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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
KOKotak MF

Kotak Mahindra Technology Scheme

TechnologyEquity - Sectoral Fund - TechnologyBenchmark: BSE TECk Index
NAV · 30 Jun 2009₹5.95-1.10%
AUM₹18 Cr
Expense Ratio2.25%
CAGR—
Exit Load1% < 5 Cr before 1Y
Min SIP—
Launched—

Investment Objective

To generate capital appreciation from a portfolio of predominantly equity and equity related securities in technology, other technology enabled companies and related sectors as given in the investment strategy.

Fund Mandate

Debt0%–40%
Equity60%–100%
MMI0%–40%
Others0%–40%
Asset Allocation
Domestic Equity96.8%
Other3.9%
Fund Managers
SP
Sajit Pisharodi
Fund Manager
Key Information
2.25%
—
₹5,000
1% < 5 Cr before 1Y
Nil
Inception—
AMCKotak MF
Top Holdings As of 31 May 2009
1Infosys Ltd.IT28.15%
2Bharti Airtel Ltd.Telecom17.79%
3Tata Consultancy Services Ltd.IT6.64%
463 Moons Technologies Ltd.IT6.26%
5Mphasis Ltd.IT5.47%
6Vodafone Idea Ltd.Telecom4.74%
7Reliance Mediaworks Ltd.Media & Entertainment4.26%
8Reliance Communications Ltd.Telecom4.20%
9Kotak Mahindra Bank Ltd.Bank3.85%
10Zee Media Corporation Ltd.Media & Entertainment2.68%
Sector Allocation
IT55.6%
Telecom26.7%
Media & Entertainment14.5%
Bank3.9%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day-1.10%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.25%
1% < 5 Cr before 1Y
Nil
—
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme