Kotak Technology Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is BHARTI AIRTEL LTD with a portfolio weight of 17.30% .
The fund currently owns more than 26 stocks.
The top 10 holdings account for 71.01% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -4.17% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.88% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Communication Services |
17.30%
|
|
| 2 | Information Technology |
15.36%
|
|
| 3 | Information Technology |
7.18%
|
|
| 4 | E-Commerce/E-Retail |
7.14%
|
|
| 5 | Information Technology |
5.99%
|
|
| 6 | IT Consulting & Software |
4.06%
|
|
| 7 | Information Technology |
3.73%
|
|
| 8 | IT Consulting & Software |
3.58%
|
|
| 9 | Telecom Services |
3.53%
|
|
| 10 | Lenses/Optical Care |
3.14%
|
|
| 11 | Consumer Electronics |
2.88%
|
|
| 12 | Information Technology |
2.81%
|
AMC: KOTAKMAHINDRAMF
Category: Equity • Sectoral/Thematic
Launch Date: 12 Feb 2024
Fund Manager: Ms. Shibani Kurian
Minimum Purchase: ₹100
Exit Load: For redemption / switch out within 30 days from the date of allotment - 0.5% If units are redeemed or switched out on or after 30 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
Kotak Technology Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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