MF
MFGenie.ai
Sectoral / Thematic

Kotak Active Momentum Fund · Direct · Growth

Kotak Mahindra Mutual Fund

NAV

₹10.6000

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
+6.00%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+8.66%

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 —.

Performance Comparison

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Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategorySectoral / Thematic
Launch Date20 Aug 2025
AMFI Code153753
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadFor redemption / switch out within 90 days from the date of allotment:0.5% If units are redeemed or switched out on or after 90 days from the date of allotment Nil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with Kotak Active Momentum Fund - Regular Plan - Growth

Holding% NAV

Investment Objective

Kotak Active Momentum Fund · Direct · 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 · Direct · Growth is a Sectoral / Thematic mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 0 years.

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