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Scheme Profile

Kotak Active Momentum Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
1,392
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) / 9.83 (26-Sep-2025)
  • Incremental Investment ()
  • 1000
  • NAV ()
  • 10.25 ( 0.12) ( 1.14 %)
  • Benchmark
  • Nifty 500 TRI
  • Fund Manager
  • Rohit Tandon
  • Value of () 1,00,000 since inception
  • 1,02,540
  • 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 (%)
  • 2.12
  • 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 (%)
  • 66.51

Risk Factors

  • Jenson's Alpha
  • 3.41
  • Standard Deviation
  • 1.68
  • Beta
  • 0.46
  • Sharpe
  • 1.64
  • R-Squared
  • 0.00
  • Treynor Factor
  • 0.07

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
  • -3.73
  • -3.00
  • -0.93
  • 8.60
  • 15.41
  • 15.36
  • 15.26
  • -

Company Top 5 Holdings

  [ As on 31 Dec 2025 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • Laurus Labs Ltd
  • Equity
  • 4,81,108
  • 3.83
  • Muthoot Finance Ltd
  • Equity
  • 1,33,345
  • 3.65
  • One 97 Communications Ltd
  • Equity
  • 3,50,926
  • 3.28
  • GE Vernova T&D India Ltd
  • Equity
  • 1,39,027
  • 3.13
  • Aditya Birla Capital Ltd
  • Equity
  • 11,58,886
  • 2.98

Sector Top 5 Holdings

  [ As on 31 Dec 2025 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Pharmaceuticals
  • 11,62,683
  • 12.50
  • Finance
  • 24,30,402
  • 11.04
  • Automobile
  • 2,81,372
  • 10.41
  • IT - Software
  • 12,40,430
  • 8.00
  • Banks
  • 49,15,763
  • 7.06

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD -2.93 -3.98 -3.73 -3.38 0
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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