3 Year Returns
N/A
NAV (₹)
10.9740
1 Day NAV Change
-0.12%
Kotak Active Momentum Fund - Regular IDCW is a scheme from Kotak Mahindra Mutual Fund AMC, launched on 20 Aug 2025 and currently managing ₹ 1659.32 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹500 and a lump sum of ₹5000. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.
Kotak Active Momentum Fund - Regular IDCW Fund Details
| Min. SIP Amount | ₹ 500 |
| Min. Lumpsum Amount | ₹ 5000 |
| AUM | ₹ 1659.32 Cr |
| Expense Ratio | 2.6323% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 20 Aug 2025 |
| Fund Age | 1 Yrs |
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 m
Fund’s Investment Objective
The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on momentum theme, following an in-house model i.e. enhanced earnings factor model. However, there is no assurance that the objective of the scheme will be achieved.
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Scheme’s Historical Return
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
Kotak Active Momentum Fund - Regular IDCW Sector Holdings
Last Updated: 31 Jul 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Others | 16.10% | ₹ 267.144 | |
| Pharmaceuticals | 12.95% | ₹ 214.935 | |
| IT - Software | 12.88% | ₹ 213.778 | |
| Banks | 11.39% | ₹ 189.067 | |
| Finance | 10.80% | ₹ 179.227 | |
| Automobile | 6.93% | ₹ 115.033 | |
| Non Ferrous Metals | 4.61% | ₹ 76.441 | |
| Chemicals | 3.73% | ₹ 61.912 | |
| Alcoholic Beverages | 3.09% | ₹ 51.356 | |
| Financial Services | 2.89% | ₹ 48.018 |
Kotak Active Momentum Fund - Regular IDCW Stock Holdings
Last Updated: 31 Jul 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| TREPS | 6.44% | ₹ 104.67 | Debt Others | |
| Laurus Labs | 5.39% | ₹ 87.639 | Pharmaceuticals | |
| L&T Finance Ltd | 3.92% | ₹ 63.707 | Finance | |
| Navin Fluo.Intl. | 3.52% | ₹ 57.125 | Chemicals | |
| Bajaj Finance | 3.38% | ₹ 54.868 | Finance | |
| TVS Motor Co. | 3.06% | ₹ 49.656 | Automobile | |
| Coforge | 2.92% | ₹ 47.478 | IT - Software | |
| Radico Khaitan | 2.92% | ₹ 47.385 | Alcoholic Beverages | |
| BSE | 2.73% | ₹ 44.305 | Financial Services | |
| Eternal | 2.59% | ₹ 42.155 | E-Commerce/App based Aggregator |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at Very High Risk
Risk Scale
AMC Information
Kotak Mahindra Mutual Fund
Funds Managed
127
Assets Managed
₹ 6,09,561.12 Cr
Contact Details
Registered Address
27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
Managing Director
Nilesh Shah
Chief Executive Officer
N/A
Compliance Officer
Ms. Jolly Bhatt
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
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