Kotak Technology Fund Regular Growth

+

Invest

Explore On

Equity
Sector - Technology
Rating N.A.
Plan

10.14 +0.07 (0.70%) NAV as on 16 Apr, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)574.47
CAGR -2.18%
Exit Load0.50%
Expense ratio2.35%
CategoryEquity
Min Investment100
Min SIP100
Launch Date2024-03-04

Asset Allocation

Holdings As On - 19 April 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Infosys
99.87
19.81%

Bharti Airtel
89.23
17.70%

Tech Mahindra
34.34
6.81%

Eternal
30.87
6.12%

Persistent Systems
21.60
4.28%

HCL Technologies
18.94
3.76%

Bharti Hexacom
18.91
3.75%

Mphasis
17.21
3.41%

Indus Towers
16.99
3.37%

Peer Comparison

Fund Name
Motilal Oswal Digital India Fund Regular Growth3.11%
Edelweiss Technology Fund Regular Growth16.12%
Kotak Technology Fund Regular Growth-2.18%
WhiteOak Capital Digital Bharat Fund Regular Growth2.61%
Invesco India Technology Fund Regular Growth8.09%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.00
Std Deviation 0.00%
Tracking Error 0.00%

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 574.47 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 2.35%. 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 Medium & Low respectively.

The top holdings of the fund include Infosys, Bharti Airtel, Tech Mahindra & Tata Consultancy Services.

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%.