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 #142 of 184 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹8.99 (as of 2026-10-01) |
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| AUM | ₹807 Cr |
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| Expense ratio | 2.03% |
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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 | −14.79% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 70.1% |
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| Mid cap | 12.2% |
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| Small cap | 17.7% |
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Concentration
| Top 5 holdings | 36.6% |
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| Top 10 holdings | 52.8% |
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| Total holdings | 43 |
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Top holdings
- State Bank Of India — 10.2%
- Bharti Airtel Ltd. — 9.6%
- Mahindra & Mahindra Ltd. — 8.7%
- TVS Motor Company Ltd. — 4.3%
- Shriram Finance Limited — 3.9%
- Emami Ltd — 3.5%
- Avanti Feeds ltd. — 3.4%
- Britannia Industries Ltd. — 3.2%
- Bajaj Finance Limited — 3.1%
- UltraTech Cement Ltd — 3.0%
Top sectors
- Automobile — 22.7%
- Finance & Investments — 13.7%
- Banking & Financial — 13.4%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −11.9% | Q4 (Bottom) | #158 of 167 |