Kotak Technology Fund Regular - Growth
- 3 Months
- 6 Months
- 1 Year
- 3 Years
- 5 Years
- RSI
Fund Overview
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₹586.5 CrAUM
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₹11.73NAV
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2.39%Expense Ratio
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EquityFund Category
Returns of Kotak Technology Fund Regular - Growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.28% | NA | 1.25% |
| 6 Months | 8.03% | NA | -0.40% |
| 1 Year | -11.09% | -11.09% | -7.09% |
Asset Allocation
equities
98.54%other assets or cash equivalents
1.46%Kotak Technology Fund Regular - Growth is one Equity mutual fund offered by Kotak Mahindra Mutual Fund. Launched on 04 Mar 2024, the fund aims Long term capital growth. Investment in portfolio of predominantly equity & equity related securities of Technology & Technology related sectors. It manages assets worth ₹586.5 crore as on Thu Jul 31, 2025. , with a 52-week NAV range between ₹9.97 and ₹13.19. The expense ratio stands at 2.39%. Fund Manager Manager Education Fund Manager Manager Education
The portfolio allocation consists of 98.54% in equities, 1.46% in other assets or cash equivalents. Managed by Shibani Sircar Kurian, it has delivered a return of -11.09% in the last year, a total return since inception of 9.28%.
Fund Details
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Fund NamesKotak Technology Fund Regular - Growth
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Inception Date04 Mar 2024
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Lock InNo Lock-in
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SIP Minimum Investment amount₹ 100
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SWP Minimum Investment amount₹ 1000
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STP Minimum Investment amount₹ 500
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RiskPrincipal at very high risk
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52 Weeks High13.19
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52 Weeks Low9.97
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Uti Conservative Hybrid Fund  |
₹1,707.10 Cr | 0.81% | 1.06% | 4.40% | 9.75% | 10.75% |
| Uti Credit Risk Fund |
₹277.27 Cr | 0.72% | 1.61% | 8.19% | 8.05% | 10.28% |
| Uti Dynamic Bond Fund |
₹481.67 Cr | 0.60% | 0.37% | 7.02% | 7.73% | 9.19% |
| Uti Low Duration Fund |
₹3,211.14 Cr | 0.48% | 1.45% | 7.81% | 7.38% | 7.07% |
| Uti Short Duration Fund |
₹3,295.53 Cr | 0.47% | 1.12% | 7.79% | 7.39% | 7.04% |
| Aditya Birla Sun Life Corporate Bond Fund |
₹28,596.86 Cr | 0.51% | 0.89% | 7.80% | 7.90% | 6.67% |
| Uti Money Market Fund |
₹20,553.67 Cr | 0.48% | 1.54% | 7.95% | 7.64% | 6.22% |
| Uti Liquid Fund |
₹29,013.49 Cr | 0.48% | 1.45% | 6.96% | 7.09% | 5.72% |
| Sbi Magnum Ultra Short Duration Fund |
₹15,902.29 Cr | 0.46% | 1.46% | 7.28% | 7.09% | 5.71% |
| Uti Liquid Fund |
₹29,013.49 Cr | 0.47% | 1.43% | 6.87% | 7.00% | 5.63% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Kotak Mahindra Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Kotak Bond Fund Regular-growth
|
₹2,095 Cr | 0.62% | 0.10% | 2.61% | 5.46% | 6.85% |
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Kotak Multi Asset Allocator Fof - Dynamic Regular-growth
|
₹1,858 Cr | 3.48% | 5.36% | 14.14% | 8.73% | 19.49% |
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Kotak Nifty Commodities Index Fund Direct - Growth
|
₹27 Cr | 2.17% | 5.77% | 9.07% | - | - |
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Kotak Nifty Commodities Index Fund Regular - Growth
|
₹27 Cr | 2.16% | 5.71% | 8.94% | - | - |
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Kotak Nifty 50 Equal Weight Index Fund Regular-growth
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₹18 Cr | 2.31% | 4.71% | 13.26% | - | - |
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Kotak Nifty 200 Quality 30 Index Fund Direct-growth
|
₹10 Cr | 3.23% | - | - | - | - |
