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)
: 1441.83
Kotak Active Momentum Fund Regular G - Nav Details
Nav Date
: 16-Jun-2026
NAV [Rs.]
: 10.437
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 | 2.48 | 1.47 | 8.92 | 0.69 | - | - | - | 4.1 |
| Category Avg | 3.12 | 2.14 | 9.77 | -0.13 | 3.32 | 15.53 | 13.79 | 12.94 |
| Category Best | 6.95 | 8.08 | 29.41 | 24.2 | 25.06 | 42.51 | 24.17 | 42.16 |
| Category Worst | -0.35 | -3.93 | -3.13 | -18.96 | -14.6 | -0.23 | 2.09 | -14.76 |
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
Navin Fluo.Intl.57,266
BSE92,180
Hitachi Energy8,712
Bajaj Finance3,64,738
AU Small Finance2,95,940
Tata Comm1,45,992
Adani Power11,74,360
Radico Khaitan80,860
IDFC First Bank38,90,370
JSW Steel2,10,210
Eternal10,57,364
Nestle India1,76,528
Phoenix Mills1,41,262
M & M Fin. Serv.8,14,440
Reliance Industr1,86,164
Axis Bank1,85,658
UltraTech Cem.20,042
Mphasis92,972
LTM49,896
Aurobindo Pharma1,35,322
Oil India3,86,210
IndusInd Bank1,96,042
Bajaj Auto17,072
Supreme Inds.47,036
ICICI Pru Life3,27,932
Trent36,322
TCS49,346
Poonawalla Fin1,16,060
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 | 4.50 | 489241 | 66.63 |
| Equity | L&T Finance Ltd | Finance | 3.88 | 2006271 | 57.49 |
| Equity | Navin Fluo.Intl. | Chemicals & Petrochemicals | 2.76 | 57266 | 40.82 |
| Equity | BSE | Capital Markets | 2.58 | 92180 | 38.21 |
| Equity | Coforge | IT - Software | 2.51 | 261687 | 37.20 |
| Equity | TVS Motor Co. | Automobiles | 2.51 | 110523 | 37.08 |
| Equity | Yes Bank | Banks | 2.28 | 14562119 | 33.71 |
| Equity | Hitachi Energy | Electrical Equipment | 2.26 | 8712 | 33.49 |
| Equity | Bajaj Finance | Finance | 2.24 | 364738 | 33.12 |
| Equity | Titan Company | Consumer Durables | 2.23 | 81115 | 33.05 |
| Equity | Vedanta | Diversified Metals | 2.23 | 935603 | 32.98 |
| Equity | Persistent Syste | IT - Software | 2.11 | 60226 | 31.28 |
| Equity | Hero Motocorp | Automobiles | 2.03 | 61241 | 30.02 |
| Equity | AU Small Finance | Banks | 1.97 | 295940 | 29.14 |
| Equity | Tata Comm | Telecom - Services | 1.94 | 145992 | 28.68 |
| Equity | Adani Power | Power | 1.93 | 1174360 | 28.58 |
| Equity | Radico Khaitan | Beverages | 1.92 | 80860 | 28.45 |
| Equity | IDFC First Bank | Banks | 1.87 | 3890370 | 27.74 |
| Equity | Hindustan Zinc | Non - Ferrous Metals | 1.82 | 424989 | 26.89 |
| Equity | JSW Steel | Ferrous Metals | 1.81 | 210210 | 26.86 |
| Equity | Eternal | Retailing | 1.79 | 1057364 | 26.49 |
| Equity | Alkem Lab | Pharmaceuticals & Biotechnology | 1.75 | 47228 | 25.96 |
| Equity | NMDC | Minerals & Mining | 1.73 | 2908797 | 25.59 |
| Equity | Nestle India | Food Products | 1.70 | 176528 | 25.09 |
| Equity | Phoenix Mills | Realty | 1.69 | 141262 | 25.02 |
| Equity | M & M Fin. Serv. | Finance | 1.67 | 814440 | 24.73 |
| Equity | Reliance Industr | Petroleum Products | 1.66 | 186164 | 24.59 |
| Equity | Lupin | Pharmaceuticals & Biotechnology | 1.65 | 107913 | 24.47 |
| Equity | Sun Pharma.Inds. | Pharmaceuticals & Biotechnology | 1.63 | 134185 | 24.14 |
| Equity | Axis Bank | Banks | 1.61 | 185658 | 23.88 |
| Equity | UltraTech Cem. | Cement & Cement Products | 1.55 | 20042 | 23.01 |
| Equity | Mphasis | IT - Software | 1.43 | 92972 | 21.11 |
