Kotak Services Fund Growth Return
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Kotak Services Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹744 Cr
Lock In Period
N/A
Expense Ratio
2.37
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
Summary
Kotak Services Fund Growth NAV is ₹9.969 as of 27 May, 2026. Kotak Services Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Kotak Services Fund Growth is ₹500. The AUM of Kotak Services Fund Growth is ₹744 Cr. The expense ratio of the fund is 2.37%, and its benchmark is Nifty Services Sector Total Return. The current exit load of the fund 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 last 1M months, Kotak Services Fund Growth has delivered -2.29% returns.
Kotak Services Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.29 | -1.00 | 16.16 |
| 6M | 0.00 | 1.04 | 124.71 |
| 1Y | 0.00 | 4.18 | 232.77 |
| 3Y | 0.00 | 11.33 | 373.26 |
Portfolio Analysis
- Equity: 85.11%
- Debt: 14.89%
- Others
As on: 2026-04-30
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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 ₹744 Crore. The fund benchmarks its performance against the Nifty Services Sector Total Return while maintaining an expense ratio of 2.37. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Edelweiss Business Cycle Fund Growth | 0 | 1498.47 CR | 2.1 |
| Mahindra Manulife Business Cycle Fund Growth | 0 | 1306.4 CR | 2.75 |
| Kotak Services Fund Growth | 0 | 743.73 CR | 2.37 |
| ICICI Prudential PSU Equity Fund Growth | 2 | 1975.03 CR | 2.38 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1138.67 CR | 2.17 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss Business Cycle Fund Growth | 2.7389 | 0 |
| This FundMahindra Manulife Business Cycle Fund Growth | 7.2278 | 0 |
| This FundKotak Services Fund Growth | 0 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 8.5002 | 99.7302 |
| This FundNippon India Taiwan Equity Fund Growth | 228.1896 | 354.012 |
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 2.37. 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 : -2.29%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 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 ₹744 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.
