Kotak Active Momentum Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

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 1376.24 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 - & - respectively.

The top holdings of the fund include Fortis Healthcare, One 97 Communications, BSE & Muthoot Finance.

The major sectors where the fund is invested are Consumer Financial Services, Healthcare Facilities, Biotechnology & Drugs & Electronic Instr. & Controls.

Some of the similar funds are Invesco India PSU Equity Fund Growth, DSP Natural Resources & New Energy Fund Regular Plan Growth, ICICI Prudential Exports and Services Fund Growth, HDFC Housing Opportunities Fund Regular Growth, Kotak Active Momentum Fund Regular Growth. Kotak Active Momentum Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.