Kotak Active Momentum Fund Regular IDCW | Kotak Active Momentum Fund NAV Today [10.44], Performance & History

Equity Sectoral Thematic Regular

Regular

Direct

1 Year Absolute Returns

NAV (₹) on 29 May 2026

10.44

1 Day NAV Change

-0.92%

Risk Level

Very High Risk

Rating

Kotak Active Momentum Fund is a Equity mutual fund categorized under Sector, offered by Kotak Mahindra Asset Management Company Ltd.. Launched on 29 Jul 2025, investors can start with a minimum SIP of ... Read more

NAV History

Fund Details

Min. SIP Amount

₹100

Inception Date

29 Jul 2025

Min. Lumpsum Amount

₹ 5,000

Fund Age

0 Yrs

AUM

₹ 1,441.83 Cr.

Benchmark

NIfty 500 Total Return

Expense Ratio

2.14%

Scheme Type

Open Ended

Exit Load

0.5%

Asset Allocation

AUM

₹ 1,441.83 Cr

Equity

288.93%

Money Market & Cash

11.65%

Sector Holdings

Sectors	Weightage
Pharmaceuticals	10.19%
Finance - Banks - Public Sector	7.62%
Refineries	6.91%
Auto - 2 & 3 Wheelers	6.63%
IT Consulting & Software	5.78%
Aluminium	4.76%
Treps/Reverse Repo	3.89%
Cables - Power/Others	3.87%
Power - Transmission/Equipment	3.66%
Non-Banking Financial Company (NBFC)	3.60%
Finance & Investments	2.98%
Iron & Steel	2.68%
E-Commerce/E-Retail	2.63%
Mining/Minerals	2.58%
Hospitals & Medical Services	2.47%
Gems, Jewellery & Precious Metals	2.35%
Tyres & Tubes	2.24%
Auto Ancl - Electrical	2.19%
Finance - Mutual Funds	2.14%
Auto - Cars & Jeeps	2.08%
Edible Oils & Solvent Extraction	2.07%
Auto - LCVs/HCVs	1.99%
Steel - Alloys/Special	1.81%
Instrumentation & Process Control	1.79%
Engineering - Heavy	1.78%
Finance - Banks - Private Sector	1.77%
Steel - Tubes/Pipes	1.74%
Realty	1.68%
Zinc/Zinc Alloys Products	1.63%
Logistics - Warehousing/Supply Chain/Others	1.12%
Cement	0.84%
Miscellaneous	0.68%

