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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)

₹1,488 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(%)
1M5.340.0716.11
6M7.442.2640.05
1Y0.004.84105.34
3Y0.0012.71199.53

Portfolio Analysis

  • Equity: 97.11%
  • Debt: 2.89%
  • Others
As on: 2026-06-30
View allocation % by

1. Laurus Labs Ltd4.92%
2. Aurobindo Pharma Ltd.1.89%
3. Alkem Laboratories Ltd.1.86%
4. Lupin Ltd.1.79%
5. SUN PHARMACEUTICAL INDUSTRIES LTD.1.71%

1. AU SMALL FINANCE BANK LTD.2.78%
2. IDFC FIRST BANK LIMITED2.64%
3. YES BANK LTD.2.45%
4. AXIS BANK LTD.2.22%
5. INDUSIND BANK LTD.1.60%

1. Coforge Limited2.72%
2. Persistent Systems Limited1.82%
3. Mphasis Ltd1.72%
4. Larsen & Toubro Infotech Ltd1.51%
5. Tech Mahindra Ltd.1.39%
6. Infosys Ltd.1.18%
7. TATA CONSULTANCY SERVICES LTD.0.89%

1. L&T FINANCE LTD4.27%
2. BAJAJ FINANCE LTD.3.25%
3. Mahindra & Mahindra Financial Services Ltd.2.28%
4. POONAWALLA FINCORP LIMITED0.34%

1. TVS Motor Company Ltd.2.68%
2. Hero MotoCorp Ltd.2.05%
3. Bajaj Auto Ltd.1.47%

1. NAVIN FLUORINE INTERNATIONAL LTD.3.90%

1. VEDANTA LTD.2.04%
2. NMDC Ltd.1.67%

1. BSE LTD3.16%

1. Radico Khaitan Ltd.2.89%

1. HITACHI ENERGY INDIA LTD.2.69%

1. ETERNAL LIMITED2.48%

1. TATA COMMUNICATIONS LTD2.46%

1. TITAN COMPANY LTD.2.44%

1. JSW Steel Ltd.2.28%
2. VEDANTA IRON & STEEL LTD0.10%

1. PHOENIX MILLS LTD.2.36%

1. ADANI POWER LTD2.33%

1. Nestle India Ltd.2.20%

1. RELIANCE INDUSTRIES LTD.2.13%

1. Ultratech Cement Ltd.1.93%

1. TRENT LTD1.57%

1. Hindustan Zinc Ltd.1.56%

1. Oil India Limited1.43%
2. MALCO ENERGY LIMITED0.09%

1. ICICI Prudential Life Insurance Co. Ltd.1.42%

1. Supreme Industries Limited1.32%

1. VEDANTA ALUMINIUM METAL LTD1.23%

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 ₹1,488 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
SBI Energy Opportunities Fund Growth58,712 CR1.81
Kotak Special Opportunities Fund Growth01,461 CR2.27
Kotak Active Momentum Fund Growth01,488 CR2.94
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundSBI Energy Opportunities Fund Growth4.25290
This FundKotak Special Opportunities Fund Growth14.71060
This FundKotak Active Momentum Fund Growth00
This FundHDFC Defence Fund Growth24.0562161.7861
This FundNippon India Taiwan Equity Fund Growth102.5633187.3688

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 : 5.34%
  • 6 Months : 7.44%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Kotak Active Momentum Fund Growth are updated daily based on NAV of ₹ 11.122 as on Jul 31,2026. 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 ₹1,488 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.