Kotak Active Momentum Fund Regular G
Summary Info
Fund Name
: Kotak Mahindra Mutual Fund
Scheme Name
: Kotak Active Momentum Fund Regular G
AMC
: Kotak Mahindra Mutual Fund
Type
: Open
Category
: Equity - Diversified
Launch Date
: 29-Jul-2025
Fund Manager
: Rohit Tandon
Net Assets (Rs. cr)
: 1624.76
Kotak Active Momentum Fund Regular G - Nav Details
Nav Date
: 13-Aug-2026
NAV [Rs.]
: 11.294
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 Regular G- NAV Chart
Kotak Active Momentum Fund Regular G- Performance(%)
Returns above 1 yr. are annualized
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since INC | |
|---|---|---|---|---|---|---|---|---|
| Scheme Returns | 0.05 | 4.87 | 10.37 | 8.74 | - | - | - | 12.94 |
| Category Avg | 0.18 | 2.3 | 8.3 | 6.51 | 8.91 | 15.24 | 13.72 | 14.03 |
| Category Best | 2.76 | 8.95 | 23.74 | 31.44 | 33.65 | 42.16 | 24.87 | 43.44 |
| Category Worst | -11.81 | -9.42 | -3.65 | -9.58 | -13.79 | -1.73 | 1.67 | -11.06 |
Kotak Active Momentum Fund Regular G- Latest Dividends
No Records Found
Kotak Active Momentum Fund Regular G- Investment Details
Min. Investment(Rs.)
: 5000
Increm.Investment(Rs.)
: 1000
In & Out
In
InName Of The CompanyNo Of Shares
Asian Paints19,774
Out
InName Of The CompanyNo Of Shares
Vedanta Iron & S4,08,285
Vedanta Oil and4,08,285
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Laurus Labs | Pharmaceuticals & Biotechnology | 5.39 | 482542 | 87.63 |
| Equity | L&T Finance Ltd | Finance | 3.92 | 2046825 | 63.70 |
| Equity | Navin Fluo.Intl. | Chemicals & Petrochemicals | 3.52 | 75487 | 57.12 |
| Equity | Bajaj Finance | Finance | 3.38 | 480791 | 54.86 |
| Equity | TVS Motor Co. | Automobiles | 3.06 | 115129 | 49.65 |
| Equity | Coforge | IT - Software | 2.92 | 275877 | 47.47 |
| Equity | Radico Khaitan | Beverages | 2.92 | 109161 | 47.38 |
| Equity | BSE | Capital Markets | 2.73 | 121510 | 44.30 |
| Equity | Eternal | Retailing | 2.59 | 1393798 | 42.15 |
| Equity | IDFC First Bank | Banks | 2.58 | 4951562 | 41.92 |
| Equity | AU Small Finance | Banks | 2.58 | 399519 | 41.84 |
| Equity | M & M Fin. Serv. | Finance | 2.55 | 1073580 | 41.41 |
| Equity | Titan Company | Consumer Durables | 2.47 | 82389 | 40.16 |
| Equity | Hitachi Energy | Electrical Equipment | 2.27 | 11484 | 36.94 |
| Equity | JSW Steel | Ferrous Metals | 2.17 | 277095 | 35.19 |
| Equity | Nestle India | Food Products | 2.16 | 232696 | 35.12 |
| Equity | Persistent Syste | IT - Software | 2.14 | 62518 | 34.69 |
| Equity | Hero Motocorp | Automobiles | 2.11 | 63691 | 34.30 |
| Equity | Yes Bank | Banks | 2.11 | 15057457 | 34.28 |
| Equity | Phoenix Mills | Realty | 2.10 | 179970 | 34.07 |
| Equity | Adani Power | Power | 2.01 | 1548020 | 32.71 |
| Equity | Tata Comm | Telecom - Services | 2.01 | 185808 | 32.63 |
| Equity | Reliance Industr | Petroleum Products | 1.98 | 245398 | 32.09 |
| Equity | UltraTech Cem. | Cement & Cement Products | 1.87 | 25508 | 30.36 |
| Equity | Axis Bank | Banks | 1.86 | 245847 | 30.22 |
| Equity | Alkem Lab | Pharmaceuticals & Biotechnology | 1.76 | 49668 | 28.56 |
| Equity | Vedanta | Diversified Metals | 1.76 | 1079599 | 28.52 |
| Equity | Aurobindo Pharma | Pharmaceuticals & Biotechnology | 1.73 | 178379 | 28.18 |
| Equity | Mphasis | IT - Software | 1.71 | 118678 | 27.79 |
| Equity | LTM | IT - Software | 1.70 | 63504 | 27.70 |
| Equity | Sun Pharma.Inds. | Pharmaceuticals & Biotechnology | 1.68 | 136964 | 27.26 |
| Equity | Lupin | Pharmaceuticals & Biotechnology | 1.64 | 110391 | 26.65 |
| Equity | IndusInd Bank | Banks | 1.61 | 258419 | 26.16 |
| Equity | NMDC | Minerals & Mining | 1.53 | 2916343 | 24.80 |
| Equity | Tech Mahindra | IT - Software | 1.50 | 147253 | 24.31 |
| Equity | Hindustan Zinc | Non - Ferrous Metals | 1.44 | 435041 | 23.45 |
| Equity | Oil India | Oil | 1.44 | 509095 | 23.34 |
| Equity | ICICI Pru Life | Insurance | 1.37 | 432274 | 22.27 |
| Equity | Bajaj Auto | Automobiles | 1.37 | 19251 | 22.17 |
| Equity | Supreme Inds. | Industrial Products | 1.32 | 62002 | 21.48 |
| Equity | Trent | Retailing | 1.31 | 70993 | 21.33 |
| Equity | Infosys | IT - Software | 1.22 | 175875 | 19.87 |
| Equity | Vedanta Aluminiu | Non - Ferrous Metals | 1.14 | 408285 | 18.54 |
| Equity | TCS | IT - Software | 0.95 | 65047 | 15.38 |
| Equity | Asian Paints | Consumer Durables | 0.33 | 19774 | 5.43 |
| Equity | Poonawalla Fin | Finance | 0.33 | 116060 | 5.38 |
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.):
6,09,561.11
Trustee/s:
Mr. Balan Wasudeo, Mr. Chandrashekhar Sathe, Mr. Noshir Dastur, Mr. Arun Palkar, Kotak Mahindra Trustee Co
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:
