Kotak Active Momentum Fund - Regular Plan - Growth
Fund House: Kotak Mahindra Mutual Fund| Category: Equity: Thematic-Active-Momentum |
| Launch Date: 29-07-2025 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: - |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: - |
| Turn over: - | Exit Load: For redemption / switch out within 90 days from the date of allotment:0.5%, If units are redeemed or switched out on or after 90 days from the date of allotment -Nil |
10.023
0 (0.01%)
0.01%
Benchmark: 12.37%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme shall 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. However, there is no assurance that the objective of the scheme will be achieved
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Kotak Active Momentum Fund - Regular Plan - Growth | 29-07-2025 | - | - | - | - | - |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 05-07-2023 | -10.61 | 14.82 | - | - | - |
| Quant Momentum Fund - Growth Option - Regular Plan | 20-11-2023 | -15.03 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
