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Kotak Active Momentum Fund-Reg(G)

Kotak Mutual Fund

  • Equity
  • Thematic Fund
  • Very High Risk

Performance Chart

Fund Overview

Assets Under Management (AUM)
₹1,480.27 Cr
Expense Ratio
2.15%
Riskometer
Very High
Category
Thematic Fund
Asset Type
Equity
Benchmark
NIFTY 50 - TRI
SIP
Available
Switch
Available
Inception Date
28 Jul 2025
ISIN
INF174KA1XD8
Scheme Code
1269
Fund Scheme ID
40447

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Performance & Returns

Calculate SIP Returns

Returns by period

PeriodTrailing ReturnAbsolute ReturnAnnualised ReturnCAGR
1 Month-2.53%-2.53%-29.84%-13.68%
3 Months6.08%6.08%24.11%24.85%
6 Months8.51%8.51%16.89%12.12%
1 Year9.27%9.27%9.27%9.44%
Since Inception9.22%9.62%9.24%9.40%

Past performance is not indicative of future returns.

Portfolio

Asset Allocation

100.00%

  • Domestic Equities97.24%
  • Cash & Cash Equivalents and Net Assets2.76%

Top Sectors

  • Finance11.90%
  • Healthcare11.82%
  • IT10.89%
  • Bank10.69%
  • Automobile & Ancillaries8.23%
  • Non - Ferrous Metals5.48%
  • Miscellaneous5.06%
  • Crude Oil4.48%

Holdings

Overview of fund allocations across sectors and securities

  • Finance

    Value

    ₹176.15 Cr

    Weightage

    11.90%

  • Healthcare

    Value

    ₹174.97 Cr

    Weightage

    11.82%

  • IT

    Value

    ₹161.20 Cr

    Weightage

    10.89%

  • Bank

    Value

    ₹158.24 Cr

    Weightage

    10.69%

  • Automobile & Ancillaries

    Value

    ₹121.83 Cr

    Weightage

    8.23%

  • Non - Ferrous Metals

    Value

    ₹81.12 Cr

    Weightage

    5.48%

  • Miscellaneous

    Value

    ₹74.90 Cr

    Weightage

    5.06%

  • Crude Oil

    Value

    ₹66.32 Cr

    Weightage

    4.48%

  • Capital Goods

    Value

    ₹60.69 Cr

    Weightage

    4.10%

  • Retailing

    Value

    ₹50.77 Cr

    Weightage

    3.43%

  • Iron & Steel

    Value

    ₹47.07 Cr

    Weightage

    3.18%

  • Chemicals

    Value

    ₹40.86 Cr

    Weightage

    2.76%

  • Power

    Value

    ₹38.49 Cr

    Weightage

    2.60%

  • Diamond & Jewellery

    Value

    ₹33.01 Cr

    Weightage

    2.23%

  • FMCG

    Value

    ₹32.71 Cr

    Weightage

    2.21%

  • Realty

    Value

    ₹30.64 Cr

    Weightage

    2.07%

  • Telecom

    Value

    ₹28.72 Cr

    Weightage

    1.94%

  • Alcohol

    Value

    ₹28.42 Cr

    Weightage

    1.92%

  • Construction Materials

    Value

    ₹25.90 Cr

    Weightage

    1.75%

  • Mining

    Value

    ₹25.61 Cr

    Weightage

    1.73%

  • Plastic Products

    Value

    ₹16.73 Cr

    Weightage

    1.13%

  • Insurance

    Value

    ₹16.58 Cr

    Weightage

    1.12%

  • Electricals

    Value

    ₹15.10 Cr

    Weightage

    1.02%

  • Logistics

    Value

    ₹3.55 Cr

    Weightage

    0.24%

About

Fund Manager(s)

Mr. Rohit Tandon, Mr. Abhishek Bisen

Launch Date

28 Jul 2025

Benchmark

NIFTY 50 - TRI

Objective

The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on momentum theme, following an in-house model i.e. enhanced earnings factor model.

RISKOMETER

LOWLOW TOMODERATEMODERATEMODERATELYHIGHHIGH

The riskometer indicates the level of risk associated with the fund based on historical data and portfolio composition.

Exit Load, Stamp Duty and Tax Implication

Exit load
0.50% on or before 90D, Nil after 90D
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
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