Kotak Active Momentum Fund
The scheme 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.
Growthvine rating: 2/5 — ranked #111 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹9.82 (as of 2026-10-23) |
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| AUM | ₹1,659 Cr |
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| Expense ratio | 1.80% |
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| Riskometer | Very High |
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| Fund manager | Abhishek Bisen |
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| Exit load | 0.5% for redemption within 90 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −13.86% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 69.4% of NIFTY Alpha 50's upside and — of its downside.
Market cap allocation
| Large cap | 37.8% |
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| Mid cap | 59.6% |
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| Small cap | 2.6% |
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Concentration
| Top 5 holdings | 15.5% |
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| Top 10 holdings | 28.3% |
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| Total holdings | 50 |
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Top holdings
- Laurus Labs Limited — 4.3%
- Triparty Repo — 3.5%
- Sona BLW Precision Forgings Limited — 2.9%
- Bharat Forge Ltd — 2.9%
- Apar Industries Ltd — 2.7%
- Aurobindo Pharma Ltd. — 2.7%
- Bharat Heavy Electricals Ltd. — 2.6%
- National Aluminium Co. Ltd. — 2.6%
- GE Vernova T&D India Limited — 2.6%
- Aegis Logistics Ltd. — 2.5%
Top sectors
- Automobile — 13.0%
- Electricals — 11.6%
- Banking & Financial — 9.8%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −6.8% | Q2 | #78 of 167 |