Sectoral / Thematic · Equity
Kotak Services Fund
Kotak Mahindra Mutual Fund
Benchmark
Nifty Services Sector TRIRiskometer
Very HighSize
₹706 crAllotted
25 Feb 2026Holdings as of
Not on recordKotak Services Fund is a sectoral / thematic fund of Kotak Mahindra Mutual Fund with ₹706 cr under management. Its direct plan charges 1.25% a year. Rohit Tandon has managed it for 0.6 years.
The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.
Has Kotak Services Fund beaten its benchmark?
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −2.51% | −3.60% | — |
| 3 months | −3.47% | −5.03% | — |
| 6 months | −1.83% | −1.83% | — |
| 1 year | — | −4.06% | — |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 2 Mar 2026 | — | — | — |
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | — | — | — | — | — |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app
Value of 100, month-end
Mar 2026 to 14 Oct 2026Fund 106Nifty 500 TRI 108
₹100 put in at the start of Mar 2026 would be ₹106 on 14 Oct 2026, against ₹108 in the Nifty 500 TRI.
What does Kotak Services Fund cost?
1.25% a year on the direct plan, 2.61% on the regular plan; 94 of 174 funds in its category charge less.
Direct plan
1.25% a year
Category median 1.22%
Regular plan
2.61% a year
Category median 2.38%
Gap
1.36 points
for the same holdings
94 of 174 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Sectoral/ Thematic
Who manages Kotak Services Fund?
Rohit Tandon, since 25 Feb 2026; Abhishek Bisen, since 25 Feb 2026.
Rohit Tandon
0.6 years
since 25 Feb 2026
Abhishek Bisen
0.6 years
since 25 Feb 2026
Benchmark as filedNifty 500 TRI
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 Any exit load charged (net off Goods and Services tax, if any) shall be credited back to the Scheme. Units issued on reinvestment of IDCWs shall not be subject to entry and exit load No exit load will be chargeable in case of switches made between different plans/options of the scheme The AMC reserves the right to change / modify the Load structure of the Scheme, subject to maximum limits as prescribed under the SEBI (MF) Regulati
From 6 Scheme Summary Documents filed with NSE, first on 29 Apr 2026; as on 29 Sep 2026
What does Kotak Services Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.
Questions people ask
Who manages Kotak Services Fund?
Rohit Tandon (manager) since 25 Feb 2026; Abhishek Bisen (manager) since 25 Feb 2026.
What is the expense ratio of Kotak Services Fund?
1.25% a year on the direct plan and 2.61% on the regular plan (expense report, Oct 2026).
Inside the app
See Kotak Services Fund beside your own funds in Valarth
