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Kotak Active Momentum Fund

Kotak Mahindra Mutual Fund · Sectoral/ Thematic

AMFI scheme code 153753 · NAV as of 2026-10-01. Stored fund data, updated 2026-10-03T06:00:14.966666.

NAV vs benchmark

NAV: 10.55 INR per unit. Interactive history and benchmark comparisons require JavaScript.
Scoring
MF-Score -28.7
MF Green Score 39.85
MF Black Score 68.55
Avg Q-Score 12.39
Avg Technical Upside% 258.62
Avg Analyst Upside% 11.83
Returns
Ret 1M % -5.74 peer avg -4.94 · n=171 · Sectoral/ Thematic
Ret 3M % -1.73 peer avg -2.81 · n=171 · Sectoral/ Thematic
Ret 6M % 11.13 peer avg 11.01 · n=171 · Sectoral/ Thematic
Ret YTD % -0.63 peer avg -0.49 · n=171 · Sectoral/ Thematic
Ret 1Y % 5.52 peer avg 2.96 · n=171 · Sectoral/ Thematic
CAGR 3Y % β€” peer avg 12.5 · n=171 · Sectoral/ Thematic
CAGR 5Y % β€” peer avg 11.81 · n=171 · Sectoral/ Thematic
CAGR Incep % 4.77 peer avg 10.48 · n=171 · Sectoral/ Thematic
Risk
Volatility % 15.56 peer avg 15.37 · n=171 · Sectoral/ Thematic
Max Drawdown % -13.61 peer avg -26.45 · n=171 · Sectoral/ Thematic
Sharpe -0.06 peer avg 0.21 · n=171 · Sectoral/ Thematic
Sortino -0.08 peer avg 0.27 · n=171 · Sectoral/ Thematic
Beta 1.04 peer avg 0.92 · n=171 · Sectoral/ Thematic
Alpha % β€” peer avg 7.49 · n=171 · Sectoral/ Thematic
Price
NAV 10.55
Cost & Info
TER % 1.68 peer avg 1.27 · n=171 · Sectoral/ Thematic
AUM (β‚Ή cr) 1659.32 peer avg 2254.12 · n=171 · Sectoral/ Thematic
Mgr Tenure (yr) 1.2
Details
Category Sectoral/ Thematic
Fund House Kotak Mahindra Mutual Fund
Broad Type Equity
Fund Manager Rohit Tandon, Abhishek Bisen
Inception Aug 2025

Fund Information

BenchmarkNIFTY 500 Total Return Index
Sub-categoryThematic
Fund HouseKotak Mahindra Mutual Fund
PlanDirect
RiskVery High
Exit LoadExit load of 0.50%, if redeemed within 90 days.
Min Investmentβ‚Ή5,000
Min SIPβ‚Ή500
NAV Date01-Oct-2026
ISININF174KA1XA4

Portfolio Holdings

Holdings as of 2026-08-31.

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#Holding% of Portfolio
1 Laurus Labs LtdHealthcare 3.95%
2 RepoUnspecified 3.75%
3 Bharat Forge LtdConsumer Discretionary 2.93%
4 National Aluminium Company LtdMaterials 2.71%
5 Sona BLW Precision Forgings LtdConsumer Discretionary 2.7%
6 Bharat Heavy Electricals LtdIndustrials 2.63%
7 Aurobindo Pharma LtdHealthcare 2.61%
8 Apar Industries LtdDiversified 2.59%
9 FSN E-Commerce Ventures LtdConsumer Discretionary 2.55%
10 TVS Motor Company LtdConsumer Discretionary 2.55%
11 GE T&D India LtdIndustrials 2.52%
12 Bajaj Auto LtdConsumer Discretionary 2.49%
13 Radico Khaitan LtdConsumer Staples 2.47%
14 Adani Transmission LtdEnergy & Utilities 2.42%
15 Hitachi Energy India LtdIndustrials 2.36%
16 Eicher Motors LtdConsumer Discretionary 2.35%
17 L&T Finance Holdings LtdFinancial 2.28%
18 Aegis Logistics LtdEnergy & Utilities 2.16%
19 Polycab India LtdIndustrials 2.12%
20 Steel Authority Of India LtdMaterials 2.11%
21 Apollo Hospitals Enterprise LtdHealthcare 2.09%
22 Aster DM Healthcare LtdHealthcare 2.02%
23 Nestle India LtdConsumer Staples 2%
24 Mahindra & Mahindra Financial Services LtdFinancial 1.96%
25 AIA Engineering LtdIndustrials 1.95%
26 Hindustan Zinc LtdMaterials 1.93%
27 Union Bank of IndiaFinancial 1.93%
28 Gujarat Fluorochemicals LtdMaterials 1.93%
29 Marico LtdConsumer Staples 1.91%
30 Grasim Industries LtdMaterials 1.87%
31 IDFC First Bank LtdFinancial 1.75%
32 Canara BankFinancial 1.73%
33 Asian Paints LtdMaterials 1.71%
34 Pidilite Industries LtdMaterials 1.7%
35 Yes Bank LtdFinancial 1.7%
36 Bajaj Finance LtdFinancial 1.64%
37 GMR Airports Infrastructure LtdIndustrials 1.51%
38 Thermax LtdIndustrials 1.5%
39 Poonawalla Fincorp LtdFinancial 1.46%
40 Punjab National BankFinancial 1.39%
41 Dixon Technologies (India) LtdConsumer Discretionary 1.35%
42 ICICI Bank LtdFinancial 1.28%
43 Hindustan Petroleum Corporation LtdEnergy & Utilities 1.19%
44 Berger Paints India LtdMaterials 1.17%
45 Info Edge (India) LtdTechnology 1.16%
46 HCL Technologies LtdTechnology 1.14%
47 SRF LtdMaterials 1.07%
48 NTPC Green Energy Ltd.Energy & Utilities 1.06%
49 UPL LtdMaterials 1.03%
50 Page Industries LtdConsumer Discretionary 0.97%

Showing the top 50 holdings.