Kotak Services Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Kotak Services Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹749 Cr

Lock In Period

N/A

Expense Ratio

2.6

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.

Benchmark

Nifty Services Sector Total Return

Kotak Services Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.55-0.8216.11
6M0.001.0140.05
1Y0.002.93105.34
3Y0.0010.88199.53

Portfolio Analysis

  • Equity: 95.62%
  • Debt: 4.38%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI BANK LTD.10.44%
2. AXIS BANK LTD.9.88%
3. HDFC BANK LTD.2.72%
4. Ujjivan Small Finance Bank Ltd.0.78%
5. BANDHAN BANK LIMITED0.45%
6. EQUITAS SMALL FINANCE BANK LTD.0.16%

1. STATE BANK OF INDIA.9.41%
2. BANK OF BARODA0.86%

1. Infosys Ltd.3.63%
2. Tech Mahindra Ltd.2.86%
3. HCL Technologies Ltd.1.49%
4. TATA TECHNOLOGIES LTD0.59%

1. BHARTI AIRTEL LTD.7.70%
2. TATA COMMUNICATIONS LTD0.66%

1. Power Grid Corporation of India Ltd.7.31%
2. ACME SOLAR HOLDINGS LTD.1.03%

1. BAJAJ FINANCE LTD.4.01%
2. SHRIRAM FINANCE LIMITED2.13%
3. CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.1.05%
4. L&T FINANCE LTD0.93%

1. Max Healthcare Institute Ltd.4.86%
2. KRISHNA INSTITUTE OF MEDICAL0.39%

1. TITAN COMPANY LTD.4.55%

1. PNB HOUSING FINANCE LTD.3.93%

1. Aditya Birla Sun Life AMC Ltd1.32%
2. HDFC ASSET MANAGEMENT COMPANY LTD.0.60%

1. QUADRANT FUTURE TEK LIMITED1.27%
2. Motherson Sumi Wiring India Limited0.36%

1. DELHIVERY LTD1.24%
2. Container Corporation of India Ltd.0.28%

1. ANGEL ONE LIMITED1.30%

1. United Spirits Ltd1.22%

1. Info Edge India Ltd.1.18%

About Fund Kotak Services Fund Growth

Kotak Services Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹749 Crore. The fund benchmarks its performance against the Nifty Services Sector Total Return while maintaining an expense ratio of 2.6. Under the expert guidance of Rohit Tandon ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rohit Tandon

Mr. Rohit Tandon has done B.E.(Mechanical) and PGDM from IIM-B. Prior to joining Kotak Mahindra Mutual Fund, he has worked with Reliance Nippon Life Insurance, Max Life Insurance and JP Morgan India.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
WhiteOak Capital ESG Best-In-Class Strategy Fund Growth054 CR2.67
Invesco India Consumption Fund Growth0565 CR2.74
Kotak Services Fund Growth0749 CR2.6
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundWhiteOak Capital ESG Best-In-Class Strategy Fund Growth-1.67580
This FundInvesco India Consumption Fund Growth00
This FundKotak Services Fund Growth00
This FundHDFC Defence Fund Growth24.0562161.7861
This FundNippon India Taiwan Equity Fund Growth102.5633187.3688

Kotak Services Fund Growth FAQs

Kotak Services Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Services Fund Growth is 2.6. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Services Fund Growth’s fund performance is as follows:
  • 1 Month : 1.55%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Kotak Services Fund Growth are updated daily based on NAV of ₹ 10.483 as on Jul 31,2026. Since inception, the return has been 0.00%.

You can invest in Kotak Services Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Services Fund Growth is ₹749 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Services Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.