Kotak Active Momentum Fund - Growth - Regular Plan

Other Plans and Options
  • 0.27 %Nav, as on 20-11-2025

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  • Net Change on 20-11-2025

  • 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 13.39 23.26 30.66 1.57 32,669.01
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 9.08 29.35 25.75 1.75 8,188.58
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 9.79 25.74 27.59 1.82 6,715.37
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 7.27 13.93 15.99 1.94 5,719.57
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 11.08 29.32 31.45 1.85 5,714.14

Fund Holdings as on 31-October-2025

  • BSE LTD

  • One 97 Communications Ltd

  • Fortis Healthcare India Ltd

  • MUTHOOT FINANCE LTD.

  • Radico Khaitan Ltd.

  • GE VERNOVA T&D INDIA LIMITED

  • L&T FINANCE HOLDINGS LTD

  • JK Cement Ltd.

  • Eicher Motors Ltd.

  • Narayana Hrudalaya Ltd

  • National Aluminium Company Ltd.

  • JSW Steel Ltd.

  • KAYNES TECHNOLOGY LTD

  • Dalmia Bharat Limited

  • Global Health Ltd.

  • CANARA BANK

  • Bosch Limited

  • SRF LTD.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • UNION BANK OF INDIA

  • Cummins India Ltd.

  • Dixon Technologies India Ltd

  • Glenmark Pharmaceuticals Ltd

  • DELHIVERY LTD

  • Ashok Leyland Ltd.

  • NMDC Ltd.

  • TITAN COMPANY LTD.

  • PUNJAB NATIONAL BANK

  • Gujarat Fluorochemicals Ltd.

  • Abbott India Ltd.

  • Britannia Industries Ltd.

  • Hindustan Aeronautics Ltd.

  • BHARAT PETROLEUM CORPORATION LTD.

  • Adani Ports and Special Economic Zone Limited

  • KEI Industries Ltd.

  • Wipro Ltd.

  • Lupin Ltd.

  • Alkem Laboratories Ltd.

  • Pidilite Industries Ltd.

  • INDIAN OIL CORPORATION LTD.

  • Tech Mahindra Ltd.

  • Avenue Supermarts Ltd

  • United Breweries Ltd.

  • Power Finance Corporation Ltd.

  • NTPC LTD

  • Balkrishna Industries Ltd

  • Supreme Industries Limited

  • REC LTD

  • TATA CONSULTANCY SERVICES LTD.

  • GMR AIRPORTS LIMITED

  • Triparty Repo

  • Net Current Assets/(Liabilities)

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  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Finance - NBFC

  • Chemicals

  • Refineries

  • Cement & Construction Materials

  • Breweries & Distilleries

  • IT - Software

  • Finance - Others

  • Fintech

  • Electric Equipment

  • Finance Term Lending

  • Automobile Two & Three Wheelers

  • Aluminium & Aluminium Products

  • Steel & Iron Products

  • Electronics - Components

  • Auto Ancillary

  • Diesel Engines

  • Consumer Durables - Electronics

  • Logistics

  • Automobiles-Trucks/Lcv

  • Diamond & Jewellery

  • Mining & Minerals

  • Consumer Food

  • Defence

  • Port

  • Cable

  • Retailing

  • Power Generation/Distribution

  • Tyres & Allied

  • Plastic Products

  • Airport Management Services

  • 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 ₹1,393.74 crore. Kotak Active Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Kotak Active Momentum Fund ended up ₹0.03(0.27%)yesterday to ₹10.336.

Among its top 3 holdings the fund has exposure to BSE 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