Kotak Active Momentum Fund · Regular · Growth
NAV
₹10.7380
as of 15 Jul 2026
Expense Ratio
2.13%
AUM
₹1,327 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.20%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +11.04%
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.
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Laurus Labs Ltd4.50%
- 2L&T Finance Holdings Ltd3.88%
- 3Navin Fluorine International Ltd.2.76%
- 4Bse Ltd2.58%
- 5Coforge Limited2.51%
- 6Tvs Motor Company Ltd.2.51%
- 7Yes Bank Ltd.2.28%
- 8Hitachi Energy India Ltd.2.26%
- 9Bajaj Finance Ltd.2.24%
- 10Titan Company Ltd.2.23%
Investment Objective
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 0 years. It manages assets worth ₹1,327 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 2.13%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations