Sandbox
Kotak Technology Fund - Regular Plan - IDCW Option
Category: Equity: Sectoral-Technology
Launch Date: 04-03-2024
AUM:
₹ 633.99 Cr
Expense Ratio
2.33%
Benchmark
BSE Teck TRI
ISIN
INF174KA1QX0
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM 1 Ms. Shibani Kurian, FM 2 Mr. Abhishek Bisen
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Technology Fund - Regular Plan - IDCW Option | -9.28 | - | - |
| 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
11.964
Last change
-0 (-0.0334%)
Fund Size (AUM)
₹ 633.99 Cr
Performance
10.52% (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
FM 1 Ms. Shibani Kurian, FM 2 Mr. Abhishek Bisen
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| INFOSYS LIMITED EQ FV RS 5 | 19.19 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 16.78 |
| ZOMATO LIMITED EQ | 6.71 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 6.68 |
| TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- | 6.64 |
| Persistent Systems Ltd | 4.27 |
| MPHASIS LIMITED EQ | 3.78 |
| Swiggy Pvt Ltd | 3.57 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 3.55 |
| WIPRO LIMITED EQ F.V. RS. 2 | 2.71 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Information Technology | 58.5 |
| Telecommunication | 20.33 |
| Consumer Services | 13.68 |
| Services | 1.52 |
| Consumer Durables | 1.51 |
| Capital Goods | 0.18 |