Kotak Active Momentum Fund - Regular Plan - Growth
Kotak Mahindra Asset Management Co Ltd
₹10.39 (+1.49%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
1.85% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- —
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,044
Invested ₹1,000
▲+4.41%1 year
₹1,019
Invested ₹1,000
▲+1.85%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty 500 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +1.85% | — | — | — |
| Cumulative returns (%) | +1.85% | — | — | — |
Fund Manager
| Manager | Rohit Tandon |
|---|---|
| Role | Manager |
| Manager Tenure | 1.11 yrs |
About Fund
| Date of Incorporation | 20 Aug 2025 |
|---|---|
| Fund House | Kotak Mahindra Asset Management Co Ltd |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Kotak Mahindra Asset Management Co Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Laurus Labs Ltd | 3.95% |
| L&T Finance Ltd | 3.92% |
| Muthoot Finance Ltd | 3.76% |
| Navin Fluorine International Ltd | 3.52% |
| Bajaj Finance Ltd | 3.38% |
| Fortis Healthcare Ltd | 3.33% |
| Aditya Birla Capital Ltd | 2.98% |
| One97 Communications Ltd | 2.94% |
| Bharat Forge Ltd | 2.93% |
| Coforge Ltd | 2.92% |
| Radico Khaitan Ltd | 2.92% |
| AU Small Finance Bank Ltd | 2.78% |
| BSE Ltd | 2.73% |
| National Aluminium Co Ltd | 2.71% |
| Vedanta Ltd | 2.71% |
| Sona BLW Precision Forgings Ltd | 2.70% |
| JK Cement Ltd | 2.70% |
| Canara Bank | 2.70% |
| Hitachi Energy India Ltd Ordinary Shares | 2.69% |
| Bharat Heavy Electricals Ltd | 2.63% |
| Aurobindo Pharma Ltd | 2.61% |
| Eternal Ltd | 2.59% |
| Apar Industries Ltd | 2.59% |
| Bank of India | 2.59% |
| IDFC First Bank Ltd | 2.58% |
| TVS Motor Co Ltd | 2.55% |
| FSN E-Commerce Ventures Ltd | 2.55% |
| Ashok Leyland Ltd | 2.53% |
| GE Vernova T&D India Ltd | 2.52% |
| Narayana Hrudayalaya Ltd | 2.47% |
| MRF Ltd | 2.44% |
| Eicher Motors Ltd | 2.38% |
| Hindustan Petroleum Corp Ltd | 2.37% |
| Steel Authority Of India Ltd | 2.34% |
| Yes Bank Ltd | 2.28% |
| Titan Co Ltd | 2.23% |
Investment Strategy
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. However, there is no assurance that the objective of the scheme will be achieved
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.