Kotak Active Momentum Fund - IDCW - Regular Plan

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  • (-2.04%)Nav, as on 20-01-2026

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  • Net Change on 20-01-2026

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  • Assets (Cr.)

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Fund Overview IDCW | 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 - IDCW Option Jan 15, 2019 13.50 22.62 23.91 1.57 34,778.96
ICICI Prudential Business Cycle Fund IDCW Jan 18, 2021 15.76 21.37 20.34 1.68 15,958.05
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 5.81 29.46 21.11 1.75 8,380.36
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 9.71 23.42 23.14 1.83 6,549.15
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 07, 2010 14.03 28.52 28.32 1.86 5,816.55

Fund Holdings as on 31-December-2025

  • Laurus Labs Ltd

  • MUTHOOT FINANCE LTD.

  • One 97 Communications Ltd

  • GE VERNOVA T&D INDIA LIMITED

  • ADITYA BIRLA CAPITAL LTD

  • National Aluminium Company Ltd.

  • Radico Khaitan Ltd.

  • Eicher Motors Ltd.

  • CANARA BANK

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • Mahindra & Mahindra Financial Services Ltd.

  • VEDANTA LTD.

  • BHARAT PETROLEUM CORPORATION LTD.

  • Mahindra & Mahindra Ltd.

  • BANK OF INDIA

  • INDIAN OIL CORPORATION LTD.

  • Glenmark Pharmaceuticals Ltd

  • Indus Towers Ltd.

  • Coromandel International Limited

  • STATE BANK OF INDIA.

  • GMR AIRPORTS LIMITED

  • Cummins India Ltd.

  • TVS Motor Company Ltd.

  • Nippon Life Asset Management Ltd

  • Hindustan Zinc Ltd.

  • NMDC Ltd.

  • Hero MotoCorp Ltd.

  • polycab India Limited

  • Lupin Ltd.

  • Persistent Systems Limited

  • Wipro Ltd.

  • BSE LTD

  • 360 ONE WAM LIMITED

  • Coforge Limited

  • ICICI Lombard General Insurance Company Ltd

  • Alkem Laboratories Ltd.

  • AIA Engineering Limited

  • HITACHI ENERGY INDIA LTD.

  • Larsen & Toubro Infotech Ltd

  • Asian Paints(India) Ltd.

  • United Spirits Ltd

  • Jubilant Foodworks Limited

  • IPCA Laboratories Ltd.

  • Zydus Lifesciences Ltd.

  • Bajaj Auto Ltd.

  • Suzlon Energy Ltd.

  • Infosys 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

  • Breweries & Distilleries

  • Metal - Non Ferrous

  • Fintech

  • Aluminium & Aluminium Products

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Fertilizers

  • Airport Management Services

  • Diesel Engines

  • Finance - Asset Management

  • Mining & Minerals

  • Cable

  • Finance - Others

  • Finance - Stock Broking

  • Insurance

  • Castings/Forgings

  • 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 ₹1,391.80 crore. Kotak Active Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Kotak Active Momentum Fund ended down ₹-0.21(-2.04%)yesterday to ₹10.231.

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