Kotak Active Momentum Fund
Get the latest NAV of Kotak Active Momentum Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.49
1D
NAV as on 02 Apr 2026
/per year
Since Inception
▲▼
407 people have invested ₹ 82.6L in Kotak Active Momentum Fund in the last three months
Kotak Active Momentum Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (02-Apr-26)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Kotak Active Momentum Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Kotak Active Momentum Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Kotak Active Momentum Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Basic Materials & Industrial
Consumer Cyclical
20%
Financial Services
19%
Basic Materials
16%
Financial Services
24%
Basic Materials
15%
Industrial
14%
Kotak Active Momentum Fund Holdings Details
as on (31-Mar-26)
Kotak Active Momentum Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.78% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1339 Cr |
| Inception Date | 20 August, 2025 |
| Min Lumpsum/SIP | ₹5,000/₹500 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About Kotak Active Momentum Fund
Kotak Active Momentum Fund is an equity fund. This fund was started on 20 August, 2025. The fund is managed by Abhishek Bisen, Rohit Tandon. The fund could potentially beat inflation in the long-run.
Key Parameters
- Kotak Active Momentum Fund has ₹1339 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Kotak Active Momentum Fund has given a CAGR return of -5.07% since inception.
Holdings
Kotak Active Momentum Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Financial Services, Basic Materials, Industrial, Health, Energy, Tech, Consumer Defensive, Real Estate. Its top holdings are Laurus Labs Ltd, L&T Finance Ltd, GE Vernova T&D India Ltd, Aditya Birla Capital Ltd, Eicher Motors Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Kotak Active Momentum Fund
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
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Kotak Active Momentum Fund has no lock in period.
Fund Manager
Abhishek Bisen
Fund Manager of Kotak Active Momentum Fund, since 20 August 2025
Rohit Tandon
Fund Manager of Kotak Active Momentum Fund, since 20 August 2025
- AUM of the fund stands at 1.3K Cr as of Feb'26
- AUM decreased by 1.5 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Kotak Active Momentum Fund
How do I invest in Kotak Active Momentum Fund?
- Download the INDmoney app.
- Search for ‘Kotak Active Momentum Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.