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Kotak Technology Fund - Regular (G) Kotak Technology Fund - Regular (G)

Kotak Technology Fund - Portfolio Analysis

  • ₹12.7 (-1.88%)

    Current NAV 20-12-2024

  • 0%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 30-Jun-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 97.82%
  • Others 1.84%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 70.16
Mid Cap 14.89
Small Cap 12.77

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

IT - Software

Telecom - Services

Retailing

Leisure Services

Entertainment

Industrial Manufacturing

Consumer Durables

IT - Services

Commercial Services & Supplies

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
23-Dec-2024
Holdings PE Ratio
23-Dec-2024
1Y Return
Infosys Ltd. Large Cap IT - Software (38.17) 22.75% 29.63 23.1%
Tata Consultancy Services Ltd. Large Cap IT - Software (38.17) 13.52% 31.7 8.64%
Bharti Airtel Ltd. Large Cap Telecom - Services (168.48) 13.28% 75.01 60.53%
Tech Mahindra Ltd. Large Cap IT - Software (38.17) 6.79% 51.31 34.62%
HCL Technologies Ltd. Large Cap IT - Software (38.17) 5.66% 30.66 30.05%
Wipro Ltd. Large Cap IT - Software (38.17) 4.12% 27.41 32.94%
Zomato Ltd Large Cap Retailing (36.51) 4.04% -10.49 85.47%
Persistent Systems Limited Mid Cap IT - Software 3.71% - 0%
Tbo Tek Limited Small Cap Leisure Services 3.18% - 0%
Mphasis Ltd Mid Cap IT - Software (19.56) 2.92% 0 0%
Bharti Hexacom Ltd. Mid Cap Telecom - Services 2.45% - 0%
Birlasoft LImited Small Cap IT - Software (36.96) 1.93% 83.08 166.81%
Info Edge India Ltd. Mid Cap Retailing (83.18) 1.81% 238.5 72.06%
Zensar Technolgies Ltd. Small Cap IT - Software (36.96) 1.58% 25.69 109.02%
PVR LTD. Small Cap Entertainment (34.53) 1.45% -43.61 -19.77%
Indus Towers Ltd. Mid Cap Telecom - Services (21.85) 1.43% 11.72 80.5%
Sun TV Network Limited Small Cap Entertainment (32.89) 1.29% 0 -100%
Kaynes Technology Ltd Small Cap Industrial Manufacturing (161.01) 1.1% 196.95 166.22%
Dixon Technologies India Ltd Mid Cap Consumer Durables (279.65) 0.95% 151.28 178.27%
FSN E-Commerce Ventures Ltd. Mid Cap Retailing (211.58) 0.86% 1062.33 -7.62%
Cyient Ltd. Small Cap IT - Services (38.17) 0.83% 31.88 -20.64%
Tata Communications Ltd Mid Cap Telecom - Services (85.39) 0.76% 174.94 65.69%
Tracxn Technologies Ltd. Small Cap Commercial Services & Supplies (120.32) 0.71% 0 -37.05%
Sonata Software Ltd. Small Cap IT - Software (38.17) 0.7% 63.08 -17.08%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 1.84

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Triparty Repo 1.84% - 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Kotak Technology Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Kotak Technology Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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