Kotak Active Momentum Fund · Regular · Growth
NAV
₹10.4980
as of 29 Sept 2026
Expense Ratio
2.98%
AUM
₹1,456 Cr
Lumpsum returns (CAGR)
- 1Y
- +6.10%
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.36%
SIP returns (XIRR)
- 1Y
- +2.82%
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.02%
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, annualised-0.03
Sharpe Ratio
+0.02
Alpha
0.21
Beta
-0.03
Sortino
15.54%
Std Dev
-13.86%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Electrical Equipment11.60%
- Banks9.78%
- Automobiles7.39%
- Finance7.34%
- Pharmaceuticals and Biotechnology6.56%
- Auto Components5.63%
- Chemicals and Petrochemicals4.70%
- Non - Ferrous Metals4.64%
- Consumer Durables4.23%
- Healthcare Services4.11%
- Industrial Products4.07%
- Retailing3.71%
Each sector links to the mutual funds most exposed to it.
Related reading
Thinking about Kotak Active Momentum Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Laurus Labs Ltd3.95%
- 2Bharat Forge Ltd.2.93%
- 3National Aluminium Company Ltd.2.71%
- 4Sona Blw Precision Forgings Ltd2.70%
- 5Bharat Heavy Electricals Ltd.2.63%
- 6Aurobindo Pharma Ltd.2.61%
- 7Apar Industries Ltd.2.59%
- 8Fsn E-Commerce Ventures Ltd.2.55%
- 9Tvs Motor Company Ltd.2.55%
- 10Ge Vernova T&D India Limited2.52%
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 ₹1,456 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 2.98%.