SK
Shibani KurianLead
Since Mar 2024
AUM managed
₹16,026.36Cr
Tenure
Since Mar 2024
Funds
7
Kotak Technology Reg Growth
Sector - TechnologyKotak Mahindra Mutual Fund
NAV
₹10.14
-1.15% today
AUM
₹532.44 Cr
Fund size
Expense
2.44%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹100
one-time
Exit Load
0.5
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkBSE TECK TR INR (100%)
Number of holdings25
Inception04 Mar 2024
Exit load0.5
Risk metrics
Alpha-0.87
Beta0.71
Sharpe ratio-0.38
Standard deviation22.76%
Sortino ratio-0.51
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Kotak Technology Reg Growth
Kotak Technology Reg Growth is an open-ended Sector - Technology mutual fund scheme offered by Kotak Mahindra Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹10.14 per unit and the scheme manages ₹532.44 Cr in assets under management. The fund charges an expense ratio of 2.44% and is benchmarked against BSE TECK TR INR (100%). Over the trailing 1 year, Kotak Technology Reg Growth has delivered -10.45% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
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.
Regular Plan · Growth option · NAV as of 11 Sept 2026
Kotak Technology Reg Growth returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -3.40% | -4.14% |
| 3 months | +7.65% | +7.25% |
| 6 months | +8.82% | +11.03% |
| 1 year | -10.45% | -10.46% |
| 3 years | 0.00% | +0.93% |
| 5 years | 0.00% | -1.47% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | +2.02% |
| 3 months | +9.82% | +9.21% |
| 6 months | +6.72% | +9.01% |
| 1 year | -5.35% | -2.74% |
| 3 years | 0.00% | +24.38% |
| 5 years | 0.00% | +20.83% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Kotak Technology Reg Growth — frequently asked questions
What is the NAV of Kotak Technology Reg Growth?
The latest net asset value (NAV) of Kotak Technology Reg Growth is ₹10.14 per unit, -1.15% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Kotak Technology Reg Growth delivered?
Kotak Technology Reg Growth has returned -10.45% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Kotak Technology Reg Growth?
Kotak Technology Reg Growth charges an expense ratio of 2.44% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Kotak Technology Reg Growth?
SEBI's riskometer classifies Kotak Technology Reg Growth as Very High Risk, which is typical for a Sector - Technology scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Kotak Technology Reg Growth?
You can start a SIP in Kotak Technology Reg Growth from ₹100 per month, and the minimum lumpsum investment is ₹100.
Who manages Kotak Technology Reg Growth?
Kotak Technology Reg Growth is managed by Kotak Mahindra Mutual Fund, holds ₹532.44 Cr in assets under management and invests across 25 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Kotak Mahindra Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sector - Technology
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF174KA1QW2
- Scheme code
- FS0000IMUD
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