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| NAV as of Oct 20, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹10.293+0.36% 1 day change | 1.75% | App exclusive | ₹1,376 Cr |
| Expense ratio | 0.74% as on Sep 30, 2025 |
| Exit load | 0.5% Exit load of 0.50%, if redeemed within 90 days.! |
| AUM (Fund size) | ₹1,376 Cr |
| Lock-in Period | Nil |
| Age | 2 m since Jul 29, 2025 |
| Benchmark | NIFTY 500 TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹5000 |
| 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% |
| Period | This fund | Category average |
|---|---|---|
| 1 Month | 1.9% | 1.56% |

Large Cap 32%
Mid Cap 65.66%
Small Cap 1.93%
Other Cap 0%
Healthcare 15.239999999999998%
Financial 14.27%
Capital Goods 12.95%
Services 11.51%
Bifurcation by Credit Quality is not available for this fund
Bifurcation by Holding is not available for this fund
Repo 0.52%
Others 0.52%

Risk ratios are based on three-year data. The required data is unavailable for the scheme.
| Fund name | ETM Rank | AUM | 1Y | 5Y |
|---|---|---|---|---|
| Kotak Infrastructure and Economic Reform Fund | N.A. | 2,341 Cr | 2.24% | 32.66% |
| Kotak Midcap Fund | N.A. | 58,300 Cr | 8.15% | 28.82% |
| Kotak Small Cap Fund | N.A. | 17,480 Cr | -2.29% | 27.96% |
| Kotak Contra Fund | N.A. | 4,716 Cr | 7.2% | 25.23% |
| Kotak Pioneer Fund | N.A. | 3,148 Cr | 11.57% | 25.17% |
| Kotak Large & Midcap Fund | N.A. | 28,381 Cr | 7.22% | 23.76% |
The current Net Asset Value (NAV) of the Kotak Active Momentum Fund - Direct Growth plan is approximately ₹10.293 as of Oct 20, 2025.
The Kotak Active Momentum Fund - Direct Growth has an expense ratio of 0.74%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.
The Kotak Active Momentum Fund currently has assets under management (AUM) or fund size valued at approximately 1,376 Cr as on Sep 30, 2025.
The Kotak Active Momentum Fund has invested the majority of its money in the stocks of the following companies -
| Company | Percentage of Portfolio |
|---|---|
| Fortis Healthcare Ltd. | 3.24% |
| One97 Communications Ltd. | 3.13% |
| BSE Ltd. | 3.08% |
| Muthoot Finance Ltd. | 3.02% |
| GE Vernova T&D India Ltd | 2.91% |
| Radico Khaitan Ltd. | 2.84% |
| JK Cement Ltd. | 2.81% |
| Eicher Motors Ltd. | 2.75% |
| L&T Finance Ltd. | 2.74% |
| Narayana Hrudayalaya Ltd. | 2.53% |
The Kotak Active Momentum Fund has primarily invested in the following sectors
| Sector | Percentage of Portfolio |
|---|---|
| Healthcare | 15.239999999999998% |
| Financial | 14.27% |
| Capital Goods | 12.95% |
| Services | 11.51% |
| Automobile | 8.34% |
| Materials | 6.640000000000001% |
| Energy | 6.52% |
| Metals & Mining | 6.41% |
| Consumer Staples | 6.199999999999999% |
| Chemicals | 5.52% |
This is a Thematic fund comes with Very High risk.
No, this fund does not have any lock-in period.
It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. The whole process takes just a few minutes. Here's how it works:
For the Desktop Version:
For the Mobile Version:
That's it. Your investment in the Kotak Active Momentum Fund is complete.
Redeeming your investments in the Kotak Active Momentum Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.
If you have invested from anywhere else, you can go to the fund house website and put a request through it.
