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)

₹1,659 Cr

Lock In Period

N/A

Expense Ratio

2.63

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(%)
1M-6.29-2.393.79
6M13.601.5646.19
1Y5.842.2356.38
3Y0.009.58200.69

Portfolio Analysis

  • Equity: 96.44%
  • Debt: 3.56%
  • Others
As on: 2026-08-31
View allocation % by

1. TVS Motor Company Ltd.2.55%
2. Bajaj Auto Ltd.2.49%
3. Eicher Motors Ltd.2.35%

1. L&T FINANCE LTD2.28%
2. Mahindra & Mahindra Financial Services Ltd.1.96%
3. BAJAJ FINANCE LTD.1.64%
4. POONAWALLA FINCORP LIMITED1.46%

1. Laurus Labs Ltd3.95%
2. Aurobindo Pharma Ltd.2.61%

1. Apar Industries Ltd.2.59%
2. Gujarat Fluorochemicals Ltd.1.93%
3. Pidilite Industries Ltd.1.70%

1. BHARAT FORGE LTD.2.93%
2. Sona BLW Precision Forgings Ltd2.70%

1. UNION BANK OF INDIA1.93%
2. CANARA BANK1.73%
3. PUNJAB NATIONAL BANK1.39%

1. GE VERNOVA T&D INDIA LIMITED2.52%
2. ADANI ENERGY SOLUTIONS LTD.2.42%

1. IDFC FIRST BANK LIMITED1.75%
2. YES BANK LTD.1.70%
3. ICICI BANK LTD.1.28%

1. Apollo Hospitals Enterprise Ltd.2.09%
2. ASTER DM HEALTHCARE LTD2.02%

1. Asian Paints(India) Ltd.1.71%
2. Berger Paints India Ltd.1.17%

1. National Aluminium Company Ltd.2.71%

1. Bharat Heavy Electricals Ltd.2.63%

1. FSN E-Commerce Ventures Ltd.2.55%

1. Radico Khaitan Ltd.2.47%

1. HITACHI ENERGY INDIA LTD.2.36%

1. AEGIS LOGISTICS LTD2.16%

1. polycab India Limited2.12%

1. Steel Authority of India Ltd.2.11%

1. Nestle India Ltd.2.00%

1. AIA Engineering Limited1.95%

1. Hindustan Zinc Ltd.1.93%

1. MARICO LTD.1.91%

1. Grasim Industries Ltd.1.87%

1. GMR AIRPORTS LIMITED1.51%

1. Thermax Ltd.1.50%

1. Dixon Technologies India Ltd1.35%

1. HINDUSTAN PETROLEUM CORPORATION LTD.1.19%

1. Info Edge India Ltd.1.16%

1. HCL Technologies Ltd.1.14%

1. SRF LTD.1.07%

1. NTPC GREEN ENERGY LIMITED1.06%

1. UPL Ltd1.03%
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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 ₹1,659 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.63. 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 Growth067 CR0.93
Axis Nifty Capital Markets Index Fund Growth0125 CR1.91
Kotak Active Momentum Fund Growth01,659 CR2.63
HDFC Silver ETF Growth08,312 CR0.58
Axis Silver ETF Growth02,068 CR0.42
Fund Name1Y3Y
This FundKotak Nifty 50 Equal Weight Index Fund Growth-2.01070
This FundAxis Nifty Capital Markets Index Fund Growth00
This FundKotak Active Momentum Fund Growth5.83960
This FundHDFC Silver ETF Growth53.4026199.5158
This FundAxis Silver ETF Growth53.9436200.6906

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 2.63. 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 : -6.29%
  • 6 Months : 13.60%
  • 1 Year : 5.84%
  • 3 Years : 0.00%
Returns of Kotak Active Momentum Fund Growth are updated daily based on NAV of ₹ 10.494 as on Sep 30,2026. 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 ₹1,659 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.
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