Kotak Active Momentum Fund · Regular · Growth
NAV
₹10.8070
as of 13 Nov 2026
Expense Ratio
2.73%
AUM
₹1,609 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.88%
- 3Y
- —
- 5Y
- —
- Since Inception
- +6.43%
SIP returns (XIRR)
- 1Y
- +7.72%
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.34%
Returns calculated from 20 August 2025 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
We don't show backtest scenarios for this fund yet — its NAV history has an unresolved discontinuity we're still verifying. Returns above are unaffected.
Risk Metrics
Trailing 1 year, annualised0.09
Sharpe Ratio
+0.04
Alpha
0.99
Beta
0.09
Sortino
15.66%
Std Dev
-13.86%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Sept 2026- Electrical Equipment11.60%
- Banks9.81%
- Automobiles7.16%
- Pharmaceuticals and Biotechnology6.93%
- Finance6.88%
- Auto Components5.80%
- Chemicals and Petrochemicals4.68%
- Non - Ferrous Metals4.53%
- Consumer Durables4.10%
- Healthcare Services4.09%
- Industrial Products3.87%
- Retailing3.65%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Laurus Labs Ltd4.26%
- 2Sona Blw Precision Forgings Ltd2.94%
- 3Bharat Forge Ltd.2.86%
- 4Apar Industries Ltd.2.72%
- 5Aurobindo Pharma Ltd.2.67%
- 6Bharat Heavy Electricals Ltd.2.63%
- 7National Aluminium Company Ltd.2.58%
- 8Ge Vernova T&D India Limited2.57%
- 9Aegis Logistics Ltd2.55%
- 10Tvs Motor Company Ltd.2.52%
What this fund does
Kotak Active Momentum Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Kotak Active Momentum Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹1,609 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty 500 Index (Total Return Index).. The current expense ratio is 2.73%.