Kotak Active Momentum Fund
QuantVery HighOPEN-ENDED
- NAV as on 25 Sep 2026
- ₹10.80+0.19%1 day
- Return since launch
- 8.7%
- 52-week range
- ₹9.21 — ₹11.35
- AUM
- ₹1,659 Cr
Kotak Active Momentum Fund is a Quant equity fund from Kotak Mahindra Mutual Fund with ₹1,659 Cr under management, launched in 2025. The expense ratio is 2.63% and the SEBI riskometer reading is Very High.
Performance
Kotak Active Momentum Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +9.8% against +1.6% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 8.1% | +3.4 pts | 4.7% | -1.8% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -3.6% | −0.2 pts | -3.4% | -3.6% |
| 3M | 3.2% | +3.5 pts | -0.3% | -0.5% |
| 6M | 14.6% | +4.4 pts | 10.2% | 7.4% |
| 1Y | 9.8% | +5.1 pts | 4.7% | 1.6% |
Since launch (29 Jul 2025): 8.7%
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.98%
Expense ratio as on 22 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.80%
- Brokerage
- 0.10%
- Transaction charges
- 0.02%
- Statutory levies
- 1.06%
- Exit load
- Exit load of 0.50%, if redeemed within 90 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY 500 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Kotak Active Momentum Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity96.4%
- Other3.6%
Market cap split
- Large38.7%
- Mid59.1%
- Small2.2%
- P/E
- 30.50
- P/B
- 3.98
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Laurus Labs Ltd. | Healthcare | 3.95% | ₹65.58 Cr | +4.50% | +3.72% | — |
| Others | Others | 3.56% | ₹59.20 Cr | -4.58% | -0.46% | +1.24% |
| company:507 | Automobile | 2.93% | ₹48.61 Cr | — | — | — |
| company:2530 | Metals & Mining | 2.71% | ₹44.99 Cr | +0.53% | +1.87% | — |
| company:16550 | Automobile | 2.70% | ₹44.85 Cr | — | — | — |
| company:509 | Capital Goods | 2.63% | ₹43.64 Cr | — | — | — |
| Aurobindo Pharma Ltd. | Healthcare | 2.61% | ₹43.28 Cr | +1.30% | — | — |
| company:1333 | Consumer Staples | 2.59% | ₹43.05 Cr | — | — | — |
| TVS Motor Company Ltd. | Automobile | 2.55% | ₹42.36 Cr | +2.51% | +2.55% | — |
| company:17084 | Services | 2.55% | ₹42.34 Cr | +0.61% | +2.57% | — |
| company:5697 | Capital Goods | 2.52% | ₹41.75 Cr | +0.99% | +3.08% | — |
| Bajaj Auto Ltd. | Automobile | 2.49% | ₹41.28 Cr | +1.21% | — | — |
| Radico Khaitan Ltd. | Consumer Staples | 2.47% | ₹41.00 Cr | +1.92% | — | — |
| company:13894 | Energy | 2.42% | ₹40.09 Cr | — | — | — |
| Hitachi Energy India Ltd. | Capital Goods | 2.36% | ₹39.22 Cr | +2.26% | — | — |
| company:998 | Automobile | 2.35% | ₹39.00 Cr | +0.56% | +2.61% | — |
| L&T Finance Ltd. | Financial | 2.28% | ₹37.77 Cr | +3.88% | +3.57% | — |
| company:85 | Services | 2.16% | ₹35.81 Cr | — | — | — |
| company:15609 | Capital Goods | 2.12% | ₹35.24 Cr | +0.54% | +2.06% | — |
| company:3696 | Metals & Mining | 2.11% | ₹35.00 Cr | +0.60% | +2.05% | — |
| company:233 | Healthcare | 2.09% | ₹34.64 Cr | — | — | — |
| company:15106 | Healthcare | 2.02% | ₹33.60 Cr | — | — | — |
| Nestle India Ltd. | Consumer Staples | 2.00% | ₹33.12 Cr | +1.70% | — | — |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 1.96% | ₹32.59 Cr | +1.67% | — | — |
| company:7601 | Metals & Mining | 1.95% | ₹32.35 Cr | — | — | — |
| Hindustan Zinc Ltd. | Metals & Mining | 1.93% | ₹32.05 Cr | +1.82% | +1.61% | — |
| company:15709 | Chemicals | 1.93% | ₹32.05 Cr | — | — | — |
| company:5655 | Financial | 1.93% | ₹32.01 Cr | +0.45% | +2.26% | — |
| company:2290 | Consumer Staples | 1.91% | ₹31.76 Cr | +0.51% | +2.06% | — |
| company:1308 | Materials | 1.87% | ₹30.95 Cr | — | — | — |
