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Kotak Technology Fund
Fund Overview
| Expense ratio | 0.92% as on Aug 31, 2025 |
| Exit load | 0.5% |
| AUM (Fund size) | ₹590 Cr |
| Lock-in Period | Nil |
| Age | 1 yrs 7 m since Feb 12, 2024 |
| Benchmark | BSE Teck TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹1000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Kotak Technology Fund | -2.16% | 2.06% | -11.74% | N.A. | N.A. | N.A. |
| Franklin India Technology Fund | -0.37% | 8.0% | -6.16% | 24.59% | 19.77% | 16.7% |
| SBI Technology Opportunities Fund | -1.94% | 7.21% | -1.82% | 19.22% | 22.09% | 17.6% |
| Tata Digital India Fund | -2.29% | 0.64% | -12.91% | 15.99% | 20.05% | 17.97% |
| Aditya Birla Sun Life Digital India Fund | -1.16% | 3.71% | -11.16% | 15.45% | 19.31% | 17.63% |
| ICICI Prudential Technology Fund | -2.15% | 2.25% | -9.6% | 15.57% | 19.8% | 17.31% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Kotak Technology Fund | N.A. | N.A. | N.A. | N.A. |
| Franklin India Technology Fund | 16.79 | 0.77 | 0.92 | 1.65 |
| SBI Technology Opportunities Fund | 15.15 | 0.75 | 0.79 | 1.57 |
| Tata Digital India Fund | 17.49 | 0.88 | 0.53 | 0.91 |
| Aditya Birla Sun Life Digital India Fund | 16.82 | 0.85 | 0.49 | 0.88 |
| ICICI Prudential Technology Fund | 16.55 | 0.83 | 0.53 | 0.91 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Kotak Technology Fund | 590 Cr | 1 yrs 7 m | 0.92% |
| Franklin India Technology Fund | 1,882 Cr | 12 yrs 8 m | 1.05% |
| SBI Technology Opportunities Fund | 4,761 Cr | 12 yrs 8 m | 0.9% |
| Tata Digital India Fund | 11,520 Cr | 9 yrs 9 m | 0.43% |
| Aditya Birla Sun Life Digital India Fund | 4,617 Cr | 12 yrs 8 m | 0.86% |
| ICICI Prudential Technology Fund | 14,734 Cr | 12 yrs 8 m | 0.96% |