Kotak Active Momentum Fund - Regular Plan - Growth
Expense Ratio: 2.12
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 29-07-2025
Exit Load: Nil
Fund Size:₹1,401.70 Cr
Performance
1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund7.45%
Cat. Avg.N/A
Fund Facts
PE Ratio
25.8
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Triparty Repo | 58.69 | 4.50% |
| 2 | Laurus Labs Ltd | 50.41 | 3.87% |
| 3 | L&T FINANCE HOLDINGS LTD | 44.40 | 3.41% |
| 4 | GE VERNOVA T&D INDIA LIMITED | 42.79 | 3.28% |
| 5 | ADITYA BIRLA CAPITAL LTD | 36.15 | 2.77% |
| 6 | FSN E-Commerce Ventures Ltd. | 33.43 | 2.56% |
| 7 | TVS Motor Company Ltd. | 32.59 | 2.50% |
| 8 | Narayana Hrudalaya Ltd | 32.24 | 2.47% |
| 9 | MRF Ltd. | 31.85 | 2.44% |
| 10 | Eicher Motors Ltd. | 31.59 | 2.42% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 08 Sep, 25 | 55000 | 57845 | +5.2% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 28 Aug, 25 | 1 L. | 1.07 L. | +7.5% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.