Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment
Category: Equity: Thematic-Active-Momentum
Launch Date: 29-07-2025
AUM:
₹ 1,441.83 Cr
Expense Ratio
2.14%
Benchmark
NIFTY 500 TRI
ISIN
INF174KA1XE6
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 - IDCW - Payout & Reinvestment | - | - | - |
| NIFTY 500 TRI | -0.49 | 13.47 | 12.04 |
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
10.312
Last change
-0.02 (-0.2133%)
Fund Size (AUM)
₹ 1,441.83 Cr
Performance
2.89% (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/- | 3.9 |
| Triparty Repo | 3.89 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.66 |
| L & T FINANCE HOLDINGS LIMITED EQ | 3.6 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 2.98 |
| FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- | 2.63 |
| NARAYANA HRUDAYALAYA LIMITED EQ | 2.47 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 2.38 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 2.36 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 2.35 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 18.11 |
| Capital Goods | 14.83 |
| Automobile and Auto Components | 13.14 |
| Metals & Mining | 12.78 |
| Healthcare | 12.66 |
| Oil, Gas & Consumable Fuels | 6.91 |
| Information Technology | 5.78 |
| Consumer Services | 2.63 |
| Consumer Durables | 2.35 |
| Fast Moving Consumer Goods | 2.07 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Active Momentum Fund Reg Plan IDCW Payout & Reinv | 0.0 |