Kotak Active Momentum Fund Regular-Growth
Equity, Thematic-Factor-based, Principal at very high risk
1 Year Return -0.55% at 30 Oct 2026 12:08 PM
Kotak Active Momentum Fund Regular-Growth: Mutual Fund Overview
Kotak Active Momentum Fund Regular-Growth is an Thematic-Factor-based mutual fund with over 1.19 years of performance history. The scheme manages an AUM of ₹1590.17 Cr and has a NAV of ₹10.212. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -0.55%.
Fund Details
NAV 10.212
Sub-Type Thematic-Factor-based
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.19
Fund Size(in Crores) 1590.17
Fund Performance
1 Month -2.72%
3 Month -7.59%
6 Month -0.76%
1 Year -0.55%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.65%) Market Cap Large Cap 40.77 Small Cap 3.73 Mid Cap 52.15 Top Sectors Financial 16.69 Automobile 12.96 Capital Goods 12.12 Healthcare 11.02 Consumer Staples 9.98 Metals & Mining 8.58 Services 6.2 Chemicals 5.75 Energy 4.83 Materials 4.64 Construction 1.66 Technology 1.16 Textiles 1.06 Top Holding AIA Engineering 1.92 Hindustan Zinc 1.95 Info Edge (India) 1.16 Apar Industries 2.72 Thermax 1.41 GMR Airports 1.66 Poonawalla Fincorp 1.5 Union Bank of India 1.89 Grasim Industries 1.83 Marico 1.99 TVS Motor Company 2.52 Aurobindo Pharma 2.67 HCL Technologies 1.16 IDFC First Bank 1.75 Adani Energy Solutions 2.39 L&T Fin 1.99 Laurus Labs 4.26 Polycab India 1.95 Steel Authority Of India 2.13 Radico Khaitan 2.51 Dabur India 0.91 ICICI Bank 1.26 NTPC Green Energy 1.2 Hitachi Energy India 2.27 Bharat Heavy Electricals 2.63 Bajaj Auto 2.35 Sona BLW Precision Forgings 2.94 Bharat Forge 2.86 Bajaj Finance 1.58 Punjab National Bank 1.5 SRF 1.12 Page Industries 1.06 Aster DM Quality Care 2.02 Mahindra & Mahindra Financial Services 1.81 Aegis Logistics 2.55 FSN E-Commerce Ventures 2.49 Apollo Hospitals Enterprise 2.07 Hindustan Petroleum Corporation 1.24 GE Vernova T&D 2.57 Berger Paints India 1.15 Eicher Motors 2.29 UPL 1.07 Dixon Technologies (India) 1.29 Gujarat Fluorochemicals 1.96 Yes Bank 1.65 Nestle India 1.85 Asian Paints 1.66 National Aluminium Company 2.58 Canara Bank 1.76 Pidilite Industries 1.6
Debt & Others (3.35%) Sector Allocation Net Payables -0.17 Repo 3.52 Debt Credit Ratings Debt Category Others 3.35
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-Growth Ret 1M -2.62% Ret 1Y -2.06% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW Ret 1M -2.62% Ret 1Y -2.06% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular-Growth Ret 1M -1.54% Ret 1Y -4.62% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular-IDCW Ret 1M -1.54% Ret 1Y -4.62% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Angel One Nifty Total Market Momentum Quality 50 Index Fund Regular-Growth Ret 1M -2.16% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-Growth Ret 1M -2.08% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Payout Ret 1M -2.08% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Reinvestment Ret 1M -2.08% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-Growth Ret 1M -1.83% Ret 1Y -7.77% Ret 3Y 7.57% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-IDCW Payout Ret 1M -1.83% Ret 1Y -7.77% Ret 3Y 7.57% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-IDCW Reinvestment Ret 1M -1.83% Ret 1Y -7.77% Ret 3Y 7.57% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.84%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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
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.
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) 30
Date of Incorporation 2025-08-20
Total AUM 592379.04
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.
Take Your Next Step
Kotak Active Momentum Fund Regular-Growth FAQs
How to invest in Kotak Active Momentum Fund Regular-Growth?
Investing in Kotak Active Momentum Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Kotak Active Momentum Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Kotak Active Momentum Fund Regular-Growth?
The term expense ratio for Kotak Active Momentum Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Kotak Active Momentum Fund Regular-Growth is 2.84% as of 30 Oct 2026.
What is the NAV of Kotak Active Momentum Fund Regular-Growth?
The NAV of Kotak Active Momentum Fund Regular-Growth is ₹10.212 as of 30 Oct 2026.
What is the AUM of Kotak Active Momentum Fund Regular-Growth?
The AUM (Assets Under Management) of Kotak Active Momentum Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Kotak Active Momentum Fund Regular-Growth is ₹1590.17 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Kotak Active Momentum Fund Regular-Growth?
The PE ratio of Kotak Active Momentum Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Kotak Active Momentum Fund Regular-Growth?
Yes, you can invest in Kotak Active Momentum Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Kotak Active Momentum Fund Regular-Growth in the last 5 years?
The return of Kotak Active Momentum Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Kotak Active Momentum Fund Regular-Growth?
The minimum SIP investment in Kotak Active Momentum Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Kotak Active Momentum Fund Regular-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of Kotak Active Momentum Fund Regular-Growth?
The NAV of Kotak Active Momentum Fund Regular-Growth, as of 30 Oct 2026, is ₹10.212.
Who manages the Kotak Active Momentum Fund Regular-Growth?
The fund managers responsible for Kotak Active Momentum Fund Regular-Growth are:
- Rohit Tandon
- Abhishek Bisen