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Scheme Profile

Kotak Active Momentum Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
1,339
Inception Date
20-08-2025
Category
Equity - Thematic - Others

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 5000
  • 52 Week High / Low ()
  • 10.689 (07-Jan-2026) / 9.557 (13-Mar-2026)
  • Incremental Investment ()
  • 1000
  • NAV ()
  • 9.56 ( -0.31) ( -3.12 %)
  • Benchmark
  • Nifty 500 TRI
  • Fund Manager
  • Rohit Tandon
  • Value of () 1,00,000 since inception
  • 95,570
  • Entry Load
  • Nil
  • Exit Load
  • For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment - Nil m
  • Expense Ratio (%)
  • 2.13
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 35.70 times
  • Portfolio P/B
  • 8.25 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 68.02

Risk Factors

  • Jenson's Alpha
  • 3.41
  • Standard Deviation
  • 1.68
  • Beta
  • 0.46
  • Sharpe
  • 1.64
  • R-Squared
  • 0.00
  • Treynor Factor
  • 0.02

NAV Movement

  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y

AUM Growth ( Cr.)

  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y

Performance

  • Scheme Name
  • YTD (%)
  • 3 Months (%)
  • 6 Months (%)
  • 1 Year (%)
  • 3 Years (%)
  • 5 Years (%)
  • 10 Years (%)
  • Since Inception
  • Nifty 500 TRI
  • -10.42
  • -9.72
  • -7.62
  • 7.03
  • 15.05
  • 12.45
  • 14.30
  • -

Company Top 5 Holdings

  [ As on 28 Feb 2026 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • Laurus Labs Ltd
  • Equity
  • 4,62,383
  • 3.72
  • L&T Finance Ltd
  • Equity
  • 16,83,310
  • 3.57
  • TREPS
  • Reverse Repo
  • 0
  • 3.26
  • GE Vernova T&D India Ltd
  • Equity
  • 1,07,035
  • 3.08
  • Aditya Birla Capital Ltd
  • Equity
  • 11,26,405
  • 2.90

Sector Top 5 Holdings

  [ As on 28 Feb 2026 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Automobile
  • 18,74,667
  • 12.36
  • Banks
  • 1,84,01,365
  • 10.55
  • Pharmaceuticals
  • 8,56,978
  • 10.13
  • Finance
  • 29,12,705
  • 8.81
  • Refineries
  • 42,13,036
  • 8.60

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD -9.52 -9.65 -8.30 -10.75 1,338.83
2025 5.36 3.54 7.25 8.55 1,391.80

Quarterly Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
Dec-2025 5.55 2.68 4.24 5.23 1,391.80
Sep-2025 -0.85 -1.53 -3.41 -4.10 1,376.24

Peer Comparison

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Asset Allocation

Sector Allocation

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