Kotak Active Momentum Fund Direct-Growth
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Equity, Thematic, Principal at very high risk
1 Year Return 0.0% at 22 Dec 2025 06:24 PM
Fund Details
NAV 10.401
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 0.34
Fund Size(in Crores) 1395.54
Fund Performance
1 Month 0.55%
3 Month 1.98%
6 Month 0.0%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.67%) Market Cap Large Cap 27.13 Small Cap 37.21 Mid Cap 33.33 Top Sectors Healthcare 95.34 Services 1.46 Chemicals 0.87 Top Holding Divi's Laboratories 1.97 Suraksha Diagnostic 1.15 Biocon 1.27 Sai Life Sciences 1.92 Ajanta Pharma 3.88 Procter & Gamble Health 1.27 Sun Pharmaceutical Industries 12.47 Jubilant Pharmova 1.21 Emcure Pharmaceuticals 2.95 Medi Assist Healthcare Services 1.46 Max Healthcare Institute 0.95 Torrent Pharmaceuticals 4.47 Sanofi Consumer Healthcare India 1.05 Piramal Pharma 0.96 Apollo Hospitals Enterprise 7.3 Abbott India 4.56 Jupiter Life Line Hospitals 2.28 Shilpa Medicare 1.71 Fortis Healthcare 4.07 Alembic Pharmaceuticals 1.97 Gland Pharma 1.03 Pfizer 0.96 Metropolis Healthcare 1.52 Glaxosmithkline Pharma 1.23 Mankind Pharma 2.65 Thyrocare Technologies 2.06 Dr. Reddy's Laboratories 1.46 Alkem Laboratories 2.33 Lupin 4.79 Vijaya Diagnostic Centre 0.91 Ipca Laboratories 3.75 Cipla 6.76 JB Chemicals 4.31 Vinati Organics 0.87 Aurobindo Pharma 4.19
Debt & Others (2.33%) Sector Allocation Net Receivables 0.65 Reverse Repo 1.68 Debt Credit Ratings Debt Category Others 2.33
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -1.85% Ret 1Y -3.45% Ret 3Y 15.82% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -1.85% Ret 1Y -3.45% Ret 3Y 15.82% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.76%
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) 0
Date of Incorporation 2025-08-20
Total AUM 2025-11-30
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.
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