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20327
Kotak Active Momentum Fund - Direct (G)
4.31
6.07
9.83
8.79
12.67
7
1.1
8.79
Kotak Active Momentum Fund - Direct (G)
1.1
8.79
1.02
3.5
6 Months
Begin with SIP Invest One-Time
  • NAV

    11.41

    03 Aug 2026

  • 1.30%

     1 Day

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  • ₹ 500

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 1.63%

    Expense Ratio

  • NA

     Rating

  • 1,488 Cr

    Fund Size

  • 1 Years

    Fund Age

SIP Calculator

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Scheme Performance

Returns and Ranks ( as on 03 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 12.67

Scheme Allocation

By Holding By Sector By Asset
4.92%
4.27%
3.90%
3.25%
3.16%
80.50%
View All

Advance Ratio

  • 3.39Alpha
  • 5.54SD
  • 0.96Beta
  • 0.17Sharpe

Exit Load & Tax Implication

  • 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 m
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund 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.

Fund Managers

Rohit Tandon

Risk-o-meter

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moderate Moderate Moderately
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High

Peer Comparison

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More Funds from Kotak Mahindra Mutual Fund

20327
  • Fund Name

AMC Contact Details

  • Address :
  • 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com
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