Kotak Active Momentum

All Cap

Diversified

Equity

India Growth

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Kotak Active Momentum Fund Growth invests in stocks with positive price momentum for trend-based returns.

What This Strategy Does

Kotak Active Momentum Regular Gr is an equity fund which captures India's ₹200+ trillion market capitalization through a multi-cap portfolio construction, deploying capital across industrials, financials, and consumer sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

0.0% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

Kotak Active Momentum

Benchmark Index

Benchmark Performance Comparison

Kotak Active Momentum Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation19.5%

Sharpe Ratio0.10

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Captures momentum across market caps and sectors. This dynamic approach rotates capital into stocks exhibiting strong relative strength, aiming to ride secular growth trends. The impact is a portfolio positioned in leaders across different cycles, creating the potential for outsized returns by participating in sustained moves.

Portfolio Holdings Overview

SectoralAllocation

Services12.61%

Energy & Infra3.92%

Capital Goods38.34%

Financial Services17.26%

Utilities3.71%

Technology2.53%

Consumers21.63%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Laurus Labs LtdServices4.26%

Triparty RepoUtilities3.52%

Sona BLW Precision Forgings LtdConsumers2.94%

Bharat Forge LtdCapital Goods2.86%

Apar Industries LtdCapital Goods2.72%

Aurobindo Pharma LtdServices2.67%

Bharat Heavy Electricals LtdCapital Goods2.63%

National Aluminium Co LtdCapital Goods2.58%

GE Vernova T&D India LtdCapital Goods2.57%

Aegis Logistics LtdEnergy & Infra2.55%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Rohit Tandon

Lead Portfolio Manager

Mr. Rohit Tandon has experience of 22 years. Manages 51 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹19,355 Cr

Abhishek Bisen

Co-Portfolio Manager

Mr. Abhishek Bisen has experience of 23 years. Manages 468 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹78,491 Cr Holds a M.B.A. degree.

CW Expert Take

Kotak brings banking-grade risk assessment to fund management. Their strength is in identifying mispriced opportunities while maintaining portfolio quality. The equity teams focus on sustainable business models, while their debt strategies emphasize credit selection and liquidity management—reflecting the parent group's risk culture.

45 years

Combined Team Experience

₹ 97,846 Cr

Assets Under Management

Firm Overview

AMCKotak Mahindra Asset Management Co Ltd

Total AUM₹5,80,249.31 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.63%

Regulatory & Tax Information

INF174KA1XD8

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)