- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Technology Fund Direct Growth
Kotak Technology Fund Direct Plan Growth
₹ 10.31
NAV (Apr 11)
View Less
Kotak Technology Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment50,514
Wealth Gained7,83,126
Total Corpus Created (₹)
With CAGR of 2.804 % in 5 yearsHistorical NAV
₹ 10.31
NAV (Apr 11)
Fund Returns
Last 1Y | 4.2% |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 2.8% |
6 Month CAGR | -19.3% |
Scheme Information
The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of Technology & technology related sectors.
Expense Ratio | 0.94 % |
Launched 1Y ago | 2024-03-04 |
AUM in Crores | 537.8 |
ISIN | INF174KA1QZ5 |
Lock-in (days) | No Lock-in |
Benchmark | BSE Teck Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Technology Fund Direct (G) | 8,09,883 | 77,271 | 4.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Infosys Ltd.
24.93%Tata Consultancy Services Ltd.
12.09%Bharti Airtel Ltd.
11.86%Tech Mahindra Ltd.
7.56%Eternal Ltd.
5.48%
Allocation by Sector
Technology
63.54%Communication
17.13%Services
12.72%Capital Goods
1.35%Consumer Discretionary
1.1%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 23,379 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.8% | 6.2% | ||
12.3% | 11.3% | ||
19.4% | 8.3% | ||
8.1% | 8% | ||
7.5% | 7.1% |
Kotak Technology Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment50,514
Wealth Gained7,83,126
Total Corpus Created (₹)
With CAGR of 2.804 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Kotak Technology Fund Direct Plan Growth?
What is the current AUM of Kotak Technology Fund Direct Growth?
What is the latest NAV of Kotak Technology Fund Direct Growth?
What is the Riskometer rating for Kotak Technology Fund Direct Plan Growth?
Which are the top sector holdings in Kotak Technology Fund Direct Plan?
Which are the top stock holdings in Kotak Technology Fund Direct Plan?
What is the asset allocation of Kotak Technology Fund Direct Plan Growth?
What has been the performance of Kotak Technology Fund Direct Growth returns?
Does Kotak Technology Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Kotak Technology Fund Direct Plan Growth?
How to invest in Kotak Technology Fund Direct Growth?
How can I redeem my investment in Kotak Technology Fund Direct Plan?