 3.69%
  • 6 Months : 0.80%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Kotak Rural Opportunities Fund Growth are updated daily based on NAV of ₹ 10.041 as on Aug 03,2026. 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 ₹780 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.