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Fund Overview of Kotak Technology Fund Direct-idcw
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₹526.4 CrAUM
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₹9.94NAV
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0.98%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Kotak Technology Fund Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 2.38% | NA | 1.25% |
| 6 Months | -18.55% | NA | -0.40% |
| 1 Year | -17.04% | -17.04% | -7.09% |
| 2 Years | -3.82% | -1.93% | 15.89% |
Compare Kotak Technology Fund Direct-idcw with other mutual funds in the same category
Kotak Technology Fund Direct-idcw
SBI Technology Opportunities Fund Direct-growth
SBI Technology Opportunities Fund Direct-idcw
Asset Allocation
equities
97.51%other assets or cash equivalents
2.49%Kotak Technology Fund Direct-idcw is one Equity mutual fund offered by Kotak Mahindra Mutual Fund. Launched on 04 Mar 2024, the fund aims Long term capital growth. Investment in portfolio of predominantly equity & equity related securities of Technology & Technology related sectors. It manages assets worth ₹526.4 crore as on Sun May 31, 2026. The expense ratio stands at 0.98%. Fund Manager Manager Education Fund Manager Manager EducationAbout Kotak Technology Fund Direct-idcw
The portfolio allocation consists of 97.51% in equities, 2.49% in other assets or cash equivalents.Managed by Shibani Sircar Kurian, it has delivered a return of -17.04% in the last year, a total return since inception of -0.25%.
Selecting the right which sip is best has an important part for systematic investing.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
SBI Technology Opportunities Fund Direct-growth  |
₹4,228 | 1.30% | 2.65% | -14.69% | 9.66% | 9.80% |
| SBI Technology Opportunities Fund Direct-idcw |
₹4,228 | 1.30% | 2.65% | -14.69% | 9.66% | 9.80% |
| Franklin India Technology Fund Direct-growth |
₹1,645 | 1.20% | 3.45% | -13.37% | 12.57% | 9.52% |
| Franklin India Technology Fund Direct-idcw |
₹1,645 | 1.20% | 3.45% | -13.37% | 12.57% | 9.52% |
| SBI Technology Opportunities Fund-growth |
₹4,228 | 1.21% | 2.40% | -15.53% | 8.52% | 8.59% |
| SBI Technology Opportunities Fund-idcw |
₹4,228 | 1.21% | 2.40% | -15.53% | 8.52% | 8.59% |
| Franklin India Technology Fund Regular-growth |
₹1,645 | 1.11% | 3.19% | -14.24% | 11.41% | 8.41% |
| Franklin India Technology Fund Regular-idcw |
₹1,645 | 1.11% | 3.19% | -14.24% | 11.41% | 8.41% |
| Tata Digital India Fund Direct-growth |
₹9,660 | 5.02% | 4.90% | -18.43% | 7.90% | 7.46% |
| Tata Digital India Fund Direct-idcw |
₹9,660 | 5.02% | 4.90% | -18.43% | 7.90% | 7.46% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Kotak Mahindra Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Kotak Technology Fund Regular-growth
|
₹526 | 2.04% | 1.99% | -19.15% | -18.26% | - |
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Kotak Technology Fund Direct-growth
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₹526 | 2.18% | 2.38% | -18.55% | -17.04% | - |
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Kotak Technology Fund Regular-idcw
|
₹526 | 2.04% | 1.99% | -19.15% | -18.26% | - |
|
Kotak Nifty It Etf-growth
|
₹241 | 4.41% | 0.86% | -23.62% | -25.03% | 2.35% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Technology Fund-growth |
₹13,358 | ₹170.50 | 7.86% | 6.30% | 15.14% |
| ICICI Prudential Technology Direct Plan-growth |
₹13,358 | ₹190.84 | 8.70% | 7.29% | 16.15% |
| ICICI Prudential Technology Fund-idcw |
₹13,358 | ₹53.24 | 7.86% | 6.30% | 15.14% |
| ICICI Prudential Technology Direct Plan-idcw |
₹13,358 | ₹116.51 | 8.70% | 7.29% | 16.15% |
| Tata Digital India Fund Regular-growth |
₹9,660 | ₹39.59 | 6.52% | 5.94% | 14.44% |
