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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 · 2.47%Inception · 06-11-2025
NAV
₹9.07
-0.47% · as of 14-10-2026
Since inception
-9.49%
CAGR
Benchmark (inception)
14.55%
CAGR
Fund size
₹709 Cr
AUM
Expense ratio
2.47%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +-9.49% CAGR vs benchmark +14.55%.
Portfolio
Where the money is invested
Top holdings
STATE BANK OF INDIA EQ NEW RE. 1/-9.61%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-9.49%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.57.86%
EMAMI LIMITED EQ NEW F.V. RE.1/-3.81%
AVANTI FEEDS LIMITED EQ NEW FV RE. 1/-3.61%
Shriram Finance Limited3.52%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-3.33%
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 13.03%
NTPC LIMITED EQ2.97%
Bajaj Finance Limited2.90%
Sector allocation
Financial Services27.63%
Automobile and Auto Components19.73%
Fast Moving Consumer Goods18.70%
Telecommunication11.75%
Power5.58%
Capital Goods5.10%
Construction Materials4.22%
Consumer Durables2.88%
Chemicals2.34%
Metals & Mining0.34%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -9.5% p.a.₹10,000
10 years
Projected value
₹7,70,670
Invested: ₹12,00,000
Gained: -₹4,29,330
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
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