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Kotak Mahindra Mutual Fund

Kotak Active Momentum Fund Direct Growth

1 Year Absolute Returns

+6.84%

1Y CAGR

6.84%

NAV on 12 Nov 2026

11.0330

Return calculator

Monthly Investment
Time Period
₹1.23 Lac
Bank Ac
₹1.25 Lac
Fixed Deposit
₹1.25 Lac
This Fund
Total Investment₹ 1,20,000.00
Total Gains₹ 4,539.09

Total Value₹ 1,24,539.09
Invest now

Note: Past profits do not guarantee future returns.

Fund Performance

Performance in Thematic Fund

1 M
4.23%
4.47%
3 M
-3.93%-1.93%
6 M
4.86%
2.71%
1 Y
6.84%
5.43%
This FundvsCategory Avg

Stock Holdings

NameWeightage
Triparty RepoTriparty Repo
5.06%
4.50%
3.88%
2.76%
2.58%
2.51%
2.51%
Net Current Assets/(Liabilities)Net Current Assets/(Liabilities)
2.30%
2.28%
2.26%

Asset Allocation

Equity
96.67%
Cash
3.33%

Sector Allocation

Financial Services
23.70%
Basic Materials
14.57%
Consumer Cyclical
13.45%
Healthcare
11.82%
Technology
10.89%
Industrials
6.93%
Energy
4.48%
Consumer Defensive
4.13%
Other
4.10%
Real Estate
2.07%

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

Scheme Snapshot

Min SIP Amount

₹ 500

Min Lumpsum

₹ 5,000

AUM

₹ 1,561.97 Cr.

Lock in Period

0.0 Years

Expense Ratio

1.68%

Inception Date

20 Aug 2025

Exit Load

Exit load of 0.50%, if redeemed within 90 days.

Fund Manager

Name

Abhishek Bisen

Qualification

B.A., and MBA (Finance)

Name

Rohit Tandon

Qualification

B.E.(Mechanical) Punjab University, Chandigarh & PGDM(IIM Bangalore)

AMC Information

Kotak Mahindra Mutual Fund

AUM (cr).

₹5,61,218.80

Funds Managed

89

AMC Age

32 Yrs

Date of Incorporation

05 Aug 1994

Phone

022 61152100

Address

27 BKC, C-27, G Block, Bandra Kurla, Complex, Bandra(E),, Mumbai - 400 051.