Kotak Active Momentum Fund

Regular
Direct

1 Year Absolute Returns

-

NAV (₹) on 29 May 2026

10.44

1 Day NAV Change

-0.92%

Risk Level

Very High Risk

Rating

-

Kotak Active Momentum Fund is a Equity mutual fund categorized under Sector, offered by Kotak Mahindra Asset Management Company Ltd.. Launched on 29 Jul 2025, investors can start with a minimum SIP of ... Read more

NAV History

Fund Details

Min. SIP Amount
₹100
Inception Date
29 Jul 2025
Min. Lumpsum Amount
₹ 5,000
Fund Age
0 Yrs
AUM
₹ 1,441.83 Cr.
Benchmark
NIfty 500 Total Return
Expense Ratio
2.14%
Scheme Type
Open Ended
Exit Load
0.5%

Asset Allocation

AUM

₹ 1,441.83 Cr

Equity
288.93%
Money Market & Cash
11.65%

Sector Holdings

Sectors Weightage
Pharmaceuticals 10.19%
Finance - Banks - Public Sector 7.62%
Refineries 6.91%
Auto - 2 & 3 Wheelers 6.63%
IT Consulting & Software 5.78%
Aluminium 4.76%
Treps/Reverse Repo 3.89%
Cables - Power/Others 3.87%
Power - Transmission/Equipment 3.66%
Non-Banking Financial Company (NBFC) 3.60%
Finance & Investments 2.98%
Iron & Steel 2.68%
E-Commerce/E-Retail 2.63%
Mining/Minerals 2.58%
Hospitals & Medical Services 2.47%
Gems, Jewellery & Precious Metals 2.35%
Tyres & Tubes 2.24%
Auto Ancl - Electrical 2.19%
Finance - Mutual Funds 2.14%
Auto - Cars & Jeeps 2.08%
Edible Oils & Solvent Extraction 2.07%
Auto - LCVs/HCVs 1.99%
Steel - Alloys/Special 1.81%
Instrumentation & Process Control 1.79%
Engineering - Heavy 1.78%
Finance - Banks - Private Sector 1.77%
Steel - Tubes/Pipes 1.74%
Realty 1.68%
Zinc/Zinc Alloys Products 1.63%
Logistics - Warehousing/Supply Chain/Others 1.12%
Cement 0.84%
Miscellaneous 0.68%

Stock Holdings

Name Weightage Value (in Cr.) Sector
Laurus Labs Ltd 3.90% ₹ 56.18 Pharmaceuticals
Triparty Repo 3.89% ₹ 56.08 Others
GE VERNOVA T&D INDIA LIMITED 3.66% ₹ 52.76 Power - Transmission/Equipment
L&T FINANCE HOLDINGS LTD 3.60% ₹ 51.96 Non-Banking Financial Company (NBFC)
ADITYA BIRLA CAPITAL LTD 2.98% ₹ 42.95 Finance & Investments
FSN E-Commerce Ventures Ltd. 2.63% ₹ 37.85 E-Commerce/E-Retail
Narayana Hrudalaya Ltd 2.47% ₹ 35.66 Hospitals & Medical Services
Eicher Motors Ltd. 2.38% ₹ 34.27 Auto - 2 & 3 Wheelers
TVS Motor Company Ltd. 2.36% ₹ 34.01 Auto - 2 & 3 Wheelers
TITAN COMPANY LTD. 2.35% ₹ 33.81 Gems, Jewellery & Precious Metals
Steel Authority of India Ltd. 2.34% ₹ 33.78 Iron & Steel
Hindalco Industries Ltd. 2.27% ₹ 32.75 Aluminium
MRF Ltd. 2.24% ₹ 32.31 Tyres & Tubes
Minda Industries Ltd. 2.19% ₹ 31.58 Auto Ancl - Electrical
National Aluminium Company Ltd. 2.15% ₹ 31.07 Aluminium
HDFC ASSET MANAGEMENT COMPANY LTD. 2.14% ₹ 30.83 Finance - Mutual Funds
Mahindra & Mahindra Ltd. 2.08% ₹ 29.93 Auto - Cars & Jeeps
MARICO LTD. 2.07% ₹ 29.85 Edible Oils & Solvent Extraction
BANK OF MAHARASHTRA 2.02% ₹ 29.09 Finance - Banks - Public Sector
Ashok Leyland Ltd. 1.99% ₹ 28.73 Auto - LCVs/HCVs
polycab India Limited 1.99% ₹ 28.67 Cables - Power/Others
HINDUSTAN PETROLEUM CORPORATION LTD. 1.90% ₹ 27.42 Refineries
UNION BANK OF INDIA 1.90% ₹ 27.36 Finance - Banks - Public Sector
Hero MotoCorp Ltd. 1.89% ₹ 27.30 Auto - 2 & 3 Wheelers
KEI Industries Ltd. 1.88% ₹ 27.11 Cables - Power/Others
BANK OF INDIA 1.87% ₹ 26.92 Finance - Banks - Public Sector
STATE BANK OF INDIA. 1.83% ₹ 26.37 Finance - Banks - Public Sector
NMDC Ltd. 1.81% ₹ 26.07 Mining/Minerals
JINDAL STAINLESS LTD 1.81% ₹ 26.07 Steel - Alloys/Special
Siemens Ltd. 1.79% ₹ 25.75 Instrumentation & Process Control
Suzlon Energy Ltd. 1.78% ₹ 25.61 Engineering - Heavy
YES BANK LTD. 1.77% ₹ 25.46 Finance - Banks - Private Sector
INDIAN OIL CORPORATION LTD. 1.77% ₹ 25.50 Refineries
Coforge Limited 1.75% ₹ 25.25 IT Consulting & Software
APL Apollo Tubes Ltd 1.74% ₹ 25.07 Steel - Tubes/Pipes
BHARAT PETROLEUM CORPORATION LTD. 1.74% ₹ 25.03 Refineries
Persistent Systems Limited 1.73% ₹ 24.87 IT Consulting & Software
Prestige Estates Projects Limited 1.68% ₹ 24.29 Realty
Hindustan Zinc Ltd. 1.63% ₹ 23.44 Zinc/Zinc Alloys Products
Lupin Ltd. 1.60% ₹ 23.08 Pharmaceuticals
Alkem Laboratories Ltd. 1.58% ₹ 22.81 Pharmaceuticals
SUN PHARMACEUTICAL INDUSTRIES LTD. 1.57% ₹ 22.69 Pharmaceuticals
Dr.Reddy's Laboratories Ltd. 1.54% ₹ 22.19 Pharmaceuticals
Mangalore Refinery and Petrochemicals Ltd. 1.50% ₹ 21.65 Refineries
Tech Mahindra Ltd. 1.26% ₹ 18.10 IT Consulting & Software
Container Corporation of India Ltd. 1.12% ₹ 16.12 Logistics - Warehousing/Supply Chain/Others
Infosys Ltd. 1.04% ₹ 15.05 IT Consulting & Software
ACC Ltd. 0.84% ₹ 12.13 Cement
VEDANTA LTD. 0.77% ₹ 11.09 Mining/Minerals
Vedanta Iron and Steel Ltd. 0.34% ₹ 4.94 Iron & Steel
MALCO Energy Ltd. 0.34% ₹ 4.94 Miscellaneous
Talwandi Sabo Power Ltd. 0.34% ₹ 4.94 Miscellaneous
Vedanta Aluminium Metal Ltd. 0.34% ₹ 4.94 Aluminium

Returns

Annualised returns
9M 1Y 2Y 3Y
Fund returns 4.19% - - -
Category returns 3.64% 4.21% 8.28% 22.07%

Fund 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. ... Read more

AMC Details

Name
Kotak Mahindra Asset Management Company Ltd.
Date of Incorporation
23 Jun 1998
CEO
Mr. Nilesh Shah
CIO
Mr. Deepak Agrawal Mr. Harsha Upadhyaya
Type
Pvt.Sector-Indian
Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai, Maharashtra, India - 400051
Website
http://www.assetmanagement.kotak.com

Top Funds from Equity - Sectoral/Thematic

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Mahindra Manulife Consumption Fund
Diversified Regular
-4.96% 33.02% 66.02% ₹504 2.72%
Very High
Kotak ESG Exclusionary Strategy Fund
Sector Regular
-3.63% 32.75% 46.46% ₹752 2.37%
Very High
Kotak ESG Exclusionary Strategy Fund
Sector Regular
-3.63% 32.75% 46.46% ₹752 2.37%
Very High
Kotak ESG Exclusionary Strategy Fund
Sector Regular
-3.63% 32.75% 46.46% ₹752 2.37%
Very High
Aditya Birla Sun Life Consumption Fund
Sector Regular
-6.76% 32.27% 69.16% ₹5,996 1.88%
Very High
Tata Housing Opportunities Fund
Sector Regular
-2.82% 32.00% 0.00% ₹476 2.48%
Very High
Tata Housing Opportunities Fund
Sector Regular
-2.82% 32.00% 0.00% ₹476 2.48%
Very High
Tata Housing Opportunities Fund
Sector Regular
-2.82% 32.00% 0.00% ₹476 2.48%
Very High
Axis Innovation Fund - Direct Plan
Diversified Direct
-2.80% 31.68% 55.25% ₹1,177 1.18%
Very High
Axis Innovation Fund - Direct Plan
Sector Direct
-2.80% 31.68% 55.25% ₹1,177 1.18%
Very High

Top Funds from Kotak Mahindra Asset Management Company Ltd.

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Kotak ESG Exclusionary Strategy Fund
Sector Regular
-3.63% 32.75% 46.46% ₹752 2.37%
Very High
Kotak ESG Exclusionary Strategy Fund
Sector Regular
-3.63% 32.75% 46.46% ₹752 2.37%
Very High
Kotak ESG Exclusionary Strategy Fund
Sector Regular
-3.63% 32.75% 46.46% ₹752 2.37%
Very High
Kotak International REIT Overseas Equity Omni FoF -...
Fund of Funds Regular
20.95% 32.35% 21.02% ₹104 1.31%
Very High
Kotak International REIT Overseas Equity Omni FoF -...
Fund of Funds Regular
20.95% 32.35% 21.02% ₹104 1.31%
Very High
Kotak International REIT Overseas Equity Omni FoF -...
Fund of Funds Regular
20.95% 32.35% 21.02% ₹104 1.31%
Very High
Kotak Nifty 50 Value 20 ETF
ETF Regular
-5.35% 31.40% 69.36% ₹82 0.14%
Very High
Kotak Balanced Advantage Fund
Hybrid Regular
0.20% 30.89% 51.79% ₹17,184 1.67%
Very High
Kotak Balanced Advantage Fund
Hybrid Regular
0.20% 30.89% 51.79% ₹17,184 1.67%
Very High
Kotak Balanced Advantage Fund
Hybrid Regular
0.21% 30.89% 51.79% ₹17,184 1.67%
Very High

FAQs

What is the current NAV of Kotak Active Momentum Fund Regular IDCW?

The current Net Asset Value (NAV) of Kotak Active Momentum Fund Regular IDCW is ₹10.44 as of 29 May 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Kotak Active Momentum Fund Regular IDCW?

The Assets Under Management (AUM) of Kotak Active Momentum Fund Regular IDCW is ₹1,441.83 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Kotak Active Momentum Fund Regular IDCW?

Kotak Active Momentum Fund Regular IDCW has delivered returns of 0.00% (1 Year), 0.00% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Kotak Active Momentum Fund Regular IDCW?

Kotak Active Momentum Fund Regular IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Kotak Active Momentum Fund Regular IDCW?

The minimum lumpsum investment required for Kotak Active Momentum Fund Regular IDCW is ₹5,000. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

Notifications
Settings
Clear Notifications
Notifications
Use the toggle to switch on notifications
  • Block for 8 hours
  • Block for 12 hours
  • Block for 24 hours
  • Don't block
Gender
Select your Gender
  • Male
  • Female
  • Others
Age
Select your Age Range
  • Under 18
  • 18 to 25
  • 26 to 35
  • 36 to 45
  • 45 to 55
  • 55+