AMFI - Registered Mutual Fund Distributor

Kotak Services Fund – Regular Plan – Growth – Demat/Physical

Very High Risk | Equity

Fund Overview

Launch Date

04 Feb 2026

End Date

18 Feb 2026

Allotment Date

21 Feb 2026

NAV

₹10

Expense Ratio, Exit Load & Tax

Expense ratio

Actively managed funds, particularly thematic ones, generally have higher fees.

Exit load

0%

Minimum Investment Amounts

Minimum Investment (Rs.)

₹1,000.00

Minimum Additional Investment (Rs.)

₹1,000.00

Minimum SIP Investment (Rs.)

₹500.00

Minimum Withdrawal (Rs.)

₹500.00

Fund Managment

Abhishek Bisen

Since Feb 2026

Education

Mr. Bisen is a BA and MBA in Finance.

Experience

Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

Fund House & Investment Objective

Kotak Services Fund - Regular Plan - Growth - Demat/Physical

The Kotak Services Fund (Regular - Growth) is an open-ended thematic equity fund aiming for long-term capital appreciation by investing in service-industry companies. It offers a high-risk, growth-focused portfolio, available via both physical (account statement) and demat modes, typically with a ₹1,000+ minimum investment, managed by Kotak Mahindra AMC.


Investment Objective

The scheme seeks to provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies belonging to the services industry.

Fund benchmark

NIFTY Service Sector Total Return Index

Fund House Contact Details

Address

2nd Floor, 12-BKC, Plot No C-12, G Block, Bandra Kurla Complex, Mumbai - 400 051.

Phone

1800-222-626

Launch Fund Date

04 Feb 2026

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Launch Date15 Apr 2026

Closing Date29 Apr 2026

Allotment Date04 May 2026

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Launch Date15 Apr 2026

Closing Date20 Apr 2026

Allotment Date27 Apr 2026

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Closing Date24 Apr 2026

Allotment Date29 Apr 2026

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Closing Date24 Apr 2026

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Closing Date22 Apr 2026

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Closing Date25 Mar 2026

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Closing Date01 Apr 2026

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Closing Date24 Mar 2026

Allotment Date27 Mar 2026

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Hsbc Gold Etf – Demat Only

Very High Risk | Equity

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Closing Date18 Mar 2026

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Closing Date13 Mar 2026

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Closing Date11 Dec 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date01 Dec 2025

Closing Date03 Dec 2025

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Closing Date08 Dec 2025

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Closing Date05 Dec 2025

Allotment Date09 Dec 2025

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Dsp Nifty Midcap 150 Etf – Demat Only

Select Risk Level | Equity

Launch Date24 Nov 2025

Closing Date08 Dec 2025

Allotment Date08 Dec 2025

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Closing Date01 Dec 2025

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Closing Date24 Nov 2025

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Dsp Msci India Etf – Demat Only

Low To Moderate Risk | Equity

Launch Date10 Nov 2025

Closing Date17 Nov 2025

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Closing Date21 Nov 2025

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Closing Date20 Nov 2025

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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

Launch Date03 Nov 2025

Closing Date17 Nov 2025

Allotment Date24 Nov 2025

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Closing Date15 Oct 2025

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Closing Date15 Oct 2025

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Closing Date17 Oct 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date13 Oct 2025

Closing Date15 Oct 2025

Allotment Date17 Oct 2025

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Closing Date15 Oct 2025

Allotment Date22 Oct 2025

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Closing Date20 Oct 2025

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Closing Date17 Oct 2025

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Closing Date24 Jun 2025

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Closing Date23 Jun 2025

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Closing Date23 Jun 2025

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Closing Date19 Jun 2025

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Closing Date19 Jun 2025

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Launch Date13 Jun 2025

Closing Date27 Jun 2025

Allotment Date04 Jul 2025


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Genuine Review Form Statisifed Customers

4.9 Out of 5 (10896 Reviews)

KSquare’s pension guidance was much needed. Their team helped me select the right NPS tier and gave detailed explanations.

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Thanks to KSquare, I can now invest in India confidently from the US. Their team was extremely helpful and always available when I had questions.

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The pension solutions offered by KSquare are well-structured. I got real-time assistance and no sales pressure at all.

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Risk Analyst

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Investing used to feel intimidating, but KSquare has simplified everything. Their SIP plans offer great flexibility and peace of mind. I recommend them to all my colleagues.

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FAQ's

Frequenlty Asked Question

Will I still earn returns on pledged mutual funds?

Yes, your mutual fund units continue to generate returns even while they are pledged for a loan.

Can I plan for a home or car purchase through SIP?

Absolutely, SIPs help accumulate funds steadily over time so major purchases like home or car become financially stress-free.

What are the tax benefits of NPS?

NPS offers deductions up to ₹1.5 lakh under Section 80C and an additional ₹50,000 under Section 80CCD(1B) of the Income Tax Act.

Are mutual funds safe to invest in?

Mutual funds carry market risk, but diversification and professional management help reduce volatility and improve long-term growth potential.

What documents are needed to invest in an NFO through KSquare?

You’ll need KYC-compliant documents like PAN, Aadhaar, and bank details to invest in NFOs through KSquare.

What is the exit or withdrawal rule in NPS?

You can withdraw 60% of the corpus at retirement tax-free and use 40% to buy an annuity for regular income.

What happens if mutual fund NAV falls after pledging?

A drop in NAV may trigger a margin call. KSquare notifies you early to take corrective actions if needed.

What if I fail to repay the loan on time?

In case of default, the lender may sell pledged mutual fund units. KSquare advises timely repayment to avoid any financial impact.

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