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Kotak Mahindra Mutual Fund · Equity: Thematic-Others
Kotak Rural Opportunities Fund - Regular Plan - Growth
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.
EQUITYBenchmark · Nifty Rural TRITER · 2.33%Inception · 06-11-2025
NAV
₹9.66
+0.96% · as of 14-05-2026
Since inception
-3.60%
CAGR
Benchmark (inception)
13.26%
CAGR
Fund size
₹8 Cr
AUM
Expense ratio
2.33%
28-04-2026
Performance
Returns vs benchmark & category
Since inception: +-3.60% CAGR vs benchmark +13.26%.
Portfolio
Where the money is invested
Top holdings
STATE BANK OF INDIA EQ NEW RE. 1/-9.41%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-9.38%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.57.78%
AVANTI FEEDS LIMITED EQ NEW FV RE. 1/-4.68%
EMAMI LIMITED EQ NEW F.V. RE.1/-3.80%
Triparty Repo3.51%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-3.32%
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 13.28%
NTPC LIMITED EQ3.17%
MRF LIMITED EQ3.04%
Sector allocation
Financial Services24.08%
Fast Moving Consumer Goods20.35%
Automobile and Auto Components20.31%
Telecommunication11.86%
Capital Goods6.31%
Power5.93%
Construction Materials4.88%
Consumer Durables1.64%
Chemicals1.21%
Metals & Mining0.52%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -3.6% p.a.₹10,000
10 years
Projected value
₹10,05,977
Invested: ₹12,00,000
Gained: -₹1,94,023
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Arjun Khanna & Mr. Abhishek Bisen
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153969
ISIN (Growth)
INF174KA1XZ1
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Others funds
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