Kotak Active Momentum Fund - Direct Plan - Growth option
Kotak Mahindra Asset Management Company Limited · Direct Plan · Growth
Fund overview
0.50% on or before 90D, Nil after 90D
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹5,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹5,000 | ₹5,103 | +103 |
| 3 Years | ₹5,000 | ₹5,314 | +314 |
| 5 Years | ₹5,000 | ₹5,534 | +534 |
Calculated using the fund's annualised return since inception (2.1% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
50 securitiesTop 10 holdings make up 26.8% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| Laurus Labs Ltd | Pharmaceuticals & Biotechnology | Mid Cap | 4.26% |
| Triparty Repo | Cash/Deposits/Margins/Treps/Repo/Swaps | — | 3.52% |
| Sona Blw Precision Forgings Ltd | Auto Components | Mid Cap | 2.94% |
| Bharat Forge Ltd | Auto Components | Mid Cap | 2.86% |
| Apar Industries Ltd | Electrical Equipment | Mid Cap | 2.72% |
| Aurobindo Pharma Ltd | Pharmaceuticals & Biotechnology | Mid Cap | 2.67% |
| Bharat Heavy Electricals Ltd | Electrical Equipment | Large Cap | 2.63% |
| National Aluminium Co. Ltd | Non - Ferrous Metals | Mid Cap | 2.58% |
| GE T&D India Ltd | Electrical Equipment | Mid Cap | 2.57% |
| Aegis Logistics Ltd | Oil & Gas | Small Cap | 2.55% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹1,590 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹1,537 Cr
Exit load, stamp duty & tax
20-Aug-25
0.50% on or before 90D, Nil after 90D
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
Investment 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.
Fund house
Kotak Mahindra Asset Management Company Limited
Frequently asked questions
What is the NAV of Kotak Active Momentum Fund - Direct Plan - Growth option?
The NAV of Kotak Active Momentum Fund - Direct Plan - Growth option is ₹10.24 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Kotak Active Momentum Fund - Direct Plan - Growth option?
The expense ratio charged by Kotak Active Momentum Fund - Direct Plan - Growth option is 1.68%.
What is the Min. SIP of Kotak Active Momentum Fund - Direct Plan - Growth option?
The minimum SIP investment in Kotak Active Momentum Fund - Direct Plan - Growth option is ₹500 per month.
What is the Min. Lumpsum of Kotak Active Momentum Fund - Direct Plan - Growth option?
The minimum lumpsum investment in Kotak Active Momentum Fund - Direct Plan - Growth option is ₹5,000.
What is the Exit Load of Kotak Active Momentum Fund - Direct Plan - Growth option?
The exit load for Kotak Active Momentum Fund - Direct Plan - Growth option is: 0.50% on or before 90D, Nil after 90D
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