Kotak Active Momentum Fund Regular-Growth
Kotak Active Momentum Fund Regular-Growth: Mutual Fund Overview
Kotak Active Momentum Fund Regular-Growth is an Thematic mutual fund with over 0.56 years of performance history. The scheme manages an AUM of ₹1338.83 Cr and has a NAV of ₹9.917. 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 0.0%.
Equity, Thematic, Principal at very high risk
1 Year Return 0.0% at 12 Mar 2026 07:15 PM
Fund Details
NAV 9.917
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 -6.96%
3 Month -2.77%
6 Month -1.5%
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 (96.97%) Market Cap Large Cap 38.88 Small Cap 2.64 Mid Cap 55.45 Top Sectors Financial 18.78 Automobile 16.64 Metals & Mining 14.86 Healthcare 12.32 Capital Goods 9.95 Energy 8.33 Technology 5.6 Services 3.63 Consumer Discretionary 2.26 Consumer Staples 2.06 Construction 1.62 Materials 0.92 Top Holding Hindustan Zinc 1.61 Persistent Systems 1.66 State Bank of India 2.01 Union Bank of India 2.26 Marico 2.06 Container Corporation Of India 1.06 TVS Motor Company 2.55 NMDC 1.6 L&T Fin 3.57 Sun Pharmaceutical Industries 1.47 HDFC AMC 2.08 Laurus Labs 3.72 Polycab India 2.06 Tech Mahindra 1.13 Kei Industries 1.92 Steel Authority Of India 2.05 Hero Motocorp 2.07 Alkem Laboratories 1.61 Aditya Birla Capital 2.9 Jindal Stainless 1.78 Narayana Hrudayalaya 2.5 Bharat Petroleum Corporation 2.17 Mahindra & Mahindra 2.22 Siemens 1.56 Lupin 1.56 ACC 0.92 Hindalco Industries 1.97 Dr. Reddy's Laboratories 1.46 MRF 2.38 APL Apollo Tubes 1.99 Bank of India 2.29 Bank of Maharashtra 1.88 FSN E-Commerce Ventures 2.57 Coforge 1.69 Suzlon Energy 1.33 Hindustan Petroleum Corporation 2.17 Vedanta 1.99 GE Vernova T&D 3.08 Prestige Estates Projects 1.62 Eicher Motors 2.61 Ashok Leyland 2.53 Yes Bank 1.79 Titan Company 2.26 National Aluminium Company 1.87 Mangalore Refinery And Petrochemicals 1.72 Indian Oil Corporation 2.27 UNO Minda 2.28 Infosys 1.12
Debt & Others (3.03%) Sector Allocation Net Payables -0.23 Repo 3.26 Debt Credit Ratings Debt Category Others 3.03
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Manufacturing Equity Fund Regular-Growth Ret 1M -3.42% Ret 1Y 16.99% Ret 3Y 20.7% Ret 5Y 14.2%
Equity, Flexi Cap funds Aditya Birla Sun Life Manufacturing Equity Fund Regular-IDCW Ret 1M -3.42% Ret 1Y 16.99% Ret 3Y 20.7% Ret 5Y 14.2%
Equity, Flexi Cap funds Aditya Birla Sun Life Manufacturing Equity Fund Regular-IDCW Reinvestment Ret 1M -3.42% Ret 1Y 16.99% Ret 3Y 20.7% Ret 5Y 14.2%
Equity, Flexi Cap funds Axis India Manufacturing Fund Regular-Growth Ret 1M -3.46% Ret 1Y 16.44% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis India Manufacturing Fund Regular-IDCW Payout Ret 1M -3.46% Ret 1Y 16.44% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis India Manufacturing Fund Regular-IDCW Reinvestment Ret 1M -3.46% Ret 1Y 16.44% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Manufacturing Fund Regular - Growth Ret 1M -2.52% Ret 1Y 20.65% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Manufacturing Fund Regular - IDCW Payout Ret 1M -2.52% Ret 1Y 20.65% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Manufacturing Fund Regular - IDCW Reinvestment Ret 1M -2.52% Ret 1Y 20.65% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Canara Robeco Manufacturing Fund Regular - Growth Ret 1M -4.76% Ret 1Y 15.16% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Canara Robeco Manufacturing Fund Regular - IDCW Payout Ret 1M -4.76% Ret 1Y 15.16% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.14%
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) 30
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.