Kotak Technology Fund Regular Growth
- Sector - Technology
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹532.44 Cr
Expense Ratio
2.54%
Exit Load
0.50%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
4 Mar 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.38% | -- |
| 3 Months | +4.11% | -- |
| 6 Months | +0.87% | -- |
| 1 Year | -11.44% | -11.44% |
| 2 Years | -- | -10.62% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +1.35% | +0.52% |
Holdings as on 12 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Infosys | 87.93 | 16.51 |
| Bharti Airtel | 63.53 | 11.93 |
| Tech Mahindra | 40.39 | 7.59 |
| Eternal | 37.18 | 6.98 |
| Coforge | 24.78 | 4.65 |
| Persistent Systems | 23.38 | 4.39 |
| Mphasis | 22.05 | 4.14 |
| Lenskart Solutions | 19.59 | 3.68 |
| Bharti Hexacom | 19.37 | 3.64 |
| Dixon Technologies (India) | 17.35 | 3.26 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Motilal Oswal Digital India Fund Regular Growth | +1.4% | -- | -- |
| Edelweiss Technology Fund Regular Growth | +2.55% | -- | -- |
| Kotak Technology Fund Regular Growth | -11.44% | -- | -- |
| WhiteOak Capital Digital Bharat Fund Regular Growth | -6.27% | -- | -- |
| Invesco India Technology Fund Regular Growth | -3.05% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Kotak Technology Fund Regular Growth has an AUM of 532.44 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.54%. The minimum investment in Kotak Technology Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are High & respectively.
The fund has a present cash holding of %. The top holdings of the fund include Infosys, Bharti Airtel, Tech Mahindra, Eternal.
The major sectors where the fund is invested are Software & Programming, Communications Services, Computer Services, Business Services.
Some of the similar funds are Motilal Oswal Digital India Fund Regular Growth, Edelweiss Technology Fund Regular Growth, Kotak Technology Fund Regular Growth, WhiteOak Capital Digital Bharat Fund Regular Growth, Invesco India Technology Fund Regular Growth. Kotak Technology Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Kotak Technology Fund Regular Growth has a High risk & return.
Kotak Technology Fund Regular Growth is managed by Abhishek Bisen,Shibani Kurian.
The expense ratio of Kotak Technology Fund Regular Growth is 2.54%.
The 5 year annualized return on Kotak Technology Fund Regular Growth is 0.00% & it has generated -11.44% in the last 1 year.
The minimum investment in Kotak Technology Fund Regular Growth is 100 Rs.
Kotak Technology Fund Regular Growth has an AUM of 532.44 crores.
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