About Kotak Active Momentum Fund
- An open-ended equity scheme following momentum theme
Portfolio
As on Jul 31, 2025
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Net Current Assets | 0 % |
NAV Movement 
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Scheme Name : Kotak Active Momentum Fund - Direct Plan Growth
| NAV Date | NAV | Units | Cash Flow | Scheme Value |
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Historical Returns (as per SEBI format) as on 31 July 2025
Fund
Tier 1 Benchmark
This open ended fund Scheme is suitable for investors seeking
- Long term capital growth
- Investment in portfolio of predominantly in equity and equity related securities exhibiting momentum characteristics.
The above riskometer is based on the scheme portfolio as on 31 July 2025 . An addendum may be issued or updated on the website for new riskometer.
Start Date of the Investment is considered as 1st of Every Month. Exit Load, Stamp Duty & STT are ignored for ease of calculation. Data Source: We have considered NAV Direct Plan Growth Option for the above scheme, Past Performance may or may not be sustained in the future. In view of the individual nature of tax consequences, each unit holder is advised to consult their tax advisors. All figures and other data given in this document are as of 31 July 2025. The same may or may not be relevant at a future date. The AMC takes no responsibility for updating any data/information in this material from time to time. The information shall not be altered in any way, transmitted to, copied, or distributed, in part or in whole, to any other person or to the media or reproduced in any form, without the prior written consent of Kotak Mahindra Asset Management Company Limited. Kotak Mahindra Asset Management Company Limited (including its affiliates), the Mutual Fund, The Trust and any of its officers, directors, personnel, and employees shall not be liable for any loss, damage of any nature, including but not limited to direct, indirect, punitive, special, exemplary, consequential, as well as any loss of profit, in any way arising from the use of this material in any manner. Further, the information contained herein should not be construed as a forecast or promise. The recipient alone shall be fully responsible/liable for any decision taken based on this material.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Details
Fund Managers
Mr. Rohit Tandon See All Funds Managed
Mr. Abhishek Bisen See All Funds Managed
Portfolio turnover ratio
0.00%
Expense Ratio (Direct) **
0.00
Expense Ratio (Regular) **
0.00
Source: *ICRA MFI Explorer ## Risk rate assumed to be % (FBIL Overnight MIBOR rate as on NA) **Total Expense Ratio includes applicable B30 fee and GST.
Source: *ICRA MFI Explorer
## Risk rate assumed to be %
(FBIL Overnight MIBOR rate as on NA)
**Total Expense Ratio includes applicable B30 fee and GST.
Direct Plan/Regular PlanOptions: Payout of IDCW, Reinvestment of IDCW & Growth (applicable for all plans)
Initial Investment: Rs. 500/- (Subject to a minimum of 10 SIP installments of Rs. 500/- each)
Additional Investment:
Ideal Investments Horizon: 5 years And above
Entry Load: NIL
Exit Load: For redemption / switch out within 90 days from the date of allotment:0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil.
Fund
Tier 1 Benchmark
This open ended fund Scheme is suitable for investors seeking
- Long term capital growth
- Investment in portfolio of predominantly in equity and equity related securities exhibiting momentum characteristics.