Primarily market-linked growth exposure
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. However, there is no assurance that the objective of the scheme will be achieved.
Investors with a long horizon who can tolerate meaningful falls in value.
Share-price volatility, valuation risk, concentration and tracking risk where applicable.
How the money may be invested
Investments Indicative Allocation Equity and Equity Related Securities of technology & technology related sectors - 80%-100%-Very High Equity and Equity Related Securities Other than technology & technology related sectors* -0%-20%-Very High Overseas Mutual Fund Schemes/ETFs/Foreign Securities - 0-20% - Very High Debt and Money Market Securities - 0%-20%-Low to Moderate Units of InvITs - 0%-10%-Very High
- SEBI category
- Thematic/Sectoral
- Fund type
- An open ended equity scheme investing in Technology & technology related Sectors
- Primary benchmark
- BSE Teck Index (Total Return Index)
Use the latest monthly portfolio
Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.
Manager and scheme tenure
- Fund manager(s)
- FM 1 Ms. Shibani Kurian, FM 2 Mr. Abhishek Bisen
- Manager tenure on this scheme
- Since March 04, 2024 (FM1, FM 2)
- Role / co-management
- FM 1 Fund Manager for equity investment of the SchemeFM 2 Fund Manager for debt investment of the Scheme
The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.
Latest NAV records
NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.
| Plan / option reported by AMFI | NAV | Date |
|---|---|---|
| Kotak Technology Fund - Direct Plan - Growth | ₹10.9110 | 04 Sep 2026 |
| Kotak Technology Fund - Direct Plan - IDCW | ₹10.9100 | 04 Sep 2026 |
| Kotak Technology Fund - Regular Plan - Growth | ₹10.5210 | 04 Sep 2026 |
| Kotak Technology Fund - Regular Plan - IDCW | ₹10.5210 | 04 Sep 2026 |
What you pay and how money moves
- Stated expense ratio
- Regular 2.56%, Direct 1.12%
- Exit load
- For redemption / switch out within 30 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 30 days from the date of allotment: NIL Units issued on reinvestment of IDCW shall not be subject to entry and exit load. Any exit load charged (net off Goods and Services tax, if any) shall be credited back to the Scheme.
- Minimum application
- Rs. 100/- and any amount thereafter · multiples of Rs. 100/- and any amount thereafter
- SIP frequency
- SIP - Weekly, Monthly, Quarterly, Half – Yearly and Annually SWP - Daily, Weekly, Monthly, Quarterly, Half – Yearly and Annually STP - Daily, Weekly, Monthly & Quarterly SSIP - Monthly/Quarterly SSTP - Monthly/Quarterly
- Minimum SIP amount
- SIP - Rs. 100/- and any amount thereafter SWP - Rs. 1000 STP - Rs. 1000
- Minimum instalments
- SIP - N.A. SWP - 6 installments STP - 6 installments
How a mutual-fund investment is paid
- Complete KYCIdentity, PAN, bank and contact verification are required.
- Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
- Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
- Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
- Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.
Download and verify at source
The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.
Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.