Kotak Technology Fund - Regular Plan - IDCW Option
Category: Equity: Sectoral-Technology
Launch Date: 04-03-2024
AUM:
₹ 670.75 Cr
Expense Ratio
2.32%
Benchmark
BSE Teck TRI
ISIN
INF174KA1QX0
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM 1 Ms. Shibani Kurian, FM 2 Mr. Abhishek Bisen
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Technology Fund - Regular Plan - IDCW Option | -9.97 | - | - |
| 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
10.668
Last change
-0.13 (-1.2092%)
Fund Size (AUM)
₹ 670.75 Cr
Performance
3.3% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of Technology & technology related sectors. However, there is no assurance that the objective of the scheme will be achieved.
Fund Manager
FM 1 Ms. Shibani Kurian, FM 2 Mr. Abhishek Bisen
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| INFOSYS LIMITED EQ FV RS 5 | 21.6 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 14.73 |
| TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- | 8.13 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 6.74 |
| Triparty Repo | 5.81 |
| ZOMATO LIMITED EQ | 5.51 |
| Persistent Systems Ltd | 3.99 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 3.58 |
| MPHASIS LIMITED EQ | 3.46 |
| COGNIZANT TECHNOLOGY SOLUTIONS | 3.1 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Information Technology | 56.64 |
| Telecommunication | 19.92 |
| Consumer Services | 12.11 |
| Consumer Durables | 1.64 |
| Services | 1.26 |
| Capital Goods | 0.08 |