Kotak Services Fund - Direct - Growth
Fund House: Kotak Mahindra Mutual Fund| Category: Equity: Sectoral-Banking and Financial Services |
| Launch Date: 04-02-2026 |
| Asset Class: Equity |
| Benchmark: Nifty Service Sector TRI |
| TER: 1.2567% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 100.0 |
| Total Assets: 711.23 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: - | 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. |
10.34
0.07 (0.706%)
3.23%
Benchmark: 14.91%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The investment objective of the scheme is to provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies belonging to the services industry. However, there is no assurance that the objective of the scheme will be achieved
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Kotak Services Fund - Direct - Growth | 04-02-2026 | - | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.32%
Others
2.61%
Large Cap
71.48%
Mid Cap
5.59%
Scheme Documents
