KO
Kotak Active Momentum Fund Direct Growth
Latest NAV
+5.52% 1Y
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Benchmark: Nifty 500 TRI
Expense ratio
1.33%
AUM
₹1,659 Cr
Min SIP
₹500
Min lump sum
₹5,000
1Y
+5.52%
3Y (ann.)
+0.00%
5Y (ann.)
+0.00%
Launched
Aug 2025
Where the NAV sits & how risky it is
₹10.55
52-week range
at 57%
₹10.55
Low 23 Mar 2026₹9.28
High 10 Aug 2026₹11.50
Risk level
Very High
Low
Very high
NAV history
28 Aug 2025
Since inception
01 Oct 2026
Returns by period
1W
-3.55%
1M
-5.74%
3M
-0.80%
6M
+10.92%
1Y
+5.52%
3Y
+0.00%
5Y
+0.00%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
Invested Gain
Invested
Projected value
min SIP ₹500
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
AS OF 31 MAY 2026
Equity 97.24%
Cash & other 7.36%
Sector split
Country split
Top 5 hold 16.2%
Top 10 hold 27.8%
80 equity holdings
Equity holdings
(top 30)
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | Laurus Labs
INE947Q01028 |
Healthcare Drug Manufacturers - Specialty & Generic |
India |
4.50%
|
+25.95% |
| 2 | L&T Finance
INE498L01015 |
Financial Services Credit Services |
India |
3.88%
|
-11.79% |
| 3 | Navin Fluorine International
INE048G01026 |
Basic Materials Chemicals |
India |
2.76%
|
+23.51% |
| 4 | BSE
INE118H01025 |
Financial Services Financial Data & Stock Exchanges |
India |
2.58%
|
+53.53% |
| 5 | Coforge
INE591G01025 |
Technology Information Technology Services |
India |
2.51%
|
-17.55% |
| 6 | TVS Motors
INE494B01023 |
Consumer Cyclical Auto Manufacturers |
India |
2.51%
|
-10.62% |
| 7 | Yes Bank
INE528G01035 |
Financial Services Banks - Regional |
India |
2.28%
|
+6.57% |
| 8 | Hitachi Energy
INE07Y701011 |
Industrials Electrical Equipment & Parts |
India |
2.26%
|
+87.47% |
| 9 | Bajaj Finance
INE296A01032 |
Financial Services Credit Services |
India |
2.24%
|
-6.94% |
| 10 | Titan
INE280A01028 |
Consumer Cyclical Luxury Goods |
India |
2.23%
|
+3.27% |
About this scheme
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
Fund manager(s): Abhishek Bisen, Rohit Tandon
Exit load: Exit load of 0.50%, if redeemed within 90 days.
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
20 Aug 2025
Lump-sum min
₹5,000
SIP
Purchase
Switch
STP
SWP
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