NFO Alert: Kotak Mutual Fund Introduces Kotak Services Fund

Kotak Mutual Fund has announced the launch of a new thematic equity scheme under its New Fund Offer window. The scheme focuses on companies operating within the services sector and is structured as an open ended equity fund. 

Overview of Kotak Services Fund NFO 

Kotak Services Fund is an open ended equity scheme following a services theme. It falls under the Equity Schemes thematic fund category and aims to invest primarily in equity and equity related securities of companies belonging to the services industry.  

The scheme is actively managed and seeks long term capital appreciation, subject to market conditions. 

Investment Objective and Benchmark 

The investment objective of the Kotak Services Fund is to provide long term capital appreciation from a portfolio of equity and equity related securities of services sector companies.  

There is no assurance that the stated objective will be achieved. The benchmark index for measuring performance is the Nifty Services Sector TRI. 

Read More: Upcoming NFO: Invesco Mutual Fund Filed Draft for Equity Long-Short Fund Under Summit SIF! 

Fund Management and Asset Allocation 

The equity and overseas investments of the scheme will be managed by Mr Rohit Tandon. The debt component of the portfolio will be handled by Mr Abhishek Bisen.  

The scheme allows exposure to equity and debt instruments in line with its stated investment framework. 

Exit Load and Minimum Investment 

An exit load of 0.5% is applicable on redemption or switch out within 90 days from the date of allotment. No exit load is charged for redemptions on or after 90 days.  

The minimum initial purchase amount for non SIP investments is ₹1,000, with additional purchases allowed from ₹100. SIP investments can start from ₹500. 

NFO Dates 

The New Fund Offer for Kotak Services Fund opens on February 4, 2026, and closes on February 18, 2026. Units will be available for subscription during this period. 

Conclusion 

Kotak Services Fund adds a services sector focused option to Kotak Mutual Fund’s equity offerings. The scheme details include defined exit load conditions, a stated benchmark, and a dedicated fund management structure. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies mentioned are only examples and not recommendations. This does not constitute a personal recommendation or investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.