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Kotak Mahindra Mutual Fund · Equity: Sectoral-Banking and Financial Services
Kotak Services Fund - Regular - Growth
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
EquityBenchmark · Nifty Service Sector TRITER · 2.62%Inception · 04-02-2026
NAV
₹10.07
-0.57% · as of 14-10-2026
Since inception
0.53%
CAGR
Benchmark (inception)
14.76%
CAGR
Fund size
₹711 Cr
AUM
Expense ratio
2.62%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +0.53% CAGR vs benchmark +14.76%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-10.44%
AXIS BANK LIMITED EQ NE FV RS. 2/-9.88%
STATE BANK OF INDIA EQ NEW RE. 1/-9.41%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-7.70%
POWER GRID CORPORATION OF INDIA LIMITED EQ7.31%
MAX HEALTHCARE INSTITUTE LIMITED EQ4.86%
TITAN COMPANY LIMITED EQ NEW Re.1/-4.55%
Bajaj Finance Limited4.01%
PNB HOUSING FINANCE LTD EQ3.93%
INFOSYS LIMITED EQ FV RS 53.63%
Sector allocation
Financial Services49.97%
Power8.96%
Information Technology8.57%
Telecommunication8.36%
Healthcare6.00%
Consumer Durables5.13%
Consumer Services2.40%
Services1.88%
Capital Goods1.23%
Fast Moving Consumer Goods1.22%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 0.5% p.a.₹10,000
10 years
Projected value
₹12,32,634
Invested: ₹12,00,000
Gained: ₹32,634
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Rohit Tandon, Mr. Abhishek Bisen
Manager since fund inception data not available
ISIN & identifiers
AMFI code
154151
ISIN (Growth)
INF174KA1YY2
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Sectoral-Banking and Financial Services funds
Motilal Oswal Services Fund Reg Plan Gr
₹11.76
1Y
+8.7%
3Y
+0.0%
5Y
+0.0%
Quant BFSI Fund Gr Reg Plan
₹19.65
1Y
+8.6%
3Y
+18.0%
5Y
+0.0%
Groww BankIng & FInancial Services Reg Gr
₹12.42
1Y
+6.5%
3Y
+0.0%
5Y
+0.0%
DSP BankIng & FInancial Services Reg Gr
₹14.00
1Y
+3.7%
3Y
+0.0%
5Y
+0.0%
Sundaram FIn Services Opp Reg Gr
₹104.70
1Y
+2.3%
3Y
+10.1%
5Y
+10.7%
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