• Home
  • MF Research
  • Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment

Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment

arrow-up
NAV
₹ 10.64 ₹ 0.03 (0.32 %)
as on 06-01-2026
Asset Size (AUM)
1,396.66 Cr
Launch Date
Jul 29, 2025
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.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Jul 29, 2025
arrow-up

6.17

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.12%
Volatility
0.0 %
Fund House
Kotak Mahindra Mutual Fund
Fund Manager
FM 1 Mr. Rohit Tandon FM 2 Mr. Abhishek Bisen
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)

Entry Load
Not applicable
Exit Load
• For redemption / switch out within 90 days from the date of allotment:0.5% • If units are redeemed or switched out on or after 90 days from the date of allotment -Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 06-01-2026

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment 29-07-2025 0.0 0.0 0.0 0.0 0.0
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 -13.74 2.59 0.0 0.0 0.0
Union Active Momentum Fund - Regular Plan - Growth Option 19-12-2024 -13.83 0.0 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings