Kotak Active Momentum Fund is a Thematic fund run by Kotak Mahindra Mutual Fund. On 30-09-2026, it managed ₹1,590 Cr of investors' money. In the year to 30-10-2026, its Direct plan returned 0.7% and its Regular plan returned −0.7%. Its benchmark, Nifty 500 TRI, returned −7.3% over the same year.
NAV (Direct plan)
₹10.33
▼ 0.47% · 30-10-2026
NAV (Regular plan)
₹10.16
▼ 0.48% · 30-10-2026
Expense ratio
1.53%Direct2.84%Regular
1.53%
A year
Riskometer
Very High
Set by the fund house
1 year return
0.7%Direct−0.7%Regular
0.7%
Total
Kotak Active Momentum Fund NAV Today
NAV on 30-10-2026: Direct Plan Growth ₹10.33 (down 0.47% that day); Regular Plan Growth ₹10.16 (down 0.48% that day).
This fund (Direct plan)
₹10.329
Kotak Active Momentum Fund Returns vs Nifty 500 TRI
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
Trailing returns
Period
1M
3M
6M
1Y
3Y
5Y
10Y
This fund (Direct)
−3.05%
−7.80%
+0.68%
+0.67%
--
--
--
This fund (Regular)
−3.15%
−8.10%
+0.01%
−0.67%
--
--
--
Nifty 500 TRI
−0.75%
−6.05%
−2.83%
−7.34%
+10.22%
+8.81%
+12.51%
Thematic average
−2.09%
−4.52%
+0.86%
−1.22%
--
--
--
Best in Thematic
+11.54%
+11.27%
+22.16%
+75.71%
--
--
--
Worst in Thematic
−16.05%
−11.74%
−13.97%
−22.44%
--
--
--
Rank in Thematic
151/235
201/232
99/232
67/215
--
--
--
Category rows compare the Direct plans of 235 Thematic funds. Rank 1 is the highest return.
Kotak Active Momentum Fund Year-wise Returns
Return of each calendar year
Year
Direct
Regular
Nifty 500 TRI
2026to date
−2.46%
−3.54%
−7.51%
Kotak Active Momentum Fund Rolling Returns
The return of every holding period in the fund's history, not only the one that ends today
Rolling returns
Each point is the yearly return of one 1-year holding period, plotted on the day it ended. There are 41 periods, one for each trading day from 28-08-2026 to 30-10-2026.
−10%−5%0%5%10%15%
Kotak Active Momentum Fund (Direct)
Nifty 500 TRI
Sept 2025 to Sept 2026Sept 2025 to Sept 2026Sept 2025 to Sept 2026Oct 2025 to Oct 2026Oct 2025 to Oct 2026Oct 2025 to Oct 2026
Kotak Active Momentum Fund (Direct)Nifty 500 TRI
7%
76%
Below 0%
27%
20%
0-5%
44%
5%
5-10%
22%
0%
10-15%
0%
0%
15-20%
0%
0%
20-25%
0%
0%
Above 25%
Every holding period at a glance
Period
Periods
Median
Lowest
Highest
With a loss
Benchmark median
Beat benchmark
1 year
41
7.1%
−2.2%
13.3%
7%
−2.3%
100%
Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than Nifty 500 TRI over the same days. Past returns do not promise future returns.
Kotak Active Momentum Fund Risk
How much it swings, and the falls an investor had to sit through
Risk and return
Measure
Kotak Active Momentum Fund (Direct)This fund
Nifty 500 TRI
Return (CAGR)
+0.67%
−7.34%
Standard deviation
16.62%
14.48%
Sharpe ratio
-0.28
-0.87
Sortino ratio
-0.37
-1.16
Maximum drawdown
−13.6%
(23-03-2026)
−14.7%
(30-03-2026)
Beta
1.08
1.00
Alpha
+8.99%
0.00%
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Measure
Kotak Active Momentum Fund (Direct)This fund
Nifty 500 TRI
Return (CAGR)
+2.57%
−1.63%
Standard deviation
15.65%
13.73%
Sharpe ratio
-0.17
-0.50
Sortino ratio
-0.23
-0.68
Maximum drawdown
−13.6%
(23-03-2026)
−14.7%
(30-03-2026)
Beta
1.06
1.00
Alpha
+4.63%
0.00%
From daily NAVs, 28-08-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
−15%−10%−5%0%
Kotak Active Momentum Fund (Direct)
Nifty 500 TRI
2026
Kotak Active Momentum Fund (Direct)Nifty 500 TRI
Worst fall
High before it
Bottom
Back at the high
Time to climb back
Below its high today
Kotak Active Momentum Fund (Direct)
−13.6%
07-01-2026
23-03-2026
03-07-2026
3 months
−10.2%
Nifty 500 TRI
−14.7%
02-01-2026
30-03-2026
Not yet
--
−8.4%
From the Direct plan's daily NAV since 28-08-2025, adjusted for unit splits, and Nifty 500 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.
