Kotak Rural Opportunities Fund - Regular Plan - Growth
Fund House: Kotak Mahindra Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 06-11-2025 |
| Asset Class: EQUITY |
| Benchmark: Nifty Rural TRI |
| TER: 2.31% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 100.0 |
| Total Assets: - |
| Turn over: - | Exit Load: • For redemption / switch out within 90 days from the date of allotment: 0.5% • If units are redeemed or switched out on or after 90 days from the date of allotment -Nil |
9.988
-0.1 (-0.9912%)
-0.28%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Kotak Rural Opportunities Fund - Regular Plan - Growth | 06-11-2025 | - | - | - | - | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 17.73 | 13.43 | 17.19 | 23.49 | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 15.03 | 23.46 | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 12.07 | 16.39 | 22.46 | 25.37 | - |
| ICICI Prudential Equity Minimum Variance Fund - Growth | 09-12-2024 | 11.84 | - | - | - | - |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 11.72 | 9.83 | 16.64 | 17.0 | 16.71 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 10.56 | 14.18 | 19.08 | 19.31 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 8.37 | 14.98 | 18.99 | 18.41 | 13.64 |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 7.78 | 10.05 | 16.48 | - | - |
| Aditya Birla Sun Life Conglomerate Fund-Regular Growth | 27-12-2024 | 5.89 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
0.43%
Others
99.57%
Scheme Documents
There are no scheme documents available
