RupeestopAbout UsNewsletter

Compiled by Rupeestop LLP, SEBI RIA INA000022701. NAV as on 18 Aug 2026. Factsheet Jun 2026. About · Disclosures

Kotak Active Momentum Fund

Kotak Mahindra Asset Management Co Ltd
Thematic Active MomentumDirectGrowthVery high risk
NAV

₹11.369

As on 18 Aug 2026

Vs category

PeriodThis fundCategoryRank
1 year+13.69%
3 year+13.69%
5 year+13.69%

All Thematic Active Momentum funds · Kotak Mahindra Asset Management Co Ltd

Returns

From NAVs through 18 Aug 2026

1Y
+13.69%
Total
3Y
+13.69%
p.a.
5Y
+13.69%
p.a.
SI
+13.69%
p.a.

Calendar years

+5.89%
2025
+7.37%
2026 YTD

Fund facts

Fund details from the Jun 2026 factsheet

Fund size
₹1,488.38 Cr
Expense ratio
0.80%
BenchmarkNIFTY 500 TRI
Launched19 Aug 2025
Risk levelVery high
StructureOpen Ended
ISININF174KA1XA4

Where the money is invested

Split by asset type.

By asset type

Equity97.24%
Cash2.76%

What the fund holds

82 holdings · portfolio as on 30 May 2026

  • Triparty Repo
    5.06%
  • Laurus Labs Ltd
    Healthcare
    4.5%
  • L&T Finance Ltd
    Financial Services
    3.88%
  • Navin Fluorine International Ltd
    Basic Materials
    2.76%
  • BSE Ltd
    Financial Services
    2.58%
  • Coforge Ltd
    Technology
    2.51%
  • TVS Motor Co Ltd
    Consumer Cyclical
    2.51%
  • Yes Bank Ltd
    Financial Services
    2.28%
  • Hitachi Energy India Ltd Ordinary Shares
    Industrials
    2.26%
  • Bajaj Finance Ltd
    Financial Services
    2.24%

Concentration

Top 5 weight
18.79%
Top 10 weight
30.59%
Avg turnover
85.21%

Who manages this fund

2 fund managers

  • RT
    Rohit Tandon
    2.1 years in the industry
    Runs 5 schemes
  • AB
    Abhishek Bisen
    19.3 years in the industry
    Runs 71 schemes

Other versions

  • directIDCW
    Kotak Active Momentum Fund
    NAV ₹10.379
  • regularIDCW
    Kotak Active Momentum Fund
    NAV ₹10.336
  • regularGrowth
    Kotak Active Momentum Fund
    NAV ₹10.336

FAQ

What is Kotak Active Momentum Fund NAV today?

The latest NAV of Kotak Active Momentum Fund is ₹11.369 as on 18 Aug 2026.

How has Kotak Active Momentum Fund performed vs its category?

1-year return +13.69%. Past performance does not guarantee future returns.

What are the returns of Kotak Active Momentum Fund?

Trailing returns from published NAVs: 1 year +13.69%, 3 year +13.69% a year, 5 year +13.69% a year, since our first NAV +13.69% a year. Past performance does not guarantee future returns.

How would a SIP in Kotak Active Momentum Fund have been illustrated?

The SIP illustration on this page uses ₹5,000 a month for 10 years at this fund's 3-year annualised return of +13.69%. It is not a forecast.

What is the expense ratio and fund size of Kotak Active Momentum Fund?

For Kotak Active Momentum Fund, the expense ratio is 0.80% and fund size (AUM) is ₹1,488.38 Cr.

What is the ISIN of Kotak Active Momentum Fund?

The ISIN for Kotak Active Momentum Fund is INF174KA1XA4.

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance does not guarantee future returns and is not an indicator of future results.

Figures on this page come from published NAVs and the scheme's monthly factsheet. They are for information only and are not investment advice or a recommendation to buy or sell any scheme.