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Kotak Mahindra Mutual Fund · Equity: Thematic-Active-Momentum
Kotak Active Momentum Fund - Regular Plan - Growth
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in transportation & logistics and related activities. However, there is no assurance that the objective of the scheme will be achieved.
EquityBenchmark · Nifty 500 TRITER · 2.98%Inception · 29-07-2025
NAV
₹10.47
+0.42% · as of 13-10-2026
Since inception
3.99%
CAGR
Benchmark (inception)
11.88%
CAGR
Fund size
₹1,590 Cr
AUM
Expense ratio
2.98%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +3.99% CAGR vs benchmark +11.88%.
Portfolio
Where the money is invested
Top holdings
LAURUS LABS LIMITED EQ NEW FV RS. 2/-4.92%
L & T FINANCE HOLDINGS LIMITED EQ4.27%
NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-3.90%
Bajaj Finance Limited3.25%
BSE LIMITED EQ NEW FV RS. 2/-3.16%
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-2.89%
AU SMALL FINANCE BANK LIMITED EQ2.78%
Coforge Limited2.72%
HITACHI ENERGY INDIA LIMITED EQ2.69%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-2.68%
Sector allocation
Financial Services26.41%
Healthcare12.17%
Information Technology11.23%
Metals & Mining8.88%
Automobile and Auto Components6.20%
Fast Moving Consumer Goods5.09%
Consumer Services4.05%
Capital Goods4.01%
Chemicals3.90%
Oil, Gas & Consumable Fuels3.56%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 4.0% p.a.₹10,000
10 years
Projected value
₹14,76,615
Invested: ₹12,00,000
Gained: ₹2,76,615
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Rohit Tandon & Mr. Abhishek Bisen
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153755
ISIN (Growth)
INF174KA1XD8
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Active-Momentum funds
Motilal Oswal Active Momentum Fund Reg Gr
₹14.77
1Y
+24.7%
3Y
+0.0%
5Y
+0.0%
Union Active Momentum Fund Reg Gr
₹10.00
1Y
+17.0%
3Y
+0.0%
5Y
+0.0%
Samco Active Momentum Fund Reg Gr
₹15.48
1Y
+15.6%
3Y
+13.4%
5Y
+0.0%
Nippon India Active Momentum Fund Reg Plan Gr
₹12.23
1Y
+4.3%
3Y
+0.0%
5Y
+0.0%
ICICI Pru Active Momentum Fund Gr
₹10.57
1Y
+4.1%
3Y
+0.0%
5Y
+0.0%
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