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Kotak Active Momentum Fund - Direct Plan
Regular
Direct
1 Year Absolute Returns
-
NAV (₹) on 27 Mar 2026
9.50
1 Day NAV Change
-1.90%
Risk Level
Very High Risk
Rating
-
Kotak Active Momentum Fund - Direct Plan is a Equity mutual fund categorized under Sector, offered by Kotak Mahindra Asset Management Company Ltd.. Launched on 29 Jul 2025, investors can start with a ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
29 Jul 2025
Min. Lumpsum Amount
₹ 5,000
Fund Age
0 Yrs
AUM
₹ 1,338.83 Cr.
Benchmark
NIfty 500 Total Return
Expense Ratio
0.78%
Scheme Type
Open Ended
Exit Load
0.5%
Asset Allocation
AUM
₹ 1,338.83 Cr
Equity
96.97%
Money Market & Cash
3.26%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Pharmaceuticals | 9.82% |
| Finance - Banks - Public Sector | 8.44% |
| Refineries | 8.33% |
| Auto - 2 & 3 Wheelers | 7.23% |
| IT Consulting & Software | 5.60% |
| Cables - Power/Others | 3.98% |
| Aluminium | 3.84% |
| Mining/Minerals | 3.59% |
| Non-Banking Financial Company (NBFC) | 3.57% |
| Treps/Reverse Repo | 3.26% |
| Power - Transmission/Equipment | 3.08% |
| Finance & Investments | 2.90% |
| E-Commerce/E-Retail | 2.57% |
| Auto - LCVs/HCVs | 2.53% |
| Hospitals & Medical Services | 2.50% |
| Tyres & Tubes | 2.38% |
| Auto Ancl - Electrical | 2.28% |
| Gems, Jewellery & Precious Metals | 2.26% |
| Auto - Cars & Jeeps | 2.22% |
| Finance - Mutual Funds | 2.08% |
| Edible Oils & Solvent Extraction | 2.06% |
| Iron & Steel | 2.05% |
| Steel - Tubes/Pipes | 1.99% |
| Finance - Banks - Private Sector | 1.79% |
| Steel - Alloys/Special | 1.78% |
| Realty | 1.62% |
| Zinc/Zinc Alloys Products | 1.61% |
| Instrumentation & Process Control | 1.56% |
| Engineering - Heavy | 1.33% |
| Logistics - Warehousing/Supply Chain/Others | 1.06% |
| Cement | 0.92% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Laurus Labs Ltd | 3.72% | ₹ 49.74 | Pharmaceuticals |
| L&T FINANCE HOLDINGS LTD | 3.57% | ₹ 47.80 | Non-Banking Financial Company (NBFC) |
| Triparty Repo | 3.26% | ₹ 43.69 | Others |
| GE VERNOVA T&D INDIA LIMITED | 3.08% | ₹ 41.21 | Power - Transmission/Equipment |
| ADITYA BIRLA CAPITAL LTD | 2.90% | ₹ 38.80 | Finance & Investments |
| Eicher Motors Ltd. | 2.61% | ₹ 34.99 | Auto - 2 & 3 Wheelers |
| FSN E-Commerce Ventures Ltd. | 2.57% | ₹ 34.38 | E-Commerce/E-Retail |
| TVS Motor Company Ltd. | 2.55% | ₹ 34.14 | Auto - 2 & 3 Wheelers |
| Ashok Leyland Ltd. | 2.53% | ₹ 33.92 | Auto - LCVs/HCVs |
| Narayana Hrudalaya Ltd | 2.50% | ₹ 33.49 | Hospitals & Medical Services |
| MRF Ltd. | 2.38% | ₹ 31.83 | Tyres & Tubes |
| BANK OF INDIA | 2.29% | ₹ 30.70 | Finance - Banks - Public Sector |
| Minda Industries Ltd. | 2.28% | ₹ 30.57 | Auto Ancl - Electrical |
