Kotak Technology Fund - Regular Plan - Growth Option
Category: Equity: Sectoral-Technology
Launch Date: 04-03-2024
AUM:
₹ 537.74 Cr
Expense Ratio
2.41%
Benchmark
BSE Teck TRI
ISIN
INF174KA1QW2
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Fund Manager
Abhishek Bisen, Arjun Khanna, Shibani Sircar Kurian
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Technology Fund - Regular Plan - Growth Option | 13.51 | - | - |
| Benchmark | - | - | - |
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
10.932
Last change
0.01 (0.0823%)
Fund Size (AUM)
₹ 537.74 Cr
Performance
7.91% (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 LIMITED EQ FV RS 5 | 20.67 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 14.32 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 9.37 |
| TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- | 7.53 |
| ZOMATO LIMITED EQ | 4.86 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 4.18 |
| WIPRO LIMITED EQ F.V. RS. 2 | 4.04 |
| Persistent Systems Ltd | 3.51 |
| BUNDL TECHNOLOGIES PRIVATE LIMITED EQ | 3.27 |
| MPHASIS LIMITED EQ | 3.05 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Information Technology | 62.71 |
| Telecommunication | 18.7 |
| Consumer Services | 11.46 |
| N/A | 4.2 |
| Services | 1.51 |
| Consumer Durables | 0.71 |
| Capital Goods | 0.71 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Technology Reg Gr | 0.0 |
| HDFC Technology Fund Gr | 0.0 |
| SBI Technology Opportunities Reg Gr | 25.81 |
| ICICI Pru Technology Fund Gr | 29.57 |
| Edelweiss Technology Reg Gr | 0.0 |
| Tata Digital India Reg Gr | 26.99 |
| ABSL Digital India Gr Reg | 26.23 |
| Franklin India Technology Fund Gr | 24.26 |
| Quant Teck Fund Reg Gr | 0.0 |