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Kotak Active Momentum Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Kotak Active Momentum Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹1,480 Cr

Lock In Period

N/A

Expense Ratio

2.94

Exit Load

For redemption / switch out within 90 days from the date of allotment - 0.5%If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.

Benchmark

NIfty 500 Total Return

Kotak Active Momentum Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.130.8510.13
6M2.562.3489.99
1Y0.004.87157.07
3Y0.0014.50299.60

Portfolio Analysis

  • Equity: 96.57%
  • Debt: 2.77%
  • Others
As on: 2026-05-31
View allocation % by

1. Laurus Labs Ltd4.50%
2. Alkem Laboratories Ltd.1.75%
3. Lupin Ltd.1.65%
4. SUN PHARMACEUTICAL INDUSTRIES LTD.1.63%
5. Aurobindo Pharma Ltd.1.30%
6. Dr.Reddy's Laboratories Ltd.0.36%

1. Coforge Limited2.51%
2. Persistent Systems Limited2.11%
3. Mphasis Ltd1.43%
4. Tech Mahindra Ltd.1.42%
5. Larsen & Toubro Infotech Ltd1.37%
6. Infosys Ltd.1.29%
7. TATA CONSULTANCY SERVICES LTD.0.75%

1. YES BANK LTD.2.28%
2. AU SMALL FINANCE BANK LTD.1.97%
3. IDFC FIRST BANK LIMITED1.87%
4. AXIS BANK LTD.1.61%
5. INDUSIND BANK LTD.1.21%

1. L&T FINANCE HOLDINGS LTD3.88%
2. BAJAJ FINANCE LTD.2.24%
3. Mahindra & Mahindra Financial Services Ltd.1.67%
4. POONAWALLA FINCORP LIMITED0.30%

1. TVS Motor Company Ltd.2.51%
2. Hero MotoCorp Ltd.2.03%
3. Bajaj Auto Ltd.1.21%
4. Eicher Motors Ltd.0.56%

1. VEDANTA LTD.2.23%
2. NMDC Ltd.1.73%

1. RELIANCE INDUSTRIES LTD.1.66%
2. HINDUSTAN PETROLEUM CORPORATION LTD.0.47%
3. INDIAN OIL CORPORATION LTD.0.41%
4. BHARAT PETROLEUM CORPORATION LTD.0.40%
5. Mangalore Refinery and Petrochemicals Ltd.0.30%

1. NAVIN FLUORINE INTERNATIONAL LTD.2.76%

1. JSW Steel Ltd.1.81%
2. Steel Authority of India Ltd.0.60%
3. Vedanta Iron and Steel Ltd.0.33%

1. BSE LTD2.58%

1. ETERNAL LIMITED1.79%
2. FSN E-Commerce Ventures Ltd.0.61%

1. HITACHI ENERGY INDIA LTD.2.26%

1. TITAN COMPANY LTD.2.23%

1. PHOENIX MILLS LTD.1.69%
2. Prestige Estates Projects Limited0.38%

1. TATA COMMUNICATIONS LTD1.94%

1. ADANI POWER LTD1.93%

1. Radico Khaitan Ltd.1.92%

1. Hindustan Zinc Ltd.1.82%

1. BANK OF MAHARASHTRA0.48%
2. UNION BANK OF INDIA0.45%
3. BANK OF INDIA0.44%
4. STATE BANK OF INDIA.0.39%

1. Ultratech Cement Ltd.1.55%
2. ACC Ltd.0.19%

1. Nestle India Ltd.1.70%

1. Hindalco Industries Ltd.0.58%
2. National Aluminium Company Ltd.0.53%
3. Vedanta Aluminium Metal Ltd.0.33%

1. Oil India Limited1.24%

1. Supreme Industries Limited1.13%

1. ICICI Prudential Life Insurance Co. Ltd.1.12%

1. TRENT LTD1.04%

1. polycab India Limited0.54%
2. KEI Industries Ltd.0.48%

About Fund Kotak Active Momentum Fund Growth

Kotak Active Momentum Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹1,480 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.94. Under the expert guidance of Rohit Tandon ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rohit Tandon

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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Motilal Oswal Infrastructure Fund Growth0137.84 CR2.47
Motilal Oswal Innovation Opportunities Fund Growth0560.9 CR2.43
Kotak Active Momentum Fund Growth01480.27 CR2.94
HDFC Defence Fund Growth510529.25 CR1.8
Nippon India Taiwan Equity Fund Growth31256.27 CR2.6
Fund Name1Y3Y
This FundMotilal Oswal Infrastructure Fund Growth9.36450
This FundMotilal Oswal Innovation Opportunities Fund Growth10.6560
This FundKotak Active Momentum Fund Growth00
This FundHDFC Defence Fund Growth13.5039183.2066
This FundNippon India Taiwan Equity Fund Growth153.5861283.3494

Kotak Active Momentum Fund Growth FAQs

Kotak Active Momentum Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Active Momentum Fund Growth is 2.94. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Active Momentum Fund Growth’s fund performance is as follows:
  • 1 Month : 4.13%
  • 6 Months : 2.56%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Kotak Active Momentum Fund Growth are updated daily based on NAV of ₹ 10.753 as on Jul 10,2026. Since inception, the return has been 0.00%.

You can invest in Kotak Active Momentum Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Active Momentum Fund Growth is ₹1,480 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Active Momentum Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.