Kotak Active Momentum Fund vs Other Thematic Funds
The five Thematic funds with the best three year return, and this fund. Direct plans.
AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.
Kotak Active Momentum Fund Expense Ratio and Costs
What each plan charges a year, in force from 16-10-2026
Plan
Base expense ratio
Brokerage
Transaction costs
Levies and GST
Total expense ratio
Thematic median
Cost rank (1 = cheapest)
Direct
0.70%
0.08%
0.02%
0.73%
1.53%
1.18%
186/235
Regular
1.81%
0.08%
0.02%
0.93%
2.84%
2.41%
203/235
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Thematic funds' plans of the same type are sorted from the lowest total expense ratio to the highest.
Direct vs Regular: what the gap cost
Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.
Over the last
Regular
Direct
Direct earned more by
₹1 lakh became (Regular)
₹1 lakh became (Direct)
1 year
−0.67%
0.67%
1.34%
₹99,330
₹1,00,670
Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.
Kotak Active Momentum Fund SIP Calculator
What a one-time or monthly investment in this fund would be worth today, from its own NAV history
Growth of an investment
Step up each year
PeriodFor
₹10,000 on the first trading day of every month, from 28-08-2025 to 30-10-2026: 15 instalments, ₹1,50,000 in all.
Direct planKotak Active Momentum Fund (Direct)Regular planKotak Active Momentum Fund (Regular)Nifty 500 TRICategory averageCategory average, 235 Thematic fundsAmount invested
From each plan's published NAV (Growth option), the benchmark's TRI and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Kotak Active Momentum Fund Asset Allocation
Asset allocation as on 30-09-2026
What the fund holds
96.7%Equity
Asset
Fund
Category
Equity
96.7%
94.5%
Cash and others
3.3%
4.0%
Market cap of stocks
Market cap
Fund
Category
Large Cap
36.5%
45.7%
Mid Cap
57.6%
19.6%
Small Cap
2.5%
24.1%
Share of the whole fund. Category: the average of the Thematic funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Kotak Active Momentum Fund Sector Allocation
Sector allocation of the fund's stocks as on 30-09-2026
Largest sectors
Electrical Equipment11.6%
Banks9.8%
Automobiles7.2%
Pharmaceuticals and Biotechnology6.9%
Finance6.9%
Auto Components5.8%
Chemicals and Petrochemicals4.7%
Non - Ferrous Metals4.5%
Consumer Durables4.1%
Healthcare Services4.1%
The ten largest of 25 sectors. The other 15 add up to 31.1%.
Sector changes
Sector
July 2026
August 2026
September 2026
Change
Electrical Equipment
2.3%
11.6%
11.6%
+9.3%
Banks
10.7%
9.8%
9.8%
−0.9%
Automobiles
6.5%
7.4%
7.2%
+0.7%
Pharmaceuticals and Biotechnology
12.2%
6.6%
6.9%
−5.3%
Finance
10.2%
7.3%
6.9%
−3.3%
Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.
Kotak Active Momentum Fund Portfolio Holdings
As on 30-09-2026 · 50 holdings · from the fund house's monthly portfolio
Holdings
Sector
Weight%
Holdings trend
1M change
Laurus Labs Ltd
Pharmaceuticals and Biotechnology
4.26%
0.0%
Sona BLW Precision Forgings Ltd
Auto Components
2.94%
+2.2%
BHARAT FORGE LTD.
Auto Components
2.86%
+2.2%
Apar Industries Ltd.
Electrical Equipment
2.72%
+2.2%
Aurobindo Pharma Ltd.
Pharmaceuticals and Biotechnology
2.67%
+0.6%
Bharat Heavy Electricals Ltd.
Electrical Equipment
2.63%
+2.2%
National Aluminium Company Ltd.
Non - Ferrous Metals
2.58%
+2.2%
GE VERNOVA T&D INDIA LIMITED
Electrical Equipment
2.57%
+3.7%
AEGIS LOGISTICS LTD
Gas
2.55%
+3.7%
TVS Motor Company Ltd.
Automobiles
2.52%
0.0%
Radico Khaitan Ltd.
Beverages
2.51%
0.0%
FSN E-Commerce Ventures Ltd.
Retailing
2.49%
+2.2%
ADANI ENERGY SOLUTIONS LTD.
Power
2.39%
+2.2%
Bajaj Auto Ltd.
Automobiles
2.35%
+0.9%
Eicher Motors Ltd.
Automobiles
2.29%
+3.7%
HITACHI ENERGY INDIA LTD.