| Equity | Tech Mahindra | IT - Software | 1.42 | 141366 | 20.97 |
| Equity | LTM | IT - Software | 1.37 | 49896 | 20.26 |
| Equity | Aurobindo Pharma | Pharmaceuticals & Biotechnology | 1.30 | 135322 | 19.30 |
| Equity | Infosys | IT - Software | 1.29 | 164822 | 19.13 |
| Equity | Oil India | Oil | 1.24 | 386210 | 18.38 |
| Equity | IndusInd Bank | Banks | 1.21 | 196042 | 17.92 |
| Equity | Bajaj Auto | Automobiles | 1.21 | 17072 | 17.85 |
| Equity | Supreme Inds. | Industrial Products | 1.13 | 47036 | 16.69 |
| Equity | ICICI Pru Life | Insurance | 1.12 | 327932 | 16.52 |
| Equity | Trent | Retailing | 1.04 | 36322 | 15.34 |
| Equity | GE Vernova T&D | Electrical Equipment | 0.99 | 28353 | 14.59 |
| Equity | TCS | IT - Software | 0.75 | 49346 | 11.14 |
| Equity | Aditya Birla Cap | Finance | 0.73 | 297434 | 10.80 |
| Equity | Narayana Hrudaya | Healthcare Services | 0.62 | 48332 | 9.15 |
| Equity | FSN E-Commerce | Retailing | 0.61 | 342457 | 8.98 |
| Equity | S A I L | Ferrous Metals | 0.60 | 436655 | 8.92 |
| Equity | Hindalco Inds. | Non - Ferrous Metals | 0.58 | 75551 | 8.51 |
| Equity | Eicher Motors | Automobiles | 0.56 | 11605 | 8.32 |
| Equity | Polycab India | Industrial Products | 0.54 | 8468 | 8.02 |
| Equity | Natl. Aluminium | Non - Ferrous Metals | 0.53 | 184935 | 7.84 |
| Equity | Marico | Agricultural Food & Other Products | 0.51 | 92569 | 7.60 |
| Equity | Uno Minda | Auto Components | 0.50 | 67801 | 7.46 |
| Equity | MRF | Auto Components | 0.50 | 601 | 7.41 |
| Equity | HDFC AMC | Capital Markets | 0.49 | 27182 | 7.26 |
| Equity | KEI Industries | Industrial Products | 0.48 | 13481 | 7.10 |
| Equity | M & M | Automobiles | 0.48 | 23134 | 7.04 |
| Equity | Bank of Maha | Banks | 0.48 | 888021 | 7.03 |
| Equity | H P C L | Petroleum Products | 0.47 | 175100 | 6.89 |
| Equity | Union Bank (I) | Banks | 0.45 | 394590 | 6.62 |
| Equity | Ashok Leyland | Agricultural, Commercial & Construction Vehicles | 0.45 | 424963 | 6.60 |
| Equity | Bank of India | Banks | 0.44 | 460585 | 6.44 |
| Equity | Suzlon Energy | Electrical Equipment | 0.43 | 1107053 | 6.30 |
| Equity | Siemens | Electrical Equipment | 0.42 | 16199 | 6.22 |
| Equity | I O C L | Petroleum Products | 0.41 | 429061 | 6.01 |
| Equity | B P C L | Petroleum Products | 0.40 | 199152 | 5.93 |
| Equity | APL Apollo Tubes | Industrial Products | 0.39 | 31522 | 5.77 |
| Equity | SBI | Banks | 0.39 | 59166 | 5.70 |
| Equity | Prestige Estates | Realty | 0.38 | 41329 | 5.65 |
| Equity | Jindal Stain. | Ferrous Metals | 0.37 | 80716 | 5.52 |
| Equity | Dr Reddy's Labs | Pharmaceuticals & Biotechnology | 0.36 | 40316 | 5.25 |
| Equity | Vedanta Power | Power | 0.33 | 408285 | 4.94 |
| Equity | Vedanta Iron & S | Ferrous Metals | 0.33 | 408285 | 4.94 |
| Equity | Vedanta Aluminiu | Non - Ferrous Metals | 0.33 | 408285 | 4.94 |
| Equity | Malco Energy | Power | 0.33 | 408285 | 4.94 |
| Equity | M R P L | Petroleum Products | 0.30 | 309914 | 4.49 |
| Equity | Poonawalla Fin | Finance | 0.30 | 116060 | 4.44 |
| Equity | Container Corpn. | Transport Services | 0.24 | 75781 | 3.51 |
| Equity | ACC | Cement & Cement Products | 0.19 | 20348 | 2.84 |
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:
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:
