Kotak Mahindra Mutual Fund launches Kotak Active Momentum Fund

NFO period: 29^th July - 12^th August, 2025

Highlights of the NFO:

• Scheme type - An open-ended equity scheme following momentum theme.


• 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.


• Product suitability - This product is suitable for investors who are seeking long term capital growth. Investment in portfolio of predominantly in equity and equity related securities exhibiting momentum characteristics


• Minimum Application Amount - Rs. 5000 and in multiples of Re. 1 thereafter.


• Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option)


• Fund Managers - Mr. Rohit Tandon & Mr. Abhishek Bisen


• Benchmark - Nifty 500 Index (Total Return Index)