Kotak Services Fund · Regular · Growth
NAV
₹10.4360
as of 14 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹293 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.36%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +19.62%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Axis Bank Ltd.10.10%
- 2Icici Bank Ltd.9.78%
- 3State Bank Of India.9.11%
- 4Bharti Airtel Ltd.8.10%
- 5Power Grid Corporation Of India Ltd.7.66%
- 6Infosys Ltd.4.35%
- 7Max Healthcare Institute Ltd.4.28%
- 8Titan Company Ltd.4.25%
- 9Pnb Housing Finance Ltd.3.88%
- 10Bajaj Finance Ltd.3.60%
Investment Objective
Kotak Services Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Kotak Services Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹293 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Services Sector TRI (Total Return Index).
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations