AnandRathi

Kotak Active Momentum Fund - Regular (IDCW)

Last Updated NAV Date: 29 Jul 2026

3 Year Returns

N/A

NAV (₹)

11.0510

1 Day NAV Change

0.98%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 500
Min. Lumpsum Amount₹ 5000
AUM₹ 1488.38 Cr
Expense Ratio2.94%
Lock-in PeriodNo Lock-in Period
Inception Date20 Aug 2025
Fund Age0 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

1 Month Return5.66%
3 Month Return7.39%
6 Month Return6.04%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Jun 2026
SectorsAllocationWeightageValue (in Cr.)
Others
16.55%246.311
Pharmaceuticals
12.54%186.688
Banks
12.05%179.384
IT - Software
11.56%172.103
Finance
10.44%155.455
Automobile
6.38%95.004
Non Ferrous Metals
4.97%73.965
Chemicals
4.02%59.765
Financial Services
3.25%48.378
Alcoholic Beverages
2.98%44.359

Stock Holdings

Last Updated: 30 Jun 2026
NameAllocationWeightageValue (in Cr.)Sector
Laurus Labs
4.92%73.221Pharmaceuticals
L&T Finance Ltd
4.27%63.605Finance
Navin Fluo.Intl.
3.90%58.027Chemicals
Bajaj Finance
3.25%48.308Finance
BSE
3.16%46.971Financial Services
TREPS
3.08%45.9Debt Others
Radico Khaitan
2.89%43.07Alcoholic Beverages
AU Small Finance
2.78%41.432Banks
Coforge
2.72%40.435IT - Software
Hitachi Energy
2.69%40.102Capital Goods - Electrical Equipment

Fund Manager Details

Mr.Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek 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. B.A., and MBA (Finance)

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Kotak Mahindra Mutual Fund

Funds Managed

126

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...

Frequently Asked Questions

You can withdraw your investment from Kotak Active Momentum Fund - Regular (IDCW) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Kotak Active Momentum Fund - Regular (IDCW) is ₹ 5000 for Lumpsum and ₹ 500 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Kotak Active Momentum Fund - Regular (IDCW) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Kotak Active Momentum Fund - Regular (IDCW) over the past three years is N/A.
The current NAV of Kotak Active Momentum Fund - Regular (IDCW) is 11.0510.
The Expense ratio of Kotak Active Momentum Fund - Regular (IDCW) is 2.94%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Kotak Active Momentum Fund - Regular (IDCW) fund is ₹ 1488.38 Cr. It represents the total assets held and managed by the fund.
The exit load for Kotak Active Momentum Fund - Regular (IDCW) is 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.
The fund managers of the Kotak Active Momentum Fund - Regular (IDCW) are Abhishek Bisen, Rohit Tandon. However, with management's discretion, the fund manager could also change during the tenure.
Kotak Active Momentum Fund - Regular (IDCW) was launched on 20 Aug 2025. Since then, the fund has formed an NAV (Net Asset Value) of 11.0510.

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