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Enter a Single character of a Scheme :
27 Sep 2026 | 02:09 IST
Kotak Active Momentum Fund - Regular (G)
Summary Info
Fund Name : Kotak Mahindra Mutual Fund
Scheme Name : Kotak Active Momentum Fund - Regular (G)
AMC : Kotak Mahindra Mutual Fund
Type : OPEN
Category : Equity - Diversified
Launch Date : 29-Jul-25
Fund Manager : Rohit Tandon
Net Assets:(Rs. cr) 1659.32
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]		 1 Month
[%]		 3 Month
[%]		 6 Month
[%]		 1 Year
[%]		 3 Year
[%]		 5 Year
[%]		 Since INC
[%]
Scheme Returns -1.13 -3.49 2.84 12.36 7.99 NA NA 7.22
Category Avg -0.92 -3.16 0.73 11.62 3.67 12.90 11.55 12.72
Category Best 2.43 10.28 20.96 40.80 31.02 38.49 23.40 40.75
Category Worst -3.95 -7.20 -7.27 -5.48 -17.92 -4.49 -0.80 -12.59
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9810 5.2376 0.4085 6.0557 0.0337
Holdings Date :31-Aug-26
Company Name% Hold
Laurus Labs 3.95
Bharat Forge 2.93
Natl. Aluminium 2.71
Sona BLW Precis. 2.70
B H E L 2.63
Aurobindo Pharma 2.61
Apar Inds. 2.59
TVS Motor Co. 2.55
FSN E-Commerce 2.55
GE Vernova T&D 2.52
Bajaj Auto 2.49
Radico Khaitan 2.47
Adani Energy Sol 2.42
Hitachi Energy 2.36
Eicher Motors 2.35
L&T Finance Ltd 2.28
Aegis Logistics 2.16
Polycab India 2.12
S A I L 2.11
Apollo Hospitals 2.09
Aster DM Quality 2.02
Nestle India 2.00
M & M Fin. Serv. 1.96
AIA Engineering 1.95
Gujarat Fluoroch 1.93
Union Bank (I) 1.93
Hindustan Zinc 1.93
Marico 1.91
Grasim Inds 1.87
IDFC First Bank 1.75
Canara Bank 1.73
Asian Paints 1.71
Pidilite Inds. 1.70
Yes Bank 1.70
Bajaj Finance 1.64
GMR Airports 1.51
Thermax 1.50
Poonawalla Fin 1.46
Punjab Natl.Bank 1.39
Dixon Technolog. 1.35
ICICI Bank 1.28
H P C L 1.19
Berger Paints 1.17
Info Edg.(India) 1.16
HCL Technologies 1.14
SRF 1.07
NTPC Green Ene. 1.06
UPL 1.03
Page Industries 0.97
Dabur India 0.84
TREPS 3.75
Net CA & Others -0.19
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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