| IDFC First Bank Ltd. | Financial | 1.75% | ₹28.99 Cr | +1.87% | — | — |
| company:5652 | Financial | 1.73% | ₹28.63 Cr | — | — | — |
| Asian Paints Ltd. | Materials | 1.71% | ₹28.29 Cr | — | — | — |
| Yes Bank Ltd. | Financial | 1.70% | ₹28.14 Cr | +2.28% | +1.79% | — |
| company:2837 | Chemicals | 1.70% | ₹28.25 Cr | — | — | — |
| Bajaj Finance Ltd. | Financial | 1.64% | ₹27.24 Cr | +2.24% | — | — |
| company:5922 | Construction | 1.51% | ₹25.10 Cr | — | — | — |
| company:3954 | Capital Goods | 1.50% | ₹24.89 Cr | — | — | — |
| Poonawalla Fincorp Ltd. | Financial | 1.46% | ₹24.17 Cr | +0.30% | — | — |
| company:5500 | Financial | 1.39% | ₹23.12 Cr | — | — | — |
| company:14759 | Capital Goods | 1.35% | ₹22.35 Cr | — | — | — |
| company:1570 | Financial | 1.28% | ₹21.20 Cr | — | — | — |
| company:1529 | Energy | 1.19% | ₹19.82 Cr | +0.47% | +2.17% | — |
| company:477 | Materials | 1.17% | ₹19.35 Cr | — | — | — |
| company:8117 | Services | 1.16% | ₹19.21 Cr | — | — | — |
| company:5590 | Technology | 1.14% | ₹18.94 Cr | — | — | — |
| company:3256 | Chemicals | 1.07% | ₹17.77 Cr | — | — | — |
| company:19559 | Energy | 1.06% | ₹17.57 Cr | — | — | — |
| company:5012 | Chemicals | 1.03% | ₹17.04 Cr | — | — | — |
| company:8283 | Textiles | 0.97% | ₹16.02 Cr | — | — | — |
| company:844 | Consumer Staples | 0.84% | ₹14.02 Cr | — | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Navin Fluorine International Ltd. | 3.52% | 0.00% | -3.52% |
| company:507 | 0.00% | 2.93% | +2.93% |
| Coforge Ltd. | 2.92% | 0.00% | -2.92% |
| BSE Ltd. | 2.73% | 0.00% | -2.73% |
| company:2530 | 0.00% | 2.71% | +2.71% |
| company:16550 | 0.00% | 2.70% | +2.70% |
| company:509 | 0.00% | 2.63% | +2.63% |
| Eternal Ltd. | 2.59% | 0.00% | -2.59% |
| company:1333 | 0.00% | 2.59% | +2.59% |
| AU Small Finance Bank Ltd. | 2.58% | 0.00% | -2.58% |
| company:17084 | 0.00% | 2.55% | +2.55% |
| company:5697 | 0.00% | 2.52% | +2.52% |
| Titan Company Ltd. | 2.47% | 0.00% | -2.47% |
| company:13894 | 0.00% | 2.42% | +2.42% |
| company:998 | 0.00% | 2.35% | +2.35% |
| JSW Steel Ltd. | 2.17% | 0.00% | -2.17% |
| company:85 | 0.00% | 2.16% | +2.16% |
| Persistent Systems Ltd. | 2.14% | 0.00% | -2.14% |
| company:15609 | 0.00% | 2.12% | +2.12% |
| Hero Motocorp Ltd. | 2.11% | 0.00% | -2.11% |
| company:3696 | 0.00% | 2.11% | +2.11% |
| The Phoenix Mills Ltd. | 2.10% | 0.00% | -2.10% |
| company:233 | 0.00% | 2.09% | +2.09% |
| company:15106 | 0.00% | 2.02% | +2.02% |
| Adani Power Ltd. | 2.01% | 0.00% | -2.01% |
| Tata Communications Ltd. | 2.01% | 0.00% | -2.01% |
| Reliance Industries Ltd. | 1.98% | 0.00% | -1.98% |
| company:7601 | 0.00% | 1.95% | +1.95% |
| company:15709 | 0.00% | 1.93% | +1.93% |
| company:5655 | 0.00% | 1.93% | +1.93% |
| company:2290 | 0.00% | 1.91% | +1.91% |
| Ultratech Cement Ltd. | 1.87% | 0.00% | -1.87% |
| company:1308 | 0.00% | 1.87% | +1.87% |
| Axis Bank Ltd. | 1.86% | 0.00% | -1.86% |
| Alkem Laboratories Ltd. | 1.76% | 0.00% | -1.76% |
| Vedanta Ltd. | 1.76% | 0.00% | -1.76% |
| Bajaj Finance Ltd. | 3.38% | 1.64% | -1.74% |
| company:5652 | 0.00% | 1.73% | +1.73% |
| Mphasis Ltd. | 1.71% | 0.00% | -1.71% |
| LTM Limited | 1.70% | 0.00% | -1.70% |
| company:2837 | 0.00% | 1.70% | +1.70% |
| Sun Pharmaceutical Industries Ltd. | 1.68% | 0.00% | -1.68% |
| L&T Finance Ltd. | 3.92% | 2.28% | -1.64% |
| Lupin Ltd. | 1.64% | 0.00% | -1.64% |
| Indusind Bank Ltd. | 1.61% | 0.00% | -1.61% |
| NMDC Ltd. | 1.53% | 0.00% | -1.53% |
| company:5922 | 0.00% | 1.51% | +1.51% |
| Tech Mahindra Ltd. | 1.50% | 0.00% | -1.50% |
| company:3954 | 0.00% | 1.50% | +1.50% |
| Oil India Ltd. | 1.44% | 0.00% | -1.44% |
| Laurus Labs Ltd. | 5.39% | 3.95% | -1.44% |
| company:5500 | 0.00% | 1.39% | +1.39% |
| Asian Paints Ltd. | 0.33% | 1.71% | +1.38% |
| ICICI Prudential Life Insurance Company Ltd. | 1.37% | 0.00% | -1.37% |
| company:14759 | 0.00% | 1.35% | +1.35% |
| Supreme Industries Ltd. | 1.32% | 0.00% | -1.32% |
| Trent Ltd. | 1.31% | 0.00% | -1.31% |
| company:1570 | 0.00% | 1.28% | +1.28% |
| Infosys Ltd. | 1.22% | 0.00% | -1.22% |
| company:1529 | 0.00% | 1.19% | +1.19% |
| company:477 | 0.00% | 1.17% | +1.17% |
| company:8117 | 0.00% | 1.16% | +1.16% |
| Vedanta Aluminium Metal Ltd. | 1.14% | 0.00% | -1.14% |
| company:5590 | 0.00% | 1.14% | +1.14% |
| Poonawalla Fincorp Ltd. | 0.33% | 1.46% | +1.13% |
| Bajaj Auto Ltd. | 1.37% | 2.49% | +1.12% |
| company:3256 | 0.00% | 1.07% | +1.07% |
| company:19559 | 0.00% | 1.06% | +1.06% |
| company:5012 | 0.00% | 1.03% | +1.03% |
| company:8283 | 0.00% | 0.97% | +0.97% |
| Tata Consultancy Services Ltd. | 0.95% | 0.00% | -0.95% |
| Aurobindo Pharma Ltd. | 1.73% | 2.61% | +0.88% |
| company:844 | 0.00% | 0.84% | +0.84% |
| IDFC First Bank Ltd. | 2.58% | 1.75% | -0.83% |
| Mahindra & Mahindra Financial Services Ltd. | 2.55% | 1.96% | -0.59% |
| TVS Motor Company Ltd. | 3.06% | 2.55% | -0.51% |
| Others | -0.68% | -0.19% | +0.49% |
| Hindustan Zinc Ltd. | 1.44% | 1.93% | +0.49% |
| Radico Khaitan Ltd. | 2.92% | 2.47% | -0.45% |
| Yes Bank Ltd. | 2.11% | 1.70% | -0.41% |
| Nestle India Ltd. | 2.16% | 2.00% | -0.16% |
| Hitachi Energy India Ltd. | 2.27% | 2.36% | +0.09% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹769 Cr | 2.46% | 5.2% | 5.4% | 12.9% |
 Quant Quantamental Fund | ₹1,632 Cr | 2.94% | 6.0% | 6.3% | 14.4% |
 360 ONE Quant Fund | ₹846 Cr | 2.55% | -4.3% | 3.2% | — |
 Samco Active Momentum Fund | ₹752 Cr | 3.23% | 30.3% | 9.6% | — |
| Kotak Quant Fund | ₹497 Cr | 2.26% | -1.6% | 3.5% | — |
 Nippon India Quant Fund | ₹116 Cr | 1.31% | -4.2% | 4.3% | 11.4% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme 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.
Fund managers
- Abhishek BisenMr. Bisen is a BA and MBA in Finance.Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
- Rohit TandonMr. Tandon has done B.E.(Mechanical) and PGDM from IIM-BPrior to joining Kotak Mahindra Mutual Fund, he has worked with Reliance Nippon Life Insurance, Max Life Insurance and JP Morgan India
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months14.55% absolute | ₹60,000 | ₹68,730 | 14.55% | |
| 1 year9.83% annualised | ₹1,20,000 | ₹1,26,585 | 5.49% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Kotak Active Momentum Fund?
The NAV of Kotak Active Momentum Fund is ₹10.80 as on 25 Sep 2026.
What is the expense ratio of Kotak Active Momentum Fund?
The expense ratio of Kotak Active Momentum Fund is 2.63% per year.
What is the minimum SIP amount for Kotak Active Momentum Fund?
You can start a SIP in Kotak Active Momentum Fund with ₹3,000 a month.
Is there a lock-in or exit load on Kotak Active Momentum Fund?
Lock-in: None. Exit load: Exit load of 0.50%, if redeemed within 90 days..
How risky is Kotak Active Momentum Fund?
Kotak Active Momentum Fund is rated Very High on the SEBI riskometer and belongs to the Quant category.
Which fund house manages Kotak Active Momentum Fund?
Kotak Active Momentum Fund is managed by Kotak Mahindra Mutual Fund, which runs 94 schemes with ₹6,09,561 Cr under management.