See All

Stock Holdings

Name	Weightage	Value (in Cr.)	Sector
Laurus Labs Ltd	3.90%	₹ 56.18	Pharmaceuticals
Triparty Repo	3.89%	₹ 56.08	Others
GE VERNOVA T&D INDIA LIMITED	3.66%	₹ 52.76	Power - Transmission/Equipment
L&T FINANCE HOLDINGS LTD	3.60%	₹ 51.96	Non-Banking Financial Company (NBFC)
ADITYA BIRLA CAPITAL LTD	2.98%	₹ 42.95	Finance & Investments
FSN E-Commerce Ventures Ltd.	2.63%	₹ 37.85	E-Commerce/E-Retail
Narayana Hrudalaya Ltd	2.47%	₹ 35.66	Hospitals & Medical Services
Eicher Motors Ltd.	2.38%	₹ 34.27	Auto - 2 & 3 Wheelers
TVS Motor Company Ltd.	2.36%	₹ 34.01	Auto - 2 & 3 Wheelers
TITAN COMPANY LTD.	2.35%	₹ 33.81	Gems, Jewellery & Precious Metals
Steel Authority of India Ltd.	2.34%	₹ 33.78	Iron & Steel
Hindalco Industries Ltd.	2.27%	₹ 32.75	Aluminium
MRF Ltd.	2.24%	₹ 32.31	Tyres & Tubes
Minda Industries Ltd.	2.19%	₹ 31.58	Auto Ancl - Electrical
National Aluminium Company Ltd.	2.15%	₹ 31.07	Aluminium
HDFC ASSET MANAGEMENT COMPANY LTD.	2.14%	₹ 30.83	Finance - Mutual Funds
Mahindra & Mahindra Ltd.	2.08%	₹ 29.93	Auto - Cars & Jeeps
MARICO LTD.	2.07%	₹ 29.85	Edible Oils & Solvent Extraction
BANK OF MAHARASHTRA	2.02%	₹ 29.09	Finance - Banks - Public Sector
Ashok Leyland Ltd.	1.99%	₹ 28.73	Auto - LCVs/HCVs
polycab India Limited	1.99%	₹ 28.67	Cables - Power/Others
HINDUSTAN PETROLEUM CORPORATION LTD.	1.90%	₹ 27.42	Refineries
UNION BANK OF INDIA	1.90%	₹ 27.36	Finance - Banks - Public Sector
Hero MotoCorp Ltd.	1.89%	₹ 27.30	Auto - 2 & 3 Wheelers
KEI Industries Ltd.	1.88%	₹ 27.11	Cables - Power/Others
BANK OF INDIA	1.87%	₹ 26.92	Finance - Banks - Public Sector
STATE BANK OF INDIA.	1.83%	₹ 26.37	Finance - Banks - Public Sector
NMDC Ltd.	1.81%	₹ 26.07	Mining/Minerals
JINDAL STAINLESS LTD	1.81%	₹ 26.07	Steel - Alloys/Special
Siemens Ltd.	1.79%	₹ 25.75	Instrumentation & Process Control
Suzlon Energy Ltd.	1.78%	₹ 25.61	Engineering - Heavy
YES BANK LTD.	1.77%	₹ 25.46	Finance - Banks - Private Sector
INDIAN OIL CORPORATION LTD.	1.77%	₹ 25.50	Refineries
Coforge Limited	1.75%	₹ 25.25	IT Consulting & Software
APL Apollo Tubes Ltd	1.74%	₹ 25.07	Steel - Tubes/Pipes
BHARAT PETROLEUM CORPORATION LTD.	1.74%	₹ 25.03	Refineries
Persistent Systems Limited	1.73%	₹ 24.87	IT Consulting & Software
Prestige Estates Projects Limited	1.68%	₹ 24.29	Realty
Hindustan Zinc Ltd.	1.63%	₹ 23.44	Zinc/Zinc Alloys Products
Lupin Ltd.	1.60%	₹ 23.08	Pharmaceuticals
Alkem Laboratories Ltd.	1.58%	₹ 22.81	Pharmaceuticals
SUN PHARMACEUTICAL INDUSTRIES LTD.	1.57%	₹ 22.69	Pharmaceuticals
Dr.Reddy's Laboratories Ltd.	1.54%	₹ 22.19	Pharmaceuticals
Mangalore Refinery and Petrochemicals Ltd.	1.50%	₹ 21.65	Refineries
Tech Mahindra Ltd.	1.26%	₹ 18.10	IT Consulting & Software
Container Corporation of India Ltd.	1.12%	₹ 16.12	Logistics - Warehousing/Supply Chain/Others
Infosys Ltd.	1.04%	₹ 15.05	IT Consulting & Software
ACC Ltd.	0.84%	₹ 12.13	Cement
VEDANTA LTD.	0.77%	₹ 11.09	Mining/Minerals
Vedanta Iron and Steel Ltd.	0.34%	₹ 4.94	Iron & Steel
MALCO Energy Ltd.	0.34%	₹ 4.94	Miscellaneous
Talwandi Sabo Power Ltd.	0.34%	₹ 4.94	Miscellaneous
Vedanta Aluminium Metal Ltd.	0.34%	₹ 4.94	Aluminium

See All

Returns

	Annualised returns
	9M	1Y	2Y	3Y
Fund returns	4.19%	-	-	-
Category returns	3.64%	4.21%	8.28%	22.07%

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. ... Read more

AMC Details

Name

Kotak Mahindra Asset Management Company Ltd.

