Kotak Technology Fund Regular-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 4.34%
Fund NAV

Fund Overview of Kotak Technology Fund Regular-IDCW

  • ₹478.9 Cr
    AUM
  • ₹11.06
    NAV
  • 2.56%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Kotak Technology Fund Regular-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 4.34% NA 1.25%
6 Months 15.45% NA -0.40%
1 Year -3.50% -3.50% -7.09%
2 Years -7.73% -3.94% 15.89%
As on Thu Nov 05, 2026

Asset Allocation of Kotak Technology Fund Regular-IDCW

equities

98.31%

other assets or cash equivalents

1.69%
Large Cap: 56.76%
Mid Cap: 31.27%
Small Cap: 11.98%
Other: 0.00%
Top Holdings
Infosys Ltd
21.60%
Infosys Ltd
20.15%
Infosys Ltd
19.05%
Infosys Ltd
19.19%
Infosys Ltd
19.19%
 
Top Sectors
Technology
363.87%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Kotak Technology Fund Regular-IDCW

Kotak Technology Fund Regular-IDCW 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 ₹478.9 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.556%.
The portfolio allocation consists of 98.31% in equities, 1.69% in other assets or cash equivalents.Managed by Shibani Sircar Kurian, it has delivered a return of -3.50% in the last year, a total return since inception of 3.83%.
Choosing an appropriate best sip plan plays a vital part in systematic investing.

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  • Abhishek Bisen

    Fund Manager

  • Mr. Bisen is a BA and MBA in Finance.

    Manager Education

  • Shibani Sircar Kurian

    Fund Manager

  • Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics

    Manager Education

Kotak Technology Fund Regular-IDCW Fund Details

Fund Names Kotak Technology Fund Regular-IDCW
Inception Date 04 Mar 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details

Compare Mutual Funds
Kotak Technology Fund Regular-IDCW Fund Returns Comparison

Compare Kotak Technology Fund Regular-IDCW with other mutual funds in the same category

Kotak Technology Fund Regular-IDCW

Franklin India Technology Fund Direct-Growth

Franklin India Technology Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Franklin India Technology Fund Direct-Growth trend ₹1,623 8.43% 0.08% -6.28% 10.69% 8.01%
Franklin India Technology Fund Direct-IDCW trend ₹1,623 8.43% 0.08% -6.28% 10.69% 8.01%
SBI Technology Opportunities Fund Direct-Growth trend ₹4,155 8.81% 0.81% -5.02% 11.57% 7.47%
SBI Technology Opportunities Fund Direct-IDCW trend ₹4,155 8.81% 0.81% -5.02% 11.57% 7.47%
Franklin India Technology Fund Regular-Growth trend ₹1,623 8.33% -0.17% -7.21% 9.57% 6.90%
Franklin India Technology Fund Regular-IDCW trend ₹1,623 8.33% -0.17% -7.21% 9.57% 6.90%
SBI Technology Opportunities Fund-Growth trend ₹4,155 8.72% 0.57% -5.94% 10.44% 6.31%
SBI Technology Opportunities Fund-IDCW trend ₹4,155 8.72% 0.57% -5.94% 10.44% 6.31%
Aditya Birla Sun Life Digital India Fund Direct-Growth trend ₹3,617 7.18% 0.44% -4.45% 6.15% 4.65%
Aditya Birla Sun Life Digital India Fund Direct-IDCW trend ₹3,617 7.18% 0.44% -4.45% 6.15% 4.65%
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increase 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 Technology Fund Direct-Growth increase ₹479 10.89% 4.73% 16.31% -2.08% -
Kotak Technology Fund Regular-Growth increase ₹479 10.75% 4.34% 15.45% -3.50% -
Kotak Technology Fund Direct-IDCW increase ₹479 10.89% 4.73% 16.31% -2.08% -
Kotak Nifty IT ETF-Growth increase ₹295 16.39% 4.89% 14.05% -5.12% 4.22%
increase growth is based on 1-month returns of the funds

