
Kotak Active Momentum Fund(G)-Direct Plan
-2.23%
1Y annualised
-2.23%
1Y annualised
-1.79% 1D
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Buy, Hold or Sell?
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NAV : 23 Oct 2026
₹9.97
Min. SIP amount
₹500
Fund size (AUM)
1590 Cr
Expense ratio
0.74%
Launched on
20 Aug 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 23 Oct 2026
₹9.97
Min. SIP amount
₹500
Fund size (AUM)
1590 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
Stock Allocation
Fund Composition
Large Cap
31.61%
Mid Cap
55.63%
Small Cap
9.43%
Others
3.33%
Sector Allocation
Automobile & Ancillaries
14.87%
Capital Goods
11.61%
Healthcare
11.03%
Bank
9.81%
Chemicals
8.57%
Finance
6.88%
Fmcg
4.75%
Non - Ferrous Metals
4.54%
Others
27.95%
Minimum investments
Returns vs rankings
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
Rohit Tandon
Present
Abhishek Bisen
Present
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FAQs
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