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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 · 2.37%Inception · 06-11-2025
NAV
₹9.67
+0.62% · as of 15-07-2026
Since inception
-3.50%
CAGR
Benchmark (inception)
15.15%
CAGR
Fund size
₹780 Cr
AUM
Expense ratio
2.37%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +-3.50% CAGR vs benchmark +15.15%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-9.20%
STATE BANK OF INDIA EQ NEW RE. 1/-8.85%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.57.66%
AVANTI FEEDS LIMITED EQ NEW FV RE. 1/-4.58%
EMAMI LIMITED EQ NEW F.V. RE.1/-3.69%
Triparty Repo3.63%
NTPC LIMITED EQ3.16%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-3.16%
Shriram Finance Limited3.14%
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 13.01%
Sector allocation
Financial Services25.06%
Automobile and Auto Components19.70%
Fast Moving Consumer Goods19.66%
Telecommunication11.70%
Power6.05%
Capital Goods5.09%
Construction Materials4.24%
Consumer Durables2.75%
Chemicals1.82%
Metals & Mining0.27%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -3.5% p.a.₹10,000
10 years
Projected value
₹10,10,777
Invested: ₹12,00,000
Gained: -₹1,89,223
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
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