Electrical Equipment
2.27%
+1.5%
Steel Authority of India Ltd.
Ferrous Metals
2.13%
+3.7%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
2.07%
+3.7%
ASTER DM HEALTHCARE LTD
Healthcare Services
2.02%
+3.7%
MARICO LTD.
Agricultural Food and other Product
1.99%
+3.7%
L&T FINANCE LTD
Finance
1.99%
+1.5%
Gujarat Fluorochemicals Ltd.
Chemicals and Petrochemicals
1.96%
+3.7%
Hindustan Zinc Ltd.
Non - Ferrous Metals
1.95%
+1.9%
polycab India Limited
Industrial Products
1.95%
+3.7%
AIA Engineering Limited
Industrial Products
1.92%
+3.7%
UNION BANK OF INDIA
Banks
1.89%
+3.7%
Nestle India Ltd.
Food Products
1.85%
+1.5%
Grasim Industries Ltd.
Cement and Cement Products
1.83%
+3.7%
Mahindra & Mahindra Financial Services Ltd.
Finance
1.81%
+1.5%
CANARA BANK
Banks
1.76%
+3.7%
IDFC FIRST BANK LIMITED
Banks
1.75%
+1.5%
GMR AIRPORTS LIMITED
Transport Infrastructure
1.66%
+3.7%
Asian Paints(India) Ltd.
Consumer Durables
1.66%
+3.3%
YES BANK LTD.
Banks
1.65%
+1.5%
Pidilite Industries Ltd.
Chemicals and Petrochemicals
1.60%
+3.7%
BAJAJ FINANCE LTD.
Finance
1.58%
+1.5%
POONAWALLA FINCORP LIMITED
Finance
1.50%
+3.2%
PUNJAB NATIONAL BANK
Banks
1.50%
+3.9%
Thermax Ltd.
Electrical Equipment
1.41%
+3.7%
Dixon Technologies India Ltd
Consumer Durables
1.29%
+3.8%
ICICI BANK LTD.
Banks
1.26%
+3.7%
HINDUSTAN PETROLEUM CORPORATION LTD.
Petroleum Products
1.24%
+3.7%
NTPC GREEN ENERGY LIMITED
Power
1.20%
+3.7%
Info Edge India Ltd.
Retailing
1.16%
+3.7%
HCL Technologies Ltd.
IT - Software
1.16%
+3.7%
Berger Paints India Ltd.
Consumer Durables
1.15%
+3.7%
SRF LTD.
Chemicals and Petrochemicals
1.12%
+3.7%
UPL Ltd
Fertilizers and Agrochemicals
1.07%
+3.7%
Page Industries Ltd
Textiles and Apparels
1.06%
+3.7%
Dabur India Ltd.
Personal Products
0.91%
+3.7%
Kotak Active Momentum Fund Stocks Bought and Sold
All changes are between August 2026 and September 2026
More
Stocks bought and sold in September 2026
Sona BLW Precision Forgings Ltd
↑Added
+2.2%
2.94%
BHARAT FORGE LTD.
↑Added
+2.2%
2.86%
Apar Industries Ltd.
↑Added
+2.2%
2.72%
National Aluminium Company Ltd.
↑Added
+2.2%
2.58%
Aurobindo Pharma Ltd.
↑Added
+0.6%
2.67%
Bharat Heavy Electricals Ltd.
↑Added
+2.2%
2.63%
GE VERNOVA T&D INDIA LIMITED
↑Added
+3.7%
2.57%
AEGIS LOGISTICS LTD
↑Added
+3.7%
2.55%
FSN E-Commerce Ventures Ltd.
↑Added
+2.2%
2.49%
Bajaj Auto Ltd.
↑Added
+0.9%
2.35%
ADANI ENERGY SOLUTIONS LTD.
↑Added
+2.2%
2.39%
HITACHI ENERGY INDIA LTD.
↑Added
+1.5%
2.27%
Eicher Motors Ltd.
↑Added
+3.7%
2.29%
L&T FINANCE LTD
↑Added
+1.5%
1.99%
Steel Authority of India Ltd.
↑Added
+3.7%
2.13%
polycab India Limited
↑Added
+3.7%
1.95%
Apollo Hospitals Enterprise Ltd.
↑Added
+3.7%
2.07%
ASTER DM HEALTHCARE LTD
↑Added
+3.7%
2.02%
Nestle India Ltd.
↑Added
+1.5%
1.85%
MARICO LTD.
↑Added
+3.7%
1.99%
Gujarat Fluorochemicals Ltd.
↑Added
+3.7%
1.96%
Mahindra & Mahindra Financial Services Ltd.
