44
Banking & FinancialAvoid
Kotak Services
Kotak · Direct–Growth · rank #20 of 31 by Smart Score
Data updated
Trailing returns
1 Year
5.1%
+3.6% vs index
3 Years
12.1%
+4.6% vs index
5 Years
—
Since launch
3.9%
Year-by-year performance
2024
+14.1%+8.1% vs index
2025
+15.9%-1.9% vs index
2026
-0.2%+4.8% vs index
Why this score
Kotak Services scores 44/100 — #20 of 31 Banking & Financial fund (Avoid). It stands out for alpha — beating 60% of peers on alpha. The main drag is its volatility (better than only 19% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Volatility16.63 · 19th percentile in category
Expense ratio1.27% · 21st percentile in category
Sharpe ratio0.34 · 35th percentile in category
3Y return12.13% · 58th percentile in category
Alpha3.01 · 60th percentile in category
Sortino ratio0.47 · 46th percentile in category