Date of Incorporation

23 Jun 1998

CEO

Mr. Nilesh Shah

CIO

Mr. Deepak Agrawal Mr. Harsha Upadhyaya

Type

Pvt.Sector-Indian

Address

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai, Maharashtra, India - 400051

Website

http://www.assetmanagement.kotak.com

[email protected]

Top Funds from Equity - Sectoral/Thematic

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Mahindra Manulife Consumption Fund Diversified Regular	₹20.87	-4.96%	33.02%	66.02%	₹504	2.72%	Very High
Kotak ESG Exclusionary Strategy Fund Sector Regular	₹16.18	-3.63%	32.75%	46.46%	₹752	2.37%	Very High
Kotak ESG Exclusionary Strategy Fund Sector Regular	₹16.18	-3.63%	32.75%	46.46%	₹752	2.37%	Very High
Kotak ESG Exclusionary Strategy Fund Sector Regular	₹16.18	-3.63%	32.75%	46.46%	₹752	2.37%	Very High
Aditya Birla Sun Life Consumption Fund Sector Regular	₹196.92	-6.76%	32.27%	69.16%	₹5,996	1.88%	Very High
Tata Housing Opportunities Fund Sector Regular	₹14.43	-2.82%	32.00%	0.00%	₹476	2.48%	Very High
Tata Housing Opportunities Fund Sector Regular	₹14.43	-2.82%	32.00%	0.00%	₹476	2.48%	Very High
Tata Housing Opportunities Fund Sector Regular	₹14.43	-2.82%	32.00%	0.00%	₹476	2.48%	Very High
Axis Innovation Fund - Direct Plan Diversified Direct	₹17	-2.80%	31.68%	55.25%	₹1,177	1.18%	Very High
Axis Innovation Fund - Direct Plan Sector Direct	₹17	-2.80%	31.68%	55.25%	₹1,177	1.18%	Very High

Top Funds from Kotak Mahindra Asset Management Company Ltd.

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Kotak ESG Exclusionary Strategy Fund Sector Regular	₹16.18	-3.63%	32.75%	46.46%	₹752	2.37%	Very High
Kotak ESG Exclusionary Strategy Fund Sector Regular	₹16.18	-3.63%	32.75%	46.46%	₹752	2.37%	Very High
Kotak ESG Exclusionary Strategy Fund Sector Regular	₹16.18	-3.63%	32.75%	46.46%	₹752	2.37%	Very High
Kotak International REIT Overseas Equity Omni FoF -... Fund of Funds Regular	₹11.87	20.95%	32.35%	21.02%	₹104	1.31%	Very High
Kotak International REIT Overseas Equity Omni FoF -... Fund of Funds Regular	₹11.87	20.95%	32.35%	21.02%	₹104	1.31%	Very High
Kotak International REIT Overseas Equity Omni FoF -... Fund of Funds Regular	₹11.87	20.95%	32.35%	21.02%	₹104	1.31%	Very High
Kotak Nifty 50 Value 20 ETF ETF Regular	₹14.08	-5.35%	31.40%	69.36%	₹82	0.14%	Very High
Kotak Balanced Advantage Fund Hybrid Regular	₹20.47	0.20%	30.89%	51.79%	₹17,184	1.67%	Very High
Kotak Balanced Advantage Fund Hybrid Regular	₹20.47	0.21%	30.89%	51.79%	₹17,184	1.67%	Very High
Kotak Balanced Advantage Fund Hybrid Regular	₹20.47	0.20%	30.89%	51.79%	₹17,184	1.67%	Very High

FAQs

What is the current NAV of Kotak Active Momentum Fund Regular IDCW?

The current Net Asset Value (NAV) of Kotak Active Momentum Fund Regular IDCW is ₹10.44 as of 29 May 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Kotak Active Momentum Fund Regular IDCW?

The Assets Under Management (AUM) of Kotak Active Momentum Fund Regular IDCW is ₹1,441.83 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Kotak Active Momentum Fund Regular IDCW?

Kotak Active Momentum Fund Regular IDCW has delivered returns of 0.00% (1 Year), 0.00% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Kotak Active Momentum Fund Regular IDCW?

Kotak Active Momentum Fund Regular IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Kotak Active Momentum Fund Regular IDCW?

The minimum lumpsum investment required for Kotak Active Momentum Fund Regular IDCW is ₹5,000. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

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