Kotak Technology Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.5%
Sharpe Ratio0.33
Beta0.83
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic98.24822%
International1.75178%
Top Stock Holdings
CompanySectorAllocation
Infosys LtdTechnology19.03%
Bharti Airtel LtdServices15.25%
Tata Consultancy Services LtdTechnology8.32%
Tech Mahindra LtdTechnology7.73%
Eternal LtdConsumers5.31%
HCL Technologies LtdTechnology3.97%
Mphasis LtdTechnology3.69%
Wipro LtdTechnology3.56%
Persistent Systems LtdTechnology3.32%
Hexaware Technologies Ltd Ordinary SharesTechnology3.30%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.4%
Exit Load1
Regulatory & Tax Information
INF174KA1QW2
ISINDailyDealing Frequency
BSE ITBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)