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Kotak Nifty 200 Quality 30 Index Fund Regular-growth
|
₹10 Cr | 3.21% | - | - | - | - |
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Kotak Nifty200 Quality 30 Etf-growth
|
₹2 Cr | 3.24% | - | - | - | - |
|
Kotak Nifty 100 Equal Weight Etf-growth
|
₹2 Cr | 2.67% | 5.98% | 14.30% | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Tax Information
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Uti Liquid Regular Plan-flexi Idcw |
₹29,013.49 Cr | ₹1,576.78 | 7.00% | 5.63% | 6.19% |
| Uti Liquid Direct-flexi Idcw |
₹29,013.49 Cr | ₹1,586.16 | 7.09% | 5.72% | 6.27% |
| Aditya Birla Sun Life Corporate Bond Fund Direct-discipline Advantage Plan |
₹28,596.86 Cr | ₹10.81 | 7.90% | 6.67% | 7.85% |
| Uti Money Market Fund Direct-flexi Idcw |
₹20,553.67 Cr | ₹1,625.31 | 7.64% | 6.22% | 6.88% |
| Sbi Magnum Ultra Short Duration Fund Regular ( Automatic Reinvestment) |
₹15,902.29 Cr | ₹1,264.64 | 7.09% | 5.71% | 6.55% |
| Uti Short Duration Regular Plan-flexi Idcw |
₹3,295.53 Cr | ₹18.35 | 7.39% | 7.04% | 6.34% |
| Uti Low Duration Fund Regular Plan-bonus |
₹3,211.14 Cr | ₹3,009.68 | 7.38% | 7.07% | 6.20% |
| Uti Conservative Hybrid Fund Regular Plan-flexi Idcw |
₹1,707.10 Cr | ₹45.56 | 9.75% | 10.75% | 8.28% |
| Uti Dynamic Bond Fund Direct-flexi Idcw |
₹481.67 Cr | ₹16.98 | 7.73% | 9.19% | 7.44% |
| Uti Credit Risk Fund Direct-flexi Idcw |
₹277.27 Cr | ₹12.44 | 8.05% | 10.28% | 3.91% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Infosys Ltd | Technology | 19.82% | ₹116.23 Cr |
| Bharti Airtel Ltd | Technology | 16.04% | ₹94.10 Cr |
| Tata Consultancy Services Ltd | Technology | 7.23% | ₹42.42 Cr |
| Tech Mahindra Ltd | Technology | 7.13% | ₹41.80 Cr |
| Zomato Ltd | Technology | 6.80% | ₹39.86 Cr |
| Mphasis Ltd | Technology | 3.99% | ₹23.39 Cr |
| Swiggy Ltd. | Technology | 3.67% | ₹21.54 Cr |
| Hcl Technologies Ltd | Technology | 3.53% | ₹20.71 Cr |
| Wipro Ltd | Technology | 3.50% | ₹20.56 Cr |
| Persistent Systems Ltd | Technology | 3.46% | ₹20.27 Cr |
| Coforge Ltd | Technology | 2.77% | ₹16.26 Cr |
| Hexaware Technologies Limited Eq New Fv Rs.2/- | Technology | 2.68% | ₹15.74 Cr |
| Bharti Hexacom Ltd. | Technology | 2.53% | ₹14.84 Cr |
| Oracle Financial Services Software Ltd | Technology | 2.46% | ₹14.41 Cr |
| Indus Towers Ltd | Technology | 1.90% | ₹11.15 Cr |
| Zensar Technologies Ltd | Technology | 1.64% | ₹9.60 Cr |
| Cognizant Technology Solutions Corp Forgn. Eq (ctsh) | Technology | 1.55% | ₹9.11 Cr |
| Firstsource Solutions Ltd | Industrials | 1.54% | ₹9.02 Cr |
| Ltimindtree Ltd | Technology | 1.31% | ₹7.68 Cr |
| Repo | Unspecified | 1.30% | ₹7.60 Cr |
| Birlasoft Ltd | Technology | 1.28% | ₹7.52 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 1.27% | ₹7.46 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 1.09% | ₹6.37 Cr |
| Info Edge (india) Ltd | Technology | 0.70% | ₹4.12 Cr |
| Brainbees Solutions Ltd. | Consumer Discretionary | 0.48% | ₹2.83 Cr |
| Kaynes Technology India Ltd | Technology | 0.17% | ₹0.99 Cr |
| Net Current Assets | Unspecified | 0.16% | ₹0.95 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Sbi Technology Opportunities Fund-growth |
₹222.11 | 20.09% | 22.18% | - |
| Aditya Birla Sun Life Digital India Fund Direct-growth |
₹197.06 | 17.79% | 21.06% | 220.99 |
| Aditya Birla Sun Life Digital India Fund Regular-growth |
₹174.82 | 16.49% | 19.66% | 197.62 |
growth is based on 5Y returns of the funds
- 3 Months: -1.28%
- 6 Months: 8.03%
- Since Inception: 9.28%
- Infosys Ltd – 19.82% of the fund's portfolio
- Bharti Airtel Ltd – 16.04% of the fund's portfolio
- Tata Consultancy Services Ltd – 7.23% of the fund's portfolio
- Tech Mahindra Ltd – 7.13% of the fund's portfolio
- Zomato Ltd – 6.80% of the fund's portfolio
- Technology – 94.16% of the fund's portfolio
- Consumer Discretionary – 2.84% of the fund's portfolio
- Industrials – 1.54% of the fund's portfolio
- Unspecified – 1.46% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
