Kotak Active Momentum Fund
QuantVery HighOPEN-ENDED
- NAV as on 6 Nov 2026
- ₹10.63-0.43%1 day
- Return since launch
- 5.1%
- 52-week range
- ₹9.21 — ₹11.35
- AUM
- ₹1,590 Cr
Kotak Active Momentum Fund is a Quant equity fund from Kotak Mahindra Mutual Fund with ₹1,590 Cr under management, launched in 2025. The expense ratio is 2.84% 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 +4.2% against -0.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 3.8% | +2.1 pts | 1.7% | 1.3% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 1.5% | −1.5 pts | 3.1% | 4.9% |
| 3M | -5.8% | −2.6 pts | -3.2% | -3.1% |
| 6M | 0.8% | +0.5 pts | 0.3% | 0.9% |
| 1Y | 4.2% | +2.5 pts | 1.7% | -0.7% |
Since launch (29 Jul 2025): 5.1%
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
2.73%
Expense ratio as on 3 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.80%
- Brokerage
- 0.07%
- Transaction charges
- 0.02%
- Statutory levies
- 0.84%
- 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 30 Sep 2026
Asset allocation
- Equity96.7%
- Other3.4%
Market cap split
- Large37.8%
- Mid59.6%
- Small2.6%
- P/E
- 28.47
- P/B
- 3.70
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Laurus Labs Ltd. | Healthcare | 4.26% | ₹67.80 Cr | +4.92% | +3.87% | — |
| Others | Others | 3.35% | ₹52.93 Cr | -0.38% | -0.40% | -0.22% |
| Sona BLW Precision Forgings Ltd. | Automobile | 2.94% | ₹46.79 Cr | — | — | — |
| Bharat Forge Ltd. | Automobile | 2.86% | ₹45.46 Cr | — | — | — |
| Apar Industries Ltd. | Consumer Staples | 2.72% | ₹43.20 Cr | — | — | — |
| Aurobindo Pharma Ltd. | Healthcare | 2.67% | ₹42.40 Cr | +1.89% | — | — |
| Bharat Heavy Electricals Ltd. | Capital Goods | 2.63% | ₹41.87 Cr | — | — | — |
| National Aluminium Company Ltd. | Metals & Mining | 2.58% | ₹41.09 Cr | — | +2.29% | +2.26% |
| GE Vernova T&D India Ltd | Capital Goods | 2.57% | ₹40.94 Cr | — | +3.28% | +2.91% |
| Aegis Logistics Ltd. | Services | 2.55% | ₹40.54 Cr | — | — | — |
| TVS Motor Company Ltd. | Automobile | 2.52% | ₹40.07 Cr | +2.68% | +2.50% | — |
| Radico Khaitan Ltd. | Consumer Staples | 2.51% | ₹39.92 Cr | +2.89% | — | +2.84% |
| FSN E-Commerce Ventures Ltd. | Services | 2.49% | ₹39.62 Cr | — | +2.56% | — |
| Adani Energy Solutions Ltd. | Energy | 2.39% | ₹38.00 Cr | — | — | — |
| Bajaj Auto Ltd. | Automobile | 2.35% | ₹37.34 Cr | +1.47% | — | — |
| Eicher Motors Ltd. | Automobile | 2.29% | ₹36.37 Cr | — | +2.42% | +2.75% |
| Hitachi Energy India Ltd. | Capital Goods | 2.27% | ₹36.12 Cr | +2.69% | — | — |
| Steel Authority Of India Ltd. | Metals & Mining | 2.13% | ₹33.79 Cr | — | +2.11% | — |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 2.07% | ₹32.98 Cr | — | — | — |
| Aster DM Quality Care Ltd. | Healthcare | 2.02% | ₹32.14 Cr | — | — | — |
| L&T Finance Ltd. | Financial | 1.99% | ₹31.65 Cr | +4.27% | +3.41% | +2.74% |
| Marico Ltd. | Consumer Staples | 1.99% | ₹31.58 Cr | — | +2.16% | — |
| Gujarat Fluorochemicals Ltd. | Chemicals | 1.96% | ₹31.21 Cr | — | — | +1.79% |
| Hindustan Zinc Ltd. | Metals & Mining | 1.95% | ₹31.04 Cr | +1.56% | +1.51% | — |
| Polycab India Ltd. | Capital Goods | 1.95% | ₹31.06 Cr | — | +1.85% | — |
| AIA Engineering Ltd. | Metals & Mining | 1.92% | ₹30.50 Cr | — | — | — |
| Union Bank of India | Financial | 1.89% | ₹30.10 Cr | — | +2.07% | +2.00% |
| Nestle India Ltd. | Consumer Staples | 1.85% | ₹29.43 Cr | +2.20% | — | — |
| Grasim Industries Ltd. | Materials | 1.83% | ₹29.16 Cr | — | — | — |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 1.81% | ₹28.81 Cr | +2.28% | — | — |
| Canara Bank | Financial | 1.76% | ₹27.96 Cr | — | — | +2.00% |
| IDFC First Bank Ltd. | Financial | 1.75% | ₹27.88 Cr | +2.64% | — | — |
| Asian Paints Ltd. | Materials | 1.66% | ₹26.47 Cr | — | — | — |
| GMR Airports Ltd. | Construction | 1.66% | ₹26.47 Cr | — | — | +0.30% |
| Yes Bank Ltd. | Financial | 1.65% | ₹26.22 Cr | +2.45% | +1.68% | — |
| Pidilite Industries Ltd. | Chemicals | 1.60% | ₹25.44 Cr | — | — | +1.64% |
| Bajaj Finance Ltd. | Financial | 1.58% | ₹25.10 Cr | +3.25% | — | — |
| Poonawalla Fincorp Ltd. | Financial | 1.50% | ₹23.87 Cr | +0.34% | — | — |
| Punjab National Bank | Financial | 1.50% | ₹23.78 Cr | — | — | +1.73% |
| Thermax Ltd. | Capital Goods | 1.41% | ₹22.45 Cr | — | — | — |
| Dixon Technologies (India) Ltd. | Capital Goods | 1.29% | ₹20.46 Cr | — | — | +2.18% |
| ICICI Bank Ltd. | Financial | 1.26% | ₹20.00 Cr | — | — | — |
| Hindustan Petroleum Corporation Ltd. | Energy | 1.24% | ₹19.70 Cr | — | +1.87% | +2.01% |
| NTPC Green Energy Ltd. | Energy | 1.20% | ₹19.01 Cr | — | — | — |
| HCL Technologies Ltd. | Technology | 1.16% | ₹18.42 Cr | — | — | — |
| Info Edge (India) Ltd. | Services | 1.16% | ₹18.51 Cr | — | — | — |
| Berger Paints India Ltd. | Materials | 1.15% | ₹18.36 Cr | — | — | — |
| SRF Ltd. | Chemicals | 1.12% | ₹17.80 Cr | — | — | +2.09% |
| UPL Ltd. | Chemicals | 1.07% | ₹16.97 Cr | — | — | — |
| Page Industries Ltd. | Textiles | 1.06% | ₹16.89 Cr | — | — | — |
| Dabur India Ltd. | Consumer Staples | 0.91% | ₹14.51 Cr | — | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Aegis Logistics Ltd. | 2.16% | 2.55% | +0.39% |
| Laurus Labs Ltd. | 3.95% | 4.26% | +0.31% |
| L&T Finance Ltd. | 2.28% | 1.99% | -0.29% |
| Sona BLW Precision Forgings Ltd. | 2.70% | 2.94% | +0.24% |
| Polycab India Ltd. | 2.12% | 1.95% | -0.17% |
| GMR Airports Ltd. | 1.51% | 1.66% | +0.15% |
| Mahindra & Mahindra Financial Services Ltd. | 1.96% | 1.81% | -0.15% |
| Nestle India Ltd. | 2.00% | 1.85% | -0.15% |
| Bajaj Auto Ltd. | 2.49% | 2.35% | -0.14% |
| NTPC Green Energy Ltd. | 1.06% | 1.20% | +0.14% |
| Apar Industries Ltd. | 2.59% | 2.72% | +0.13% |
| National Aluminium Company Ltd. | 2.71% | 2.58% | -0.13% |
| Punjab National Bank | 1.39% | 1.50% | +0.11% |
| Pidilite Industries Ltd. | 1.70% | 1.60% | -0.10% |
| Page Industries Ltd. | 0.97% | 1.06% | +0.09% |
| Thermax Ltd. | 1.50% | 1.41% | -0.09% |
| Hitachi Energy India Ltd. | 2.36% | 2.27% | -0.09% |
| Marico Ltd. | 1.91% | 1.99% | +0.08% |
| Bharat Forge Ltd. | 2.93% | 2.86% | -0.07% |
| Dabur India Ltd. | 0.84% | 0.91% | +0.07% |
| Aurobindo Pharma Ltd. | 2.61% | 2.67% | +0.06% |
| Dixon Technologies (India) Ltd. | 1.35% | 1.29% | -0.06% |
| Eicher Motors Ltd. | 2.35% | 2.29% | -0.06% |
| Bajaj Finance Ltd. | 1.64% | 1.58% | -0.06% |
| FSN E-Commerce Ventures Ltd. | 2.55% | 2.49% | -0.06% |
| Asian Paints Ltd. | 1.71% | 1.66% | -0.05% |
| Hindustan Petroleum Corporation Ltd. | 1.19% | 1.24% | +0.05% |
| SRF Ltd. | 1.07% | 1.12% | +0.05% |
| Yes Bank Ltd. | 1.70% | 1.65% | -0.05% |
| GE Vernova T&D India Ltd | 2.52% | 2.57% | +0.05% |
| Grasim Industries Ltd. | 1.87% | 1.83% | -0.04% |
| Poonawalla Fincorp Ltd. | 1.46% | 1.50% | +0.04% |
| UPL Ltd. | 1.03% | 1.07% | +0.04% |
| Union Bank of India | 1.93% | 1.89% | -0.04% |
| Radico Khaitan Ltd. | 2.47% | 2.51% | +0.04% |
| AIA Engineering Ltd. | 1.95% | 1.92% | -0.03% |
| Canara Bank | 1.73% | 1.76% | +0.03% |
| Gujarat Fluorochemicals Ltd. | 1.93% | 1.96% | +0.03% |
| Adani Energy Solutions Ltd. | 2.42% | 2.39% | -0.03% |
| TVS Motor Company Ltd. | 2.55% | 2.52% | -0.03% |
| Apollo Hospitals Enterprise Ltd. | 2.09% | 2.07% | -0.02% |
| Berger Paints India Ltd. | 1.17% | 1.15% | -0.02% |
| HCL Technologies Ltd. | 1.14% | 1.16% | +0.02% |
| Hindustan Zinc Ltd. | 1.93% | 1.95% | +0.02% |
| ICICI Bank Ltd. | 1.28% | 1.26% | -0.02% |
| Steel Authority Of India Ltd. | 2.11% | 2.13% | +0.02% |
| Others | -0.19% | -0.17% | +0.02% |
| Aster DM Quality Care Ltd. | 2.02% | 2.02% | 0.00% |
| Bharat Heavy Electricals Ltd. | 2.63% | 2.63% | 0.00% |
| IDFC First Bank Ltd. | 1.75% | 1.75% | 0.00% |
| Info Edge (India) Ltd. | 1.16% | 1.16% | 0.00% |
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 | ₹673 Cr | 2.54% | 6.9% | 5.3% | 12.1% |
 Quant Quantamental Fund | ₹1,547 Cr | 2.75% | 7.8% | 6.3% | 13.9% |
 Samco Active Momentum Fund | ₹775 Cr | 3.40% | 18.7% | 5.9% | — |
 360 ONE Quant Fund | ₹774 Cr | 2.45% | -2.5% | 2.3% | — |
 ICICI Prudential Quant Fund | ₹163 Cr | 2.83% | 6.6% | 6.0% | 10.4% |
 Nippon India Quant Fund | ₹108 Cr | 1.27% | 3.9% | 5.8% | 12.1% |
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 months0.81% absolute | ₹60,000 | ₹60,486 | 0.81% | |
| 1 year4.21% annualised | ₹1,20,000 | ₹1,22,772 | 2.31% |
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 ₹10.63 as on 6 Nov 2026.
What is the expense ratio of Kotak Active Momentum Fund?
The expense ratio of Kotak Active Momentum Fund is 2.84% 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 97 schemes with ₹6,34,000 Cr under management.