| INDIAN OIL CORPORATION LTD. | 2.27% | ₹ 30.45 | Refineries |
| UNION BANK OF INDIA | 2.26% | ₹ 30.22 | Finance - Banks - Public Sector |
| TITAN COMPANY LTD. | 2.26% | ₹ 30.23 | Gems, Jewellery & Precious Metals |
| Mahindra & Mahindra Ltd. | 2.22% | ₹ 29.75 | Auto - Cars & Jeeps |
| HINDUSTAN PETROLEUM CORPORATION LTD. | 2.17% | ₹ 29.10 | Refineries |
| BHARAT PETROLEUM CORPORATION LTD. | 2.17% | ₹ 29.09 | Refineries |
| HDFC ASSET MANAGEMENT COMPANY LTD. | 2.08% | ₹ 27.79 | Finance - Mutual Funds |
| Hero MotoCorp Ltd. | 2.07% | ₹ 27.70 | Auto - 2 & 3 Wheelers |
| polycab India Limited | 2.06% | ₹ 27.58 | Cables - Power/Others |
| MARICO LTD. | 2.06% | ₹ 27.52 | Edible Oils & Solvent Extraction |
| Steel Authority of India Ltd. | 2.05% | ₹ 27.47 | Iron & Steel |
| STATE BANK OF INDIA. | 2.01% | ₹ 26.87 | Finance - Banks - Public Sector |
| VEDANTA LTD. | 1.99% | ₹ 26.58 | Mining/Minerals |
| APL Apollo Tubes Ltd | 1.99% | ₹ 26.65 | Steel - Tubes/Pipes |
| Hindalco Industries Ltd. | 1.97% | ₹ 26.44 | Aluminium |
| KEI Industries Ltd. | 1.92% | ₹ 25.70 | Cables - Power/Others |
| BANK OF MAHARASHTRA | 1.88% | ₹ 25.14 | Finance - Banks - Public Sector |
| National Aluminium Company Ltd. | 1.87% | ₹ 25 | Aluminium |
| YES Bank Ltd. | 1.79% | ₹ 23.99 | Finance - Banks - Private Sector |
| JINDAL STAINLESS LTD | 1.78% | ₹ 23.89 | Steel - Alloys/Special |
| Mangalore Refinery and Petrochemicals Ltd. | 1.72% | ₹ 23.03 | Refineries |
| Coforge Limited | 1.69% | ₹ 22.68 | IT Consulting & Software |
| Persistent Systems Limited | 1.66% | ₹ 22.22 | IT Consulting & Software |
| Prestige Estates Projects Limited | 1.62% | ₹ 21.68 | Realty |
| Alkem Laboratories Ltd. | 1.61% | ₹ 21.58 | Pharmaceuticals |
| Hindustan Zinc Ltd. | 1.61% | ₹ 21.52 | Zinc/Zinc Alloys Products |
| NMDC Ltd. | 1.60% | ₹ 21.37 | Mining/Minerals |
| Siemens Ltd. | 1.56% | ₹ 20.94 | Instrumentation & Process Control |
| Lupin Ltd. | 1.56% | ₹ 20.88 | Pharmaceuticals |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | 1.47% | ₹ 19.74 | Pharmaceuticals |
| Dr.Reddy's Laboratories Ltd. | 1.46% | ₹ 19.55 | Pharmaceuticals |
| Suzlon Energy Ltd. | 1.33% | ₹ 17.82 | Engineering - Heavy |
| Tech Mahindra Ltd. | 1.13% | ₹ 15.12 | IT Consulting & Software |
| Infosys Ltd. | 1.12% | ₹ 15 | IT Consulting & Software |
| Container Corporation of India Ltd. | 1.06% | ₹ 14.23 | Logistics - Warehousing/Supply Chain/Others |
| ACC Ltd. | 0.92% | ₹ 12.31 | Cement |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | - | - | - | - |
| Category returns | -6.96% | 1.07% | 6.24% | 23.23% |
Fund Objective
The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on momentum theme, following an in-house model i.e. ... Read more
AMC Details
Name
Kotak Mahindra Asset Management Company Ltd.
