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Kotak Technology Fund  Gr

Kotak Technology Fund Gr

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation23.7%
Sharpe Ratio-0.54
Beta0.70

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Services21.42%
Consumers10.58%
Capital Goods0.29%
Technology67.71%

Geographic Allocation

Domestic96.77935%
International3.22065%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Infosys LtdTechnology16.10%
Bharti Airtel LtdServices11.29%
Tech Mahindra LtdTechnology7.94%
Eternal LtdConsumers7.30%
Persistent Systems LtdTechnology4.61%
Coforge LtdTechnology4.56%
Lenskart Solutions LtdServices4.23%
Mphasis LtdTechnology4.09%
Bharti Hexacom LtdServices3.73%
Dixon Technologies (India) LtdTechnology3.20%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

AB

Abhishek Bisen

Lead Portfolio Manager

Mr. Abhishek Bisen has experience of 23 years. Manages 468 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹78,491 Cr Holds a M.B.A. degree.

SK
Shibani Kurian
Co-Portfolio Manager

Ms. Shibani Kurian has experience of 20 years. Manages 40 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹482 Cr Holds a B.SC(Hons. degree.

Team

43 years

Combined Team Experience

AUM

₹ 78,973 Cr

Assets Under Management

Firm OverviewFirm Overview

AMCKotak Mahindra Asset Management Co Ltd
Total AUM₹5,80,249.31 Cr
Investment Professionals49+
Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.54%
Exit Load1

iconRegulatory & Tax Information

INF174KA1QW2
verified
ISIN
DailyDealing Frequency
Nifty IT TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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