| Tata Digital India Fund Direct-growth |
₹9,660 | ₹46.64 | 7.90% | 7.46% | 16.24% |
| Tata Digital India Fund Regular-idcw |
₹9,660 | ₹38.03 | 6.52% | 5.94% | 14.44% |
| Tata Digital India Fund Direct-idcw |
₹9,660 | ₹45.08 | 7.90% | 7.46% | 16.24% |
| SBI Technology Opportunities Fund-growth |
₹4,228 | ₹184.65 | 8.52% | 8.59% | 14.88% |
| SBI Technology Opportunities Fund Direct-growth |
₹4,228 | ₹212.22 | 9.66% | 9.80% | 16.06% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | 17.39% | ₹91.56 Cr |
| Infosys Ltd | Technology | 17.10% | ₹90.03 Cr |
| Tech Mahindra Ltd | Technology | 6.99% | ₹36.81 Cr |
| Zomato Ltd | Technology | 6.42% | ₹33.78 Cr |
| Tata Consultancy Services Ltd | Technology | 6.20% | ₹32.63 Cr |
| Persistent Systems Ltd | Technology | 4.68% | ₹24.66 Cr |
| Mphasis Ltd | Technology | 3.92% | ₹20.63 Cr |
| Bharti Hexacom Ltd. | Technology | 3.56% | ₹18.74 Cr |
| Indus Towers Ltd | Technology | 3.41% | ₹17.95 Cr |
| Hcl Technologies Ltd | Technology | 3.17% | ₹16.70 Cr |
| Cognizant Technology Solutions Corp Forgn. Eq (ctsh) | Technology | 2.78% | ₹14.63 Cr |
| Repo | Unspecified | 2.64% | ₹13.90 Cr |
| Swiggy Ltd. | Technology | 2.61% | ₹13.76 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 2.56% | ₹13.46 Cr |
| Coforge Ltd | Technology | 2.37% | ₹12.48 Cr |
| Physicswallah Ltd. | 1.91% | ₹10.06 Cr | |
| Oracle Financial Services Software Ltd | Technology | 1.70% | ₹8.97 Cr |
| Lenskart Solutions Ltd. | 1.67% | ₹8.79 Cr | |
| Billionbrains Garage Ventures Ltd. | 1.60% | ₹8.41 Cr | |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 1.50% | ₹7.89 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Technology Opportunities Fund Direct-growth |
₹212.22 | 9.66% | 9.80% | - |
| SBI Technology Opportunities Fund Direct-idcw |
₹150.73 | 9.66% | 9.80% | - |
| Franklin India Technology Fund Direct-growth |
₹493.68 | 12.57% | 9.52% | - |
| Franklin India Technology Fund Direct-idcw |
₹43.02 | 12.57% | 9.52% | - |
| SBI Technology Opportunities Fund-growth |
₹184.65 | 8.52% | 8.59% | - |
| SBI Technology Opportunities Fund-idcw |
₹111.19 | 8.52% | 8.59% | - |
| Franklin India Technology Fund Regular-growth |
₹444.25 | 11.41% | 8.41% | - |
| Franklin India Technology Fund Regular-idcw |
₹38.29 | 11.41% | 8.41% | - |
| Tata Digital India Fund Direct-growth |
₹46.64 | 7.90% | 7.46% | - |
| Tata Digital India Fund Direct-idcw |
₹45.08 | 7.90% | 7.46% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Kotak Technology Fund Direct-idcw
What is the current AUM of Kotak Technology Fund Direct-idcw?
As of Sun May 31, 2026, Kotak Technology Fund Direct-idcw manages assets worth ₹526.4 crore
How has Kotak Technology Fund Direct-idcw performed recently?
- 3 Months: 2.38%
- 6 Months: -18.55%
What is the portfolio composition of Kotak Technology Fund Direct-idcw?
Equity: 97.51%, Others: 2.49%.
Who manages Kotak Technology Fund Direct-idcw?
Kotak Technology Fund Direct-idcw is managed by Shibani Sircar Kurian from Kotak Mahindra Mutual Fund.
What is the market-cap allocation of Kotak Technology Fund Direct-idcw?
Large Cap: 61.28%, Mid Cap: 32.29%, Small Cap: 6.43%.
Which are the top companies Kotak Technology Fund Direct-idcw has invested in?
- Bharti Airtel Ltd – 17.39% of the fund's portfolio
- Infosys Ltd – 17.10% of the fund's portfolio
- Tech Mahindra Ltd – 6.99% of the fund's portfolio
- Zomato Ltd – 6.42% of the fund's portfolio
- Tata Consultancy Services Ltd – 6.20% of the fund's portfolio
Which are the major sectors Kotak Technology Fund Direct-idcw focuses on?
- Technology – 82.30% of the fund's portfolio
- Other – 5.18% of the fund's portfolio
- Consumer Discretionary – 4.06% of the fund's portfolio
- Unspecified – 2.64% of the fund's portfolio
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