Question 1

What is the current NAV of Kotak Active Momentum Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Kotak Active Momentum Fund - Direct Growth plan is approximately ₹10.045 as of Sep 03, 2025.

Question 2

How much does Kotak Active Momentum Fund charge as the expense ratio?

Accepted Answer

The Kotak Active Momentum Fund - Direct Growth has an expense ratio of 0.75%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 3

What is the AUM or size of Kotak Active Momentum Fund?

Accepted Answer

The Kotak Active Momentum Fund currently has assets under management (AUM) or fund size valued at approximately NA crore as of Jun 30, 2025.

Question 4

What is the risk level of Kotak Active Momentum Fund?

Accepted Answer

This is a Thematic fund comes with Very High risk.

Question 5

Is there any lock-in period in Kotak Active Momentum Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 6

How do I invest in Kotak Active Momentum Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Kotak Active Momentum Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Kotak Active Momentum Fund is complete.

Question 7

How can I redeem my investments in Kotak Active Momentum Fund?

Accepted Answer

Redeeming your investments in Kotak Active Momentum Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Kotak Active Momentum Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.75% as on Aug 31, 2025
Exit load	0.5% Exit load of 0.50%, if redeemed within 90 days.!
AUM (Fund size)	NA
Lock-in Period	Nil
Age	1 m since Jul 29, 2025
Benchmark	NIFTY 500 TRI
Min. investment	This scheme is currently not buyable
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Kotak Active Momentum Fund	N.A.	0 Cr	1 m	0.75%
ICICI Prudential Manufacturing Fund	N.A.	6,231 Cr	6 yrs 11 m	0.73%
Sundaram Services Fund	N.A.	4,161 Cr	7 yrs	0.74%
ICICI Prudential Exports and Services Fund	N.A.	1,362 Cr	12 yrs 8 m	1.69%
ICICI Prudential Commodities Fund	N.A.	2,620 Cr	5 yrs 11 m	0.99%
UTI Transportation and Logistics Fund	N.A.	3,447 Cr	12 yrs 8 m	0.83%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Kotak Active Momentum Fund	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.
ICICI Prudential Manufacturing Fund	1.79%	23.83%	-0.34%	26.3%	29.26%	14.28%
Sundaram Services Fund	0.47%	17.67%	5.63%	18.95%	25.78%	14.12%
ICICI Prudential Exports and Services Fund	0.36%	13.66%	-0.19%	20.86%	24.33%	14.03%
ICICI Prudential Commodities Fund	1.49%	19.93%	4.99%	21.22%	32.89%	16.6%
UTI Transportation and Logistics Fund	7.16%	30.08%	2.84%	23.34%	27.39%	14.13%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Kotak Active Momentum Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential Manufacturing Fund	16.26	1.13	1.09	1.58
Sundaram Services Fund	12.58	0.87	0.89	1.57
ICICI Prudential Exports and Services Fund	11.25	0.8	1.16	2.48
ICICI Prudential Commodities Fund	15.05	0.98	0.86	1.4
UTI Transportation and Logistics Fund	16.11	1.03	0.95	1.32

Fund name	ETM Rank	AUM	1Y	5Y
Kotak Infrastructure and Economic Reform Fund	N.A.	2,402 Cr	-7.53%	31.6%
Kotak Small Cap Fund	N.A.	17,329 Cr	-5.9%	29.33%
Kotak Midcap Fund	N.A.	53,464 Cr	2.7%	29.15%
Kotak Contra Fund	N.A.	4,283 Cr	-2.08%	25.37%
Kotak Pioneer Fund	N.A.	2,807 Cr	7.44%	25.29%
Kotak Large & Midcap Fund	N.A.	27,046 Cr	-0.65%	23.78%

Kotak Active Momentum Fund Direct-Growth

Historical NAV & returns

Kotak Active Momentum Fund overview

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Key risk & return ratios Compared to other funds in the category

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About this fund

More funds from Kotak Mahindra Mutual Fund

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