In plain English
Kotak Active Momentum Fund is a Sectoral / Thematic scheme from Kotak Mahindra. The portfolio is ~96% in equities. Worst historical drawdown: -14% in Mar 2026, recovered in 3 months. Wrong fit if you need this money in less than 7 years.
Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.
NAV history
NAV (Direct-Growth)
₹10.7910
Last 1Y
+7.63%
Drawdown stories
The crashes you should know about — and how long the fund took to recover.
Mar 2026
-13.6%Peak ₹10.75 on 7 Jan 2026 → trough ₹9.28 on 23 Mar 2026 (3 months down).
Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.
Honesty score
A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.
Honesty score
5 / 5
Solid scheme on the dimensions we check. No red flags.
Expense ratio
0.78% — typical for category.
AUM size
₹1.3K Cr.
Sector concentration
Top 3 sectors = 52.5% — diversified across sectors.
Performance
Returns for various periods, with category average and peer rank.
Portfolio composition
Asset allocation
- Equity95.69%
- Cash4.31%
By market cap
- Large cap35.81%
- Mid cap57.29%
- Small cap1.94%
- Others4.96%
Concentration
Holdings
50
Avg market cap
₹92.8K Cr
Top 10 stocks
28.06%
Top 5 stocks
15.89%
Top 3 sectors
52.55%
Top holdings
Top 15 positions by weight, latest disclosure.
- 1—4.50%
Triparty Repo
- 2—3.87%
Laurus Labs Ltd
- 3—3.41%
L&T Finance Ltd
- 4—3.28%
GE Vernova T&D India Ltd
- 5—2.77%
Aditya Birla Capital Ltd
- 6—2.56%
FSN E-Commerce Ventures Ltd
- 7—2.50%
TVS Motor Co Ltd
- 8—2.47%
Narayana Hrudayalaya Ltd
- 9—2.44%
MRF Ltd
- 10—2.42%
Eicher Motors Ltd
- 11—2.33%
Titan Co Ltd
- 12—2.29%
National Aluminium Co Ltd
- 13—2.24%
UNO Minda Ltd
- 14—2.18%
Mahindra & Mahindra Ltd
- 15—2.16%
Marico Ltd
Fundamentals (vs category)
Portfolio-weighted ratios, compared with the category average.
- P/E ratio17.7625.73-7.97
- P/B ratio2.983.85-0.87
- Price / Sales1.502.77-1.27
- Price / Cash Flow13.0117.41-4.40
- Dividend yield1.61%1.35%+0.26
- Return on equity (ROE)—0.00%—
Peers in Sectoral / Thematic
Other schemes in the same SEBI category, ranked by AUM.
- ₹36.5K Cr+6.58%+22.72%0.57%
ICICI Prudential India Opportunities Fund
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- ₹36.5K Cr+1.48%+18.90%0.57%
ICICI Prudential India Opportunities Fund
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- ₹15.8K Cr+6.72%+21.95%0.64%
ICICI Prudential Business Cycle Fund Direct Plan Growth
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- ₹15.8K Cr+2.38%+18.99%0.64%
ICICI Prudential Business Cycle Fund Direct Plan Growth
ICICI Prudential
- ₹13.4K Cr-10.00%+10.76%0.86%
ICICI Prudential Technology Fund
ICICI Prudential
- ₹13.4K Cr-21.09%+5.76%0.86%
ICICI Prudential Technology Fund
ICICI Prudential
- ₹10.6K Cr+1.41%+13.88%0.87%
ICICI Prudential Banking and Financial Services Fund
ICICI Prudential
- ₹10.6K Cr-1.94%+11.58%0.87%
ICICI Prudential Banking and Financial Services Fund
ICICI Prudential
Available plans & options
- DirectGrowthKotak Active Momentum Fund - Direct Plan - Growth optionINF174KA1XA4
- DirectIDCW ReinvestmentKotak Active Momentum Fund - Direct Plan - IDCW - Payout and ReinvestmentINF174KA1XB2
- RegularGrowthKotak Active Momentum Fund - Regular Plan - GrowthINF174KA1XD8
- RegularIDCW ReinvestmentKotak Active Momentum Fund - Regular Plan - IDCW - Payout & ReinvestmentINF174KA1XE6
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