Kotak Active Momentum Fund - Growth - Regular Plan

Other Plans and Options
  • (-1.3%)Nav, as on 27-02-2026

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  • Net Change on 27-02-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on momentum theme, following an in-house model i.e. enhanced earnings factor model.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 16.20 23.73 22.82 1.57 35,142.92
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 20.79 23.18 19.03 1.68 15,808.40
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 16.12 29.16 20.38 1.75 8,271.28
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 27.62 26.93 22.00 1.84 6,315.87
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 36.41 36.05 27.94 1.85 5,979.80

Fund Holdings as on 31-January-2026

  • MUTHOOT FINANCE LTD.

  • National Aluminium Company Ltd.

  • Laurus Labs Ltd

  • GE VERNOVA T&D INDIA LIMITED

  • One 97 Communications Ltd

  • ADITYA BIRLA CAPITAL LTD

  • Eicher Motors Ltd.

  • VEDANTA LTD.

  • CANARA BANK

  • BANK OF INDIA

  • Radico Khaitan Ltd.

  • Indus Towers Ltd.

  • STATE BANK OF INDIA.

  • BHARAT PETROLEUM CORPORATION LTD.

  • Mahindra & Mahindra Financial Services Ltd.

  • Glenmark Pharmaceuticals Ltd

  • Coromandel International Limited

  • INDIAN OIL CORPORATION LTD.

  • Hindustan Zinc Ltd.

  • Mahindra & Mahindra Ltd.

  • Nippon Life Asset Management Ltd

  • TVS Motor Company Ltd.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • Cummins India Ltd.

  • Lupin Ltd.

  • NMDC Ltd.

  • GMR AIRPORTS LIMITED

  • Hero MotoCorp Ltd.

  • BSE LTD

  • polycab India Limited

  • Alkem Laboratories Ltd.

  • Coforge Limited

  • Persistent Systems Limited

  • HITACHI ENERGY INDIA LTD.

  • 360 ONE WAM LIMITED

  • AIA Engineering Limited

  • IPCA Laboratories Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • Wipro Ltd.

  • Larsen & Toubro Infotech Ltd

  • United Spirits Ltd

  • Zydus Lifesciences Ltd.

  • Bajaj Auto Ltd.

  • Jubilant Foodworks Limited

  • Asian Paints(India) Ltd.

  • Infosys Ltd.

  • Suzlon Energy Ltd.

  • ACC Ltd.

  • Triparty Repo

  • Net Current Assets/(Liabilities)

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  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • IT - Software

  • Bank - Public

  • Refineries

  • Electric Equipment

  • Metal - Non Ferrous

  • Breweries & Distilleries

  • Aluminium & Aluminium Products

  • Fintech

  • Telecommunication - Service Provider

  • Fertilizers

  • Automobiles - Passenger Cars

  • Finance - Asset Management

  • Diesel Engines

  • Mining & Minerals

  • Airport Management Services

  • Finance - Others

  • Cable

  • Finance - Stock Broking

  • Castings/Forgings

  • Insurance

  • Consumer Food

  • Paints

  • Cement & Construction Materials

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Kotak Active Momentum Fund

Scheme Analysis

Kotak Active Momentum Fund is a Equity - Thematic Fund - Other fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 20-Aug-2025 and currently has an AUM of ₹1,340.30 crore. Kotak Active Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Kotak Active Momentum Fund ended down ₹-0.14(-1.3%)yesterday to ₹10.511.

Among its top 3 holdings the fund has exposure to MUTHOOT FINANCE LTD., and

The Kotak Active Momentum Fund is managed by Abhishek Bisen and Rohit Tandon.

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455