Kotak Active Momentum Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.65%)Nav, as on 10-12-2025

  • Previous Nav

  • Net Change on 10-12-2025

  • 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 7.93 22.25 27.16 1.56 33,946.37
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.18 23.34 24.84 1.82 6,646.79
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 12.98 24.24 22.68 1.90 4,067.49
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -6.04 10.58 14.41 1.90 3,771.80
Kotak Pioneer Fund- Regular Plan- Growth Option Oct 31, 2019 3.45 22.01 19.24 1.84 3,315.17

Fund Holdings as on 30-November-2025

  • Triparty Repo

  • MUTHOOT FINANCE LTD.

  • BSE LTD

  • Laurus Labs Ltd

  • One 97 Communications Ltd

  • GE VERNOVA T&D INDIA LIMITED

  • Eicher Motors Ltd.

  • CANARA BANK

  • ADITYA BIRLA CAPITAL LTD

  • Radico Khaitan Ltd.

  • National Aluminium Company Ltd.

  • Cummins India Ltd.

  • BHARAT PETROLEUM CORPORATION LTD.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • Coromandel International Limited

  • INDIAN OIL CORPORATION LTD.

  • Mahindra & Mahindra Ltd.

  • Glenmark Pharmaceuticals Ltd

  • GMR AIRPORTS LIMITED

  • Mahindra & Mahindra Financial Services Ltd.

  • BANK OF INDIA

  • Hero MotoCorp Ltd.

  • VEDANTA LTD.

  • STATE BANK OF INDIA.

  • Indus Towers Ltd.

  • Coforge Limited

  • Nippon Life Asset Management Ltd

  • Lupin Ltd.

  • NMDC Ltd.

  • Alkem Laboratories Ltd.

  • polycab India Limited

  • Persistent Systems Limited

  • 360 ONE WAM LIMITED

  • Wipro Ltd.

  • Jubilant Foodworks Limited

  • ICICI Lombard General Insurance Company Ltd

  • Larsen & Toubro Infotech Ltd

  • Hindustan Zinc Ltd.

  • Asian Paints(India) Ltd.

  • AIA Engineering Limited

  • United Spirits Ltd

  • IPCA Laboratories Ltd.

  • Zydus Lifesciences Ltd.

  • Suzlon Energy Ltd.

  • Bajaj Auto Ltd.

  • Infosys Ltd.

  • HITACHI ENERGY INDIA LTD.

  • ACC Ltd.

  • TATA CONSULTANCY SERVICES LTD.

  • L&T FINANCE HOLDINGS LTD

  • Fortis Healthcare India Ltd

  • Narayana Hrudalaya Ltd

  • JK Cement Ltd.

  • Gujarat Fluorochemicals Ltd.

  • United Breweries Ltd.

  • JSW Steel Ltd.

  • UNION BANK OF INDIA

  • Ashok Leyland Ltd.

  • SRF LTD.

  • Dalmia Bharat Limited

  • Bosch Limited

  • Global Health Ltd.

  • TITAN COMPANY LTD.

  • Dixon Technologies India Ltd

  • KAYNES TECHNOLOGY LTD

  • Abbott India Ltd.

  • PUNJAB NATIONAL BANK

  • Adani Ports and Special Economic Zone Limited

  • DELHIVERY LTD

  • Britannia Industries Ltd.

  • KEI Industries Ltd.

  • Hindustan Aeronautics Ltd.

  • Tech Mahindra Ltd.

  • Pidilite Industries Ltd.

  • Avenue Supermarts Ltd

  • Balkrishna Industries Ltd

  • Power Finance Corporation Ltd.

  • NTPC LTD

  • REC LTD

  • Supreme Industries Limited

  • Net Current Assets/(Liabilities)

View More

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • IT - Software

  • Bank - Public

  • Refineries

  • Automobile Two & Three Wheelers

  • Miscellaneous

  • Electric Equipment

  • Breweries & Distilleries

  • Finance - Others

  • Metal - Non Ferrous

  • Fintech

  • Aluminium & Aluminium Products

  • Diesel Engines

  • Fertilizers

  • Automobiles - Passenger Cars

  • Airport Management Services

  • Telecommunication - Service Provider

  • Cable

  • Finance - Asset Management

  • Mining & Minerals

  • Consumer Food

  • Finance - Stock Broking

  • Insurance

  • Paints

  • Castings/Forgings

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Chemicals

  • Finance Term Lending

  • Steel & Iron Products

  • Automobiles-Trucks/Lcv

  • Auto Ancillary

  • Consumer Durables - Electronics

  • Diamond & Jewellery

  • Electronics - Components

  • Logistics

  • Port

  • Defence

  • Retailing

  • Power Generation/Distribution

  • Tyres & Allied

  • Plastic Products

View More

Fund Manager

  • Cash

  • Equity

View More

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 ₹1,395.54 crore. Kotak Active Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Kotak Active Momentum Fund ended down ₹-0.07(-0.65%)yesterday to ₹10.144.

Among its top 3 holdings the fund has exposure to Triparty Repo, 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