Kotak Active Momentum Fund - Growth - Regular Plan

Other Plans and Options
  • 1.12 %Nav, as on 20-03-2026

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  • Net Change on 20-03-2026

  • 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 5.30 21.18 20.97 1.56 35,665.82
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 5.56 20.15 16.82 1.67 16,201.80
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.63 25.19 18.16 1.75 8,428.48
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 10.47 23.72 19.78 1.83 6,600.72
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 16.94 31.51 26.07 1.82 6,545.08

Fund Holdings as on 28-February-2026

  • Laurus Labs Ltd

  • L&T FINANCE HOLDINGS LTD

  • Triparty Repo

  • GE VERNOVA T&D INDIA LIMITED

  • ADITYA BIRLA CAPITAL LTD

  • Eicher Motors Ltd.

  • FSN E-Commerce Ventures Ltd.

  • TVS Motor Company Ltd.

  • Ashok Leyland Ltd.

  • Narayana Hrudalaya Ltd

  • MRF Ltd.

  • BANK OF INDIA

  • Minda Industries Ltd.

  • INDIAN OIL CORPORATION LTD.

  • TITAN COMPANY LTD.

  • UNION BANK OF INDIA

  • Mahindra & Mahindra Ltd.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • BHARAT PETROLEUM CORPORATION LTD.

  • HDFC ASSET MANAGEMENT COMPANY LTD.

  • Hero MotoCorp Ltd.

  • polycab India Limited

  • MARICO LTD.

  • Steel Authority of India Ltd.

  • STATE BANK OF INDIA.

  • APL Apollo Tubes Ltd

  • VEDANTA LTD.

  • Hindalco Industries Ltd.

  • KEI Industries Ltd.

  • BANK OF MAHARASHTRA

  • National Aluminium Company Ltd.

  • YES Bank Ltd.

  • JINDAL STAINLESS LTD

  • Mangalore Refinery and Petrochemicals Ltd.

  • Coforge Limited

  • Persistent Systems Limited

  • Prestige Estates Projects Limited

  • Alkem Laboratories Ltd.

  • Hindustan Zinc Ltd.

  • NMDC Ltd.

  • Siemens Ltd.

  • Lupin Ltd.

  • SUN PHARMACEUTICAL INDUSTRIES LTD.

  • Dr.Reddy's Laboratories Ltd.

  • Suzlon Energy Ltd.

  • Tech Mahindra Ltd.

  • Infosys Ltd.

  • Container Corporation of India Ltd.

  • ACC Ltd.

  • Net Current Assets/(Liabilities)

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  • Pharmaceuticals & Drugs

  • Bank - Public

  • Refineries

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Electric Equipment

  • Steel & Iron Products

  • IT - Software

  • Metal - Non Ferrous

  • Cable

  • Miscellaneous

  • e-Commerce

  • Automobiles-Trucks/Lcv

  • Hospital & Healthcare Services

  • Tyres & Allied

  • Auto Ancillary

  • Diamond & Jewellery

  • Automobiles - Passenger Cars

  • Finance - Asset Management

  • Edible Oil

  • Aluminium & Aluminium Products

  • Bank - Private

  • Construction - Real Estate

  • Mining & Minerals

  • Logistics

  • Cement & Construction Materials

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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 ₹1,338.83 crore. Kotak Active Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Kotak Active Momentum Fund ended up ₹0.11(1.12%)yesterday to ₹9.535.

Among its top 3 holdings the fund has exposure to Laurus Labs 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