47
Banking & FinancialHold
Kotak Services
Kotak · Direct–Growth · rank #16 of 30 by Smart Score
Trailing returns
1 Year
8.2%
+4.7% vs index
3 Years
14.7%
+5.3% vs index
5 Years
—
Since launch
5.8%
Year-by-year performance
2024
+14.1%+8.1% vs index
2025
+15.9%-1.9% vs index
2026
+3.9%+5.4% vs index
Why this score
Kotak Services scores 47/100 — #16 of 30 Banking & Financial fund (Hold). It stands out for 3y return and alpha — beating 62% of peers on 3y return. The main drag is its volatility (better than only 23% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Volatility16.54 · 23rd percentile in category
Expense ratio1.23% · 22nd percentile in category
3Y return14.67% · 62nd percentile in category
Sharpe ratio0.49 · 35th percentile in category
Alpha3.72 · 69th percentile in category
1Y return8.21% · 67th percentile in category