49
Banking & FinancialHold
Kotak Services
Kotak · Direct–Growth · rank #17 of 31 by Smart Score
Data updated
Trailing returns
1 Year
10.1%
+3.2% vs index
3 Years
13.8%
+4.4% vs index
5 Years
—
Since launch
5.3%
Year-by-year performance
2024
+14.1%+8.1% vs index
2025
+15.9%-1.9% vs index
2026
+0.3%+4.0% vs index
Why this score
Kotak Services scores 49/100 — #17 of 31 Banking & Financial fund (Hold). It stands out for 3y return — beating 64% 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.
3Y return13.76% · 64th percentile in category
Volatility16.60 · 23rd percentile in category
Expense ratio1.24% · 25th percentile in category
Sortino ratio0.61 · 57th percentile in category
Alpha2.92 · 56th percentile in category
1Y return10.13% · 56th percentile in category