Kotak Active Momentum Fund Direct Growth

Kotak Active Momentum Fund Direct Growth

Equity
Thematic
Very High Risk
1M
All
NAV: 08 Jan '26
₹10.51
Min. SIP amount
₹500
Fund size
₹1,393.74 Cr
Expense ratio
0.76%

Holdings (79)

NameSectorInstrumentsAssets
Muthoot Finance Ltd.FinancialEquity3.54%
BSE Ltd.ServicesEquity3.44%
Laurus Labs Ltd.HealthcareEquity3.16%
One97 Communications Ltd.ServicesEquity3.07%
GE Vernova T&D India LtdCapital GoodsEquity2.73%
Eicher Motors Ltd.AutomobileEquity2.69%
Canara BankFinancialEquity2.64%
Radico Khaitan Ltd.Consumer StaplesEquity2.64%
Aditya Birla Capital Ltd.FinancialEquity2.64%
National Aluminium Company Ltd.Metals & MiningEquity2.22%
Bharat Petroleum Corporation Ltd.EnergyEquity2.08%
Cummins India Ltd.Capital GoodsEquity2.08%
Hindustan Petroleum Corporation Ltd.EnergyEquity2.02%
Coromandel International Ltd.ChemicalsEquity1.99%
Indian Oil Corporation Ltd.EnergyEquity1.97%
Mahindra & Mahindra Ltd.AutomobileEquity1.96%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.95%
GMR Airports Ltd.ConstructionEquity1.93%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.92%
Bank of IndiaFinancialEquity1.90%
Hero Motocorp Ltd.AutomobileEquity1.84%
Vedanta Ltd.Metals & MiningEquity1.80%
State Bank of IndiaFinancialEquity1.79%
Indus Towers Ltd.CommunicationEquity1.77%
Coforge Ltd.TechnologyEquity1.74%
Lupin Ltd.HealthcareEquity1.72%
Nippon Life India Asset Management Ltd.FinancialEquity1.72%
NMDC Ltd.Metals & MiningEquity1.67%
Alkem Laboratories Ltd.HealthcareEquity1.66%
Polycab India Ltd.Capital GoodsEquity1.58%
Persistent Systems Ltd.TechnologyEquity1.54%
Wipro Ltd.TechnologyEquity1.53%
360 One Wam Ltd.FinancialEquity1.53%
Jubilant FoodWorks Ltd.ServicesEquity1.45%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.44%
LTIMindtree Ltd.TechnologyEquity1.40%
Asian Paints Ltd.ChemicalsEquity1.39%
Hindustan Zinc Ltd.Metals & MiningEquity1.39%
AIA Engineering Ltd.Metals & MiningEquity1.37%
United Spirits Ltd.Consumer StaplesEquity1.36%
Ipca Laboratories Ltd.HealthcareEquity1.33%
Zydus Lifesciences Ltd.HealthcareEquity1.28%
Suzlon Energy Ltd.Capital GoodsEquity1.15%
Bajaj Auto Ltd.AutomobileEquity1.14%
Infosys Ltd.TechnologyEquity1.05%
Hitachi Energy India Ltd.Capital GoodsEquity1.00%
ACC Ltd.ConstructionEquity0.78%
Tata Consultancy Services Ltd.TechnologyEquity0.42%
L&T Finance Ltd.FinancialEquity0.33%
Fortis Healthcare Ltd.HealthcareEquity0.30%
Narayana Hrudayalaya Ltd.HealthcareEquity0.28%
JK Cement Ltd.ConstructionEquity0.25%
United Breweries Ltd.Consumer StaplesEquity0.24%
Gujarat Fluorochemicals Ltd.ChemicalsEquity0.24%
Union Bank of IndiaFinancialEquity0.22%
JSW Steel Ltd.Metals & MiningEquity0.22%
Ashok Leyland Ltd.AutomobileEquity0.21%
SRF Ltd.ChemicalsEquity0.21%
Bosch Ltd.AutomobileEquity0.21%
Dalmia Bharat Ltd.ConstructionEquity0.21%
Global Health Ltd.HealthcareEquity0.21%
Punjab National BankFinancialEquity0.19%
Titan Company Ltd.Consumer DiscretionaryEquity0.19%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.19%
Abbott India Ltd.HealthcareEquity0.19%
Kaynes Technology India Ltd.Capital GoodsEquity0.19%
Adani Ports and Special Economic Zone Ltd.ServicesEquity0.18%
Delhivery Ltd.ServicesEquity0.18%
Hindustan Aeronautics Ltd.Capital GoodsEquity0.17%
Kei Industries Ltd.Capital GoodsEquity0.17%
Britannia Industries Ltd.Consumer StaplesEquity0.17%
Tech Mahindra Ltd.TechnologyEquity0.16%
Pidilite Industries Ltd.ChemicalsEquity0.16%
Avenue Supermarts Ltd.ServicesEquity0.14%
Power Finance Corporation Ltd.FinancialEquity0.13%
NTPC Ltd.EnergyEquity0.13%
Balkrishna Industries Ltd.AutomobileEquity0.13%
REC Ltd.FinancialEquity0.12%
Supreme Industries Ltd.ChemicalsEquity0.11%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3M3M6MAll
Fund returns+6.9%+6.9%--+6.9%
Category average (Equity Thematic)--------
Rank (Equity Thematic)1414----

Exit load, stamp duty and tax

Exit load

Exit load of 0.50%, if redeemed within 90 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Fund management

AB
Abhishek Bisen
Jul 2025 - Present
View details

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.
Also manages these schemes

RT
Rohit Tandon
Jul 2025 - Present
View details

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

About Kotak Active Momentum Fund Direct Growth

Kotak Active Momentum Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Abhishek Bisen is the Current Fund Manager of Kotak Active Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,78,901 Cr and the Latest NAV as of 08 Jan 2026 is ₹10.51. The Kotak Active Momentum Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.50%, if redeemed within 90 days. ;

Investment Objective

The scheme 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.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#5 in India
Total AUM₹5,78,901.39 Cr
Date of Incorporation05 Aug 1994
Phone022-61152100 / 1800-22-2626
E-mailNA
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
CustodianNA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,