SIP Rs. 500: Kotak Rural Opportunities Fund
Kotak Mutual Fund has launched Kotak Rural Opportunities Fund, an
open-ended equity scheme following rural themes.
The scheme is open for subscription from 2025 November 6 to
November 20. The benchmark index for the scheme is Nifty Rural Index (TRI)
while Arjun Khanna is the fund manager for the scheme.
The fund aims to generate long-term capital appreciation by
investing predominantly in equity and equity-related securities of companies
engaged in or benefiting from India’s rural transformation.
Rural India is no longer just about agriculture, it’s the new
growth frontier of Bharat.
From financial inclusion to digital connectivity and local
manufacturing, rural India is witnessing a transformation driven by opportunity,
aspiration and policy. Rising rural income growth and consumption are now
integral to India’s macro story.
The Kotak Rural Opportunities Fund aims to help investors
participate in this shift, one that aligns with India’s journey toward inclusive
and balanced economic development.
The outlook on the rural theme is structurally positive —
improving incomes, better infrastructure and expanding access to finance and
technology are setting the stage for sustained, broad-based growth. The rural
economy today spans across sectors — from agriculture and manufacturing to
construction, services and consumption.
Through a diversified, bottom-up approach, we look to identify
businesses that are either driving or benefiting from this transformation. The
fund provides investors an opportunity to participate in this evolving theme
through a disciplined and research-driven process.
Name Of The Scheme Kotak
Rural Opportunities Fund
Type of Scheme An
open-ended equity scheme following Rural and allied theme
Category Equity
Schemes –Thematic
Benchmark Index Nifty
Rural Index TRI (Total Return Index)
Fund Manager(s) Mr. Arjun Khanna will be manager for Equity and Overseas investment of the Scheme.
Mr. Abhishek Bisen will be the Fund Manager for debt
investment of the Scheme
Exit Load For redemption
/ switch out within 90 days from the date of allotment - 0.5% If units are
redeemed or switched out on or after 90 days from the date of allotment - Nil
Any exit load charged (net off Goods and Services tax, if any) be credited back to the Scheme
Minimum Purchase Amount Initial
Purchase: Rs.1000/- Additional Purchase:
Rs. 100/- and SIP Purchase: Rs. 500/-
NFO Start Date November
6, 2025
NFO End
Date November 20, 2025
For more details
and Investments..!
A S MURALIDHARRAN
CEO,
UMA MURALIDHARRAN
LALITHA
MURALIDHARRAN
VEERA FINSERVE
Old No. 23/69, New No. 14, 1St Floor,
RAKSHA COMPLEX,
TM MAISTRY STREET,
VANNANTHURAI JUNCTION,
THIRUVANMIYUR
CHENNAI 600041
MOBILE & WHATSAPP 8754035456
E mail:
asmuralidharran@gmail.com
Read articles written by Mr. A S MURALIDHARRAN in
Nanayam Vikatan, a leading personal finance magazine
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.
