myplexus

NFO Monitor

Fund Fact

Name of Funds:

Kotak Technology

Opening:

12th February 2024

Closing:

26th February 2024

Minimum Investment:

Rs. 100/- and any amount thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units redeemed/switched out within 30 days from the date of allotment

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

upto 20% Debt upto 10% Others

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

Uniqueness

Return

Risk

Operability

Oomph Factor

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

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity of ARN: 14th May 2025 to 23rd May 2028