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NAV as on May 15, 2026
Benchmark
NIfty 500 Total Return
Expense Ratio
2.14%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 1,442 Crores
Exit Load
0.50%
Min. Investment
Rs 5,000
Nav Chart
Asset Allocation
Sector Allocation
Kotak Active Momentum Fund - Regular Plan Fund Details
Investment Objective - 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.
Fund House
Return Since Launch
2.36%
Launch Date
Jul 29, 2025
Type
Open Ended
Riskometer
Very High
Ratio Analysis
Standard Deviation
13.84
Category Avg
Beta
0.90
Category Avg
Sharpe Ratio
0.77
Category Avg
Portfolio Turnover Ratio
122.07 vs 48.39
Fund Vs Category Avg
Top Holdings
Name | Assets (%) | Sector | Instrument |
|---|---|---|---|
| 3.87 | Equity | ||
| 3.41 | Equity | ||
| 3.28 | Equity | ||
| 2.77 | Equity | ||
| 2.56 | Equity | ||
| 2.50 | Equity | ||
| 2.47 | Equity | ||
| 2.44 | Equity | ||
| 2.42 | Equity | ||
| 2.33 | Equity |
May 15, 2026
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | -2.66 | 0.51 | -1.22 | -0.29 | NA | NA | NA | NA | 2.36 |
| Category Average (%) | -2.27 | 1.61 | 0.05 | -1.53 | 4.15 | 8.07 | 5.91 | NA | 9.48 |
| Rank within Category | 708 | 618 | 544 | 444 | NA | NA | NA | NA | 895 |
* Returns over 1 year are CAGR
Peer Comparision
Scheme Name(Growth Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 35.31 | 36,083 | -2.16 | -2.51 | -5.56 | -5.76 | 0.40 | 19.16 | 19.83 | NA | 18.78 | 1.58 | |
| 24.28 | 15,813 | -2.02 | 0.71 | -4.63 | -5.49 | 3.67 | 19.35 | 17.42 | NA | 18.15 | 1.68 | |
| 163.82 | 13,068 | -4.88 | -4.44 | -11.78 | -18.95 | -16.51 | 8.04 | 8.18 | 14.80 | 11.26 | 2.10 | |
| 126.89 | 10,589 | -2.17 | -2.59 | -7.64 | -8.50 | -3.57 | 10.70 | 11.70 | 13.62 | 15.41 | 2.16 | |
| 42.29 | 10,375 | -2.92 | -3.79 | -8.69 | -6.35 | 3.88 | 16.39 | 13.95 | 15.76 | 13.74 | 2.02 | |
| 11.11 | 10,361 | -3.51 | 1.68 | 0.55 | -0.91 | 7.60 | NA | NA | NA | 5.43 | 2.03 | |
| 37.74 | 9,697 | -4.59 | -6.73 | -11.62 | -20.19 | -20.63 | 6.35 | 7.60 | 14.01 | 13.64 | 1.79 | |
| 27.08 | 9,124 | -2.83 | 6.07 | 12.56 | 9.21 | 19.16 | NA | NA | NA | 40.12 | 1.79 | |
| 11.08 | 8,918 | -3.02 | 3.26 | 4.08 | 2.52 | 6.30 | NA | NA | NA | 4.77 | 1.76 | |
| 11.49 | 8,851 | -1.46 | 4.55 | 7.89 | 7.89 | 15.48 | NA | NA | NA | 7.97 | 2.47 |
May 15, 2026
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹5,000 (+0.00%)
Fund Manager
Mr. Rohit Tandon has done B.E.(Mechanical) and PGDM from IIM-B. Prior to joining Kotak Mahindra Mutual Fund, he has worked with Reliance Nippon Life Insurance, Max Life Insurance and JP Morgan India.
View MoreHere is the list of funds managed by Rohit Tandon
Scheme Name(Growth Regular) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Hybrid - Dynamic Asset Allocation/Balanced Advantage | 20.33 | 17,184 | -0.35 | 9.01 | |
| Equity - Large Cap | 545.64 | 10,599 | -3.75 | 11.82 | |
| Equity - Sectoral/Thematic | 10.26 | 1,442 | NA | NA | |
| Others - Fund of Funds | 16.50 | 1,039 | NA | NA | |
| Equity - Sectoral/Thematic | 9.89 | 744 | NA | NA | |
| Equity - Sectoral/Thematic | 14.90 | 507 | 2.65 | NA | |
| Others - Fund of Funds | 10.81 | 37 | NA | NA |
May 15, 2026
Top Performing Related Funds
Scheme Name(Growth Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 39.42 | 69,951 | 0.15 | 0.40 | 1.48 | 3.06 | 6.00 | 7.10 | 6.18 | 5.91 | 6.88 | 3.14 | |
| 137.69 | 63,539 | -2.96 | 1.75 | 1.13 | -0.30 | 8.45 | 20.78 | 18.88 | 17.68 | 14.69 | 1.43 | |
| 82.72 | 54,839 | -2.52 | -2.21 | -5.98 | -5.19 | -0.31 | 13.87 | 13.05 | 13.77 | 13.51 | 1.46 | |
| 5,556.86 | 42,389 | 0.08 | 0.40 | 1.58 | 3.06 | 6.13 | 6.85 | 5.98 | 6.01 | 7.90 | 0.33 | |
| 4,729.97 | 33,700 | -0.04 | 0.18 | 1.31 | 2.75 | 6.12 | 7.20 | 6.32 | 6.55 | 7.04 | 0.37 | |
| 335.76 | 30,251 | -3.31 | -2.08 | -6.04 | -4.45 | 1.62 | 15.95 | 15.48 | 15.38 | 17.59 | 1.60 |
May 15, 2026
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