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 #92 of 179 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹11.16 (as of 2026-08-21) |
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| AUM | ₹1,625 Cr |
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| Expense ratio | 1.81% |
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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 80.6% of NIFTY Alpha 50's upside and 70.9% of its downside.
Market cap allocation
| Large cap | 45.6% |
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| Mid cap | 50.7% |
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| Small cap | 3.7% |
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Concentration
| Top 5 holdings | 19.3% |
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| Top 10 holdings | 33.0% |
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| Total holdings | 46 |
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Top holdings
- Triparty Repo — 6.4%
- Laurus Labs Limited — 5.4%
- L&T Finance Limited — 3.9%
- Navin Fluorine International Limited — 3.5%
- Bajaj Finance Limited — 3.4%
- TVS Motor Company Ltd. — 3.1%
- COFORGE LIMITED — 2.9%
- Radico Khaitan Ltd. — 2.9%
- BSE Ltd. — 2.7%
- Eternal Limited — 2.6%
Top sectors
- Banking & Financial — 13.5%
- Pharma & Biotech — 12.2%
- Software & Services — 12.1%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 5.9% | Q2 | #63 of 167 |