Kotak Technology Fund - Regular Plan - IDCW Option
Category: Equity: Sectoral-Technology
Launch Date: 04-03-2024
AUM:
₹ 504.02 Cr
Expense Ratio
2.38%
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 | -11.06 | - | - |
| 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
9.719
Last change
0.08 (0.8128%)
Fund Size (AUM)
₹ 504.02 Cr
Performance
-1.38% (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 | 19.81 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 17.7 |
| TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- | 6.81 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 6.76 |
| ZOMATO LIMITED EQ | 6.12 |
| Persistent Systems Ltd | 4.28 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 3.76 |
| Bharti Hexacom Limited | 3.75 |
| MPHASIS LIMITED EQ | 3.41 |
| INDUS TOWERS LIMITED EQ | 3.37 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Information Technology | 53.04 |
| Telecommunication | 24.82 |
| Consumer Services | 13.5 |
| Services | 2.19 |
| Consumer Durables | 2.01 |
| Capital Goods | 0.11 |