Kotak Rural Opportunities Fund - Regular Plan - Growth
Expense Ratio: 2.31
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty Rural TRI
Inception: 06-11-2025
Exit Load: Nil
Fund Size:₹902.39 Cr
Performance
1Y
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Cat. Avg.N/A
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3Y
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5Y
FundN/A
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10Y
FundN/A
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SI
Fund-8.60%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | STATE BANK OF INDIA. | 74.96 | 9.61% |
| 2 | BHARTI AIRTEL LTD. | 74.08 | 9.49% |
| 3 | Mahindra & Mahindra Ltd. | 61.38 | 7.86% |
| 4 | Emami Ltd. | 29.72 | 3.81% |
| 5 | AVANTI FEEDS LTD | 28.21 | 3.61% |
| 6 | SHRIRAM FINANCE LIMITED | 27.45 | 3.52% |
| 7 | TVS Motor Company Ltd. | 25.95 | 3.33% |
| 8 | Britannia Industries Ltd. | 23.67 | 3.03% |
| 9 | NTPC LTD | 23.18 | 2.97% |
| 10 | BAJAJ FINANCE LTD. | 22.61 | 2.90% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 08 Dec, 25 | 55000 | 51780 | -5.9% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 04 Dec, 25 | 1 L. | 91404 | -8.6% | N/A |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.