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Kotak Mahindra Mutual Fund · Equity: Thematic-Active-Momentum
Kotak Active Momentum Fund - Regular Plan - Growth
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in transportation & logistics and related activities. However, there is no assurance that the objective of the scheme will be achieved.
EquityBenchmark · NIFTY 500 TRITER · 2.14%Inception · 29-07-2025
NAV
₹10.31
+0.76% · as of 14-05-2026
Since inception
2.87%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹14 Cr
AUM
Expense ratio
2.14%
28-04-2026
Performance
Returns vs benchmark & category
Since inception: +2.87% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
Triparty Repo4.50%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-3.87%
L & T FINANCE HOLDINGS LIMITED EQ3.41%
GE T&D INDIA LIMITED EQ NEW RS. 2/-3.28%
ADITYA BIRLA CAPITAL LIMITED EQ2.77%
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-2.56%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-2.50%
NARAYANA HRUDAYALAYA LIMITED EQ2.47%
MRF LIMITED EQ2.44%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-2.42%
Sector allocation
Financial Services17.44%
Automobile and Auto Components13.85%
Capital Goods13.79%
Metals & Mining13.60%
Healthcare13.11%
Oil, Gas & Consumable Fuels7.28%
Information Technology6.25%
Consumer Services2.56%
Consumer Durables2.33%
Fast Moving Consumer Goods2.16%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 2.9% p.a.₹10,000
10 years
Projected value
₹13,91,338
Invested: ₹12,00,000
Gained: ₹1,91,338
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Rohit Tandon & Mr. Abhishek Bisen
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153755
ISIN (Growth)
INF174KA1XD8
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Active-Momentum funds
Motilal Oswal Active Momentum Fund Reg Gr
₹12.75
1Y
+24.9%
3Y
+0.0%
5Y
+0.0%
Nippon India Active Momentum Fund Reg Plan Gr
₹11.99
1Y
+6.6%
3Y
+0.0%
5Y
+0.0%
Union Active Momentum Fund Reg Gr
₹8.90
1Y
+6.0%
3Y
+0.0%
5Y
+0.0%
ICICI Pru Active Momentum Fund Gr
₹10.65
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Samco Active Momentum Fund Reg Gr
₹13.26
1Y
-1.6%
3Y
+0.0%
5Y
+0.0%
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