Kotak Active Momentum Fund Regular-Growth
Equity
Thematic-Factor-based
₹-0.61% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1660 Cr
- Created on3 Aug 2025
Fund Ranking
#
/ 35 in Thematic-Factor-based
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month9.6%
- 1 Year3.1%
- 3 Year (CAGR)-
- All Time (CAGR)4.2%
Category Return
- 6 Month6.2%
- 1 Year-1.3%
- 3 Year (CAGR)9.7%
- All Time (CAGR)10.7%
Asset Allocation
- Equity96.4%
- Other3.6%
Top 5 Holdings
Top 5 Sectors
- Aegis Logistics2.16%
- Apollo Hospitals Enterprise2.09%
- Asian Paints1.71%
- Aurobindo Pharma2.61%
- Bajaj Finance1.64%
Fund Information
- Expense Ratio2.98%
- Exit LoadExit load of 0.50%, if redeemed within 90 days.
- Lock-In PeriodNo Lock-In
Managed By
Abhishek Bisen
July 2025 - Present
Rohit Tandon
July 2025 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.00 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 0.00 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00