Kotak Active Momentum Fund - IDCW - Regular Plan

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  • (-0.12%)Nav, as on 10-10-2025

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  • Net Change on 10-10-2025

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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 3.52 23.37 30.77 1.58 30,802.31
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 -0.56 26.58 29.24 1.82 6,607.50
UTI Transportation and Logistics Fund - Regular Plan - IDCW Apr 11, 2004 4.79 25.01 26.46 1.91 3,967.67
TATA Ethical Fund Regular Plan - Payout of Income Distribution cum capital withdrawal option Nov 03, 2003 -10.29 11.11 16.50 1.90 3,615.97
Kotak Pioneer Fund- Regular Plan- Reinvestment of Income Distribution cum capital withdrawal option Oct 31, 2019 4.93 23.07 22.66 1.85 3,148.09

Fund Holdings as on 30-September-2025

  • Fortis Healthcare India Ltd

  • One 97 Communications Ltd

  • BSE LTD

  • MUTHOOT FINANCE LTD.

  • GE VERNOVA T&D INDIA LIMITED

  • Radico Khaitan Ltd.

  • JK Cement Ltd.

  • Eicher Motors Ltd.

  • L&T FINANCE HOLDINGS LTD

  • Narayana Hrudalaya Ltd

  • KAYNES TECHNOLOGY LTD

  • Dalmia Bharat Limited

  • National Aluminium Company Ltd.

  • Global Health Ltd.

  • JSW Steel Ltd.

  • Bosch Limited

  • Dixon Technologies India Ltd

  • Glenmark Pharmaceuticals Ltd

  • SRF LTD.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • UNION BANK OF INDIA

  • CANARA BANK

  • Ashok Leyland Ltd.

  • DELHIVERY LTD

  • NMDC Ltd.

  • Cummins India Ltd.

  • Abbott India Ltd.

  • Britannia Industries Ltd.

  • Hindustan Aeronautics Ltd.

  • Gujarat Fluorochemicals Ltd.

  • PUNJAB NATIONAL BANK

  • KEI Industries Ltd.

  • Adani Ports and Special Economic Zone Limited

  • BHARAT PETROLEUM CORPORATION LTD.

  • TITAN COMPANY LTD.

  • Wipro Ltd.

  • Avenue Supermarts Ltd

  • Pidilite Industries Ltd.

  • Alkem Laboratories Ltd.

  • Lupin Ltd.

  • Tech Mahindra Ltd.

  • United Breweries Ltd.

  • Power Finance Corporation Ltd.

  • INDIAN OIL CORPORATION LTD.

  • Supreme Industries Limited

  • NTPC LTD

  • Balkrishna Industries Ltd

  • REC LTD

  • TATA CONSULTANCY SERVICES LTD.

  • Triparty Repo

  • GMR AIRPORTS LIMITED

  • Net Current Assets/(Liabilities)

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  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Bank - Public

  • Chemicals

  • Cement & Construction Materials

  • Refineries

  • Breweries & Distilleries

  • IT - Software

  • Fintech

  • Finance - Others

  • Electric Equipment

  • Finance Term Lending

  • Automobile Two & Three Wheelers

  • Electronics - Components

  • Aluminium & Aluminium Products

  • Steel & Iron Products

  • Auto Ancillary

  • Consumer Durables - Electronics

  • Automobiles-Trucks/Lcv

  • Logistics

  • Mining & Minerals

  • Diesel Engines

  • Consumer Food

  • Defence

  • Cable

  • Port

  • Diamond & Jewellery

  • Retailing

  • Plastic Products

  • Power Generation/Distribution

  • Tyres & Allied

  • Miscellaneous

  • Airport Management Services

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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 ₹1,376.24 crore. Kotak Active Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Kotak Active Momentum Fund ended down ₹-0.01(-0.12%)yesterday to ₹10.19.

Among its top 3 holdings the fund has exposure to Fortis Healthcare India 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