ReviewDirect · Growth
Kotak Technology Fund
Kotak Mahindra Mutual FundEquity Scheme - Sectoral/ Thematic2.5 years
The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of Technology & technology related sectors.
- NAV
- 10.648
- 15 Sept 2026
- 1Y
- -9.1%
- Trailing CAGR
- AUM
- ₹532.44 Cr
- 31 Aug 2026
- Volatility
- High
- 17.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-9.1%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+2.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.1%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +2.4%
- Calendar-day CAGR
- Excess 1Y
- -12.6%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 5 days
- 16 recovered episodes
- Longest recovery
- 30 days
- Trough to prior peak
- Current spell
- 638 days
- Days below latest peak
- Time below peak
- +93%
- NAV observations
16 Dec 2024 – open
Trough 30 Jun 2026 · not recovered
-28.6%
13 Sept 2024 – 5 Dec 2024
Trough 5 Nov 2024 · recovered in 30 days
-6.9%
14 Mar 2024 – 6 Jun 2024
Trough 4 Jun 2024 · recovered in 2 days
-5.4%
31 Jul 2024 – 16 Aug 2024
Trough 6 Aug 2024 · recovered in 10 days
-4.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
2
Vs category
0
Consistency
24
Risk-adjusted
21
Drawdown
29
Mean
15
Portfolio
31 Aug 2026 · 26 holdings · top 10 are 66.8%.
- Top 5
- 47.7%
- Top 10
- 66.8%
- Largest holding
- 16.5%
- Effective holdings
- 14.3
Infosys Ltd
Technology
16.5%
Bharti Airtel Ltd
Technology
11.9%
Tech Mahindra Ltd
Technology
7.6%
Zomato Ltd
Technology
7.0%
Coforge Ltd
Technology
4.7%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
9 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
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Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
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- Sharpe
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- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
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- 1Y
- +9.0%
- 3Y
- n/a
- Vol
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- Max DD
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- Sharpe
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- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Edelweiss Business Cycle Fund
Edelweiss Mutual Fund
- 1Y
- +2.2%
- 3Y
- n/a
- Vol
- 16.8%
- Max DD
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- Sharpe
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- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns