Kotak Active Momentum Fund Growth Return
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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
2.15
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
Summary
Kotak Active Momentum Fund Growth NAV is ₹10.53 as of 22 Jun, 2026. Kotak Active Momentum Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Kotak Active Momentum Fund Growth is ₹500. The AUM of Kotak Active Momentum Fund Growth is ₹1,480 Cr. The expense ratio of the fund is 2.15%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund is 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.. In the last 1M months, Kotak Active Momentum Fund Growth has delivered 2.89% returns.
Kotak Active Momentum Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.89 | 0.24 | 13.06 |
| 6M | 2.57 | 1.77 | 125.97 |
| 1Y | 0.00 | 4.54 | 202.92 |
| 3Y | 0.00 | 13.01 | 342.40 |
Portfolio Analysis
- Equity: 96.57%
- Debt: 2.77%
- Others
As on: 2026-05-31
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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 2.15. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Motilal Oswal Innovation Opportunities Fund Growth | 0 | 560.9 CR | 2.45 |
| Quantum Ethical Fund Growth | 0 | 107.31 CR | 2.18 |
| Kotak Active Momentum Fund Growth | 0 | 1480.27 CR | 2.15 |
| HDFC Defence Fund Growth | 5 | 9724.27 CR | 1.75 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1256.27 CR | 2.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Innovation Opportunities Fund Growth | 14.6928 | 0 |
| This FundQuantum Ethical Fund Growth | -2.7383 | 0 |
| This FundKotak Active Momentum Fund Growth | 0 | 0 |
| This FundHDFC Defence Fund Growth | 14.9064 | 189.4226 |
| This FundNippon India Taiwan Equity Fund Growth | 198.7903 | 324.3981 |
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 2.15. 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 : 2.89%
- 6 Months : 2.57%
- 1 Year : 0.00%
- 3 Years : 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.
