Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹712 Cr

Lock In Period

N/A

Expense Ratio

2.35

Benchmark

Nifty Services Sector Total Return

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.

Summary

Latest details for Kotak Services Fund Growth include a ₹10.432 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Kotak Services Fund Growth AUM is ₹712 Cr, with a lock-in of N/A years, expense ratio of 2.35%, and benchmark Nifty Services Sector Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 6.91% returns, against a category average of 1.33% and a category best of 23.39%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.911.3323.39
6M0.001.7895.07
1Y0.005.76265.59
3Y0.0014.02335.86

Portfolio Analysis

  • Equity: 65.86%
  • Debt: 34.14%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI BANK LTD.9.57%
2. AXIS BANK LTD.9.29%
3. HDFC BANK LTD.0.57%

1. STATE BANK OF INDIA.9.44%

1. Power Grid Corporation of India Ltd.7.95%

1. BHARTI AIRTEL LTD.7.80%

1. BAJAJ FINANCE LTD.2.53%
2. SHRIRAM FINANCE LIMITED1.87%

1. Max Healthcare Institute Ltd.4.35%

1. TITAN COMPANY LTD.4.28%

1. PNB HOUSING FINANCE LTD.2.84%

1. United Spirits Ltd1.16%

1. Tech Mahindra Ltd.1.03%

About Fund

Kotak Services Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹712 Crore. The fund benchmarks its performance against the Nifty Services Sector Total Return while maintaining an expense ratio of 2.35. 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
This FundQuant Consumption Fund Growth0168.04 CR2.43
This FundUTI Quant Fund Growth01487.6 CR2.05
This FundKotak Services Fund Growth0712.06 CR2.35
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundQuant Consumption Fund Growth-8.7340
This FundUTI Quant Fund Growth5.02540
This FundKotak Services Fund Growth00
This FundICICI Prudential PSU Equity Fund Growth10.7949112.0188
This FundNippon India Taiwan Equity Fund Growth260.5585318.1066

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 2.35. 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 : 6.91%
  • 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 ₹ 10.432 as on Apr 22,2026. 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 ₹712 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.
Min Inv Amount: ₹500