Kotak Technology Fund - Regular Plan - Growth Option
Category: Equity: Sectoral-Technology
Launch Date: 04-03-2024
AUM:
₹ 525.84 Cr
Expense Ratio
2.6%
Benchmark
BSE Teck TRI
ISIN
INF174KA1QW2
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Ms. Shibani Sircar Kurian, Mr. Abhishek Bisen
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Technology Fund - Regular Plan - Growth Option | -14.63 | - | - |
| 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
9.702
Last change
0.03 (0.2783%)
Fund Size (AUM)
₹ 525.84 Cr
Performance
-1.41% (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
Ms. Shibani Sircar Kurian, Mr. Abhishek Bisen
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 17.96 |
| INFOSYS LIMITED EQ FV RS 5 | 17.95 |
| TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- | 6.95 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 6.8 |
| ZOMATO LIMITED EQ | 6.33 |
| Persistent Systems Ltd | 4.04 |
| MPHASIS LIMITED EQ | 3.93 |
| Bharti Hexacom Limited | 3.62 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 3.22 |
| INDUS TOWERS LIMITED EQ | 3.17 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Information Technology | 51.96 |
| Telecommunication | 24.75 |
| Consumer Services | 13.59 |
| Services | 2.27 |
| Consumer Durables | 2.23 |
| Capital Goods | 0.12 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Technology Reg Gr | 0.0 |