Kotak Active Momentum Fund Growth

Kotak Active Momentum Fund Growth

1M
6M
1Y
All
NAV: 16 Sep '26
₹10.64
Min. for SIP
₹500
Fund size (AUM)
₹1,659.32 Cr
Expense ratio
2.98%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,736
-1.76%
6 months₹30,000₹30,496
+1.65%
1 year₹60,000₹61,517
+2.53%

Holdings (52)

NameSectorInstrumentsAssets
Laurus Labs LtdHealthcareEquity3.95%
RepoUnspecifiedRepo3.75%
Bharat Forge LtdConsumer DiscretionaryEquity2.93%
National Aluminium Company LtdMaterialsEquity2.71%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity2.70%
Bharat Heavy Electricals LtdIndustrialsEquity2.63%
Aurobindo Pharma LtdHealthcareEquity2.61%
Apar Industries LtdDiversifiedEquity2.59%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity2.55%
TVS Motor Company LtdConsumer DiscretionaryEquity2.55%
GE T&D India LtdIndustrialsEquity2.52%
Bajaj Auto LtdConsumer DiscretionaryEquity2.49%
Radico Khaitan LtdConsumer StaplesEquity2.47%
Adani Transmission LtdEnergy & UtilitiesEquity2.42%
Hitachi Energy India LtdIndustrialsEquity2.36%
Eicher Motors LtdConsumer DiscretionaryEquity2.35%
L&T Finance Holdings LtdFinancialEquity2.28%
Aegis Logistics LtdEnergy & UtilitiesEquity2.16%
Polycab India LtdIndustrialsEquity2.12%
Steel Authority Of India LtdMaterialsEquity2.11%
Apollo Hospitals Enterprise LtdHealthcareEquity2.09%
Aster DM Healthcare LtdHealthcareEquity2.02%
Nestle India LtdConsumer StaplesEquity2.00%
Mahindra & Mahindra Financial Services LtdFinancialEquity1.96%
AIA Engineering LtdIndustrialsEquity1.95%
Hindustan Zinc LtdMaterialsEquity1.93%
Union Bank of IndiaFinancialEquity1.93%
Gujarat Fluorochemicals LtdMaterialsEquity1.93%
Marico LtdConsumer StaplesEquity1.91%
Grasim Industries LtdMaterialsEquity1.87%
IDFC First Bank LtdFinancialEquity1.75%
Canara BankFinancialEquity1.73%
Asian Paints LtdMaterialsEquity1.71%
Pidilite Industries LtdMaterialsEquity1.70%
Yes Bank LtdFinancialEquity1.70%
Bajaj Finance LtdFinancialEquity1.64%
GMR Airports Infrastructure LtdIndustrialsEquity1.51%
Thermax LtdIndustrialsEquity1.50%
Poonawalla Fincorp LtdFinancialEquity1.46%
Punjab National BankFinancialEquity1.39%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity1.35%
ICICI Bank LtdFinancialEquity1.28%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity1.19%
Berger Paints India LtdMaterialsEquity1.17%
Info Edge (India) LtdTechnologyEquity1.16%
HCL Technologies LtdTechnologyEquity1.14%
SRF LtdMaterialsEquity1.07%
NTPC Green Energy Ltd.Energy & UtilitiesEquity1.06%
UPL LtdMaterialsEquity1.03%
Page Industries LtdConsumer DiscretionaryEquity0.97%
Dabur India LtdConsumer StaplesEquity0.84%
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
Name3M6M1YAll
Fund returns+1.9%+11.8%+4.9%+6.4%
Category average (Equity Thematic)+1.0%+7.6%-1.7%+71.4%
Rank (Equity Thematic)12168--

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 ₹6,19,695 Cr and the Latest NAV as of 16 Sep 2026 is ₹10.64. 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₹6,19,695.24 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,