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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 · 2.15%Inception · 29-07-2025
NAV
₹10.72
-0.46% · as of 14-07-2026
Since inception
6.96%
CAGR
Benchmark (inception)
12.15%
CAGR
Fund size
₹1,488 Cr
AUM
Expense ratio
2.15%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +6.96% CAGR vs benchmark +12.15%.
Portfolio
Where the money is invested
Top holdings
Triparty Repo5.06%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-4.50%
L & T FINANCE HOLDINGS LIMITED EQ3.88%
NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-2.76%
BSE LIMITED EQ NEW FV RS. 2/-2.58%
Coforge Limited2.51%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-2.51%
YES BANK LIMITED EQ NEW FV RS. 2/-2.28%
HITACHI ENERGY INDIA LIMITED EQ2.26%
Bajaj Finance Limited2.24%
Sector allocation
Financial Services23.71%
Healthcare11.81%
Information Technology10.88%
Metals & Mining9.67%
Automobile and Auto Components7.79%
Capital Goods7.09%
Oil, Gas & Consumable Fuels4.48%
Fast Moving Consumer Goods4.13%
Consumer Services3.44%
Chemicals2.76%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 7.0% p.a.₹10,000
10 years
Projected value
₹17,37,060
Invested: ₹12,00,000
Gained: ₹5,37,060
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
₹13.59
1Y
+22.2%
3Y
+0.0%
5Y
+0.0%
Union Active Momentum Fund Reg Gr
₹9.59
1Y
+9.3%
3Y
+0.0%
5Y
+0.0%
Nippon India Active Momentum Fund Reg Plan Gr
₹12.83
1Y
+9.1%
3Y
+0.0%
5Y
+0.0%
ICICI Pru Active Momentum Fund Gr
₹10.75
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Samco Active Momentum Fund Reg Gr
₹14.55
1Y
-2.1%
3Y
+13.2%
5Y
+0.0%
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