Kotak Rural Opportunities Fund - Regular Plan - Growth
Fund House: Kotak Mahindra Mutual Fund
Category: Equity: Thematic-Others
Status: Open Ended Schemes
Launch Date: 06-11-2025
Minimum Investment: 1000.0
Asset Class: EQUITY
Minimum Topup: 100.0
Benchmark: Nifty Rural TRI
Total Assets: 0.0 As on ()
Expense Ratio: 2.31% As on (28-11-2025)
Turn over: 81.00% | Exit Load: For redemption / switch out within 90 days from the date of allotment - 0.5% 1 If units are redeemed or switched out on or after 90 days from the date of allotment - Nil
NAV as on 16-12-2025
10.041
-0.01
CAGR Since Inception
0.25%
Nifty Rural TRI 13.87%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Kotak Rural Opportunities Fund - Regular Plan - Growth | - | - | - | - | 0.25 |
| Benchmark | - | - | - | - | - |
| Equity: Thematic-Others | -0.38 | 16.9 | 19.17 | 14.42 | 9.86 |
Funds Manager
Mr. Arjun Khanna, Mr. Abhishek Bisen
RETURNS CALCULATORS for Kotak Rural Opportunities Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Kotak Rural Opportunities Fund - Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Kotak Rural Opportunities Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Kotak Rural Opportunities Fund Reg Plan Gr | 06-11-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Equity Minimum Variance Fund Gr | 09-12-2024 | 9.78 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 7.8 | 17.24 | 22.33 | 26.33 | 0.0 |
| ICICI Pru Commodities Gr | 05-10-2019 | 6.25 | 12.28 | 15.7 | 25.8 | 0.0 |
| Sundaram Services Reg Gr | 21-09-2018 | 6.06 | 14.28 | 17.68 | 20.63 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 5.75 | 16.27 | 19.11 | 20.28 | 13.72 |
| SBI Equity Minimum Variance Fund Reg Gr | 02-03-2019 | 3.91 | 8.63 | 13.13 | 14.29 | 0.0 |
| SBI COMMA Fund Reg PLAN Gr | 05-08-2005 | 2.05 | 11.98 | 15.85 | 17.45 | 16.91 |
| ICICI Prudential Housing Opportunities Fund Gr | 18-04-2022 | 0.58 | 10.48 | 16.09 | 0.0 | 0.0 |
| Franklin India Opportunities Gr | 05-02-2000 | 0.26 | 19.28 | 28.02 | 23.52 | 16.95 |
Asset Allocation (%)
Key Performance and Risk Statistics of Kotak Rural Opportunities Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Kotak Rural Opportunities Fund - Regular Plan - Growth | - | - | - | - | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |