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Kotak Services Fund Direct dividend payout
Equity • Other • Direct dividend payout
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Other
Direct dividend payout
Launched On
25 Feb 2026
0.5 years ago
Lock-in Period
No lock-in
NAV
as of 21 Aug 2026
₹10.692
+0.2908% (0.10)
AUM
₹749 Cr
Expense ratio
1.04%
Benchmark
Nifty Services Sector
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 90D
0.5%
If units sold after 90D
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Financial Services
Technology
Communication Services
Utilities
Consumer Cyclical
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,95,257 Cr • Rank #4Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.
Fund Managers
Abhishek Bisen
Experience: 18.39 yrs • Total AUM: 12,02,362 Cr
Rohit Tandon
Experience: 2.58 yrs • Total AUM: 1,87,467 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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