What is Kotak Services Fund ?
Kotak Services Fund is an open-ended equity scheme following services theme.
Key drivers of the Service sector
Services drive over half of India’s GVA in FY’25
Source: Bloomberg, Investec Capital, data as of FY25. Details are as per latest data available. The stocks/sectors mentioned in this slide do not constitute any recommendation and Kotak Mahindra Mutual Fund may or may not have any future position in these sectors/stocks
India: A young nation in an ageing world
Source: World Bank. Data s of Nov-25. The stocks/sectors mentioned do not constitute any recommendation and Kotak Mahindra Mutual Fund may or may not have any future position in these sectors/stocks.
Rising per capita income drives the service sector
(source: kotakmf.com)
Why invest in Kotak Services Fund?
Rising growth potential
Source: statistics.com, moneycontrol, India Business Travel Market Report. GCC- (Global Capability Centers)
Investment approach
Scheme Features
| Name Of The Scheme | Kotak Services Fund |
|---|---|
| Type of Scheme | An open-ended equity scheme following Services theme |
| Category | Equity Schemes –Thematic Fund |
| Investment Objective | 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 can be no assurance that the investment objective of the scheme would be achieved |
| Benchmark Index | Nifty Services Sector TRI (Total Return Index) |
| Fund Manager (s) | Mr. Rohit Tandon will be manager for the Equity and Overseas investment of the Scheme. Mr. Abhishek Bisen will be the Fund Manager for debt investment of the Scheme |
| 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 |
| Minimum Purchase Amount | Initial Purchase (Non- SIP)- Rs. 1000/- and any amount thereafter Additional Purchase (Non- SIP)- Rs. 100/- and any amount thereafter SIP Purchase- Rs. 500/- and any amount thereafter |
| Nfo Start Date | February 04, 2026 |
| Nfo End Date | February 18, 2026 |
(source: kotakmf.com)
Kotak Services Fund NFO:
| Mutual Fund | Kotak Mahindra Mutual Fund |
| Scheme Name | Kotak Services Fund |
| Objective of Scheme | An open-ended equity scheme following services theme |
| Scheme Type | Open Ended |
| Scheme Category | Equity Scheme – Sectoral/ Thematic |
| New Fund Launch Date | 04 Feb 2026 |
| New Fund Earliest Closure Date | |
| New Fund Offer Closure Date | 18 Feb 2026 |
| Indicate Load Separately | |
| Minimum Subscription Amount | 100 |
| For Further Details Please Visit Website | https://www.kotakmf.com |
(source: https://www.amfiindia.com/)
Kotak Services Fund NFO
Application Form
Scheme Documents
(source: kotakmf.com)
Kotak Services Fund NFO Riskometer:
