Kotak Active Momentum Fund Direct Growth

Equity
Thematic
Very High Risk
1M
All
NAV: 17 Dec 2025
₹10.30
Rating
NA
Min. SIP amount
₹500
Fund size
₹1,393.74Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (79)

NameSectorInstrumentAssets
FinancialEquity3.54%
ServicesEquity3.44%
HealthcareEquity3.16%
ServicesEquity3.07%
Capital GoodsEquity2.73%
AutomobileEquity2.69%
FinancialEquity2.64%
Consumer StaplesEquity2.64%
FinancialEquity2.64%
Metals & MiningEquity2.22%
EnergyEquity2.08%
Capital GoodsEquity2.08%
EnergyEquity2.02%
ChemicalsEquity1.99%
EnergyEquity1.97%
AutomobileEquity1.96%
HealthcareEquity1.95%
ConstructionEquity1.93%
FinancialEquity1.92%
FinancialEquity1.90%
AutomobileEquity1.84%
Metals & MiningEquity1.80%
FinancialEquity1.79%
CommunicationEquity1.77%
TechnologyEquity1.74%
HealthcareEquity1.72%
FinancialEquity1.72%
Metals & MiningEquity1.67%
HealthcareEquity1.66%
Capital GoodsEquity1.58%
TechnologyEquity1.54%
TechnologyEquity1.53%
FinancialEquity1.53%
ServicesEquity1.45%
InsuranceEquity1.44%
TechnologyEquity1.40%
ChemicalsEquity1.39%
Metals & MiningEquity1.39%
Metals & MiningEquity1.37%
Consumer StaplesEquity1.36%
HealthcareEquity1.33%
HealthcareEquity1.28%
Capital GoodsEquity1.15%
AutomobileEquity1.14%
TechnologyEquity1.05%
Capital GoodsEquity1.00%
ConstructionEquity0.78%
TechnologyEquity0.42%
FinancialEquity0.33%
HealthcareEquity0.30%
HealthcareEquity0.28%
ConstructionEquity0.25%
Consumer StaplesEquity0.24%
ChemicalsEquity0.24%
FinancialEquity0.22%
Metals & MiningEquity0.22%
AutomobileEquity0.21%
ChemicalsEquity0.21%
AutomobileEquity0.21%
ConstructionEquity0.21%
HealthcareEquity0.21%
FinancialEquity0.19%
Consumer DiscretionaryEquity0.19%
Capital GoodsEquity0.19%
HealthcareEquity0.19%
Capital GoodsEquity0.19%
ServicesEquity0.18%
ServicesEquity0.18%
Capital GoodsEquity0.17%
Capital GoodsEquity0.17%
Consumer StaplesEquity0.17%
TechnologyEquity0.16%
ChemicalsEquity0.16%
ServicesEquity0.14%
FinancialEquity0.13%
EnergyEquity0.13%
AutomobileEquity0.13%
FinancialEquity0.12%
ChemicalsEquity0.11%
See All

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Returns and rankings

Category: Equity Thematic
Absolute returns
3M3M6MAll
Fund returns2.9%2.9%NA3.9%
Category averageNANANANA
Rank with in category1818NANA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.74%

Inclusive of GST

Exit load

Exit load of 0.50%, if redeemed within 90 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Abhishek Bisen
Jul 2025 - Present
View details

Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes

Rohit Tandon
Jul 2025 - Present
View details

Education
Mr. Tandon has done B.E.(Mechanical) and PGDM from IIM-B
Experience
Prior to joining Kotak Mahindra Mutual Fund, he has worked with Reliance Nippon Life Insurance, Max Life Insurance and JP Morgan India
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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