Kotak Active Momentum Fund Direct Growth

Kotak Active Momentum Fund Direct Growth

1M
6M
All
NAV: 18 Jun '26
₹10.63
Min. for SIP
₹500
Fund size (AUM)
₹1,480.27 Cr
Expense ratio
0.80%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,533
+3.55%
6 months₹30,000₹30,929
+3.10%

Holdings (82)

NameSectorInstrumentsAssets
RepoUnspecifiedRepo5.06%
Laurus Labs LtdHealthcareEquity4.50%
L&T Finance Holdings LtdFinancialEquity3.88%
Navin Fluorine International LtdMaterialsEquity2.76%
BSE LtdFinancialEquity2.58%
TVS Motor Company LtdConsumer DiscretionaryEquity2.51%
Coforge LtdTechnologyEquity2.51%
Yes Bank LtdFinancialEquity2.28%
Hitachi Energy India LtdIndustrialsEquity2.26%
Bajaj Finance LtdFinancialEquity2.24%
Titan Company LtdConsumer DiscretionaryEquity2.23%
Vedanta LtdMaterialsEquity2.23%
Persistent Systems LtdTechnologyEquity2.11%
Hero Motocorp LtdConsumer DiscretionaryEquity2.03%
AU Small Finance Bank LtdFinancialEquity1.97%
Tata Communications LtdTechnologyEquity1.94%
Adani Power LtdEnergy & UtilitiesEquity1.93%
Radico Khaitan LtdConsumer StaplesEquity1.92%
IDFC First Bank LtdFinancialEquity1.87%
Hindustan Zinc LtdMaterialsEquity1.82%
JSW Steel LtdMaterialsEquity1.81%
Zomato LtdTechnologyEquity1.79%
Alkem Laboratories LtdHealthcareEquity1.75%
NMDC LtdMaterialsEquity1.73%
Nestle India LtdConsumer StaplesEquity1.70%
Phoenix Mills LtdReal EstateEquity1.69%
Mahindra & Mahindra Financial Services LtdFinancialEquity1.67%
Reliance Industries LtdEnergy & UtilitiesEquity1.66%
Lupin LtdHealthcareEquity1.65%
Sun Pharmaceutical Industries LtdHealthcareEquity1.63%
Axis Bank LtdFinancialEquity1.61%
Ultratech Cement LtdMaterialsEquity1.55%
Mphasis LtdTechnologyEquity1.43%
Tech Mahindra LtdTechnologyEquity1.42%
LTIMindtree LtdTechnologyEquity1.37%
Aurobindo Pharma LtdHealthcareEquity1.30%
Infosys LtdTechnologyEquity1.29%
Oil India LtdEnergy & UtilitiesEquity1.24%
Bajaj Auto LtdConsumer DiscretionaryEquity1.21%
Indusind Bank LtdFinancialEquity1.21%
Supreme Industries LtdMaterialsEquity1.13%
ICICI Prudential Life Insurance Company LtdFinancialEquity1.12%
Trent LtdConsumer DiscretionaryEquity1.04%
GE T&D India LtdIndustrialsEquity0.99%
Tata Consultancy Services LtdTechnologyEquity0.75%
Aditya Birla Capital LtdFinancialEquity0.73%
Narayana Hrudayalaya LtdHealthcareEquity0.62%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity0.61%
Steel Authority Of India LtdMaterialsEquity0.60%
Hindalco Industries LtdMaterialsEquity0.58%
Eicher Motors LtdConsumer DiscretionaryEquity0.56%
Polycab India LtdIndustrialsEquity0.54%
National Aluminium Company LtdMaterialsEquity0.53%
Marico LtdConsumer StaplesEquity0.51%
MRF LtdConsumer DiscretionaryEquity0.50%
UNO Minda LtdConsumer DiscretionaryEquity0.50%
HDFC Asset Management Company LtdFinancialEquity0.49%
Bank of MaharashtraFinancialEquity0.48%
Kei Industries LtdIndustrialsEquity0.48%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity0.48%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity0.47%
Union Bank of IndiaFinancialEquity0.45%
Ashok Leyland LtdIndustrialsEquity0.45%
Bank of IndiaFinancialEquity0.44%
Suzlon Energy LtdIndustrialsEquity0.43%
Siemens LtdDiversifiedEquity0.42%
Indian Oil Corporation LtdEnergy & UtilitiesEquity0.41%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity0.40%
State Bank of IndiaFinancialEquity0.39%
APL Apollo Tubes LtdIndustrialsEquity0.39%
Prestige Estates Projects LtdReal EstateEquity0.38%
Jindal Stainless LtdMaterialsEquity0.37%
Dr. Reddy's Laboratories LtdHealthcareEquity0.36%
Vedanta Power LtdIndustrialsEquity0.33%
Vedanta Oil and Gas LtdEnergy & UtilitiesEquity0.33%
Vedanta Aluminium Metal LtdMaterialsEquity0.33%
Vedanta Iron And Steel LtdMaterialsEquity0.33%
Mangalore Refinery & Petrochemicals LtdEnergy & UtilitiesEquity0.30%
Poonawalla Fincorp LtdFinancialEquity0.30%
Container Corporation Of India LtdIndustrialsEquity0.24%
ACC LtdMaterialsEquity0.19%
Net PayablesUnspecifiedNet Payables-2.29%
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
Name1M3M6MAll
Fund returns+0.9%+4.3%-0.3%+3.6%
Category average (Equity Thematic)--------
Rank (Equity Thematic)--3926--

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%.
Check past data

Fund management

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

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

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. Rohit Tandon is the Current Fund Manager of Kotak Active Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,85,946 Cr and the Latest NAV as of 18 Jun 2026 is ₹10.63. 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₹5,85,945.71 Cr
Date of Incorporation05 Aug 1994
Phone022-61152100 / 1800-22-2626
E-mail--
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,