Kotak Active Momentum Fund Growth

Kotak Active Momentum Fund Growth

1M
6M
All
NAV: 16 Jul '26
₹10.71
Min. for SIP
₹500
Fund size (AUM)
₹1,488.38 Cr
Expense ratio
2.94%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,342
+2.28%
6 months₹30,000₹31,363
+4.54%

Holdings (49)

NameSectorInstrumentsAssets
Laurus Labs LtdHealthcareEquity4.92%
L&T Finance Holdings LtdFinancialEquity4.27%
Navin Fluorine International LtdMaterialsEquity3.90%
Bajaj Finance LtdFinancialEquity3.25%
BSE LtdFinancialEquity3.16%
RepoUnspecifiedRepo3.08%
Radico Khaitan LtdConsumer StaplesEquity2.89%
AU Small Finance Bank LtdFinancialEquity2.78%
Coforge LtdTechnologyEquity2.72%
Hitachi Energy India LtdIndustrialsEquity2.69%
TVS Motor Company LtdConsumer DiscretionaryEquity2.68%
IDFC First Bank LtdFinancialEquity2.64%
Zomato LtdTechnologyEquity2.48%
Tata Communications LtdTechnologyEquity2.46%
Yes Bank LtdFinancialEquity2.45%
Titan Company LtdConsumer DiscretionaryEquity2.44%
Phoenix Mills LtdReal EstateEquity2.36%
Adani Power LtdEnergy & UtilitiesEquity2.33%
Mahindra & Mahindra Financial Services LtdFinancialEquity2.28%
JSW Steel LtdMaterialsEquity2.28%
Axis Bank LtdFinancialEquity2.22%
Nestle India LtdConsumer StaplesEquity2.20%
Reliance Industries LtdEnergy & UtilitiesEquity2.13%
Hero Motocorp LtdConsumer DiscretionaryEquity2.05%
Vedanta LtdMaterialsEquity2.04%
Ultratech Cement LtdMaterialsEquity1.93%
Aurobindo Pharma LtdHealthcareEquity1.89%
Alkem Laboratories LtdHealthcareEquity1.86%
Persistent Systems LtdTechnologyEquity1.82%
Lupin LtdHealthcareEquity1.79%
Mphasis LtdTechnologyEquity1.72%
Sun Pharmaceutical Industries LtdHealthcareEquity1.71%
NMDC LtdMaterialsEquity1.67%
Indusind Bank LtdFinancialEquity1.60%
Trent LtdConsumer DiscretionaryEquity1.57%
Hindustan Zinc LtdMaterialsEquity1.56%
LTIMindtree LtdTechnologyEquity1.51%
Bajaj Auto LtdConsumer DiscretionaryEquity1.47%
Oil India LtdEnergy & UtilitiesEquity1.43%
ICICI Prudential Life Insurance Company LtdFinancialEquity1.42%
Tech Mahindra LtdTechnologyEquity1.39%
Supreme Industries LtdMaterialsEquity1.32%
Vedanta Aluminium Metal LtdMaterialsEquity1.23%
Infosys LtdTechnologyEquity1.18%
Tata Consultancy Services LtdTechnologyEquity0.89%
Poonawalla Fincorp LtdFinancialEquity0.34%
Vedanta Iron And Steel LtdMaterialsEquity0.10%
Vedanta Oil and Gas LtdEnergy & UtilitiesEquity0.09%
Net PayablesUnspecifiedNet Payables-0.19%
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+6.4%+6.4%+3.6%+7.5%
Category average (Equity Thematic)--------
Rank (Equity Thematic)--1734--

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 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. Rohit Tandon is the Current Fund Manager of Kotak Active Momentum Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,84,950 Cr and the Latest NAV as of 16 Jul 2026 is ₹10.71. The Kotak Active Momentum Fund 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₹5,84,949.80 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,