Kotak Active Momentum Fund Regular IDCW
Summary Info
Fund Name
: Kotak Mahindra Mutual Fund
Scheme Name
: Kotak Active Momentum Fund Regular 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 Regular IDCW - Nav Details
Nav Date
: 13-Mar-2026
NAV [Rs.]
: 9.557
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 IDCW- NAV Chart
Kotak Active Momentum Fund Regular IDCW- Performance(%)
Returns above 1 yr. are annualized
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since INC | |
|---|---|---|---|---|---|---|---|---|
| Scheme Returns | -6.18 | -7.98 | -7.62 | -5.23 | - | - | - | -4.43 |
| Category Avg | -4.56 | -7.92 | -8.95 | -7.95 | 7.43 | 16.43 | 13.97 | 10.51 |
| Category Best | -0.19 | -1.44 | 4.7 | 9.6 | 37.48 | 32.84 | 27.06 | 37.9 |
| Category Worst | -6.8 | -16.62 | -23.8 | -24.13 | -12.89 | 0.59 | 2.54 | -23.39 |
Kotak Active Momentum Fund Regular IDCW- Latest Dividends
No Records Found
Kotak Active Momentum Fund Regular IDCW- Investment Details
Min. Investment(Rs.)
: 5000
Increm.Investment(Rs.)
: 1000
In & Out
In
InName Of The CompanyNo Of Shares
L&T Finance Ltd16,83,310
FSN E-Commerce12,95,159
Ashok Leyland16,06,679
Narayana Hrudaya1,82,895
MRF2,258
Uno Minda2,57,175
Titan Company69,866
Union Bank (I)14,93,810
HDFC AMC1,02,990
Marico3,48,935
S A I L16,57,492
APL Apollo Tubes1,19,254
Hindalco Inds.2,85,951
KEI Industries50,589
Bank of Maha33,62,664
Yes Bank1,15,77,380
Jindal Stain.3,07,763
M R P L11,70,917
Prestige Estates1,55,634
Siemens61,252
Sun Pharma.Inds.1,13,660
Dr Reddy's Labs1,51,954
Tech Mahindra1,11,329
Container Corpn.2,87,042
Out
InName Of The CompanyNo Of Shares
Muthoot Finance1,31,676
One 973,46,538
Canara Bank24,50,277
Radico Khaitan1,20,603
Indus Towers7,09,766
M & M Fin. Serv.8,04,675
Glenmark Pharma.1,46,138
Coromandel Inter1,28,963
Nippon Life Ind.3,19,229
Cummins India63,986
GMR Airports27,30,170
BSE90,443
Hitachi Energy12,078
360 ONE1,99,994
AIA Engineering55,685
Ipca Labs.1,47,431
ICICI Lombard1,18,591
Wipro9,04,257
LTIMindtree35,849
United Spirits1,47,464
Zydus Lifesci.2,15,966
Bajaj Auto19,801
Jubilant Food.3,81,052
Asian Paints76,869
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Laurus Labs | Pharmaceuticals & Biotechnology | 3.72 | 462383 | 49.74 |
| Equity | L&T Finance Ltd | Finance | 3.57 | 1683310 | 47.79 |
| Equity | GE Vernova T&D | Electrical Equipment | 3.08 | 107035 | 41.21 |
| Equity | Aditya Birla Cap | Finance | 2.90 | 1126405 | 38.79 |
| Equity | Eicher Motors | Automobiles | 2.61 | 43684 | 34.99 |
| Equity | FSN E-Commerce | Retailing | 2.57 | 1295159 | 34.38 |
| Equity | TVS Motor Co. | Automobiles | 2.55 | 88224 | 34.14 |
| Equity | Ashok Leyland | Agricultural, Commercial & Construction Vehicles | 2.53 | 1606679 | 33.91 |
| Equity | Narayana Hrudaya | Healthcare Services | 2.50 | 182895 | 33.48 |
| Equity | MRF | Auto Components | 2.38 | 2258 | 31.83 |
| Equity | Bank of India | Banks | 2.29 | 1743876 | 30.70 |
| Equity | Uno Minda | Auto Components | 2.28 | 257175 | 30.56 |
| Equity | I O C L | Petroleum Products | 2.27 | 1624092 | 30.44 |
| Equity | Titan Company | Consumer Durables | 2.26 | 69866 | 30.23 |
| Equity | Union Bank (I) | Banks | 2.26 | 1493810 | 30.21 |
| Equity | M & M | Automobiles | 2.22 | 87564 | 29.74 |
| Equity | H P C L | Petroleum Products | 2.17 | 663216 | 29.09 |
| Equity | B P C L | Petroleum Products | 2.17 | 754811 | 29.09 |
| Equity | HDFC AMC | Capital Markets | 2.08 | 102990 | 27.79 |
| Equity | Hero Motocorp | Automobiles | 2.07 | 48516 | 27.70 |
| Equity | Polycab India | Industrial Products | 2.06 | 32029 | 27.57 |
| Equity | Marico | Agricultural Food & Other Products | 2.06 | 348935 | 27.51 |
| Equity | S A I L | Ferrous Metals | 2.05 | 1657492 | 27.46 |
| Equity | SBI | Banks | 2.01 | 223635 | 26.87 |
| Equity | APL Apollo Tubes | Industrial Products | 1.99 | 119254 | 26.64 |
| Equity | Vedanta | Diversified Metals | 1.99 | 369991 | 26.58 |
| Equity | Hindalco Inds. | Non - Ferrous Metals | 1.97 | 285951 | 26.44 |
| Equity | KEI Industries | Industrial Products | 1.92 | 50589 | 25.70 |
| Equity | Bank of Maha | Banks | 1.88 | 3362664 | 25.13 |
| Equity | Natl. Aluminium | Non - Ferrous Metals | 1.87 | 705159 | 25.00 |
| Equity | Yes Bank | Banks | 1.79 | 11577380 | 23.98 |
| Equity | Jindal Stain. | Ferrous Metals | 1.78 | 307763 | 23.89 |
| Equity | M R P L | Petroleum Products | 1.72 | 1170917 | 23.02 |
| Equity | Coforge | IT - Software | 1.69 | 191270 | 22.68 |
| Equity | Persistent Syste | IT - Software | 1.66 | 46954 | 22.22 |
| Equity | Prestige Estates | Realty | 1.62 | 155634 | 21.67 |
| Equity | Alkem Lab | Pharmaceuticals & Biotechnology | 1.61 | 38262 | 21.57 |
| Equity | Hindustan Zinc | Non - Ferrous Metals | 1.61 | 356462 | 21.52 |
| Equity | NMDC | Minerals & Mining | 1.60 | 2614282 | 21.36 |
| Equity | Siemens | Electrical Equipment | 1.56 | 61252 | 20.93 |
| Equity | Lupin | Pharmaceuticals & Biotechnology | 1.56 | 90719 | 20.88 |
| Equity | Sun Pharma.Inds. | Pharmaceuticals & Biotechnology | 1.47 | 113660 | 19.74 |
| Equity | Dr Reddy's Labs | Pharmaceuticals & Biotechnology | 1.46 | 151954 | 19.54 |
| Equity | Suzlon Energy | Electrical Equipment | 1.33 | 4175541 | 17.81 |
| Equity | Tech Mahindra | IT - Software | 1.13 | 111329 | 15.11 |
| Equity | Infosys | IT - Software | 1.12 | 115405 | 15.00 |
| Equity | Container Corpn. | Transport Services | 1.06 | 287042 | 14.22 |
| Equity | ACC | Cement & Cement Products | 0.92 | 77287 | 12.30 |
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.):
5,88,198.61
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:
