Kotak Services Fund – NFO Overview
Kotak Services Fund is an open-ended equity scheme following the Services theme. The fund aims to generate long-term capital appreciation by investing in companies operating across India’s expanding services sector.
- Category: Equity Schemes – Thematic Fund
- NFO Period: February 04, 2026 – February 18, 2026
- Benchmark: Nifty Services Sector TRI
- Minimum Investment: ₹1,000
Investment Strategy
The scheme will follow an actively managed strategy focusing on high-quality services companies with strong earnings visibility, scalability, and sectoral leadership. However, there is no assurance that the investment objective will be achieved.
Benchmark Portfolio Snapshot
Source: NSE Indices | Nifty Services Sector TRI Portfolio (as of 31 Dec 2025)
Top 10 Benchmark Holdings (as of 31 Dec 2025)
| Company | Weight (%) |
|---|---|
| Reliance Industries | 12.4 |
| HDFC Bank | 9.8 |
| ICICI Bank | 8.6 |
| Infosys | 7.9 |
| TCS | 7.4 |
| Bharti Airtel | 6.2 |
| L&T | 5.8 |
| Axis Bank | 4.6 |
| HUL | 4.1 |
| ITC | 3.9 |
Benchmark Performance
| Period | Nifty Services Sector TRI (%) |
|---|---|
| 1 Year | 18.2 |
| 3 Years (CAGR) | 16.5 |
| 5 Years (CAGR) | 14.8 |
| 10 Years (CAGR) | 13.9 |
Nifty Services Sector TRI vs Nifty 50
| Index | 5Y CAGR (%) | 10Y CAGR (%) |
|---|---|---|
| Nifty Services Sector TRI | 14.8 | 13.9 |
| Nifty 50 TRI | 13.2 | 12.6 |
SIP Calculator
Suitability
Who Should Invest
- Investors with long-term horizon
- Those bullish on India’s services sector
- Investors comfortable with thematic risk
Who Should Avoid
- Short-term investors
- Risk-averse investors
- Those seeking guaranteed returns
Frequently Asked Questions
What is Kotak Services Fund?
Kotak Services Fund is a thematic equity fund focusing on services sector companies.
Is Kotak Services Fund risky?
Being a thematic equity fund, Kotak Services Fund carries higher market and sectoral risk.
Who should invest in Kotak Services Fund?
Investors with long-term goals and high risk tolerance may consider Kotak Services Fund.
What is the benchmark of Kotak Services Fund?
The benchmark is Nifty Services Sector TRI.
Can I invest via SIP in Kotak Services Fund?
Yes, SIP investments are allowed after NFO allotment.
Sushil Bajaj 
+91 931-5120-004
