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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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

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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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Very High Risk | Equity

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Closing Date05 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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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

Launch Date03 Nov 2025

Closing Date17 Nov 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date13 Oct 2025

Closing Date15 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 Date27 Jun 2025

Allotment Date04 Jul 2025


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FAQ's

Frequenlty Asked Question

Does KSquare provide research reports on NFOs?

Yes, KSquare offers fund highlights, investment strategy, and expert opinions to help you evaluate each NFO thoroughly.

What are Tier I and Tier II NPS accounts?

Tier I is the mandatory retirement account with tax benefits, while Tier II is voluntary with flexible withdrawals but no tax deductions.

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 are mutual funds and how do they work?

Mutual funds pool money from many investors to invest in a diversified portfolio of stocks, bonds, or other assets managed by professionals.

What happens if I stop my SIP before maturity?

You can withdraw your invested amount anytime. However, early exits might impact your long-term growth potential.

How is an NFO different from regular mutual fund schemes?

Unlike existing funds with track records, NFOs offer fresh investment opportunities, often at a face value of ₹10.

What documentation is needed to invest via KSquare?

You’ll need a valid passport, visa, PAN card, overseas address proof, and NRE/NRO bank details.

What is the ideal duration for a SIP investment?

The longer the duration, the better the returns. Ideally, stay invested for at least 5–10 years for best results.

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