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Open ICICI 3-in-1 Account

Aug 10, 2026

Category Equity
AUM (Cr.) 1,488.38
Exit Load (%) 0.50
Min Inv Lumpsum 5,000
Expense Ratio 2.94
Sharpe Ratio 6.00
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

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Kotak Active Momentum Fund - Regular (G) 5.51 7.12 0 0 0 13.45
Benchmark - Nifty 500 TRI 1.68 1.85 67.98 12.94 12.32 0
Category Average - BEST EQUITY PERFORMERS 2.59 5.85 11.41 15.62 13.81 11.93
Category Rank 1/10 4/10 3/10 4/10 6/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 33.3986 2.76 132.86 58.33 0.00 1,191.72 2.60 500.00 invest
Nippon India Taiwan Equity Fund (G) 33.3986 2.76 132.86 58.33 0.00 1,191.72 2.60 500.00 invest
Motilal Oswal Consumption Fund - Regular (G) 11.1892 1.40 0.00 0.00 0.00 1,057.64 2.25 500.00 invest
Motilal Oswal Consumption Fund - Regular (IDCW) 11.1892 1.40 0.00 0.00 0.00 1,057.64 2.25 500.00 invest
HDFC Defence Fund - Regular (G) 30.0470 -0.91 31.95 39.49 0.00 10,529.25 1.80 100.00 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 Jul 31, 2026 104.67 6.44 128.04
Equity-Laurus Labs Jul 31, 2026 87.64 5.39 19.69
Equity-L&T Finance Ltd Jul 31, 2026 63.71 3.92 0.16
Equity-Navin Fluo.Intl. Jul 31, 2026 57.12 3.52 -1.55
Equity-Bajaj Finance Jul 31, 2026 54.87 3.38 13.58
Equity-TVS Motor Co. Jul 31, 2026 49.66 3.06 24.63
Equity-Radico Khaitan Jul 31, 2026 47.38 2.92 10.02
Equity-Coforge Jul 31, 2026 47.48 2.92 17.42
Equity-BSE Jul 31, 2026 44.31 2.73 -5.68
Equity-Eternal Jul 31, 2026 42.16 2.59 14.30

latest news

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