Kotak
Kotak Technology Fund - Direct Plan - IDCW Option
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +2.07% | +0.27% | +1.80 | 7 / 249 | Q1 |
| 1W | +3.02% | -1.33% | +4.35 | 7 / 249 | Q1 |
| 2W | +2.17% | -0.44% | +2.61 | 44 / 251 | Q1 |
| 1M | +3.82% | -0.98% | +4.79 | 22 / 251 | Q1 |
| 3M | +1.80% | +0.91% | +0.89 | 119 / 249 | Q2 |
| 6M | -15.32% | -3.35% | -11.97 | 222 / 241 | Q4 |
| YTD | -15.76% | -3.40% | -12.36 | 227 / 241 | Q4 |
| 1Y | -10.32% | +2.11% | -12.43 | 199 / 225 | Q4 |
| 2Y | +2.57% | +1.79% | +0.78 | 79 / 181 | Q2 |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +1.27% | +8.52% | -7.25 | 212 / 251 | Q4 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2026 YTD | -15.76% | -2.64% | -13.12 | 225 / 237 |
| 2025 | -4.62% | +1.49% | -6.11 | 157 / 204 |
| 2024 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Peers in Sectoral/Thematic Fund
Recent NAVs
| Date | NAV |
|---|---|
| 2 Jun 2026 | ₹10.3060 |
| 1 Jun 2026 | ₹10.0970 |
| 29 May 2026 | ₹9.9950 |
| 27 May 2026 | ₹10.0260 |
| 26 May 2026 | ₹10.0040 |
| 25 May 2026 | ₹10.0140 |
| 22 May 2026 | ₹9.9620 |
| 21 May 2026 | ₹9.9830 |
| 20 May 2026 | ₹10.0420 |
| 19 May 2026 | ₹10.0870 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
- risk tolerance accepts seeing the portfolio fall sharply without panic-selling
- goal isn't capital preservation in the short term
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
More from Kotak
- Kotak Arbitrage Fund - Direct Plan - IDCW -Payout & Reinvestment of Income Distribution cum capital withdrawal option
- Kotak BSE Housing Index Fund - Regular Plan - Growth Option
- Kotak BSE Housing Index Fund - Regular Plan - IDCW Option
- Kotak Active Momentum Fund - Direct Plan - Growth option
- Kotak Active Momentum Fund - Direct Plan - IDCW - Payout and Reinvestment
- Kotak Active Momentum Fund - Regular Plan - Growth
- Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment
- Kotak Aggressive Hybrid Fund - Direct Plan - IDCW - Payout & Reinvestment of Income Distribution cum capital withdrawal option