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Apr 24, 2026


Category Equity
AUM (Cr.) 1,303.76
Exit Load (%) 0.50
Min Inv Lumpsum 5,000
Expense Ratio 2.14
Sharpe Ratio -6.20
Beta Ratio 0.00
Fund Manager Rohit Tandon
Inception Date Aug 20, 2025
Risk Level Very High

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. However, there is no assurance that the objective of the scheme will be achieved.

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Nifty 500 TRI Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Kotak Active Momentum Fund - Regular (G) 8.42 0.61 0 0 0 1.93
Benchmark - Nifty 500 TRI 7.17 -4.46 2.74 15.88 14.41 0
Category Average - BEST EQUITY PERFORMERS 8.38 -2.47 6.33 18.5 15.75 9.18
Category Rank 4/10 3/10 3/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India US Equity Opportunities Fund (G) 38.7922 1.91 22.18 18.77 8.84 679.11 2.41 100.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 38.7922 1.91 22.18 18.77 8.84 679.11 2.41 100.00 invest
Nippon India Taiwan Equity Fund (G) 32.0825 1.34 251.62 61.34 0.00 599.16 2.36 500.00 invest
Nippon India Taiwan Equity Fund (IDCW) 32.0825 1.34 251.62 61.34 0.00 599.16 2.36 500.00 invest
Tata Ethical Fund - (IDCW) 139.0975 -5.92 -4.44 9.18 10.01 3,391.16 1.91 5,000.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Kotak Active Momentum Fund - Regular (G) 8.42 0.61 0 0 0 1.93
Benchmark - Nifty 500 TRI 7.17 -4.46 2.74 15.88 14.41 0
Category Average - BEST EQUITY PERFORMERS 8.38 -2.47 6.33 18.5 15.75 9.18
Category Rank 4/10 3/10 3/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India US Equity Opportunities Fund (G) 38.7922 1.91 22.18 18.77 8.84 679.11 2.41 100.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 38.7922 1.91 22.18 18.77 8.84 679.11 2.41 100.00 invest
Nippon India Taiwan Equity Fund (G) 32.0825 1.34 251.62 61.34 0.00 599.16 2.36 500.00 invest
Nippon India Taiwan Equity Fund (IDCW) 32.0825 1.34 251.62 61.34 0.00 599.16 2.36 500.00 invest
Tata Ethical Fund - (IDCW) 139.0975 -5.92 -4.44 9.18 10.01 3,391.16 1.91 5,000.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Reverse Repo-TREPS Mar 31, 2026 58.69 4.50 3,352.78
Equity-Laurus Labs Mar 31, 2026 50.41 3.87 9.95
Equity-L&T Finance Ltd Mar 31, 2026 44.40 3.41 0.00
Equity-GE Vernova T&D Mar 31, 2026 42.79 3.28 -3.51
Equity-Aditya Birla Cap Mar 31, 2026 36.15 2.77 -7.04
Equity-FSN E-Commerce Mar 31, 2026 33.43 2.56 0.00
Equity-TVS Motor Co. Mar 31, 2026 32.59 2.50 16.81
Equity-Narayana Hrudaya Mar 31, 2026 32.24 2.47 0.00
Equity-MRF Mar 31, 2026 31.85 2.44 0.00
Equity-Eicher Motors Mar 31, 2026 31.59 2.42 -16.87

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SCHEME DETAILS

AMC Name
Kotak Mahindra Mutual Fund
Fund Name
Kotak Active Momentum Fund - Regular (G)
Contact Person
Rohit Tandon
Registered Address
27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
Telephone No
022 61152100
Fax No.
022 67082213
Email
fundaccops:kotakmutual.com
Website
www.kotakmf.com