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Sectoral / Thematicregulargrowth📊 Nifty 500 Index (Total Return Index).

Kotak Active Momentum Fund - Regular Plan - Growth

Kotak Mahindra Mutual Fund

₹10.4430

0.10 (-0.92%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹10.4430

0.10 (-0.92%)

29 May 2026

AMFI: 153755

Direct · Growth

₹₹10.5550

0.10 (-0.91%)

29 May 2026

AMFI: 153753

Regular · IDCW

₹₹10.4430

0.10 (-0.92%)

29 May 2026

AMFI: 153756

Direct · IDCW

₹₹10.5550

0.10 (-0.91%)

29 May 2026

AMFI: 153754

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.60%
1 Month-1.29%
3 Months-2.03%
6 Months-1.59%
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jul 2025)+2.18%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Jul 2025)+2.13%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹4,500

Invested

₹4,633

Value today

7.4%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹5,222

Value today

5.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,32,006

Value today

+0.9%

vs lumpsum

STP beat direct lumpsum by 0.9% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹4,633

Benchmark

₹4,453

+₹180 extra wealth vs the benchmark index

Backtest this SIP yourself

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹1,327 Cr
Expense Ratio2.13%
Min SIP₹500
Min Lumpsum₹5,000
BenchmarkNifty 500 Index (Total Return Index). ✓
Launch Date29 Jul 2025
AMFI Code153755

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Security% NAV

Laurus Labs Ltd

INE947Q01028

390.00%

Laurus Labs Ltd

INE947Q01028

387.00%

GE VERNOVA T&D INDIA LIMITED

INE200A01026

366.00%

L&T FINANCE HOLDINGS LTD

INE498L01015

360.00%

L&T FINANCE HOLDINGS LTD

INE498L01015

341.00%

GE VERNOVA T&D INDIA LIMITED

INE200A01026

328.00%

ADITYA BIRLA CAPITAL LTD

INE674K01013

298.00%

ADITYA BIRLA CAPITAL LTD

INE674K01013

277.00%

FSN E-Commerce Ventures Ltd.

INE388Y01029

263.00%

FSN E-Commerce Ventures Ltd.

INE388Y01029

256.00%

TVS Motor Company Ltd.

INE494B01023

250.00%

Narayana Hrudalaya Ltd

INE410P01011

247.00%

Narayana Hrudalaya Ltd

INE410P01011

247.00%

MRF Ltd.

INE883A01011

244.00%

Eicher Motors Ltd.

INE066A01021

242.00%

Eicher Motors Ltd.

INE066A01021

238.00%

TVS Motor Company Ltd.

INE494B01023

236.00%

TITAN COMPANY LTD.

INE280A01028

235.00%

Steel Authority of India Ltd.

INE114A01011

234.00%

TITAN COMPANY LTD.

INE280A01028

233.00%

National Aluminium Company Ltd.

INE139A01034

229.00%

Hindalco Industries Ltd.

INE038A01020

227.00%

Minda Industries Ltd.

INE405E01023

224.00%

MRF Ltd.

INE883A01011

224.00%

Minda Industries Ltd.

INE405E01023

219.00%

Mahindra & Mahindra Ltd.

INE101A01026

218.00%

MARICO LTD.

INE196A01026

216.00%

National Aluminium Company Ltd.

INE139A01034

215.00%

HDFC ASSET MANAGEMENT COMPANY LTD.

INE127D01025

214.00%

Hindalco Industries Ltd.

INE038A01020

213.00%

Steel Authority of India Ltd.

INE114A01011

211.00%

Ashok Leyland Ltd.

INE208A01029

209.00%

Mahindra & Mahindra Ltd.

INE101A01026

208.00%

MARICO LTD.

INE196A01026

207.00%

Hero MotoCorp Ltd.

INE158A01026

207.00%

UNION BANK OF INDIA

INE692A01016

207.00%

VEDANTA LTD.

INE205A01025

204.00%

BANK OF MAHARASHTRA

INE457A01014

202.00%

BANK OF INDIA

INE084A01016

201.00%

Ashok Leyland Ltd.

INE208A01029

199.00%

polycab India Limited

INE455K01017

199.00%

APL Apollo Tubes Ltd

INE702C01027

195.00%

Persistent Systems Limited

INE262H01021

193.00%

HDFC ASSET MANAGEMENT COMPANY LTD.

INE127D01025

192.00%

UNION BANK OF INDIA

INE692A01016

190.00%

HINDUSTAN PETROLEUM CORPORATION LTD.

INE094A01015

190.00%

Hero MotoCorp Ltd.

INE158A01026

189.00%

KEI Industries Ltd.

INE878B01027

188.00%

BANK OF INDIA

INE084A01016

187.00%

HINDUSTAN PETROLEUM CORPORATION LTD.

INE094A01015

187.00%

Performance Comparison

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Investment Objective

Kotak Active Momentum Fund - Regular Plan - 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 Plan - 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