Kotak Rural Opportunities Fund
The scheme seeks 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.
Growthvine rating: 2/5 — ranked #132 of 179 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹9.84 (as of 2026-08-21) |
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| AUM | ₹807 Cr |
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| Expense ratio | 2.01% |
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| Riskometer | Very High |
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| Fund manager | Abhishek Bisen |
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| Exit load | 0.5% for redemption within 90 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | -14.34% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 92.4% of NIFTY India Consumption's upside and 103.2% of its downside.
Market cap allocation
| Large cap | 72.0% |
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| Mid cap | 12.4% |
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| Small cap | 15.6% |
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Concentration
| Top 5 holdings | 35.1% |
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| Top 10 holdings | 51.1% |
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| Total holdings | 46 |
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Top holdings
- Bharti Airtel Ltd. — 9.8%
- State Bank Of India — 9.3%
- Mahindra & Mahindra Ltd. — 8.4%
- TVS Motor Company Ltd. — 4.0%
- Emami Ltd — 3.6%
- Shriram Finance Limited — 3.4%
- Avanti Feeds ltd. — 3.4%
- Bajaj Finance Limited — 3.2%
- Britannia Industries Ltd. — 3.1%
- UltraTech Cement Ltd — 3.0%
Top sectors
- Automobile — 21.1%
- Banking & Financial — 12.1%
- Telecom — 12.0%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | -3.5% | Q4 (Bottom) | #152 of 167 |