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Kotak Active Momentum Fund(G)-Direct Plan

Kotak Active Momentum Fund(G)-Direct Plan

Direct GrowthHigh Risk

+10.94%

1Y annualised

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NAV : 02 Sep 2026

₹11.13

Min. SIP amount

₹500

Fund size (AUM)

1624 Cr

Expense ratio

0.74%

Launched on

20 Aug 2025

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,42,187

Stock Allocation

Stock nameSectorAllocation
Triparty RepoCash & Cash Equivalents And Net Assets6.44%
Laurus Labs LtdHealthcare5.39%
L&T Finance LtdFinance3.92%

Fund Composition

1624 Cr

Large Cap

38.92%

Mid Cap

50.65%

Small Cap

3.52%

Others

6.91%

Sector Allocation

1624 Cr

Finance

12.90%

Healthcare

12.21%

It

12.14%

Bank

10.74%

Automobile & Ancillaries

6.53%

Cash & Cash Equivalents And Net Assets

5.77%

Non - Ferrous Metals

4.34%

Retailing

3.91%

Others

31.46%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

0.50% on or before 90D, Nil after 90D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

RT

Rohit Tandon

Present

AB

Abhishek Bisen

Present

Similar/Peer Fund Comparison

Fund name
B

Baroda BNP Paribas Gold ETF FoF(G)-Direct Plan

+0.00%
H

HDFC Innovation Fund(G)-Direct Plan

+0.00%
B

Bajaj Finserv Small Cap Fund(G)-Direct Plan

+0.00%
K

Kotak Nifty Alpha 50 Index Fund(G)-Direct Plan

+0.00%
K

Kotak Active Momentum Fund(G)-Direct Plan

+0.00%
Q

Quant Equity Savings Fund(G)-Direct Plan

+0.00%
I

ICICI Pru Active Momentum Fund(G)-Direct Plan

+0.00%
J

JioBlackRock Nifty Midcap 150 Index Fund(G)-Direct Plan

+0.00%

FAQs

Kotak Active Momentum Fund(G)-Direct Plan is a part of Kotak Mahindra Asset Management Company Limited, it was incepted on 20 Aug 2025. This fund is managed by Rohit Tandon and Abhishek Bisen. It is a Not Specified type of fund.

The current NAV of Kotak Active Momentum Fund(G)-Direct Plan is ₹11.13 (as of 02 Sep 2026).

Kotak Active Momentum Fund(G)-Direct Plan has delivered 10.94% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Kotak Active Momentum Fund(G)-Direct Plan is ₹500.

The expense ratio of Kotak Active Momentum Fund(G)-Direct Plan is 0.74%.

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