| Launch date | 06 Nov 2025 |
| Allotment date | 27 Nov 2025 |
| End date | 20 Nov 2025 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: NA
Inclusive of GST
Exit load
Exit load of 0.5%, if redeemed within 90 Days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
NA
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Abhishek BisenNov 2025 - PresentView details
Arjun KhannaNov 2025 - PresentView details
Fund house & investment objective
| Rank (total assets) | #5 in India |
|---|---|
| Total AUM | ₹5,46,744.79Cr |
| Date of Incorporation | 05 Aug 1994 |
|---|
Kotak Rural Opportunities Fund Direct Growth is a NA Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Abhishek Bisen is the Current Fund Manager of Kotak Rural Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,46,745 Cr and the Latest NAV as of 06 Nov 2025 is ₹10.00. The Kotak Rural Opportunities Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. Exit load of 0.5%, if redeemed within 90 Days. ;
Investment Objective
The scheme seeks 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. ;
| Fund benchmark | Nifty Rural Total Return Index |
|---|
Peer Comparison
| Fund name | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Franklin India Technology Fund Direct Growth | NA | 2.3% | 25.0% | 1,867.72 |
HDFC Small Cap Fund Direct Growth | 4 | 4.1% | 23.9% | 36,827.67 |
Nippon India Small Cap Fund Direct Growth | 4 | -1.5% | 23.8% | 66,136.11 |
Franklin India Mid Cap Fund Direct Growth | 3 | 5.2% | 22.9% | 12,212.71 |
Franklin India Small Cap Fund Direct Growth | 4 | -2.1% | 22.6% | 13,265.80 |