Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.56% | -4.65% | -8.15% | -9.91% | – | – | – | – | – |
NAV history
About this fund
Kotak Rural Opportunities Fund is a sectoral/thematic equity fund offered by Kotak Mahindra Mutual Fund, classified under Equity as Equity Scheme - Sectoral/Thematic. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹9.07, with assets under management of about ₹806 Cr (April - June 2026).
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Kotak Rural Opportunities Fund does not yet have a full one-year track record, so trailing returns are limited.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| JioBlackRock Sector Rotation Fund Equity Scheme - Sectoral/Thematic | -4.73 | -6.06 | -4.71 | – | – | – | – | 0.50 |
| Kotak Services Fund Equity Scheme - Sectoral/Thematic | -2.37 | -3.05 | -3.42 | – | – | – | – | – |
| SBI Quality Fund Equity Scheme - Sectoral/Thematic | -5.87 | -4.06 | 1.51 | – | – | – | – | 0.79 |
| NJ Momentum Fund Equity Scheme - Sectoral/Thematic | -6.72 | – | – | – | – | – | – | 0.58 |
| Baroda BNP Paribas Services Fund Equity Scheme - Sectoral/Thematic | -3.61 | – | – | – | – | – | – | 0.46 |
| Motilal Oswal Quality Fund Equity Scheme - Sectoral/Thematic | -3.19 | – | – | – | – | – | – | – |
| Franklin India Opportunities Fund Equity Scheme - Sectoral/Thematic | -8.87 | -5.00 | -2.67 | -5.84 | 17.06 | 15.42 | 15.56 | 0.47 |
| Franklin Build India Fund Equity Scheme - Sectoral/Thematic | -6.15 | -8.87 | -11.68 | -8.52 | 12.95 | 15.86 | 15.85 | 0.83 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Kotak BSE Housing Index Fund Other Scheme - Index Funds | -5.36 | -11.52 | -8.12 | -15.37 | 4.67 | – | – | – |
| Kotak Multi Asset Allocation Fund Hybrid Scheme - Multi Asset Allocation Fund | -6.23 | -4.49 | -5.41 | 3.22 | 15.60 | – | – | – |
| Kotak Nifty G-Sec July 2033 Index Fund Other Scheme - Index Funds | -1.72 | -2.02 | 0.48 | 1.85 | 7.01 | – | – | – |
| Kotak Consumption Fund Sectoral/Thematic - Consumption | -6.87 | -6.75 | -2.63 | -10.71 | – | – | – | – |
| Kotak Healthcare Fund Sectoral/Thematic - Pharma/Healthcare | -8.47 | -2.61 | 15.51 | 15.69 | – | – | – | – |
| Kotak Technology Fund Sectoral/Thematic - Technology/IT | 3.33 | 7.15 | 6.92 | -6.14 | – | – | – | – |
| Kotak Long Term Fund Income/Debt Oriented Schemes - Long Term Fund | -2.55 | -3.14 | -0.40 | -1.48 | – | – | – | – |
| Kotak NIFTY 100 Low Volatility 30 Index Fund Other Scheme - Index Funds | -3.74 | -7.28 | -5.28 | -10.21 | – | – | – | – |
