Kotak Active Momentum Fund - Direct Plan - Growth Option
Fund House: Kotak Mahindra Mutual Fund| Category: Equity: Thematic-Active-Momentum |
| Launch Date: 29-07-2025 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| TER: 1.53% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,546.76 Cr As on 31-07-2026(Source:AMFI) |
| Turn over: 122.07% | 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 |
11.314
0.01 (0.1237%)
12.85%
Benchmark: 12.16%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in transportation & logistics and related activities. 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 - Direct Plan - Growth Option | 29-07-2025 | - | - | - | - | - |
| Motilal Oswal Active Momentum Fund- Regular- Growth | 17-03-2025 | 26.21 | - | - | - | - |
| Union Active Momentum Fund - Regular Plan - Growth Option | 19-12-2024 | 14.29 | - | - | - | - |
| Nippon India Active Momentum Fund - Regular Plan- Growth Option | 28-02-2025 | 13.76 | - | - | - | - |
| ICICI Prudential Active Momentum Fund - Growth | 08-07-2025 | 9.85 | - | - | - | - |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 05-07-2023 | 6.54 | -0.33 | 13.95 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.09%
Others
2.89%
Large Cap
44.34%
Mid Cap
48.68%
Scheme Documents
