Banking & FinancialAvoid

Kotak Services

Kotak · Direct–Growth · rank #19 of 31 by Smart Score

Data updated 18 Oct 2026

Trailing returns

vs Nifty Bank (index-fund proxy)

1 Year

-0.5%

+2.0% vs index

3 Years

11.8%

+3.2% vs index

5 Years

—

Since launch

3.2%

last entry = YTD

2024

+14.1%+8.1% vs index

2025

+15.9%-1.9% vs index

2026

-2.9%+3.0% vs index

Kotak Services scores 44/100 — #19 of 31 Banking & Financial fund (Avoid). The main drag is its volatility (better than only 27% of peers).

Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.

Volatility16.72 · 27th percentile in category

Sharpe ratio0.32 · 31st percentile in category

Expense ratio1.26% · 28th percentile in category

3Y return11.85% · 58th percentile in category

Alpha1.64 · 44th percentile in category

1Y return-0.48% · 56th percentile in category