Kotak Technology Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

The investment objective of the scheme is to generate long-term capital appreciation from a portfoliothat is invested predominantly in equity and equity related securities of Technology & technologyrelated sectors.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BSE TECk Index - TRI -1.21 0.07 19.24 8.89 21.10 13.25
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential Technology Fund - Growth Mar 03, 2000 17.29 8.65 28.02 1.75 14,274.58
Tata Digital India Fund-Regular Plan-Growth Dec 28, 2015 19.66 10.57 26.68 1.67 12,962.64
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan Jan 15, 2000 9.95 8.91 25.44 1.87 5,324.71
SBI TECHNOLOGY OPPORTUNITIES FUND - REGULAR PLAN - GROWTH Jan 07, 2013 19.14 12.37 25.16 1.89 4,738.96
Franklin India Technology Fund-Growth Aug 22, 1998 20.83 16.13 24.95 2.03 1,988.74

Fund Holdings as on 31-December-2024

  • Infosys Ltd.

  • BHARTI AIRTEL LTD.

  • Tata Consultancy Services Ltd.

  • Tech Mahindra Ltd.

  • Zomato Ltd

  • Triparty Repo

  • HCL Technologies Ltd.

  • Wipro Ltd.

  • Mphasis Ltd

  • Persistent Systems Limited

  • Coforge Limited

  • BHARTI HEXACOM LTD.

  • SWIGGY LTD

  • BRAINBEES SOLUTIONS LIMITED

  • Larsen & Toubro Infotech Ltd

  • Birlasoft LImited

  • COGNIZANT TECHNOLOGY SOLUTIONS

  • FIRSTSOURCE SOLUTIONS LTD.

  • TATA TECHNOLOGIES LTD

  • ZENSAR TECHNOLGIES LTD.

  • Indus Towers Ltd.

  • Info Edge India Ltd.

  • PVR LTD.

  • KAYNES TECHNOLOGY LTD

  • FSN E-Commerce Ventures Ltd.

  • UNICOMMERCE ESOLUTIONS LIMITED

  • Dixon Technologies India Ltd

  • Sonata Software Ltd.

  • Sun TV Network Limited

  • Tata Communications Ltd

  • Net Current Assets/(Liabilities)

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  • IT - Software

  • Telecommunication - Service Provider

  • e-Commerce

  • Miscellaneous

  • BPO/ITeS

  • Electronics - Components

  • Film Production, Distribution & Entertainment

  • Consumer Durables - Electronics

  • TV Broadcasting & Software Production

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Fund Manager

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About Kotak Technology Fund

Scheme Analysis

Kotak Technology Fund is a Equity - Sectoral Fund - Technology fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 04-Mar-2024 and currently has an AUM of ₹609.01 crore. Kotak Technology Fund is benchmarked against BSE TECk Index - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Kotak Technology Fund ended up ₹0.23(1.94%)yesterday to ₹12.247.

Among its top 3 holdings the fund has exposure to Infosys Ltd., and

The Kotak Technology Fund is managed by Abhishek Bisen and Shibani Kurian.

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455