Kotak Active Momentum Fund · Regular · Growth
NAV
₹11.1220
as of 31 Jul 2026
Expense Ratio
2.13%
AUM
₹1,452 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +11.22%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +17.69%
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 Ltd4.92%
- 2L&T Finance Ltd4.27%
- 3Navin Fluorine International Ltd.3.90%
- 4Bajaj Finance Ltd.3.25%
- 5Bse Ltd3.16%
- 6Radico Khaitan Ltd.2.89%
- 7Au Small Finance Bank Ltd.2.78%
- 8Coforge Limited2.72%
- 9Hitachi Energy India Ltd.2.69%
- 10Tvs Motor Company Ltd.2.68%
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 1 years. It manages assets worth ₹1,452 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