Kotak Rural Opportunities Fund Direct-Growth
Equity: Thematic-Other - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Thematic-OtherBenchmark: Nifty Rural Total Return IndexCheck Portfolio Overlap →
NAV: ₹9.59-0.38%
07 Sept 2026
Rolling Returns Analysis
Rolling annualized returns of Kotak Rural Opportunities Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|
Trailing Returns
Point-to-point returns of Kotak Rural Opportunities Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
15%
-6.2%
3.7%
-2.2%
YTD
-5.6%
-1.3%
-2.3%
1 M
-3.9%
9.5%
3.7%
6 M
6.9%
2.1%
1 Y
15.1%
11.1%
3 Y
14.3%
10.5%
5 Y
14.4%
13.0%
10 Y
Fund
Equity: Thematic-Other
Nifty Rural Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -6.16% | -5.64% | -3.87% | - | - | - | - | -4.10% |
| Equity: Thematic-Other | 3.69% | -1.30% | 9.46% | 6.95% | 15.14% | 14.27% | 14.38% | - |
| Nifty Rural Total Return Index | -2.24% | -2.30% | 3.67% | 2.13% | 11.08% | 10.50% | 12.99% | - |
| Rank in category | 41 | 54 | 49 | - | - | - | - | - |
| Funds in category | 45 | 54 | 50 | 38 | 15 | 10 | 4 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Kotak Rural Opportunities Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Kotak Rural Opportunities Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of Kotak Rural Opportunities Fund Direct-Growth?
The 1-year return for Kotak Rural Opportunities Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 3-year returns of Kotak Rural Opportunities Fund Direct-Growth?
The 3-year CAGR for Kotak Rural Opportunities Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of Kotak Rural Opportunities Fund Direct-Growth?
The 5-year CAGR for Kotak Rural Opportunities Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of Kotak Rural Opportunities Fund Direct-Growth since inception?
Since its launch on 3 Dec 2025, Kotak Rural Opportunities Fund Direct-Growth has delivered a CAGR of -4.10%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Kotak Rural Opportunities Fund Direct-Growth performed vs its category over the long term?
Category rank for Kotak Rural Opportunities Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of Kotak Rural Opportunities Fund Direct-Growth?
The Sharpe ratio of Kotak Rural Opportunities Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of Kotak Rural Opportunities Fund Direct-Growth?
The alpha of Kotak Rural Opportunities Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Kotak Rural Opportunities Fund Direct-Growth?
The beta of Kotak Rural Opportunities Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Kotak Rural Opportunities Fund Direct-Growth?
Rolling returns for Kotak Rural Opportunities Fund Direct-Growth are shown in the Rolling Returns section above.