Kotak Active Momentum Fund Regular-Growth
Mid CapEquity: Thematic-Factor-basedVery High Risk
PaisaSmart ratingNot rated yet
Why this rating
This fund is not currently rated by our system. However, we continuously review and update our ratings, so it may be included in the future.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 7 Oct 2026
1W
-0.20%
1M
-3.97%
3M
-2.24%
6M
+9.60%
9M
-2.02%
1Y
+3.08%
Since launch
+4.17%
Portfolio
As of 31 Aug 2026
Market-cap split
Large cap38.71%Mid cap59.05%Small cap2.24%
P/E
30.04
P/B
3.91
Style
Blend
Sector allocation
Financial17.12%
Automobile13.02%
Capital Goods12.48%
Healthcare10.67%
Consumer Staples9.81%
Metals & Mining8.70%
Services5.87%
Chemicals5.73%
Holdings (51)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| Laurus Labs Ltd. | 3.95% | ₹65.58 Cr | 3,42,441 |
| Bharat Forge Ltd. | 2.93% | ₹48.61 Cr | 2,30,939 |
| National Aluminium Company Ltd. | 2.71% | ₹44.99 Cr | 11,79,311 |
| Sona BLW Precision Forgings Ltd. | 2.70% | ₹44.85 Cr | 5,51,636 |
| Bharat Heavy Electricals Ltd. | 2.63% | ₹43.64 Cr | 9,85,969 |
| Aurobindo Pharma Ltd. | 2.61% | ₹43.28 Cr | 2,52,093 |
| Apar Industries Ltd. | 2.59% | ₹43.05 Cr | 24,319 |
| TVS Motor Company Ltd. | 2.55% | ₹42.36 Cr | 97,583 |
| FSN E-Commerce Ventures Ltd. | 2.55% | ₹42.34 Cr | 12,11,391 |
| GE Vernova T&D India Ltd | 2.52% | ₹41.75 Cr | 93,931 |
Fund details
In brief
Long term capital growth. Investment in portfolio of predominantly in equity and equity related securities exhibiting momentum characteristics.
Investment objective
The scheme 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. enhanced earnings factor model.
Exit load
Exit load of 0.50%, if redeemed within 90 days.
Fund type
Open-ended
Min lumpsum
₹5,000
Min withdrawal
₹1,000
Lock-in
None
SIP
Available
SWP
Available
STP
Available
Purchase cut-off
15:00