Loading mutual fund details…
Kotak Services Fund - Regular - Growth is an equity scheme managed by Kotak Mahindra Mutual Fund. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.37% on assets of ₹744Cr. The fund is currently managed by Mr. Rohit Tandon, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Bajaj Finance Limited | Financial Services | 3.62% |
| Shriram Finance Limited | Financial Services | 1.93% |
| Angel One Limited | Financial Services | 1.22% |
| Bank of Baroda | Financial Services | 0.71% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 1 | 32.74% |
| IT - Software | 4 | 10.84% |
| Finance | 2 | 9.40% |
| Power | 2 | 8.89% |
| Telecom - Services | 1 | 8.15% |
| Consumer Durables | 2 | 5.01% |
| Healthcare Services | 1 | 4.30% |
| Capital Markets | 1 | 3.01% |
| Beverages | 1 | 1.21% |
| Retailing | 2 | 0.52% |
| Leisure Services | 1 | 0.46% |
| Transport Services | 1 | 0.29% |
| Industrial Products | 1 | 0.22% |
| Personal Products | 1 | 0.07% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Top-10 weight 7.5% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|