Kotak Active Momentum Fund Direct Growth

Kotak Active Momentum Fund Direct Growth

1M
6M
All
NAV: 30 Mar '26
₹9.32
Min. for SIP
₹500
Fund size (AUM)
₹1,338.83 Cr
Expense ratio
0.78%

Return calculator

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

Holdings (48)

NameSectorInstrumentsAssets
Laurus Labs Ltd.HealthcareEquity3.72%
L&T Finance Ltd.FinancialEquity3.57%
GE Vernova T&D India LtdCapital GoodsEquity3.08%
Aditya Birla Capital Ltd.FinancialEquity2.90%
Eicher Motors Ltd.AutomobileEquity2.61%
FSN E-Commerce Ventures Ltd.ServicesEquity2.57%
TVS Motor Company Ltd.AutomobileEquity2.55%
Ashok Leyland Ltd.AutomobileEquity2.53%
Narayana Hrudayalaya Ltd.HealthcareEquity2.50%
MRF Ltd.AutomobileEquity2.38%
Bank of IndiaFinancialEquity2.29%
UNO Minda Ltd.AutomobileEquity2.28%
Indian Oil Corporation Ltd.EnergyEquity2.27%
Titan Company Ltd.Consumer DiscretionaryEquity2.26%
Union Bank of IndiaFinancialEquity2.26%
Mahindra & Mahindra Ltd.AutomobileEquity2.22%
Bharat Petroleum Corporation Ltd.EnergyEquity2.17%
Hindustan Petroleum Corporation Ltd.EnergyEquity2.17%
HDFC Asset Management Company Ltd.FinancialEquity2.08%
Hero Motocorp Ltd.AutomobileEquity2.07%
Polycab India Ltd.Capital GoodsEquity2.06%
Marico Ltd.Consumer StaplesEquity2.06%
Steel Authority Of India Ltd.Metals & MiningEquity2.05%
State Bank of IndiaFinancialEquity2.01%
Vedanta Ltd.Metals & MiningEquity1.99%
APL Apollo Tubes Ltd.Metals & MiningEquity1.99%
Hindalco Industries Ltd.Metals & MiningEquity1.97%
Kei Industries Ltd.Capital GoodsEquity1.92%
Bank of MaharashtraFinancialEquity1.88%
National Aluminium Company Ltd.Metals & MiningEquity1.87%
Yes Bank Ltd.FinancialEquity1.79%
Jindal Stainless Ltd.Metals & MiningEquity1.78%
Mangalore Refinery And Petrochemicals Ltd.EnergyEquity1.72%
Coforge Ltd.TechnologyEquity1.69%
Persistent Systems Ltd.TechnologyEquity1.66%
Prestige Estates Projects Ltd.ConstructionEquity1.62%
Alkem Laboratories Ltd.HealthcareEquity1.61%
Hindustan Zinc Ltd.Metals & MiningEquity1.61%
NMDC Ltd.Metals & MiningEquity1.60%
Siemens Ltd.Capital GoodsEquity1.56%
Lupin Ltd.HealthcareEquity1.56%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.47%
Dr. Reddy's Laboratories Ltd.HealthcareEquity1.46%
Suzlon Energy Ltd.Capital GoodsEquity1.33%
Tech Mahindra Ltd.TechnologyEquity1.13%
Infosys Ltd.TechnologyEquity1.12%
Container Corporation Of India Ltd.ServicesEquity1.06%
ACC Ltd.ConstructionEquity0.92%
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-10.2%-9.3%-3.5%-5.0%
Category average (Equity Thematic)--------
Rank (Equity Thematic)--2513--

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 ₹5,95,414 Cr and the Latest NAV as of 30 Mar 2026 is ₹9.32. 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₹5,95,413.81 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,