How to check the XIRR of Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment?

You can track the exact XIRR and portfolio overlapping of Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment

Q: How to check portfolio overlap for Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment?

Use the MutualSaathi Portfolio Analyzer to compare Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment with other funds, PMS, and AIFs to detect hidden stock overlaps.

Kotak Mahindra Mutual Fund

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

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10Y

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Fund7.46%

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	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Triparty Repo	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	6.03%	58.69	4.50%
2	Laurus Labs Ltd	Equity	Listed	Mid Cap	Pharmaceuticals and Biotechnology		50.41	3.87%
3	L&T FINANCE HOLDINGS LTD	Equity	Listed	Mid Cap	Finance		44.40	3.41%
4	GE VERNOVA T&D INDIA LIMITED	Equity	Listed	Mid Cap	Electrical Equipment		42.79	3.28%
5	ADITYA BIRLA CAPITAL LTD	Equity	Listed	Mid Cap	Finance		36.15	2.77%
6	FSN E-Commerce Ventures Ltd.	Equity	Listed	Mid Cap	Retailing		33.43	2.56%
7	TVS Motor Company Ltd.	Equity	Listed	Large Cap	Automobiles		32.59	2.50%
8	Narayana Hrudalaya Ltd	Equity	Listed	Mid Cap	Healthcare Services		32.24	2.47%
9	MRF Ltd.	Equity	Listed	Mid Cap	Auto Components		31.85	2.44%
10	Eicher Motors Ltd.	Equity	Listed	Large Cap	Automobiles		31.59	2.42%

Similar Funds

SBI Large & Midcap Fund- Regular Plan -Growth

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Expense Ratio: 1.56

NAV / Fund Size

₹655.47₹37,290.06 Cr

Incep: 01-01-1993

Large & Mid Cap FundVery High RiskEquity

3.74%

4.69%

14.16%

13.90%

13.79%

Fund Details

SBI Large & Midcap Fund- Regular Plan -Growth

NAV / Fund Size₹655.47₹37,290.06 Cr

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Invesco India Smallcap Fund - Regular Plan - Growth

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Incep: 10-10-2018

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Fund Details

Invesco India Smallcap Fund - Regular Plan - Growth

NAV / Fund Size₹47.00₹9,222.52 Cr

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Kotak Gold ETF

Kotak Mahindra Mutual Fund

Expense Ratio: 0.55

NAV / Fund Size

₹117.95₹12,330.13 Cr

Incep: 20-06-2007

Gold ETFHigh RiskOther

43.42%

37.73%

32.09%

-22.46%

-10.04%

Fund Details

Kotak Gold ETF

NAV / Fund Size₹117.95₹12,330.13 Cr

Gold ETFHigh RiskOther

43.42%

37.73%

32.09%

-22.46%

-10.04%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Sep, 25	55000	57851	+5.2%	N/A

Lumpsum Returns

Amount (₹)

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.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.