Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment
Fund House: Kotak Mahindra Mutual Fund
Category: Equity: Thematic-Active-Momentum
Status: Open Ended Schemes
Launch Date: 29-07-2025
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: NIFTY 500 TRI
Total Assets: 0.0 As on ()
Expense Ratio: 2.13% As on (31-08-2025)
Turn over: 81.00% | 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
NAV as on 15-09-2025
10.096
0.011
CAGR Since Inception
0.74%
NIFTY 500 TRI 12.47%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment | - | - | - | - | 0.74 |
| NIFTY 500 TRI | -2.01 | 15.27 | 20.9 | 14.79 | 12.47 |
| Equity: Thematic-Active-Momentum | -10.25 | - | - | - | 5.78 |
Funds Manager
FM 1 Mr. Rohit Tandon FM 2 Mr. Abhishek Bisen
RETURNS CALCULATORS for Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| 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 | -10.25 | 13.99 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
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 | - | - | - | - | - | - |