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EquitySectoral/ ThematicDirect · Growth

Kotak Rural Opportunities Fund - Direct Plan - Growth

Kotak Mahindra · Scheme 153970

₹9.46▼ 1.55%NAV · 2026-09-24
55
Average FundScore
Start SIP
AUM
₹807 cr
Expense ratio
0.88%
3Y CAGR
—
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Abhishek BisenExit load: Exit load of 0.5%, if redeemed within 90 Days.
Average · 55/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • ✓Protects capital well — worst-ever fall was only 14%.
  • ✓Max drawdown: -14%
  • ✓Expense ratio: 0.88%
  • ✓Direct plan: no distributor commission

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe -0.77) — took on risk without enough payoff.
  • •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
  • •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • •Sharpe ratio: -0.77
  • •Sortino ratio: -1.06

FundScore breakdown

55/100 · Average
How it works →
50
Returns
Average
50
Consistency
Average
21
Risk-adjusted
Weak
67
Downside protection
Decent
77
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.