Kotak Technology Fund - Regular Plan - IDCW Option
Fund House: Kotak Mahindra Mutual Fund| Category: Equity: Sectoral-Technology |
| Launch Date: 04-03-2024 |
| Asset Class: Equity |
| Benchmark: BSE Teck TRI |
| TER: 2.5706% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 480.02 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 18.6% | 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. |
10.699
0.22 (2.0843%)
2.55%
Benchmark: 13.78%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Kotak Technology Fund - Regular Plan - IDCW Option | 04-03-2024 | -6.42 | -8.35 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
11.78%
Others
4.82%
Large Cap
50.43%
Mid Cap
32.97%
Scheme Documents
