Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Kotak Technology
  • Opening:
    12th February 2024
  • Closing:
    26th February 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 100/- and any amount thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units redeemed/switched out within 30 days from the date of allotment
  • Thereafter:
    Nil

Fund Stats

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

  • Benchmark:

  • BSE TECk

  • Fund Manager:

  • Shibani Sircar Kurian, Abhishek Bisen, Arjun Khanna

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
ICICI Prudential Technology Fund 24.48(6M) 28.12(1Y)
Franklin India Technology Fund 28.62(6M) 49.85(1Y)

Fund Prognosis

Idea Distiller

A tech fund that could have REITs (upto 10%) and other industries (upto 20%) does not speak well of the conviction of the fund house.

  • Fund House AAUM:

  • Rs 35391323.98 Lakhs(as on 31st December, 2023)

  • Fund Manager:

  • Combined experience of above 18 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

I felt like I had just come out of a cold storage!!!! What ooomph???