NAV
₹10.6540
as of 30 Sept 2026
Expense Ratio
1.68%
Lumpsum returns (CAGR)
- 1Y
- +7.28%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.73%
SIP returns (XIRR)
- 1Y
- +4.14%
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.34%
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 —.
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.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Kotak Active Momentum Fund - Regular Plan - Growth
- 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 · 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 1 years. The current expense ratio is 1.68%.