NFO Monitor

Fund Fact

Name of Funds:

Kotak Rural Opportunities

Opening:

6th November 2025

Closing:

20th November 2025

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

0.5% of applicable NAV,For redemption / switch out within 90 days from the date of allotment

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

upto 10% Others NIL NIL

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

Uniqueness

Return

Risk

Operability

Oomph 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.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028