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Kotak Active Momentum Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹11.07
Total Expense Ratio
1.33%
Base Expense Ratio
NA
Min SIP
₹100
Fund Size
₹1625Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: 0.50% on or before 90D, Nil after 90D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.82%
Beta
1.02
Sharpe Ratio
0.153365
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(9.80)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- WhiteOak Capital Quality Equity Fund
- Franklin India Opportunities Fund
- HDFC Housing Opportunities Fund
- Kotak Active Momentum Fund
- Nippon India Innovation Fund
- Invesco India PSU Equity Fund
- Invesco India ESG Integration Strategy Fund
- ICICI Prudential PSU Equity Fund
- ICICI Prudential Manufacturing Fund
- Bandhan Multi-Factor Fund
- SBI Quality Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Special Opportunities Fund
- ICICI Prudential Quant Fund
- Kotak Manufacture in India Fund
- SBI ESG Exclusionary Strategy Fund
- Aditya Birla Sun Life Business Cycle Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Business Cycle Fund
- Baroda BNP Paribas Business Conglomerates Fund
- HDFC Transportation and Logistics Fund
- SBI Equity Minimum Variance Fund
- Tata India Innovation Fund
- Axis Quant Fund
- HSBC India Export Opportunities Fund
- Union Business Cycle Fund
- Baroda BNP Paribas Business Cycle Fund
- Union Active Momentum Fund
- Quant Quantamental Fund
- Quant Manufacturing Fund
- Shriram Multi Sector Rotation Fund
- DSP Business Cycle Fund
- Edelweiss Recently Listed IPO Fund
- Bandhan Business Cycle Fund
- Canara Robeco Manufacturing Fund
- Bank of India Business Cycle Fund
- LIC MF Manufacturing Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Axis Momentum Fund
- Sundaram Multi-Factor Fund
- Quant Commodities Fund
- Invesco India Business Cycle Fund
- Invesco India Manufacturing Fund
- Aditya Birla Sun Life Conglomerate Fund
- Sundaram Business Cycle Fund
- Quant ESG Integration Strategy Fund
- Taurus Ethical Fund
- Edelweiss Business Cycle Fund
- Bandhan Transportation and Logistics Fund
- Axis Business Cycles Fund
- HSBC Business Cycles Fund
- Nippon India Active Momentum Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- SBI PSU Fund
- Quantum ESG Best In Class Strategy Fund
- Mahindra Manulife Innovation Opportunities Fund
- Nippon India Quant Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Quantum Ethical Fund
- Kotak Pioneer Fund
- Kotak ESG Exclusionary Strategy Fund
- HDFC Consumption Fund
- ICICI Prudential Rural Opportunities Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Union Innovation & Opportunities Fund
- Quant Business Cycle Fund
- UTI-Transportation and Logistics Fund
- Motilal Oswal Quant Fund
- UTI Innovation Fund
- Motilal Oswal Innovation Opportunities Fund
- Motilal Oswal Active Momentum Fund
- Kotak Rural Opportunities Fund
- SBI Quant Fund
- Aditya Birla Sun Life Quant Fund
- SBI Innovative Opportunities Fund
- The Wealth Company Ethical Fund
- Tata Business Cycle Fund
- ICICI Prudential Active Momentum Fund
- 360 ONE Quant Fund
- Tata Ethical Fund
- HDFC Defence Fund
- ICICI Prudential Commodities Fund
- ICICI Prudential Housing Opportunities Fund
- Baroda BNP Paribas Innovation Fund
- NJ Momentum Fund
- ICICI Prudential Transportation and Logistics Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Conglomerate Fund
- ICICI Prudential Business Cycle Fund
- Kotak Special Opportunities Fund
- Kotak Transportation & Logistics Fund
- Mahindra Manulife Manufacturing Fund
- ICICI Prudential Equity Minimum Variance Fund
- HDFC Business Cycle Fund
- HDFC Innovation Fund
- Bandhan Innovation Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- HDFC Manufacturing Fund
Rohit Tandon
Kotak Mahindra Mutual FundTotal assets under management
₹492.72L Crores
Date of incorporation
5 Aug 1994
Kotak Active Momentum Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Kotak Active Momentum Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Kotak Active Momentum Fund has an AUM of ₹1624.76 Cr as on 9/10/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 13.63%. The risk is Very High against the category average of 46.72.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Kotak Active Momentum Fund.
Ans. The expense ratio of Kotak Active Momentum Fund is 1.33%.