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Fund Facts
  • Name of Fund:
    Kotak Rural Opportunities
  • Opening:
    6th November 2025
  • Closing:
    20th November 2025
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    0.5% of applicable NAV,For redemption / switch out within 90 days from the date of allotment
  • Thereafter:
    Nil

Fund Stats

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.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Arjun Khanna,Abhishek Bisen

Asset Allocation

80%-100% Equity
upto 20% Debt and Money Market
Comparable existing schemes
Aditya Birla Sun Life Special Opportunities 13.02(1Y) 19.03(3Y)
HDFC Housing Opportunities 1.59(1Y) 16.77(3Y)

Fund Prognosis

Idea Distiller

A simple sector but with a guge hinterland, cutting across multiple inductries and supporting the rising spending power in the rural segment.

  • Fund House AAUM:

  • 56698181.53.53(in Lakhs) as on 30th September,2025

  • Fund Manager:

  • Combined Experience of over and above 18 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

A bigger canvas than a plain vanilla consumption or banking or tech fund. Essentially a diversified portfolio with a rural focus. I like it.