Date of Incorporation
23 Jun 1998
CEO
Mr. Nilesh Shah
CIO
Mr. Deepak Agrawal Mr. Harsha Upadhyaya
Type
Pvt.Sector-Indian
Address
27 BKC, C-27, G Block,
Bandra Kurla Complex,
Bandra (E), Mumbai, Maharashtra, India - 400051
Website
http://www.assetmanagement.kotak.com
Email
Top Funds from Equity - Sectoral/Thematic
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Canara Robeco Consumer Trends Fund - Direct Plan
Diversified
Direct
|
₹75.07 | -9.30% | 32.38% | 54.69% | ₹1,950 | 0.82% |
Very High
|
|
Canara Robeco Consumer Trends Fund - Direct Plan
Diversified
Direct
|
₹75.07 | -9.30% | 32.38% | 54.69% | ₹1,950 | 0.82% |
Very High
|
|
Quantum ESG Best In Class Strategy Fund
Diversified
Regular
|
₹20.89 | -6.99% | 32.30% | 47.42% | ₹95 | 2.18% |
Very High
|
|
DSP Quant Fund
Largecap
Regular
|
₹19.83 | -1.18% | 32.19% | 43.66% | ₹838 | 1.25% |
Very High
|
|
SBI Technology Opportunities Fund
Sector
Regular
|
₹108.99 | -9.58% | 32.11% | 72.26% | ₹4,273 | 1.92% |
Very High
|
|
SBI Technology Opportunities Fund
Sector
Regular
|
₹108.99 | -9.58% | 32.11% | 72.26% | ₹4,273 | 1.92% |
Very High
|
|
SBI Technology Opportunities Fund
Sector
Regular
|
₹180.99 | -9.58% | 32.10% | 72.24% | ₹4,273 | 1.92% |
Very High
|
|
Axis Innovation Fund - Direct Plan
Diversified
Direct
|
₹15.31 | -5.26% | 32.10% | 49.80% | ₹1,121 | 1.31% |
Very High
|
|
Axis Innovation Fund - Direct Plan
Sector
Direct
|
₹15.31 | -5.26% | 32.10% | 49.80% | ₹1,121 | 1.31% |
Very High
|
|
Tata Ethical Fund - Direct Plan
Sector
Direct
|
₹215.33 | -5.17% | 31.65% | 66.52% | ₹3,715 | 0.71% |
Very High
|
Top Funds from Kotak Mahindra Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Kotak Balanced Advantage Fund
Hybrid
Regular
|
₹19.63 | 1.02% | 32.70% | 49.78% | ₹17,591 | 1.65% |
Very High
|
|
Kotak Balanced Advantage Fund
Hybrid
Regular
|
₹19.63 | 1.02% | 32.70% | 49.78% | ₹17,591 | 1.65% |
Very High
|
|
Kotak Balanced Advantage Fund
Hybrid
Regular
|
₹19.63 | 1.02% | 32.70% | 49.78% | ₹17,591 | 1.65% |
Very High
|
|
Kotak BSE Sensex ETF
ETF
Regular
|
₹80.22 | -4.26% | 31.42% | 57.31% | ₹25 | 0.18% |
Very High
|
|
Kotak Debt Hybrid Fund - Regular Plan
Hybrid
Regular
|
₹57.59 | 1.51% | 29.63% | 49.84% | ₹2,944 | 1.66% |
Moderately High
|
|
Kotak Medium Term Fund - Direct Plan
Income
Direct
|
₹26.49 | 7.94% | 28.81% | 43.63% | ₹1,977 | 0.67% |
Moderately High
|
|
Kotak Medium Term Fund - Direct Plan
Income
Direct
|
₹26.49 | 7.94% | 28.81% | 43.63% | ₹1,977 | 0.67% |
Moderately High
|
|
Kotak Medium Term Fund - Direct Plan
Income
Direct
|
₹26.49 | 7.93% | 28.81% | 43.62% | ₹1,977 | 0.67% |
Moderately High
|
|
Kotak Credit Risk Fund - Direct Plan
STP
Direct
|
₹26.19 | 8.53% | 27.56% | 38.80% | ₹706 | 0.81% |
High
|
|
Kotak Credit Risk Fund - Direct Plan
STP
Direct
|
₹34.87 | 8.53% | 27.56% | 38.80% | ₹706 | 0.81% |
High
|
FAQs
What is the current NAV of Kotak Active Momentum Fund - Direct Plan IDCW?
The current Net Asset Value (NAV) of Kotak Active Momentum Fund - Direct Plan IDCW is ₹9.50 as of 27 Mar 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Kotak Active Momentum Fund - Direct Plan IDCW?
The Assets Under Management (AUM) of Kotak Active Momentum Fund - Direct Plan IDCW is ₹1,338.83 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Kotak Active Momentum Fund - Direct Plan IDCW?
Kotak Active Momentum Fund - Direct Plan IDCW has delivered returns of 0.00% (1 Year), 0.00% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Kotak Active Momentum Fund - Direct Plan IDCW?
Kotak Active Momentum Fund - Direct Plan IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Kotak Active Momentum Fund - Direct Plan IDCW?
The minimum lumpsum investment required for Kotak Active Momentum Fund - Direct Plan IDCW is ₹5,000. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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