July 26, 2025
RA Jainee
Kotak Active Momentum Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the c Open Date, Close Date?
NFO opens on July 29, 2025
NFO will close on August 12, 2025
Investment Strategy for this NFO?
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.
Basic Details
| Fund House | Kotak Mahindra Mutual Fund |
| Issue Open | 29 July 2025 |
| Issue Close | 12 August 2025 |
| Type | Open-ended |
| Category | Equity: Thematic |
| Min. Investment(Rs) | 5,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 90 days |
| Riskometer | Very High |
| Benchmark | NIFTY 500 TRI |
About Benchmark Index for this NFO?
The Nifty 500 index represents top 500 companies selected based on full market capitalization from the eligible universe.
Nifty 500 Index is computed using free float market capitalization method, wherein the level of the index reflects the total free float market value of all the stocks in the index relative to particular base period. Nifty 500 can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variants: Nifty 500 Total Returns Index, Nifty500 Industry Indices.
Portfolio Characteristics
| Methodology | Free Float Market Capitalization |
| No. of Constituents | 501 |
| Launch Date | |
| Base Date | January 01, 1995 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annually |
Fund Managers of Kotak Active Momentum Fund
1) Abhishek Bisen
Education: Mr. Bisen is a BA and MBA in Finance.
Experience: Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
2) Rohit Tandon
Education: Mr. Tandon has done B.E.(Mechanical) and PGDM from IIM-B
Experience: Prior to joining Kotak Mahindra Mutual Fund, he has worked with Reliance Nippon Life Insurance, Max Life Insurance and JP Morgan India
AMC
Kotak Mahindra Asset Management Company Ltd
Address: The Capital Building, Behind ICICI Bank,
G Block BKC, Bandra Kurla Complex Bandra (E), Mumbai – 400051
Website: https://www.kotakmf.com/
Registrar & Transfer Agent
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Review for Kotak Active Momentum Fund @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of NIFTY 500 TRI
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | 10.67 | 5.55 | 4.69 | 22.75 | 10.92 |
| Total Return | 11.05 | 6.12 | 5.68 | 24.03 | 12.61 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 14.94 | 14.86 | 22.19 |
| Beta (NIFTY 50) | 1.04 | 0.98 | 0.94 |
| Correlation (NIFTY 50) | 0.94 | 0.97 | 0.95 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 25.34 | 4.01 | 1.1 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| HDFC Bank Ltd. | 7.77 |
| ICICI Bank Ltd. | 5.25 |
| Reliance Industries Ltd. | 5.18 |
| Infosys Ltd. | 2.94 |
| Bharti Airtel Ltd. | 2.79 |
| Larsen & Toubro Ltd. | 2.19 |
| ITC Ltd. | 1.97 |
| Tata Consultancy Services Ltd. | 1.80 |
| Axis Bank Ltd. | 1.75 |
| Kotak Mahindra Bank Ltd. | 1.62 |
Note on Benchmark Performance:
X
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Abhishek Bisen
| Fund | Kotak Aggressive Hybrid Fund | It’s Benchmark | Kotak Equity Savings Fund | It’s Benchmark |
| 1 Year | 5.28 | 3.37 | 5.78 | 5.11 |
| 3 Year | 18.24 | 16.47 | 13.06 | 11.96 |
| 5 Year | 21.75 | 18.32 | 12.64 | 12.10 |
| 7 Year | 16.04 | 13.54 | 10.63 | 9.92 |
| 10 Year | 14.26 | 12.68 | 10.12 | 9.36 |
As on 26-7-2025
Past Performance of Rohit Tandon
| Fund | Kotak Balanced Advantage Fund | It’s Benchmark | Kotak Large Cap Fund | It’s Benchmark |
| 1 Year | 6.27 | 3.78 | 2.90 | 2.21 |
| 3 Year | 14.14 | 14.72 | 18.06 | 16.74 |
| 5 Year | 13.78 | 15.71 | 20.54 | 19.83 |
| 7 Year | — | — | 15.15 | 14.02 |
| 10 Year | — | — | 13.62 | 13.12 |
As on 26-7-2025
Note on Fund Managers’ performance
[ C ] Our NFO Review
The Fund leverages a proprietary model to identify stocks with strong earnings momentum.
Momentum investing typically involves buying stocks with rising prices, anticipating that the trend will continue. However, momentum isn’t limited to price alone. Earnings momentum focuses on stocks with upward earnings revisions and favorable analyst ratings, supported by strong fundamentals, according to a press release by the fund house.
The Kotak Active Momentum Fund targets companies with increasing earnings per share (EPS), driven by analyst upgrades or positive earnings surprises. The proprietary model evaluates momentum using earnings and sales growth, along with analyst ratings.
The fund portfolio will be constructed from the top 250 stocks by market capitalization, applying rigorous filters to exclude weaker candidates. The result is a diversified basket of 40–50 high-quality stocks
Talking about peers, the Fund can be compared with the Samco Active Momentum Fund which has given negative return of 5.68% in last one year and 20.42% in last two years. Other peers include Union Active Momentum Fund launched in Dec 2024, Nippon India Active Momentum Fund launched in February 2025.
The funds in this space are fairly new and hence do not have a long track record.
A fund like this is suitable for long term investment of more than three years. Can invest.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Kotak Active Momentum Fund NFO?
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
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