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Jun 25, 2026


Category Equity
AUM (Cr.) 1,480.27
Exit Load (%) 0.50
Min Inv Lumpsum 5,000
Expense Ratio 2.15
Sharpe Ratio 3.19
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 (IDCW) 0.25 0.24 0 0 0 4.98
Benchmark - Nifty 500 TRI 2.33 -2.58 1.08 14.12 12.55 0
Category Average - BEST EQUITY PERFORMERS 1.69 1.65 4.89 16.93 13.87 10.56
Category Rank 4/10 4/10 3/10 4/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru Transportation and Logistics Fund-Reg (IDCW) 17.5800 1.68 12.21 22.78 0.00 3,079.35 1.96 5,000.00 invest
ICICI Pru Transportation and Logistics Fund-Reg (G) 20.7300 1.67 12.18 22.78 0.00 3,079.35 1.96 5,000.00 invest
UTI-Transportation & Logistics Fund (G) 283.4953 1.53 8.20 19.10 17.93 3,860.06 2.42 5,000.00 invest
UTI-Transportation & Logistics Fund (IDCW) 130.7223 1.53 8.20 19.10 17.93 3,860.06 2.42 5,000.00 invest
DSP Natural Resources & New Energy Fund (G) 105.4780 -1.40 19.59 21.28 15.52 2,456.74 3.27 100.00 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 May 31, 2026 74.95 5.06 27.70
Equity-Laurus Labs May 31, 2026 66.63 4.50 32.19
Equity-L&T Finance Ltd May 31, 2026 57.50 3.88 29.51
Equity-Navin Fluo.Intl. May 31, 2026 40.82 2.76 0.00
Equity-BSE May 31, 2026 38.22 2.58 0.00
Equity-TVS Motor Co. May 31, 2026 37.09 2.51 13.80
Equity-Coforge May 31, 2026 37.21 2.51 58.89
Equity-Yes Bank May 31, 2026 33.71 2.28 53.71
Equity-Hitachi Energy May 31, 2026 33.49 2.26 0.00
Equity-Bajaj Finance May 31, 2026 33.13 2.24 0.00

latest news

SCHEME DETAILS

AMC Name
Kotak Mahindra Mutual Fund
Fund Name
Kotak Active Momentum Fund - Regular (IDCW)
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