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 #138 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹8.83 (as of 2026-10-23) |
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| AUM | ₹758 Cr |
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| Expense ratio | 2.04% |
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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 | −16.39% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 67.0% |
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| Mid cap | 10.8% |
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| Small cap | 22.2% |
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Concentration
| Top 5 holdings | 35.4% |
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| Top 10 holdings | 51.6% |
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| Total holdings | 44 |
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Top holdings
- State Bank Of India — 9.5%
- Bharti Airtel Ltd. — 9.3%
- Mahindra & Mahindra Ltd. — 8.3%
- TVS Motor Company Ltd. — 4.3%
- Emami Ltd — 3.9%
- Shriram Finance Limited — 3.7%
- Avanti Feeds ltd. — 3.3%
- Britannia Industries Ltd. — 3.1%
- UltraTech Cement Ltd — 3.1%
- Bajaj Finance Limited — 3.0%
Top sectors
- Automobile — 21.0%
- Finance & Investments — 13.2%
- Telecom — 11.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −13.5% | Q4 (Bottom) | #155 of 167 |