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Kotak Technology Fund - Direct Plan - Growth Option is an equity scheme managed by Kotak Mahindra Mutual Fund. It has ranked in the top half of its category for 0 of the last 1 reported years. The total expense ratio is 1.09% on assets of ₹526Cr. The fund is currently managed by Mr. Abhishek Bisen, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 90% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| BHARTI AIRTEL LIMITED | Communication Services | 17.96% |
| INFOSYS LIMITED | Technology | 17.95% |
| TECH MAHINDRA LIMITED | Technology | 6.95% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 6.80% |
| Persistent Systems Ltd | Technology | 4.04% |
| MPHASIS LIMITED | Technology | 3.93% |
| Bharti Hexacom Limited | Communication Services | 3.62% |
| HCL TECHNOLOGIES LIMITED | Technology | 3.22% |
| INDUS TOWERS LIMITED | Communication Services | 3.17% |
| Swiggy Pvt Ltd | Consumer Cyclical | 2.74% |
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED | Technology | 2.37% |
| DIXON TECHNOLOGIES (INDIA) LIMITED | Technology | 2.23% |
| PHYSICSWALLAH PRIVATE LIMITED | Consumer Defensive | 1.95% |
| WIPRO LIMITED | Technology | 1.54% |
| FSN E-COMMERCE VENTURES LIMITED | Consumer Cyclical | 1.51% |
| DELHIVERY LIMITED | Industrials | 1.20% |
| CAPILLARY TECHNOLOGIES INDIA LIMITED | Technology | 1.09% |
| FIRSTSOURCE SOLUTIONS LIMITED | Technology | 1.07% |
| LENSKART SOLUTIONS PRIVATE LIMITED | Healthcare | 1.06% |
| ZENSAR TECHNOLOGIES LIMITED | Technology | 0.56% |
| KAYNES TECHNOLOGY INDIA LIMITED | Technology | 0.12% |
| Sector | Holdings | Weight |
|---|---|---|
| Information Technology | — | 51.96% |
| Telecommunication | — | 24.75% |
| Consumer Services | — | 13.59% |
| Services | — | 2.27% |
| Consumer Durables | — | 2.23% |
| Capital Goods | — | 0.12% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -17.42% | -8.91% | -4.57% | 6.81% | 21.57% | 30.6% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 70.4% means the manager bets the fund's outcome on a small basket. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
|---|
| Star |
|---|
| SBI TECHNOLOGY OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | SBI Mutual Fund | ₹4,240 Cr | 0.92% | +10.36% | +11.42% | 5★ |
| Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan | Aditya Birla Sun Life Mutual Fund | ₹3,799 Cr | 2.11% | +7.17% | +8.22% | 4★ |
| Edelweiss Technology Fund - Direct Plan - Growth | Edelweiss Mutual Fund | ₹691 Cr | 0.73% | — | — | 3★ |
| Kotak Technology Fund - Direct Plan - IDCW Option | Kotak Mahindra Mutual Fund | ₹526 Cr | 1.09% | — | — | 2★ |
| Invesco India Technology Fund - Direct Plan - Growth | Invesco Mutual Fund | ₹291 Cr | 0.90% | — | — | 3★ |
| WhiteOak Capital Digital Bharat Fund Direct Plan Growth | WhiteOak Capital Mutual Fund | ₹405 Cr | 0.89% | — | — | 3★ |
| Motilal Oswal Digital India Fund - Direct Plan - Growth | Motilal Oswal Mutual Fund | ₹754 Cr | 1.31% | — | — | 1★ |