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Kotak Active Momentum Fund Direct Growth
NAV: 29 May '26
₹10.56
Min. for SIP
₹500
Fund size (AUM)
₹1,441.83 Cr
Expense ratio
5.11%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,381 | +2.54% | |
| 6 months | ₹30,000 | ₹30,681 | +2.27% |
Holdings (54)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Laurus Labs Ltd | Healthcare | Equity | 3.90% |
| Repo | Unspecified | Repo | 3.89% |
| GE T&D India Ltd | Industrials | Equity | 3.66% |
| L&T Finance Holdings Ltd | Financial | Equity | 3.60% |
| Aditya Birla Capital Ltd | Financial | Equity | 2.98% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 2.63% |
| Narayana Hrudayalaya Ltd | Healthcare | Equity | 2.47% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 2.38% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 2.36% |
| Titan Company Ltd | Consumer Discretionary | Equity | 2.35% |
| Steel Authority Of India Ltd | Materials | Equity | 2.34% |
| Hindalco Industries Ltd | Materials | Equity | 2.27% |
| MRF Ltd | Consumer Discretionary | Equity | 2.24% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 2.19% |
| National Aluminium Company Ltd | Materials | Equity | 2.15% |
| HDFC Asset Management Company Ltd | Financial | Equity | 2.14% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.08% |
| Marico Ltd | Consumer Staples | Equity | 2.07% |
| Bank of Maharashtra | Financial | Equity | 2.02% |
| Ashok Leyland Ltd | Industrials | Equity | 1.99% |
| Polycab India Ltd | Industrials | Equity | 1.99% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.90% |
| Union Bank of India | Financial | Equity | 1.90% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.89% |
| Kei Industries Ltd | Industrials | Equity | 1.88% |
| Bank of India | Financial | Equity | 1.87% |
| State Bank of India | Financial | Equity | 1.83% |
| NMDC Ltd | Materials | Equity | 1.81% |
| Jindal Stainless Ltd | Materials | Equity | 1.81% |
| Siemens Ltd | Diversified | Equity | 1.79% |
| Suzlon Energy Ltd | Industrials | Equity | 1.78% |
| Yes Bank Ltd | Financial | Equity | 1.77% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 1.77% |
| Coforge Ltd | Technology | Equity | 1.75% |
| APL Apollo Tubes Ltd | Industrials | Equity | 1.74% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.74% |
| Persistent Systems Ltd | Technology | Equity | 1.73% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.68% |
| Hindustan Zinc Ltd | Materials | Equity | 1.63% |
| Lupin Ltd | Healthcare | Equity | 1.60% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.58% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.57% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 1.54% |
| Mangalore Refinery & Petrochemicals Ltd | Energy & Utilities | Equity | 1.50% |
| Tech Mahindra Ltd | Technology | Equity | 1.26% |
| Container Corporation Of India Ltd | Industrials | Equity | 1.12% |
| Infosys Ltd | Technology | Equity | 1.04% |
| ACC Ltd | Materials | Equity | 0.84% |
| Vedanta Ltd | Materials | Equity | 0.77% |
| VEDANTA ALUMINIUM LIMITED EQ NEW F.V. RS.2/- | Energy & Utilities | Equity | 0.34% |
| Vedanta Aluminium Metal Ltd. | Materials | Equity | 0.34% |
| Vedanta Iron And Steel Ltd. | Materials | Equity | 0.34% |
| Vedanta Power Ltd. | Industrials | Equity | 0.34% |
| Net Payables | Unspecified | Net Payables | -0.15% |
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 | +2.3% | +0.6% | +2.6% | +6.5% |
| Category average (Equity Thematic) | -- | -- | -- | -- |
| Rank (Equity Thematic) | -- | 40 | 20 | -- |
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
RTRohit TandonJul 2025 - PresentView details
RT
Rohit Tandon
Jul 2025 - Present
View details
ABAbhishek BisenJul 2025 - PresentView details
AB
Abhishek Bisen
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. 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 ₹5,91,225 Cr and the Latest NAV as of 29 May 2026 is ₹10.56.
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₹5,91,224.54 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,