Sectoral / Thematic · Equity
Kotak Rural Opportunities Fund
Kotak Mahindra Mutual Fund
Benchmark
Nifty Rural TRIRiskometer
Very HighSize
₹693 crAllotted
27 Nov 2025Holdings as of
Not on recordKotak Rural Opportunities Fund is a sectoral / thematic fund of Kotak Mahindra Mutual Fund with ₹693 cr under management. Its direct plan charges 0.92% a year. Arjun Khanna has managed it for 0.9 years.
The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.
Has Kotak Rural Opportunities Fund beaten its benchmark?
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.29% | −3.60% | — |
| 3 months | −5.84% | −5.03% | — |
| 6 months | −7.54% | −1.83% | — |
| 1 year | — | −4.06% | — |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 4 Dec 2025 | — | — | — |
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | — | — | — | — | — |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app
Value of 100, month-end
Dec 2025 to 14 Oct 2026Fund 90Nifty 500 TRI 93
₹100 put in at the start of Dec 2025 would be ₹90 on 14 Oct 2026, against ₹93 in the Nifty 500 TRI.
What does Kotak Rural Opportunities Fund cost?
0.92% a year on the direct plan, 2.48% on the regular plan; 27 of 174 funds in its category charge less.
Direct plan
0.92% a year
Category median 1.22%
Regular plan
2.48% a year
Category median 2.38%
Gap
1.56 points
for the same holdings
27 of 174 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Sectoral/ Thematic
Who manages Kotak Rural Opportunities Fund?
Arjun Khanna, since 27 Nov 2025; Abhishek Bisen, since 27 Nov 2025.
Arjun Khanna
0.9 years
since 27 Nov 2025
Abhishek Bisen
0.9 years
since 27 Nov 2025
Benchmark as filedNifty Rural Index TRI (Total Return Index)
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
From 6 Scheme Summary Documents filed with NSE, first on 29 Apr 2026; as on 29 Sep 2026
What does Kotak Rural Opportunities Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.
Questions people ask
Who manages Kotak Rural Opportunities Fund?
Arjun Khanna (manager) since 27 Nov 2025; Abhishek Bisen (manager) since 27 Nov 2025.
What is the expense ratio of Kotak Rural Opportunities Fund?
0.92% a year on the direct plan and 2.48% on the regular plan (expense report, Oct 2026).
Inside the app
See Kotak Rural Opportunities Fund beside your own funds in Valarth
