Kotak Technology Fund - Regular Plan - Growth Option
Category: Equity: Sectoral-Technology
Launch Date: 04-03-2024
AUM:
₹ 313.53 Cr
Expense Ratio
2.43%
Benchmark
S&P BSE Teck TRI
ISIN
INF174KA1QW2
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
0
Fund Manager
Abhishek Bisen, Arjun Khanna, Shibani Sircar Kurian
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Technology Fund - Regular Plan - Growth Option | - | - | - |
| S&P BSE Teck TRI | 26.78 | 12.03 | 17.82 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
9.544
Last change
-0 (-0.021%)
Fund Size (AUM)
₹ 313.53 Cr
Performance
-4.72% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of Technology & technology related sectors.
Fund Manager
Abhishek Bisen, Arjun Khanna, Shibani Sircar Kurian
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Infosys Ltd. | 23.48 |
| Tata Consultancy Services Ltd. | 16.9 |
| Bharti Airtel Ltd. | 14.1 |
| HCL Technologies Ltd. | 6.84 |
| Tech Mahindra Ltd. | 6.08 |
| Wipro Ltd. | 3.97 |
| Others | 3.89 |
| Zomato Ltd. | 3.83 |
| Mphasis Ltd. | 2.41 |
| Bharti Hexacom Ltd. | 2.21 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Technology | 66.6 |
| Communication | 18.71 |
| Services | 9.98 |
| Others | 3.3 |
| Capital Goods | 1.41 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Technology Reg Gr | 0.0 |
| Franklin India Technology Fund Gr | 23.2 |
| Tata Digital India Reg Gr | 22.43 |
| ICICI Pru Technology Fund Gr | 23.55 |
| ABSL Digital India Gr Reg | 23.16 |
| SBI Technology Opportunities Reg Gr | 21.52 |