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 Date19 Mar 2026

Closing Date25 Mar 2026

Allotment Date01 Jan 1970

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Closing Date23 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

Launch Date16 Mar 2026

Closing Date18 Mar 2026

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Closing Date13 Mar 2026

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Very High Risk | Equity

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Dsp Nifty Midcap 150 Etf – Demat Only

Select Risk Level | Equity

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Closing Date08 Dec 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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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

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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

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Closing Date20 Oct 2025

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Closing Date19 Jun 2025

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Closing Date19 Jun 2025

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Closing Date27 Jun 2025

Allotment Date04 Jul 2025


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FAQ's

Frequenlty Asked Question

Will I lose ownership of my mutual funds?

No, the mutual funds are just pledged. You continue to retain ownership and can repay the loan to unpledge them.

Can I set up automatic investments through KSquare?

Yes, KSquare allows SIP setup, automating monthly investments to help build disciplined saving habits.

Are NFOs safe for first-time investors?

NFOs can be suitable for beginners, but they carry risks. KSquare helps assess fund strategies before you commit.

Which types of mutual funds are eligible for loans?

Typically, equity and debt mutual fund units held in demat form are eligible. KSquare helps confirm your fund’s eligibility instantly.

Can I invest in mutual funds online through KSquare?

Yes, KSquare’s digital platform allows you to browse, select, and invest in mutual funds entirely online.

What is the role of the AMC in a New Fund Offering?

The Asset Management Company (AMC) designs and manages the NFO, ensuring strategy alignment and regulatory compliance.

Are there any charges for managing NPS?

Yes, nominal charges apply for account maintenance and fund management, but they are among the lowest in the industry.

How do I track my NPS account with KSquare?

You can log in to your KSquare dashboard to see real-time NAVs, contributions, and returns from your NPS account.

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