Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment
Category: Equity: Thematic-Active-Momentum
Launch Date: 29-07-2025
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.13% As on ( 31-08-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 0 Cr As on ( )
Turn over:
NAV as on 17-09-2025
10.17
0.02 ( 0.236% )
CAGR Since Inception
1.48%
NIFTY 500 TRI 12.49%
Performance of Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment
Fund Managers

FM 1 Mr. Rohit Tandon FM 2 Mr. Abhishek Bisen

Investment Objective

The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on momentum theme, following an in-house model i.e. enhanced earnings factor model. However, there is no assurance that the objective of the scheme will be achieved.

Returns Calculator for Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment - - - - - -
Equity: Thematic-Active-Momentum - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Active Momentum Fund Reg Plan IDCW Payout & Reinv 29-07-2025 0.0 0.0 0.0 0.0 0.0
Samco Active Momentum Fund Reg Gr 05-07-2023 -9.39 14.49 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

whatsapp