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Kotak Active Momentum Fund Direct Growth
NAV: 17 Apr '26
₹10.45
Min. for SIP
₹500
Fund size (AUM)
₹1,303.76 Cr
Expense ratio
0.78%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,407 | +2.71% | |
| 6 months | ₹30,000 | ₹30,520 | +1.73% |
Holdings (48)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Laurus Labs Ltd. | Healthcare | Equity | 3.87% |
| L&T Finance Ltd. | Financial | Equity | 3.41% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 3.28% |
| Aditya Birla Capital Ltd. | Financial | Equity | 2.77% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 2.56% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.50% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 2.47% |
| MRF Ltd. | Automobile | Equity | 2.44% |
| Eicher Motors Ltd. | Automobile | Equity | 2.42% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.33% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 2.29% |
| UNO Minda Ltd. | Automobile | Equity | 2.24% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.18% |
| Marico Ltd. | Consumer Staples | Equity | 2.16% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.13% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 2.11% |
| Ashok Leyland Ltd. | Automobile | Equity | 2.09% |
| Hero Motocorp Ltd. | Automobile | Equity | 2.07% |
| Union Bank of India | Financial | Equity | 2.07% |
| Vedanta Ltd. | Metals & Mining | Equity | 2.04% |
| Bank of India | Financial | Equity | 2.01% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.95% |
| Persistent Systems Ltd. | Technology | Equity | 1.93% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 1.92% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.87% |
| Polycab India Ltd. | Capital Goods | Equity | 1.85% |
| Indian Oil Corporation Ltd. | Energy | Equity | 1.85% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 1.84% |
| State Bank of India | Financial | Equity | 1.84% |
| Coforge Ltd. | Technology | Equity | 1.80% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.79% |
| Lupin Ltd. | Healthcare | Equity | 1.77% |
| Mangalore Refinery And Petrochemicals Ltd. | Energy | Equity | 1.77% |
| Bank of Maharashtra | Financial | Equity | 1.74% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.72% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.71% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.68% |
| Yes Bank Ltd. | Financial | Equity | 1.68% |
| NMDC Ltd. | Metals & Mining | Equity | 1.68% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 1.61% |
| Hindustan Zinc Ltd. | Metals & Mining | Equity | 1.51% |
| Siemens Ltd. | Capital Goods | Equity | 1.51% |
| Prestige Estates Projects Ltd. | Construction | Equity | 1.48% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 1.39% |
| Tech Mahindra Ltd. | Technology | Equity | 1.30% |
| Infosys Ltd. | Technology | Equity | 1.22% |
| Container Corporation Of India Ltd. | Services | Equity | 1.03% |
| ACC Ltd. | Construction | Equity | 0.82% |
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
| Name | 1M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | +7.8% | -0.8% | +1.9% | +4.5% |
| Category average (Equity Thematic) | -- | -- | -- | -- |
| Rank (Equity Thematic) | -- | 27 | 16 | -- |
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.
Fund management
ABAbhishek BisenJul 2025 - PresentView details
AB
Abhishek Bisen
Jul 2025 - Present
View details
RTRohit TandonJul 2025 - PresentView details
RT
Rohit Tandon
Jul 2025 - Present
View details
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 ₹5,36,924 Cr and the Latest NAV as of 17 Apr 2026 is ₹10.45.
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.
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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₹5,36,924.01 Cr
Date of Incorporation05 Aug 1994
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,