Kotak Active Momentum Fund Growth

Kotak Active Momentum Fund Growth

Equity
Thematic
Very High Risk
1M
All
NAV: 09 Jan '26
₹10.38
Min. SIP amount
Not Supported
Fund size
₹1,391.80 Cr
Expense ratio
2.13%

Holdings (48)

NameSectorInstrumentsAssets
Laurus Labs Ltd.HealthcareEquity3.83%
Muthoot Finance Ltd.FinancialEquity3.65%
One97 Communications Ltd.ServicesEquity3.28%
GE Vernova T&D India LtdCapital GoodsEquity3.13%
Aditya Birla Capital Ltd.FinancialEquity2.98%
National Aluminium Company Ltd.Metals & MiningEquity2.93%
Radico Khaitan Ltd.Consumer StaplesEquity2.89%
Eicher Motors Ltd.AutomobileEquity2.84%
Canara BankFinancialEquity2.76%
Hindustan Petroleum Corporation Ltd.EnergyEquity2.37%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.36%
Bharat Petroleum Corporation Ltd.EnergyEquity2.34%
Vedanta Ltd.Metals & MiningEquity2.34%
Mahindra & Mahindra Ltd.AutomobileEquity2.23%
Bank of IndiaFinancialEquity2.21%
Indian Oil Corporation Ltd.EnergyEquity2.17%
Indus Towers Ltd.CommunicationEquity2.16%
Glenmark Pharmaceuticals Ltd.HealthcareEquity2.16%
Coromandel International Ltd.ChemicalsEquity2.13%
State Bank of IndiaFinancialEquity2.08%
GMR Airports Ltd.ConstructionEquity2.07%
Cummins India Ltd.Capital GoodsEquity2.06%
TVS Motor Company Ltd.AutomobileEquity2.05%
Nippon Life India Asset Management Ltd.FinancialEquity2.04%
Hindustan Zinc Ltd.Metals & MiningEquity2.01%
NMDC Ltd.Metals & MiningEquity1.95%
Hero Motocorp Ltd.AutomobileEquity1.94%
Polycab India Ltd.Capital GoodsEquity1.90%
Lupin Ltd.HealthcareEquity1.87%
Persistent Systems Ltd.TechnologyEquity1.74%
Wipro Ltd.TechnologyEquity1.73%
360 One Wam Ltd.FinancialEquity1.73%
BSE Ltd.ServicesEquity1.73%
Coforge Ltd.TechnologyEquity1.71%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.69%
Alkem Laboratories Ltd.HealthcareEquity1.67%
AIA Engineering Ltd.Metals & MiningEquity1.63%
Hitachi Energy India Ltd.Capital GoodsEquity1.61%
LTIMindtree Ltd.TechnologyEquity1.58%
United Spirits Ltd.Consumer StaplesEquity1.55%
Jubilant FoodWorks Ltd.ServicesEquity1.55%
Asian Paints Ltd.ChemicalsEquity1.55%
Ipca Laboratories Ltd.HealthcareEquity1.52%
Zydus Lifesciences Ltd.HealthcareEquity1.44%
Bajaj Auto Ltd.AutomobileEquity1.35%
Suzlon Energy Ltd.Capital GoodsEquity1.34%
Infosys Ltd.TechnologyEquity1.24%
ACC Ltd.ConstructionEquity0.85%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3M3M6MAll
Fund returns+6.5%+6.5%--+6.3%
Category average (Equity Thematic)--------
Rank (Equity Thematic)2424----

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.
Check past data

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 Growth

Kotak Active Momentum Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,69,913 Cr and the Latest NAV as of 09 Jan 2026 is ₹10.38. The Kotak Active Momentum Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. 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₹5,69,913.46 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,