Kotak Active Momentum Fund · Regular · Growth
NAV
₹10.4800
as of 17 Jun 2026
Expense Ratio
2.13%
AUM
₹1,327 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.80%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.21%
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 —.
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹5,000
Invested
₹4,947
Value today
-2.6%
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
₹5,028
Value today
0.7%
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
₹6,11,626
Value today
+1.4%
vs lumpsum
STP beat direct lumpsum by 1.4% — reduced timing risk paid off
Model your own STP with real NAVPerformance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Laurus Labs Ltd3.90%
- 2Ge Vernova T&D India Limited3.66%
- 3L&T Finance Holdings Ltd3.60%
- 4Aditya Birla Capital Ltd2.98%
- 5Fsn E-Commerce Ventures Ltd.2.63%
- 6Narayana Hrudalaya Ltd2.47%
- 7Eicher Motors Ltd.2.38%
- 8Tvs Motor Company Ltd.2.36%
- 9Titan Company Ltd.2.35%
- 10Steel Authority Of India Ltd.2.34%
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