Kotak Active Momentum Fund Direct-Growth

Fund Details

NAV 9.994

Sub-Type Thematic

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 0.56

Fund Size(in Crores) 1338.83

Fund Performance

1 Month -6.87%

3 Month -2.44%

6 Month -0.83%

1 Year 0.0%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 12 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (95.83%) Market Cap Mid Cap 64.21 Small Cap 15.87 Large Cap 15.74 Top Sectors Financial 18.07 Healthcare 10.56 Capital Goods 9.07 Services 7.42 Automobile 7.11 Construction 5.59 Materials 5.41 Technology 5.07 Chemicals 4.92 Metals & Mining 4.04 Energy 4.03 Consumer Staples 3.69 Communication 3.44 Consumer Discretionary 3.26 Textiles 2.14 Insurance 2 Top Holding Timken India 1.09 Prestige Estates Projects 1.84 Shree Cement 1.45 State Bank of India 1.3 Hexaware Technologies 0.73 Swiggy 1.12 Biocon 2.28 Coforge 1.17 Emmvee Photovoltaic Power 0.91 The Federal Bank 2.69 SBI Cards 1.06 Max Financial Services 1.85 Marico 0.54 Oberoi Realty 1.2 Devyani International 0.54 Alkem Laboratories 1.07 ZF Commercial 0.2 Page Industries 1.26 Tube Investments Of India 1.48 Sundram Fasteners 0.02 Abbott India 1.13 The Phoenix Mills 1.52 Godrej Properties 1.02 PNB Housing Finance 0.94 Indus Towers 1.27 Container Corporation Of India 0.61 Aster DM Healthcare 1.28 JK Cement 1.55 Procter & Gamble Hygiene and Health Care 0.95 Mphasis 2.15 Hindustan Aero 0.89 SRF 1.52 Ipca Laboratories 1.83 United Breweries 1.08 Hindustan Petroleum Corporation 1.1 Deepak Nitrite 1.41 Escorts Kubota 1.43 The Ramco Cements 0.98 Havells India 1.05 IDFC First Bank 1.87 Tata Communications 1.15 HDFC Bank 1.4 LG Electronics India 0.47 Coromandel International 1.04 Siemens Energy India 1.04 Tata Steel 1.87 Equitas Small Finance Bank 1.23 Dixon Technologies (India) 1.16 Motherson Wiring 0.92 Tata Power Company 0.98 Kalyan Jewellers India 1.46 APL Apollo Tubes 2.17 Bharat Electronics 1.21 Angel One 0.38 PB Fintech 1.26 ICICI Lombard Gen. Insurance 2 Apollo Hospitals Enterprise 1.14 Kajaria Ceramics 0.38 Jubilant FoodWorks 0.77 CG Power 1.09 The Indian Hotels Company 0.7 Mankind Pharma 0.87 K.P.R. Mill 0.87 L&T Fin 0.69 Astral 1.05 City Union Bank 0.54 Billionbrains Garage Ventures 1.17 Bharti Hexacom 1.03 Vishal Mega Mart 0.74 Crompton Greaves Con. Electricals 1.34 Cummins India 1.46 Balkrishna Industries 1.35 Trent 0.93 Persistent Systems 1.03 Suzlon Energy 0.35 Max Healthcare Institute 0.73 ITC Hotels 0.74 Exide Industries 0.76 Emami 1.12 Anthem Biosciences 0.23 Mahindra & Mahindra Financial Services 2.25 HDB Financial Services 0.7 PI Industries 0.95 Ashok Leyland 1.74

Debt & Others (4.17%) Sector Allocation Cash/Net Current Assets 3.97 Treasury Bills 0.2 Additional Tier 1 Bond 0 Debt Credit Ratings Debt Category Reserve Bank of India 0.2 Numero Uno International 0.0 Others 3.97

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M -1.26% Ret 1Y 8.21% Ret 3Y 9.54% Ret 5Y 6.74%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M -1.26% Ret 1Y 8.21% Ret 3Y 9.54% Ret 5Y 6.74%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -1.26% Ret 1Y 8.21% Ret 3Y 9.54% Ret 5Y 6.74%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%

Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M -0.24% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.78%

Exit Load 0.5%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Abhishek Bisen

Education Mr. Bisen is a BA and MBA in Finance.

Experience Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

Rohit Tandon

Education Mr. Tandon has done B.E.(Mechanical) and PGDM from IIM-B

Experience Prior to joining Kotak Mahindra Mutual Fund, he has worked with Reliance Nippon Life Insurance, Max Life Insurance and JP Morgan India

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 20

Date of Incorporation 2025-08-20

Total AUM 595413.8

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.