Kotak Services Fund: Launch Date, Investment Objective, Strategy & Key Details
- Gabriela Galeena
- 4 days ago
- 2 min read
Kotak Mahindra Mutual Fund has launched the Kotak Services Fund, an open-ended equity scheme that aims to capture long-term capital growth by investing predominantly in companies operating within India’s fast-expanding services sector.
The scheme seeks to generate long-term capital appreciation through an
actively managed portfolio of equity and equity-related instruments of companies engaged in the services theme. This includes sectors such as banking, IT services, fintech, telecom, healthcare services, logistics, media, retail, hospitality, and other service-oriented businesses that are increasingly becoming the backbone of India’s economic growth.
The Kotak Services Fund offers investors a focused way to participate in this structural growth theme. However, being a thematic fund, returns can be cyclical and sector-dependent, making it more suitable as a satellite allocation rather than a core portfolio holding.
NFO Schedule
Launch Date | February 04, 2026 |
End Date | February 18, 2026 |
Minimum Investment Requirement
Investment Type | Minimum Amount |
Initial Investment (NFO) | ₹1000/- & any amount thereafter |
Additional Purchase | ₹100/- & any amount thereafter |
SIP | ₹500/- & any amount thereafter |
NFO Price per Unit | ₹10 |
Exit Load
An exit load of 0.5% is applicable if units are redeemed or switched out within 90 days from the date of allotment. After 90 days, no exit load is applicable.
Benchmark: Nifty Services Sector TRI
Fund Managers
Rohit Tandon manages the equity and overseas investments of the Kotak Services Fund and brings over 19 years of experience in equity research and fund management. A Mechanical Engineer from Punjab University with a PGDM from IIM Bangalore, he previously served as Head (Equities) at Reliance Nippon Life Insurance and spent 14 years at Max Life Insurance as Senior Fund Manager (Equities). His background also includes sell-side research at JP Morgan India, where he covered power, infrastructure, and capital goods, an experience that aligns well with a diversified services-sector mandate.
Abhishek Bisen is responsible for the debt component of the Kotak Services Fund and has been associated with Kotak Mahindra Asset Management Company since 2006. With a BA in Management, an MBA in Finance, and EPAF from IIM Calcutta, he has extensive expertise in fixed income, portfolio advisory, and debt fund management. Prior to Kotak AMC, he worked in sales and trading of fixed-income products at Securities Trading Corporation of India Ltd and also has experience in merchant banking, making him well-suited to manage liquidity and risk within the scheme.
Asset Allocation
Instruments | Minimum | Maximum |
|---|---|---|
Equity & Equity-related instruments (Services theme) | 80% | 100% |
Equity & Equity-related instruments (Non-services theme) | 0% | 20% |
Debt & Money Market Instruments | 0% | 20% |
Units of InvITs | 0% | 10% |
Disclaimer: This content is for educational purposes only; please conduct your own research and consult with a qualified investment advisor before making any investment decisions.
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