Kotak Active Momentum Fund Direct IDCW
Summary Info
Fund Name
: Kotak Mahindra Mutual Fund
Scheme Name
: Kotak Active Momentum Fund Direct IDCW
AMC
: Kotak Mahindra Mutual Fund
Type
: Open
Category
: Equity - Diversified
Launch Date
: 29-Jul-2025
Fund Manager
: Rohit Tandon
Net Assets (Rs. cr)
: 1338.83
Kotak Active Momentum Fund Direct IDCW - Nav Details
Nav Date
: 10-Apr-2026
NAV [Rs.]
: 10.194
Buy/Resale Price [Rs.]
: 0
Sell/Repurchase Price [Rs.]
: 0
Entry Load %
: Nil
Exit Load %
: For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment - Nil m
Kotak Active Momentum Fund Direct IDCW- NAV Chart
Kotak Active Momentum Fund Direct IDCW- Performance(%)
Returns above 1 yr. are annualized
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since INC | |
|---|---|---|---|---|---|---|---|---|
| Scheme Returns | 5.76 | 0.33 | -3.78 | -1.78 | - | - | - | 0.39 |
| Category Avg | 5.09 | 0.69 | -4.8 | -4.86 | 10.17 | 17.05 | 14.71 | 11.43 |
| Category Best | 7.96 | 7.77 | 4.13 | 7.04 | 30.87 | 33.34 | 28.2 | 38.25 |
| Category Worst | 0.37 | -5.05 | -15.27 | -18.53 | -8.9 | 0.73 | 3.3 | -19.36 |
Kotak Active Momentum Fund Direct IDCW- Latest Dividends
No Records Found
Kotak Active Momentum Fund Direct IDCW- Investment Details
Min. Investment(Rs.)
: 5000
Increm.Investment(Rs.)
: 1000
In & Out
In
InName Of The CompanyNo Of Shares
--
Out
InName Of The CompanyNo Of Shares
--
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Laurus Labs | Pharmaceuticals & Biotechnology | 3.87 | 507772 | 50.40 |
| Equity | L&T Finance Ltd | Finance | 3.41 | 1848396 | 44.39 |
| Equity | GE Vernova T&D | Electrical Equipment | 3.28 | 117545 | 42.79 |
| Equity | Aditya Birla Cap | Finance | 2.77 | 1236869 | 36.14 |
| Equity | FSN E-Commerce | Retailing | 2.56 | 1422585 | 33.43 |
| Equity | TVS Motor Co. | Automobiles | 2.50 | 96883 | 32.58 |
| Equity | Narayana Hrudaya | Healthcare Services | 2.47 | 200846 | 32.24 |
| Equity | MRF | Auto Components | 2.44 | 2479 | 31.85 |
| Equity | Eicher Motors | Automobiles | 2.42 | 47970 | 31.59 |
| Equity | Titan Company | Consumer Durables | 2.33 | 76730 | 30.31 |
| Equity | Natl. Aluminium | Non - Ferrous Metals | 2.29 | 774296 | 29.89 |
| Equity | Uno Minda | Auto Components | 2.24 | 282467 | 29.13 |
| Equity | M & M | Automobiles | 2.18 | 96157 | 28.41 |
| Equity | Marico | Agricultural Food & Other Products | 2.16 | 383238 | 28.20 |
| Equity | Hindalco Inds. | Non - Ferrous Metals | 2.13 | 313977 | 27.76 |
| Equity | S A I L | Ferrous Metals | 2.11 | 1820719 | 27.56 |
| Equity | Ashok Leyland | Agricultural, Commercial & Construction Vehicles | 2.09 | 1763926 | 27.18 |
| Equity | Hero Motocorp | Automobiles | 2.07 | 53277 | 26.97 |
| Equity | Union Bank (I) | Banks | 2.07 | 1640375 | 26.93 |
