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
SIP ₹500 & Lump. ₹1000
₹757 Cr
N/A
2.63
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.
Nifty Services Sector Total Return
Kotak Services Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.79 | -2.18 | 8.60 |
| 6M | 4.39 | 2.32 | 38.69 |
| 1Y | 0.00 | 2.59 | 121.39 |
| 3Y | 0.00 | 10.68 | 329.91 |
Portfolio Analysis
- Equity: 98.03%
- Debt: 1.97%
- Others
About Fund Kotak Services Fund Growth
Kotak Services Fund Growth managed by Kotak Mahindra Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹757 Crore. The fund benchmarks its performance against the Nifty Services Sector Total Return while maintaining an expense ratio of 2.63. 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 |
|---|---|---|---|
| WhiteOak Capital Quality Equity Fund Growth | 0 | 620 CR | 2.69 |
| Baroda BNP Paribas Business Conglomerates Fund Growth | 0 | 646 CR | 2.51 |
| Kotak Services Fund Growth | 0 | 756 CR | 2.63 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4,513 CR | 0.59 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,128 CR | 2.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundWhiteOak Capital Quality Equity Fund Growth | -5.4761 | 0 |
| This FundBaroda BNP Paribas Business Conglomerates Fund Growth | -5.5263 | 0 |
| This FundKotak Services Fund Growth | 0 | 0 |
| This FundUTI Gold Exchange Traded Fund Growth | 28.0865 | 151.2274 |
| This FundNippon India Taiwan Equity Fund Growth | 118.4397 | 312.5131 |
Kotak Services Fund Growth FAQs
- 1 Month : -5.79%
- 6 Months : 4.39%
- 1 Year : 0.00%
- 3 Years : 0.00%
