Kotak Technology Fund - Regular Plan - Growth
Kotak Mahindra Asset Management Co Ltd
₹10.14 (+1.64%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-11.44% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.41%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Sector - Technology
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,009
Invested ₹1,000
▲+0.87%1 year
₹886
Invested ₹1,000
▼-11.44%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty IT TR INR |
|---|---|
| Secondary Index Name | Nifty IT TR INR |
| Index Name | BSE TECK TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -11.44% | — | — | — |
| Cumulative returns (%) | -11.44% | — | — | — |
Fund Manager
| Manager | Shibani Kurian |
|---|---|
| Role | Manager |
| Manager Tenure | 2.58 yrs |
About Fund
| Date of Incorporation | 4 Mar 2024 |
|---|---|
| Fund House | Kotak Mahindra Asset Management Co Ltd |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Kotak Mahindra Asset Management Co Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Infosys Ltd | 16.51% |
| Bharti Airtel Ltd | 11.93% |
| Tech Mahindra Ltd | 7.59% |
| Eternal Ltd | 6.98% |
| Tata Consultancy Services Ltd | 5.99% |
| Coforge Ltd | 4.65% |
| Persistent Systems Ltd | 4.39% |
| Mphasis Ltd | 4.14% |
| Lenskart Solutions Ltd | 3.68% |
| Bharti Hexacom Ltd | 3.64% |
| Dixon Technologies (India) Ltd | 3.26% |
| HCL Technologies Ltd | 3.17% |
| Indus Towers Ltd Ordinary Shares | 3.15% |
| Swiggy Ltd | 3.11% |
| Wipro Ltd | 2.71% |
Investment Strategy
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.
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.