Kotak Active Momentum Fund - Regular Plan - Growth

Fund House: Kotak Mahindra Mutual Fund

Category: Equity: Thematic-Active-Momentum

Status: Open Ended Schemes

Launch Date: 29-07-2025

Minimum Investment: 5000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: NIFTY 500 TRI

Total Assets: 1391.8 As on (31-12-2025)

Expense Ratio: 2.12% As on (31-12-2025)

Turn over: 81.00% | 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

NAV as on 16-01-2026

10.467

0.015

CAGR Since Inception

4.44%

NIFTY 500 TRI 12.38%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Active Momentum Fund - Regular Plan - Growth - - - - 4.44
NIFTY 500 TRI 9.28 16.45 15.66 15.39 12.38
Equity: Thematic-Active-Momentum -11.89 - - - 7.84

Funds Manager

FM 1 Mr. Rohit Tandon FM 2 Mr. Abhishek Bisen

RETURNS CALCULATORS for Kotak Active Momentum Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Kotak Active Momentum Fund - Regular Plan - Growth

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of Kotak Active Momentum Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Kotak Active Momentum Fund Reg Plan Gr 29-07-2025 0.0 0.0 0.0 0.0 0.0
Union Active Momentum Fund Reg Gr 19-12-2024 -8.64 0.0 0.0 0.0 0.0
Samco Active Momentum Fund Reg Gr 05-07-2023 -15.14 0.39 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Kotak Active Momentum Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Active Momentum Fund - Regular Plan - Growth - - - - - -
Equity: Thematic-Active-Momentum - - - - - -