NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

‌

Fund Details

Fund Details	Kotak Active Momentum Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹500
Min Lumpsum	₹5,000
Expense Ratio	1.53%
NAV	₹11.00 (11 Nov 2026)
Fund Size	₹1,561.97 Cr
Fund Started	20 Aug 2025
Lock-in Period	No lock-in
Exit Load	0.5%For redemption / switch out within 90 days from the date of allotment NilIf units are redeemed or switched out on or after 90 days from the date of allotment - m

Returns	Kotak Active Momentum Fund - Direct (G)
1M	3.40%
3M	-4.65%
6M	2.52%
1Y	6.62%
3Y	—
5Y	—
Since Inception	7.40%

Trailing risk-adjusted performance measures

Risk Ratio	Kotak Active Momentum Fund - Direct (G)
Alpha	4.16
Beta	1.01
Sharpe	-0.09
Standard Deviation	5.29

Holding Analysis	Kotak Active Momentum Fund - Direct (G)
Top 5 Holdings	18.97%
Top 10 Holdings	31.70%
Portfolio Turnover	25.75
Equity	95.35%
Debt	4.99%
Cash	—

Fund Manager	Kotak Active Momentum Fund - Direct (G)
Name	,

About	Kotak Active Momentum Fund - Direct (G)
AMC	Kotak Mahindra Mutual Fund
Scheme Category	Thematic Fund
Benchmark	Nifty 500 TRI
Launch Date	29 Jul 2025