Kotak Active Momentum Fund

Sectoral / ThematicEquityVery High risk Rank 96 of 261

NAV · Direct-Growth

₹10.64-0.07-0.61%

As of 7 Oct 2026 · AMFI

NAV growth+4.5%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y all ahead

Cost

Average

0.78% vs 0.83% peers

Beats its Sectoral / Thematic category on 1Y.

1Y return

+4.5%

+1.3 vs cat

3Y CAGR

—

5Y CAGR

—

AUM

₹1.3K Cr

fund size

Expense

0.78%

direct plan

Volatility 3Y

—

3Y std dev

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

Showing Direct · Growth · INF174KA1XA4

NAV (Direct-Growth)

₹10.6350

Last 1Y

+4.48%

Oct 25Min ₹9.28 · Max ₹11.50 · 247 ptsOct 26

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).

Recovered in 3 months· 3 Jul 2026

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.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.18%	+0.13%	186/ 291
1M	-3.87%	-3.58%	142/ 289
3M	-1.92%	-1.90%	124/ 286
6M	+10.32%	+11.04%	134/ 286
YTD	+0.43%	+1.59%	125/ 273
1Y	+4.48%	+3.23%	96/ 261

Portfolio composition

Asset allocation

Equity95.69%
Cash4.31%

By market cap

Large cap35.81%
Mid cap57.29%
Small cap1.94%
Others4.96%

Concentration

Holdings

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.

#InstrumentSectorWeight

2
Laurus Labs Ltd
—3.87%
3
L&T Finance Ltd
—3.41%
4
GE Vernova T&D India Ltd
—3.28%
5
Aditya Birla Capital Ltd
—2.77%
6
FSN E-Commerce Ventures Ltd
—2.56%
7
TVS Motor Co Ltd
—2.50%
8
Narayana Hrudayalaya Ltd
—2.47%
9
MRF Ltd
—2.44%
10
Eicher Motors Ltd
—2.42%
11
Titan Co Ltd
—2.33%
12
National Aluminium Co Ltd
—2.29%
13
UNO Minda Ltd
—2.24%
14
Mahindra & Mahindra Ltd
—2.18%
15
Marico Ltd
—2.16%
16
Hindalco Industries Ltd
—2.13%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

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.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray