Kotak IT ETF

The Kotak IT ETF, managed by Kotak Mahindra Asset Management Company Limited, is an open-ended scheme designed to replicate the NIFTY IT Index, focusing on sector-specific investments.

Utilizing a tracking approach aligned with the NIFTY IT TRI benchmark, the fund aims to mirror index performance, although it acknowledges potential tracking errors.

The portfolio is heavily concentrated in the IT sector, with Infosys and Tata Consultancy Services representing over 50% of total holdings, highlighting significant concentration risk within the software industry.

Performance metrics reveal a 1Y decline of -12.4%, while the 3Y CAGR stands at 8.9%, indicating variability in returns and a need for cautious assessment of risk-adjusted performance.

With an AUM of ₹383.0 Cr and an expense ratio of just 0.09%, the fund offers cost efficiency, while managing liquidity through an exit load structure that supports investor access.