↑Added
+1.5%
1.81%
AIA Engineering Limited
↑Added
+3.7%
1.92%
Hindustan Zinc Ltd.
↑Added
+1.9%
1.95%
UNION BANK OF INDIA
↑Added
+3.7%
1.89%
Grasim Industries Ltd.
↑Added
+3.7%
1.83%
CANARA BANK
↑Added
+3.7%
1.76%
IDFC FIRST BANK LIMITED
↑Added
+1.5%
1.75%
Asian Paints(India) Ltd.
↑Added
+3.3%
1.66%
Pidilite Industries Ltd.
↑Added
+3.7%
1.60%
YES BANK LTD.
↑Added
+1.5%
1.65%
GMR AIRPORTS LIMITED
↑Added
+3.7%
1.66%
BAJAJ FINANCE LTD.
↑Added
+1.5%
1.58%
Thermax Ltd.
↑Added
+3.7%
1.41%
PUNJAB NATIONAL BANK
↑Added
+3.9%
1.50%
POONAWALLA FINCORP LIMITED
↑Added
+3.2%
1.50%
Dixon Technologies India Ltd
↑Added
+3.8%
1.29%
ICICI BANK LTD.
↑Added
+3.7%
1.26%
HINDUSTAN PETROLEUM CORPORATION LTD.
↑Added
+3.7%
1.24%
NTPC GREEN ENERGY LIMITED
↑Added
+3.7%
1.20%
Berger Paints India Ltd.
↑Added
+3.7%
1.15%
Info Edge India Ltd.
↑Added
+3.7%
1.16%
HCL Technologies Ltd.
↑Added
+3.7%
1.16%
SRF LTD.
↑Added
+3.7%
1.12%
UPL Ltd
↑Added
+3.7%
1.07%
Page Industries Ltd
↑Added
+3.7%
1.06%
Dabur India Ltd.
↑Added
+3.7%
0.91%
No stocks in this group for September 2026.
A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.
Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.
Kotak Active Momentum Fund Overview
Fund facts from the scheme summary document, as on 16-10-2026
Expense ratio (Direct)
1.53%
Expense ratio (Regular)
2.84%
Category
Thematic
Risk
Very High
Benchmark
Nifty 500 TRI
Launch date
20-08-2025
Minimum investment
₹5,000
Minimum additional investment
₹1,000
AUM
₹1,590.18 Cr (30-09-2026)
Lock in
None
Scheme code (Direct)
153753
ISIN (Direct)
INF174KA1XA4
Scheme code (Regular)
153756
ISIN (Regular)
INF174KA1XE6
NAV history
From 28-08-2025, 1.2 years
Exit load
Exit load of 0.50%, if redeemed within 90 days.
Tax on Kotak Active Momentum Fund returns
Kotak Active Momentum Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.
Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.
All plans and options
Plan
Option
NAV
As on
direct
Payout Income Distribution Cum Capital Withdrawal
₹10.163
30-10-2026
direct
Growth
₹10.329
30-10-2026
direct
Dividend Reinvestment
₹10.329
30-10-2026
regular
Growth
₹10.163
30-10-2026
About Kotak Active Momentum Fund
Kotak Active Momentum Fund is a mutual fund from Kotak Mahindra Mutual Fund. Its category is Thematic. It was launched on 20-08-2025. Its benchmark is Nifty 500 TRI. At the end of September 2026 it held 50 securities.
Frequently Asked Questions for Kotak Active Momentum Fund
What is the current NAV of Kotak Active Momentum Fund?
The Direct plan NAV is ₹10.329. The Regular plan NAV is ₹10.163, as on 30-10-2026.
What are the returns of Kotak Active Momentum Fund?
The Direct plan returned +0.67% in 1 year. The Regular plan returned −0.67% in 1 year. These figures are as on 30-10-2026.
What is the expense ratio of Kotak Active Momentum Fund?
The Direct plan charges 1.53% a year. The Regular plan charges 2.84% a year. This is the figure the fund house reported to AMFI, in force from 16-10-2026.
What is the AUM of Kotak Active Momentum Fund?
Kotak Active Momentum Fund managed ₹1,590.18 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.
What are the top holdings of Kotak Active Momentum Fund?
At the end of September 2026 the largest holdings were LAURUSLABS (4.26%), SONACOMS (2.94%), BHARATFORG (2.86%), APARINDS (2.72%), AUROPHARMA (2.67%). The fund held 50 securities in all.
What did Kotak Active Momentum Fund buy and sell in September 2026?
It added shares in 47.
How do I invest in Kotak Active Momentum Fund?
Through Kotak Mahindra Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹5,000. You can invest once or through a monthly SIP.
Who is the fund manager of Kotak Active Momentum Fund?
Rohit Tandon, Abhishek Bisen.
Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.
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