Kotak Technology Fund Regular-IDCW Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Technology Direct Plan-Growth trend ₹12,505 ₹211.42 8.71% 4.10% 18.48%
ICICI Prudential Technology Fund-Growth trend ₹12,505 ₹188.40 7.91% 3.19% 17.47%
ICICI Prudential Technology Direct Plan-IDCW trend ₹12,505 ₹122.84 8.71% 4.10% 18.48%
ICICI Prudential Technology Fund-IDCW trend ₹12,505 ₹52.61 7.91% 3.19% 17.47%
Tata Digital India Fund Direct-Growth trend ₹9,276 ₹50.29 7.19% 3.85% 18.55%
Tata Digital India Fund Regular-Growth trend ₹9,276 ₹42.49 5.85% 2.41% 16.73%
Tata Digital India Fund Direct-IDCW trend ₹9,276 ₹48.61 7.19% 3.85% 18.55%
Tata Digital India Fund Regular-IDCW trend ₹9,276 ₹40.82 5.85% 2.41% 16.73%
SBI Technology Opportunities Fund-Growth trend ₹4,155 ₹209.01 10.44% 6.31% 16.94%
SBI Technology Opportunities Fund Direct-Growth trend ₹4,155 ₹241.10 11.57% 7.47% 18.15%
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Top funds are based on Fund AUM

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Kotak Technology Fund Regular-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Infosys LtdTechnology21.60%₹144.57 Cr
Infosys LtdTechnology20.15%₹133.43 Cr
Infosys LtdTechnology19.05%₹120.77 Cr
Infosys LtdTechnology19.19%₹117.58 Cr
Infosys LtdTechnology19.19%₹117.58 Cr
Infosys LtdTechnology19.82%₹116.23 Cr
Infosys LtdTechnology19.94%₹114.54 Cr
Infosys LtdTechnology19.84%₹114.37 Cr
Infosys LtdTechnology19.84%₹114.37 Cr
Bharti Airtel LtdTechnology15.91%₹105.40 Cr
Bharti Airtel LtdTechnology16.60%₹105.20 Cr
Bharti Airtel LtdTechnology16.78%₹102.84 Cr
Bharti Airtel LtdTechnology16.78%₹102.84 Cr
Infosys LtdTechnology19.81%₹99.86 Cr
Bharti Airtel LtdTechnology14.73%₹98.55 Cr
Bharti Airtel LtdTechnology17.96%₹94.45 Cr
Infosys LtdTechnology17.95%₹94.37 Cr
Bharti Airtel LtdTechnology16.04%₹94.10 Cr
Bharti Airtel LtdTechnology16.38%₹94.07 Cr
Bharti Airtel LtdTechnology16.31%₹94.03 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Franklin India Technology Fund Direct-Growth increase ₹542.81 10.69% 8.01% -
Franklin India Technology Fund Direct-IDCW increase ₹43.74 10.69% 8.01% -
SBI Technology Opportunities Fund Direct-Growth increase ₹241.10 11.57% 7.47% -
SBI Technology Opportunities Fund Direct-IDCW increase ₹171.24 11.57% 7.47% -
Franklin India Technology Fund Regular-Growth increase ₹486.60 9.57% 6.90% -
Franklin India Technology Fund Regular-IDCW increase ₹39.14 9.57% 6.90% -
SBI Technology Opportunities Fund-Growth increase ₹209.01 10.44% 6.31% -
SBI Technology Opportunities Fund-IDCW increase ₹125.86 10.44% 6.31% -
Aditya Birla Sun Life Digital India Fund Direct-Growth increase ₹184.14 6.15% 4.65% -
Aditya Birla Sun Life Digital India Fund Direct-IDCW increase ₹51.36 6.15% 4.65% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Kotak Technology Fund Regular-IDCW

What is the current AUM of Kotak Technology Fund Regular-IDCW?

As of Wed Sep 30, 2026, Kotak Technology Fund Regular-IDCW manages assets worth ₹478.9 crore

How has Kotak Technology Fund Regular-IDCW performed recently?

  • 3 Months: 4.34%
  • 6 Months: 15.45%

What is the long-term performance of Kotak Technology Fund Regular-IDCW?

  • Since Inception: 3.83%

What is the portfolio composition of Kotak Technology Fund Regular-IDCW?

Equity: 98.31%, Others: 1.69%.

Who manages Kotak Technology Fund Regular-IDCW?

Kotak Technology Fund Regular-IDCW is managed by Shibani Sircar Kurian from Kotak Mahindra Mutual Fund.

What is the market-cap allocation of Kotak Technology Fund Regular-IDCW?

Large Cap: 56.76%, Mid Cap: 31.27%, Small Cap: 11.98%.

Which are the top companies Kotak Technology Fund Regular-IDCW has invested in?

  • Infosys Ltd – 21.60% of the fund's portfolio
  • Infosys Ltd – 20.15% of the fund's portfolio
  • Infosys Ltd – 19.05% of the fund's portfolio
  • Infosys Ltd – 19.19% of the fund's portfolio
  • Infosys Ltd – 19.19% of the fund's portfolio

Which are the major sectors Kotak Technology Fund Regular-IDCW focuses on?

  • Technology – 363.87% of the fund's portfolio
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