| Equity | Vedanta | Diversified Metals | 2.04 | 406266 | 26.60 |
| Equity | Bank of India | Banks | 2.01 | 1914894 | 26.23 |
| Equity | APL Apollo Tubes | Industrial Products | 1.95 | 130958 | 25.36 |
| Equity | Persistent Syste | IT - Software | 1.93 | 51566 | 25.14 |
| Equity | HDFC AMC | Capital Markets | 1.92 | 113098 | 25.06 |
| Equity | H P C L | Petroleum Products | 1.87 | 728362 | 24.42 |
| Equity | I O C L | Petroleum Products | 1.85 | 1783441 | 24.14 |
| Equity | Polycab India | Industrial Products | 1.85 | 35173 | 24.07 |
| Equity | SBI | Banks | 1.84 | 245599 | 24.05 |
| Equity | Jindal Stain. | Ferrous Metals | 1.84 | 338033 | 24.03 |
| Equity | Coforge | IT - Software | 1.80 | 210067 | 23.41 |
| Equity | B P C L | Petroleum Products | 1.79 | 828917 | 23.29 |
| Equity | M R P L | Petroleum Products | 1.77 | 1285911 | 23.12 |
| Equity | Lupin | Pharmaceuticals & Biotechnology | 1.77 | 99631 | 23.05 |
| Equity | Bank of Maha | Banks | 1.74 | 3693404 | 22.65 |
| Equity | KEI Industries | Industrial Products | 1.72 | 55542 | 22.42 |
| Equity | Alkem Lab | Pharmaceuticals & Biotechnology | 1.71 | 42025 | 22.26 |
| Equity | Sun Pharma.Inds. | Pharmaceuticals & Biotechnology | 1.68 | 124832 | 21.93 |
| Equity | Yes Bank | Banks | 1.68 | 12713875 | 21.93 |
| Equity | NMDC | Minerals & Mining | 1.68 | 2870812 | 21.89 |
| Equity | Dr Reddy's Labs | Pharmaceuticals & Biotechnology | 1.61 | 166893 | 20.94 |
| Equity | Siemens | Electrical Equipment | 1.51 | 67273 | 19.74 |
| Equity | Hindustan Zinc | Non - Ferrous Metals | 1.51 | 391452 | 19.65 |
| Equity | Prestige Estates | Realty | 1.48 | 170912 | 19.25 |
| Equity | Suzlon Energy | Electrical Equipment | 1.39 | 4585359 | 18.13 |
| Equity | Tech Mahindra | IT - Software | 1.30 | 122257 | 16.92 |
| Equity | Infosys | IT - Software | 1.22 | 126748 | 15.85 |
| Equity | Container Corpn. | Transport Services | 1.03 | 315212 | 13.40 |
| Equity | ACC | Cement & Cement Products | 0.82 | 84880 | 10.64 |
MY WEALTH AT RETIREMENT
Calculate the worth of your wealth at retirement
Key information
Fund House:
Kotak Mahindra Mutual Fund
Incorporation Date:
05-Aug-1994
Total Assets Managed (Cr.):
5,99,282.70
Trustee/s:
Kotak Mahindra Trustee Co, Mr. Balan Wasudeo, Mr. Chandrashekhar Sathe, Mr. Noshir Dastur, Mr. Arun Palkar
Chairman:
NA
CEO / MD:
NA
CIO:
NA
President:
NA
Director/s:
Mr. Nilesh Shah, Mr. Bipin R. Shah, Mr. Chengalath Jayaram, Mr. Sukant S. Kelkar, Mr. Gaurang Shah
Compliance Officer/s:
Ms. Jolly Bhatt
Investor Service Officer/s:
Ms.Sushma Mata
Fund Manager/s:
Rohit Tandon
Auditors:
S.R. Batliboi & Co LLP
OTHER INFORMATION
Registered Office:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact Nos:
022 61152100
Fax:
022 67082213
Website:
