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Kotak Technology Fund
Get the latest NAV of Kotak Technology Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹11.86
1D
NAV as on 30 Jan 2026
9.35%/per year
Since Inception
▲▼
1140 people have invested ₹ 12.4L in Kotak Technology Fund in the last three months
Kotak Technology Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (30-Jan-26)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y time periods.
Peer comparison
Kotak Technology Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Kotak Technology Fund Asset Allocation
See fund asset allocation details as on (14-Jan-26)
Fund Distribution
as on (14-Jan-26)
Kotak Technology Fund Sector Allocation
See fund sector allocation details as on (14-Jan-26)
Sector Allocation
Top 3 Sectors in December were Tech, Communication & Consumer Cyclical
Tech
64%
Communication
22%
Consumer Cyclical
11%
Tech
65%
Communication
21%
Consumer Cyclical
11%
Kotak Technology Fund Holdings Details
as on (31-Jan-26)
Kotak Technology Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.88% |
Benchmark | S&P BSE TECK TR INR |
| AUM | ₹662 Cr |
| Inception Date | 4 March, 2024 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 16.15% |
| Risk |   Very High Risk |
About Kotak Technology Fund
Kotak Technology Fund is an equity fund. This fund was started on 4 March, 2024. The fund is managed by Shibani Kurian, Abhishek Bisen. The fund could potentially beat inflation in the long-run.
Key Parameters
- Kotak Technology Fund has ₹662 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
- The fund has an expense ratio 0.9.
Returns
Kotak Technology Fund has given a CAGR return of 9.35% since inception. Over the last 1 year the fund has given a CAGR return of -2.64%.
Holdings
Kotak Technology Fund has allocated its funds majorly in Cash Equivalent, Tech, Communication, Consumer Cyclical, Consumer Defensive, Health. Its top holdings are Infosys Ltd, Bharti Airtel Ltd, Tech Mahindra Ltd, Tata Consultancy Services Ltd, Eternal Ltd
Taxation
As it is a sector - technology mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Kotak Technology Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Technology Fund has no lock in period.
Fund Manager
Shibani Kurian
Fund Manager of Kotak Technology Fund, since 4 March 2024
Abhishek Bisen
Fund Manager of Kotak Technology Fund, since 4 March 2024
- AUM of the fund stands at 662.4 Cr as of Dec'25
- AUM increased by 28.4 Cr between Dec'25 and Nov'25
Frequently Asked Questions for Kotak Technology Fund
How do I invest in Kotak Technology Fund?
- Download the INDmoney app.
- Search for ‘Kotak Technology Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.