Kotak Services Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 11.03% .
The fund currently owns more than 48 stocks.
The top 10 holdings account for 64.79% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.90% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
11.03%
|
|
| 2 | Financials |
9.29%
|
|
| 3 | Financials |
8.55%
|
|
| 4 | Communication Services |
8.09%
|
|
| 5 | Finance - Banks - Private Sector |
5.15%
|
|
| 6 | Utilities |
5.14%
|
|
| 7 | Consumer Discretionary |
4.98%
|
|
| 8 | Non-Banking Financial Company (NBFC) |
4.49%
|
|
| 9 |
4.09%
|
||
| 10 | Information Technology |
3.98%
|
|
| 11 | Financials |
3.94%
|
|
| 12 | Information Technology |
3.49%
|
AMC: KOTAKMAHINDRAMF
Category: Equity • Sectoral/Thematic
Launch Date: 04 Feb 2026
Fund Manager: Mr. Rohit Tandon
Minimum Purchase: ₹1,000
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.
Lock-in: 1
Risk: Moderate Risk
Kotak Services Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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