Kotak Rural Opportunities IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Kotak Rural Opportunities IDCW Reinvest Direct Plan

NAV
₹10.4640
-0.40%
(24 Feb)
AUM
872 Cr
TER
0.71%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+33.4%
+33.4%
+33.4%
+30.3%
NA
3Y
+37.1%
+37.1%
+37.1%
+34.1%
NA
5Y
+29.5%
+29.5%
+29.5%
+27.6%
NA
ALL
+12.8%
+12.8%
+12.8%
+16.7%
+4.6%
VOL
20.0%
20.0%
20.0%
20.1%
11.4%
TER
0.8%
0.8%
0.8%
0.9%
0.7%
AUM
₹5,980 Cr
₹5,980 Cr
₹5,980 Cr
₹1,492 Cr
₹872 Cr
INFO
0.64
0.64
0.64
0.83
0.41
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Rural Opportunities IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
Triparty Repo
10.4%
State Bank of India
9.9%
Bharti Airtel Ltd
8.8%
Mahindra & Mahindra Ltd
7.9%
ITC Ltd
6.1%
TVS Motor Co Ltd
3.2%
Britannia Industries Ltd
3.1%
Shriram Finance Ltd
3.1%
Emami Ltd
2.9%
MRF Ltd
2.7%
Top industry exposure
Financial Services
24.7%
Consumer Defensive
19.9%
Consumer Cyclical
19.2%
Communication Services
11.6%
Industrials
5.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
0%
Lock-in period
-
Exit load
No exit load
Fund 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.
Fund manager(s)
Abhishek Bisen
Arjun Khanna

FAQs