Kotak Active Momentum Fund Direct Growth

Kotak Active Momentum Fund Direct Growth

Equity
Thematic
Very High Risk
1M
All
NAV: 18 Feb '26
₹10.61
Min. for SIP
₹500
Fund size
₹1,340.30 Cr
Expense ratio
0.78%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns

Holdings (48)

NameSectorInstrumentsAssets
Muthoot Finance Ltd.FinancialEquity3.76%
National Aluminium Company Ltd.Metals & MiningEquity3.69%
Laurus Labs Ltd.HealthcareEquity3.42%
GE Vernova T&D India LtdCapital GoodsEquity3.31%
One97 Communications Ltd.ServicesEquity2.94%
Aditya Birla Capital Ltd.FinancialEquity2.90%
Eicher Motors Ltd.AutomobileEquity2.84%
Vedanta Ltd.Metals & MiningEquity2.71%
Canara BankFinancialEquity2.70%
Bank of IndiaFinancialEquity2.59%
Radico Khaitan Ltd.Consumer StaplesEquity2.54%
Indus Towers Ltd.CommunicationEquity2.35%
State Bank of IndiaFinancialEquity2.34%
Bharat Petroleum Corporation Ltd.EnergyEquity2.27%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.25%
Coromandel International Ltd.ChemicalsEquity2.20%
Glenmark Pharmaceuticals Ltd.HealthcareEquity2.20%
Indian Oil Corporation Ltd.EnergyEquity2.18%
Hindustan Zinc Ltd.Metals & MiningEquity2.12%
Mahindra & Mahindra Ltd.AutomobileEquity2.11%
Nippon Life India Asset Management Ltd.FinancialEquity2.09%
Hindustan Petroleum Corporation Ltd.EnergyEquity2.08%
TVS Motor Company Ltd.AutomobileEquity2.08%
Cummins India Ltd.Capital GoodsEquity1.96%
Lupin Ltd.HealthcareEquity1.96%
NMDC Ltd.Metals & MiningEquity1.95%
Hero Motocorp Ltd.AutomobileEquity1.91%
GMR Airports Ltd.ConstructionEquity1.91%
BSE Ltd.ServicesEquity1.89%
Polycab India Ltd.Capital GoodsEquity1.79%
Alkem Laboratories Ltd.HealthcareEquity1.77%
Coforge Ltd.TechnologyEquity1.75%
Persistent Systems Ltd.TechnologyEquity1.71%
Hitachi Energy India Ltd.Capital GoodsEquity1.70%
360 One Wam Ltd.FinancialEquity1.69%
AIA Engineering Ltd.Metals & MiningEquity1.66%
Ipca Laboratories Ltd.HealthcareEquity1.62%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.61%
Wipro Ltd.TechnologyEquity1.60%
LTIMindtree Ltd.TechnologyEquity1.60%
United Spirits Ltd.Consumer StaplesEquity1.50%
Zydus Lifesciences Ltd.HealthcareEquity1.43%
Bajaj Auto Ltd.AutomobileEquity1.42%
Jubilant FoodWorks Ltd.ServicesEquity1.41%
Asian Paints Ltd.ChemicalsEquity1.39%
Infosys Ltd.TechnologyEquity1.29%
Suzlon Energy Ltd.Capital GoodsEquity1.25%
ACC Ltd.ConstructionEquity0.82%
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
Name3M3M6MAll
Fund returns+1.1%+1.1%--+4.6%
Category average (Equity Thematic)--------
Rank (Equity Thematic)88----

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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 ₹5,78,989 Cr and the Latest NAV as of 18 Feb 2026 is ₹10.61. 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₹5,78,989.20 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,