April 23, 2026
RA Jainee
Kotak Active Momentum Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 10.47 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 10.47 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 10 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 1,304 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.78% |
| 1 Year Return (%) | — |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 4.71% |
⚖️ Sahifund Review – Kotak Active Momentum Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
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.
Fund Manager:
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
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 10 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 90 days |
Basic Details of Kotak Active Momentum Fund
| Fund House | Kotak Mahindra Mutual Fund |
| Launch Date | 20-Aug-25 |
| Return Since Launch | 4.71% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,304 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.78% |
| (As on 31-Mar-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 122.68% |
Kotak Active Momentum Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Kotak Active Momentum Dir | -1.11 | -0.06 | 8.94 | 1.52 | 1.73 | — | — | — | — | — |
| BSE 500 TRI | -3.71 | -0.23 | 7.76 | -0.11 | -3.15 | — | — | — | — | — |
Peer Comparison of Kotak Active Momentum Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Kotak Active Momentum Dir | Unrated | — | — | — | 0.78 | 1,304 | 4.71 | 0.50 (90) | 8M | 122.68 |
| ICICI Pru India Opportunities Dir | Unrated | 7.80 | 23.74 | 24.28 | 0.67 | 32,925 | 20.98 | 1.00 (365) | 7Y 3M | 61.00 |
| Franklin India Opportunities Dir | Unrated | 7.38 | 29.03 | 21.80 | 0.58 | 7,578 | 17.29 | 1.00 (365) | 13Y 3M | 57.81 |
| HDFC Defence Dir | Unrated | 29.28 | — | — | 0.83 | 7,305 | 41.82 | 1.00 (365) | 2Y 10M | 16.68 |
| Sundaram Services Dir | Unrated | 4.28 | 18.95 | 19.25 | 0.69 | 4,146 | 18.97 | 1.00 (365) | 7Y 7M | 26.90 |
Kotak Active Momentum Fund Portfolio
| No. of Stocks | 48 |
| Top 10 Stocks | 28.41% |
| Top 5 Stocks | 15.88% |
| Top 3 Sectors | 51.69% |
| Portfolio P/B Ratio | 2.99 |
| Portfolio P/E Ratio | 18.35 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 92,530 | 1,27,961 |
| Giant (%) | — | — |
| Large (%) | 37.43 | 53.51 |
| Mid (%) | 59.86 | 29.35 |
| Small (%) | 2.71 | 19.84 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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