Kotak Technology Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 28-03-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 -2.10 -10.26 11.16 5.03 24.24 12.45
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 10.42 5.39 32.52 1.78 12,511.36
Tata Digital India Fund-Regular Plan-Growth Dec 28, 2015 7.94 6.05 29.56 1.70 11,068.17
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan Jan 15, 2000 3.72 5.30 29.57 1.90 4,576.43
SBI TECHNOLOGY OPPORTUNITIES FUND - REGULAR PLAN - GROWTH Jan 07, 2013 14.06 8.93 28.96 1.91 4,246.98
Franklin India Technology Fund-Growth Aug 22, 1998 5.26 12.80 27.84 2.05 1,785.91

Fund Holdings as on 28-February-2025

  • Infosys Ltd.

  • BHARTI AIRTEL LTD.

  • TATA CONSULTANCY SERVICES LTD.

  • Tech Mahindra Ltd.

  • Zomato Ltd

  • Triparty Repo

  • Wipro Ltd.

  • HCL Technologies Ltd.

  • SWIGGY LTD

  • HEXAWARE TECHNOLOGIES LTD.

  • Persistent Systems Limited

  • Mphasis Ltd

  • Coforge Limited

  • BHARTI HEXACOM LTD.

  • COGNIZANT TECHNOLOGY SOLUTIONS

  • Indus Towers Ltd.

  • ZENSAR TECHNOLGIES LTD.

  • FIRSTSOURCE SOLUTIONS LTD.

  • Birlasoft LImited

  • Larsen & Toubro Infotech Ltd

  • BRAINBEES SOLUTIONS LIMITED

  • TATA TECHNOLOGIES LTD

  • FSN E-Commerce Ventures Ltd.

  • Info Edge India Ltd.

  • Dixon Technologies India Ltd

  • UNICOMMERCE ESOLUTIONS LIMITED

  • KAYNES TECHNOLOGY LTD

  • Tata Communications Ltd

  • Net Current Assets/(Liabilities)

View More
  • IT - Software

  • Telecommunication - Service Provider

  • e-Commerce

  • Miscellaneous

  • BPO/ITeS

  • Consumer Durables - Electronics

  • Electronics - Components

View More

Fund Manager

  • Cash

  • Equity

View More

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 ₹546.27 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 down ₹-0.14(-1.32%)yesterday to ₹10.825.

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