AK
Arjun KhannaLead
Since Nov 2025
AUM managed
₹8,382.16Cr
Tenure
Since Nov 2025
Funds
6
Kotak Rural Opportunities Reg Growth
Sectoral/ ThematicKotak Mahindra Mutual Fund
NAV
₹9.39
-0.64% today
AUM
₹758.11 Cr
Fund size
Expense
2.36%
Regular plan
Min SIP
₹0
per month
Min Lumpsum
₹1,000
one-time
Exit Load
0.5
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty Rural TRI (100%)
Number of holdings43
Inception27 Nov 2025
Exit load0.5
Risk metrics
Alpha0
Beta0
Sharpe ratio0
Standard deviation0.00%
Sortino ratio0
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Kotak Rural Opportunities Reg Growth
Kotak Rural Opportunities Reg Growth is an open-ended Sectoral/ Thematic mutual fund scheme offered by Kotak Mahindra Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹9.39 per unit and the scheme manages ₹758.11 Cr in assets under management. The fund charges an expense ratio of 2.36% and is benchmarked against Nifty Rural TRI (100%). SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
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.
Regular Plan · Growth option · NAV as of 11 Sept 2026
Kotak Rural Opportunities Reg Growth returns
| Period | Fund |
|---|---|
| 1 month | -5.53% |
| 3 months | +2.77% |
| 6 months | -3.18% |
| 1 year | 0.00% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +1.72% |
| 6 months | -6.38% |
| 1 year | 0.00% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Kotak Rural Opportunities Reg Growth — frequently asked questions
What is the NAV of Kotak Rural Opportunities Reg Growth?
The latest net asset value (NAV) of Kotak Rural Opportunities Reg Growth is ₹9.39 per unit, -0.64% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What is the expense ratio of Kotak Rural Opportunities Reg Growth?
Kotak Rural Opportunities Reg Growth charges an expense ratio of 2.36% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Kotak Rural Opportunities Reg Growth?
SEBI's riskometer classifies Kotak Rural Opportunities Reg Growth as Very High Risk, which is typical for a Sectoral/ Thematic scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Kotak Rural Opportunities Reg Growth?
You can start a SIP in Kotak Rural Opportunities Reg Growth from ₹0 per month, and the minimum lumpsum investment is ₹1,000.
Who manages Kotak Rural Opportunities Reg Growth?
Kotak Rural Opportunities Reg Growth is managed by Kotak Mahindra Mutual Fund, holds ₹758.11 Cr in assets under management and invests across 43 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Kotak Mahindra Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sectoral/ Thematic
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF174KA1XZ1
- Scheme code
- FS0000KEDP
Frequently asked questions
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