Kotak Active Momentum Fund - Regular Plan - Growth
Category: Equity: Thematic-Active-Momentum
Launch Date: 29-07-2025
AUM:
₹ 1,659.32 Cr
Expense Ratio
2.6323%
Benchmark
Nifty 500 TRI
ISIN
INF174KA1XD8
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Rohit Tandon & Mr. Abhishek Bisen
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Active Momentum Fund - Regular Plan - Growth | 7.93 | - | - |
| NIFTY 500 TRI | 0.38 | 10.51 | 10.21 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.867
Last change
-0.04 (-0.3773%)
Fund Size (AUM)
₹ 1,659.32 Cr
Performance
8.11% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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.
Fund Manager
Mr. Rohit Tandon & Mr. Abhishek Bisen
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| LAURUS LABS LIMITED EQ NEW FV RS. 2/- | 4.92 |
| L & T FINANCE HOLDINGS LIMITED EQ | 4.27 |
| NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/- | 3.9 |
| Bajaj Finance Limited | 3.25 |
| BSE LIMITED EQ NEW FV RS. 2/- | 3.16 |
| Triparty Repo | 3.08 |
| RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- | 2.89 |
| AU SMALL FINANCE BANK LIMITED EQ | 2.78 |
| Coforge Limited | 2.72 |
| HITACHI ENERGY INDIA LIMITED EQ | 2.69 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 26.41 |
| Healthcare | 12.17 |
| Information Technology | 11.23 |
| Metals & Mining | 8.88 |
| Automobile and Auto Components | 6.2 |
| Fast Moving Consumer Goods | 5.09 |
| Consumer Services | 4.05 |
| Capital Goods | 4.01 |
| Chemicals | 3.9 |
| Oil, Gas & Consumable Fuels | 3.56 |