Kotak Services Fund - Regular - Growth
Expense Ratio: -
Risk: -
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: -
Inception: 04-02-2026
Exit Load: Nil
Fund Size:₹749.06 Cr
Performance
1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund2.34%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI BANK LTD. | 78.23 | 10.44% |
| 2 | AXIS BANK LTD. | 73.98 | 9.88% |
| 3 | STATE BANK OF INDIA. | 70.46 | 9.41% |
| 4 | BHARTI AIRTEL LTD. | 57.68 | 7.70% |
| 5 | Power Grid Corporation of India Ltd. | 54.76 | 7.31% |
| 6 | Max Healthcare Institute Ltd. | 36.39 | 4.86% |
| 7 | Triparty Repo | 34.50 | 4.61% |
| 8 | TITAN COMPANY LTD. | 34.10 | 4.55% |
| 9 | BAJAJ FINANCE LTD. | 30.02 | 4.01% |
| 10 | PNB HOUSING FINANCE LTD. | 29.48 | 3.93% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 09 Mar, 26 | 40000 | 40292 | +0.7% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 02 Mar, 26 | 1 L. | 1.02 L. | +2.3% | N/A |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.