Kotak Technology Fund - Regular Plan - IDCW Option
Category: Equity: Sectoral-Technology
Launch Date: 04-03-2024
AUM:
₹ 480.02 Cr
Expense Ratio
2.5706%
Benchmark
BSE Teck TRI
ISIN
INF174KA1QX0
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 - IDCW Option | -8.26 | - | - |
| 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
10.712
Last change
0.11 (1.0269%)
Fund Size (AUM)
₹ 480.02 Cr
Performance
2.57% (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 (%) |
|---|---|
| INFOSYS LIMITED EQ FV RS 5 | 16.1 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 11.29 |
| TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- | 7.94 |
| ZOMATO LIMITED EQ | 7.3 |
| Persistent Systems Ltd | 4.61 |
| Coforge Limited | 4.56 |
| LENSKART SOLUTIONS PRIVATE LIMITED EQ | 4.23 |
| MPHASIS LIMITED EQ | 4.09 |
| Bharti Hexacom Limited | 3.73 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 3.2 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Information Technology | 46.09 |
| Consumer Services | 18.18 |
| Telecommunication | 18.18 |
| Services | 6.78 |
| Consumer Durables | 3.2 |
| Financial Services | 2.75 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Technology Reg IDCW | 0.0 |