Kotak Active Momentum Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Kotak Active Momentum Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹1,625 Cr

Lock In Period

N/A

Expense Ratio

2.83

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(%)
1M3.81-0.7210.19
6M7.221.3833.00
1Y0.003.56111.63
3Y0.0011.53228.78

Portfolio Analysis

  • Equity: 94.24%
  • Debt: 5.76%
  • Others
As on: 2026-07-31
View allocation % by

1. Laurus Labs Ltd5.39%
2. Alkem Laboratories Ltd.1.76%
3. Aurobindo Pharma Ltd.1.73%
4. SUN PHARMACEUTICAL INDUSTRIES LTD.1.68%
5. Lupin Ltd.1.64%

1. Coforge Limited2.92%
2. Persistent Systems Limited2.14%
3. Mphasis Ltd1.71%
4. Larsen & Toubro Infotech Ltd1.70%
5. Tech Mahindra Ltd.1.50%
6. Infosys Ltd.1.22%
7. TATA CONSULTANCY SERVICES LTD.0.95%

1. IDFC FIRST BANK LIMITED2.58%
2. AU SMALL FINANCE BANK LTD.2.58%
3. YES BANK LTD.2.11%
4. AXIS BANK LTD.1.86%
5. INDUSIND BANK LTD.1.61%

1. L&T FINANCE LTD3.92%
2. BAJAJ FINANCE LTD.3.38%
3. Mahindra & Mahindra Financial Services Ltd.2.55%
4. POONAWALLA FINCORP LIMITED0.33%

1. TVS Motor Company Ltd.3.06%
2. Hero MotoCorp Ltd.2.11%
3. Bajaj Auto Ltd.1.37%

1. NAVIN FLUORINE INTERNATIONAL LTD.3.52%

1. VEDANTA LTD.1.76%
2. NMDC Ltd.1.53%

1. Radico Khaitan Ltd.2.92%

1. BSE LTD2.73%

1. ETERNAL LIMITED2.59%

1. TITAN COMPANY LTD.2.47%

1. HITACHI ENERGY INDIA LTD.2.27%

1. JSW Steel Ltd.2.17%

1. Nestle India Ltd.2.16%

1. PHOENIX MILLS LTD.2.10%

1. TATA COMMUNICATIONS LTD2.01%

1. ADANI POWER LTD2.01%

1. RELIANCE INDUSTRIES LTD.1.98%

1. Ultratech Cement Ltd.1.87%

1. Oil India Limited1.44%

1. Hindustan Zinc Ltd.1.44%

1. ICICI Prudential Life Insurance Co. Ltd.1.37%

1. Supreme Industries Limited1.32%

1. TRENT LTD1.31%

1. VEDANTA ALUMINIUM METAL LTD1.14%
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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 - Index Fundscheme with Assets Under Management of ₹1,625 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.83. 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
Kotak Nifty 50 Equal Weight Index Fund Growth064 CR1
Navi NiftyIT Index Fund Growth022 CR1.28
Kotak Active Momentum Fund Growth01,624 CR2.83
Aditya Birla Sun Life Silver ETF Growth02,756 CR0.35
HDFC Silver ETF Growth07,472 CR0.5
Fund Name1Y3Y
This FundKotak Nifty 50 Equal Weight Index Fund Growth3.89510
This FundNavi NiftyIT Index Fund Growth-11.59620
This FundKotak Active Momentum Fund Growth00
This FundAditya Birla Sun Life Silver ETF Growth98.6643214.8621
This FundHDFC Silver ETF Growth97.7671216.2209

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 2.83. 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 : 3.81%
  • 6 Months : 7.22%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Kotak Active Momentum Fund Growth are updated daily based on NAV of ₹ 11.147 as on Aug 20,2026. 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 ₹1,625 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.