Kotak Active Momentum Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹1,624.76 Cr
Expense Ratio
2.13%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹0.00
Launch Date
20 Aug 2025
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -5.32% | -- |
| 3 Months | +1.99% | -- |
| 6 Months | +11.09% | -- |
| 1 Year | +5.16% | +5.16% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +6.17% | +5.75% |
Holdings as on 16 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Laurus Labs | 65.58 | 3.95 |
| Triparty Repo | 62.30 | 3.75 |
| Bharat Forge | 48.62 | 2.93 |
| National Aluminium Company Ltd | 45.00 | 2.71 |
| Sona Blw Precision Forgings | 44.86 | 2.70 |
| Bharat Heavy Electricals | 43.65 | 2.63 |
| Aurobindo Pharma | 43.29 | 2.61 |
| Apar Industries | 43.05 | 2.59 |
| TVS Motor Company | 42.37 | 2.55 |
| FSN E-Commerce Ventures Ltd | 42.35 | 2.55 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Quant Quantamental Fund Regular Growth | +7.7% | +12.92% | +17.04% |
| ICICI Prudential Exports and Services Fund Growth | +0.92% | +12.74% | +12.86% |
| Sundaram Business Cycle Fund Regular Growth | +0.73% | -- | -- |
| Kotak Active Momentum Fund Regular Growth | +5.16% | -- | -- |
| Motilal Oswal Business Cycle Fund Regular Growth | -2.78% | -- | -- |
Results are calculated on CAGR basis
About Fund
The scheme shall 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. However, there is no assurance that the objective of the scheme will be achieved
The Kotak Active Momentum Fund Regular Growth has an AUM of 1624.76 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.13%. The minimum investment in Kotak Active Momentum Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 0.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include Laurus Labs, Triparty Repo, Bharat Forge, National Aluminium Company Ltd.
The major sectors where the fund is invested are Regional Banks, Electronic Instr. & Controls, Consumer Financial Services, Chemical Manufacturing.
Some of the similar funds are Quant Quantamental Fund Regular Growth, ICICI Prudential Exports and Services Fund Growth, Sundaram Business Cycle Fund Regular Growth, Kotak Active Momentum Fund Regular Growth, Motilal Oswal Business Cycle Fund Regular Growth. Kotak Active Momentum Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Kotak Active Momentum Fund Regular Growth has a Medium risk & Good return.
Kotak Active Momentum Fund Regular Growth is managed by Abhishek Bisen,Rohit Tandon.
The expense ratio of Kotak Active Momentum Fund Regular Growth is 2.13%.
The 5 year annualized return on Kotak Active Momentum Fund Regular Growth is 0.00% & it has generated 5.16% in the last 1 year.
The minimum investment in Kotak Active Momentum Fund Regular Growth is 5000 Rs.
Kotak Active Momentum Fund Regular Growth has an AUM of 1624.76 crores.
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