Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment
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
Fund1.08%
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
Fund2.96%
Cat. Avg.N/A
Fund Facts
No available Data
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 | Laurus Labs Ltd | 73.22 | 4.92% |
| 2 | L&T FINANCE LTD | 63.61 | 4.27% |
| 3 | NAVIN FLUORINE INTERNATIONAL LTD. | 58.03 | 3.90% |
| 4 | BAJAJ FINANCE LTD. | 48.31 | 3.25% |
| 5 | BSE LTD | 46.97 | 3.16% |
| 6 | Triparty Repo | 45.90 | 3.08% |
| 7 | Radico Khaitan Ltd. | 43.07 | 2.89% |
| 8 | AU SMALL FINANCE BANK LTD. | 41.43 | 2.78% |
| 9 | Coforge Limited | 40.44 | 2.72% |
| 10 | HITACHI ENERGY INDIA LTD. | 40.10 | 2.69% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59672 | -0.5% | -1.1% |
| SI | 08 Sep, 25 | 70000 | 69924 | -0.1% | -0.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.01 L. | +1.1% | +1.1% |
| SI | 28 Aug, 25 | 1 L. | 1.03 L. | +3.4% | +3.0% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.