Kotak Services Gr
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services10.84%
State Bank of IndiaFinancial Services9.26%
Axis Bank LtdFinancial Services8.69%
HDFC Bank LtdFinancial Services6.22%
Bharti Airtel LtdServices6.01%
Power Grid Corp Of India LtdUtilities5.03%
Titan Co LtdConsumers5.00%
PNB Housing Finance LtdFinancial Services4.11%
Bajaj Finance LtdFinancial Services3.59%
Tech Mahindra LtdTechnology3.44%
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
RT
Rohit Tandon
Mr. Rohit Tandon has experience of 22 years. Manages 51 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹19,355 Cr
45 years
Combined Team Experience
₹ 97,846 Cr
Assets Under Management
AB
Abhishek Bisen
Co-Portfolio ManagerMr. Abhishek Bisen has experience of 23 years. Manages 468 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹78,491 Cr Holds a M.B.A. degree.
Firm Overview
Total AUM₹5,80,249.31 Cr
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.63%
Regulatory & Tax Information
INF174KA1YY2
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)