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Sectoral / Thematicregulargrowth📊 Nifty Services Sector TRI (Total Return Index)

Kotak Services Fund - Regular - Growth

Kotak Mahindra Mutual Fund

₹9.8710

0.12 (-1.18%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹9.8710

0.12 (-1.18%)

29 May 2026

AMFI: 154151

Direct · Growth

₹₹9.9070

0.12 (-1.18%)

29 May 2026

AMFI: 154149

Regular · IDCW

₹₹9.8700

0.12 (-1.19%)

29 May 2026

AMFI: 154152

Direct · IDCW

₹₹9.9070

0.12 (-1.19%)

29 May 2026

AMFI: 154150

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.10%
1 Month-5.24%
3 Months
6 Months
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Feb 2026)-1.37%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Feb 2026)-5.20%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,500

Invested

₹1,490

Value today

-4.1%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹987

Value today

-5.0%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,09,722

Value today

+3.0%

vs lumpsum

STP beat direct lumpsum by 3.0% — reduced timing risk paid off

Model your own STP with real NAV

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹293 Cr
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNifty Services Sector TRI (Total Return Index) ✓
Launch Date04 Feb 2026
AMFI Code154151

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Security% NAV

STATE BANK OF INDIA.

INE062A01020

986.00%

AXIS BANK LTD.

INE238A01034

972.00%

ICICI BANK LTD.

INE090A01021

960.00%

ICICI BANK LTD.

INE090A01021

957.00%

STATE BANK OF INDIA.

INE062A01020

944.00%

AXIS BANK LTD.

INE238A01034

929.00%

Power Grid Corporation of India Ltd.

INE752E01010

819.00%

BHARTI AIRTEL LTD.

INE397D01024

815.00%

Power Grid Corporation of India Ltd.

INE752E01010

795.00%

BHARTI AIRTEL LTD.

INE397D01024

780.00%

TITAN COMPANY LTD.

INE280A01028

454.00%

Max Healthcare Institute Ltd.

INE027H01010

435.00%

Infosys Ltd.

INE009A01021

432.00%

Max Healthcare Institute Ltd.

INE027H01010

430.00%

TITAN COMPANY LTD.

INE280A01028

428.00%

PNB HOUSING FINANCE LTD.

INE572E01012

385.00%

BAJAJ FINANCE LTD.

INE296A01032

362.00%

HCL Technologies Ltd.

INE860A01027

286.00%

PNB HOUSING FINANCE LTD.

INE572E01012

284.00%

Infosys Ltd.-APR2026

INE009A01021

262.00%

HCL Technologies Ltd.-APR2026

INE860A01027

260.00%

BAJAJ FINANCE LTD.

INE296A01032

253.00%

Tech Mahindra Ltd.

INE669C01036

233.00%

SHRIRAM FINANCE LIMITED

INE721A01047

193.00%

SHRIRAM FINANCE LIMITED

INE721A01047

187.00%

HDFC BANK LTD.

INE040A01034

169.00%

TATA CONSULTANCY SERVICES LTD.

INE467B01029

133.00%

ANGEL ONE LIMITED

INE732I01021

122.00%

United Spirits Ltd

INE854D01024

121.00%

Aditya Birla Sun Life AMC Ltd

INE404A01024

117.00%

United Spirits Ltd

INE854D01024

116.00%

Tech Mahindra Ltd.

INE669C01036

103.00%

Aditya Birla Sun Life AMC Ltd

INE404A01024

93.00%

BANK OF BARODA

INE028A01039

71.00%

NTPC LTD

INE733E01010

70.00%

ANGEL ONE LIMITED

INE732I01021

68.00%

Ujjivan Small Finance Bank Ltd.

INE551W01018

63.00%

HDFC ASSET MANAGEMENT COMPANY LTD.

INE127D01025

62.00%

Tech Mahindra Ltd.-APR2026

INE669C01036

58.00%

HDFC BANK LTD.

INE040A01034

57.00%

HDFC Bank Ltd.-APR2026

INE040A01034

57.00%

Metro Brands Ltd.

INE317I01021

47.00%

INDIAN HOTELS CO LTD

INE053A01029

46.00%

Metro Brands Ltd.

INE317I01021

43.00%

ETERNAL LIMITED

INE758T01015

42.00%

ETERNAL LIMITED

INE758T01015

41.00%

BANDHAN BANK LIMITED

INE545U01014

39.00%

INDIAN HOTELS CO LTD

INE053A01029

36.00%

Inter Globe Aviation Ltd

INE646L01027

29.00%

Inter Globe Aviation Ltd

INE646L01027

28.00%

Performance Comparison

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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