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Fund Overview of Kotak Active Momentum Fund Direct-idcw
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₹1,488.4 CrAUM
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₹10.80NAV
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1.53%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Kotak Active Momentum Fund Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 4.98% | NA | NA |
| 6 Months | 6.15% | NA | NA |
Asset Allocation
equities
97.11%other assets or cash equivalents
2.89%Launched on 20 Aug 2025, the fund aims Long term capital growth. Investment in portfolio of predominantly in equity and equity related securities exhibiting momentum characteristics. It manages assets worth ₹1,488.4 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.5273%. Fund Manager Manager Education Fund Manager Manager EducationAbout Kotak Active Momentum Fund Direct-idcw
The portfolio allocation consists of 97.11% in equities, 2.89% in other assets or cash equivalents.Managed by Rohit Tandon, it has delivered a return of 0.00% in the last year, a total return since inception of 8.01%.
Long-term investors commonly consider the best sip plan while they build long-term financial goals.
Fund Details
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Compare Kotak Active Momentum Fund Direct-idcw with other mutual funds in the same category
Kotak Active Momentum Fund Direct-idcw
ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth
UTI Nifty200 Momentum 30 Index Fund Direct-growth
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth  |
₹1,527 | 2.04% | 5.07% | 1.41% | 11.70% | 11.26% |
UTI Nifty200 Momentum 30 Index Fund Direct-growth  |
₹8,541 | -3.48% | -0.86% | -2.67% | 12.04% | 11.13% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | 1.51% | 3.14% | 1.08% | 11.18% | 10.94% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹1,308 | 1.56% | 3.21% | 0.60% | 10.84% | 10.65% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹1,308 | 1.56% | 3.21% | 0.60% | 10.84% | 10.65% |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | -3.51% | -0.98% | -3.11% | 11.51% | 10.58% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹1,308 | 1.52% | 3.09% | 0.16% | 10.44% | 10.17% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹1,308 | 1.52% | 3.09% | 0.16% | 10.44% | 10.17% |
| SBI Nifty 200 Quality 30 Etf-growth |
₹78 | 2.04% | 1.39% | -0.29% | 9.38% | 9.19% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Kotak Mahindra Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Kotak Active Momentum Fund Direct-growth
|
₹1,488 | 1.33% | 4.98% | 6.15% | - | - |
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Kotak Active Momentum Fund Regular-growth
|
₹1,488 | 1.22% | 4.63% | 5.44% | - | - |
|
Kotak Active Momentum Fund Regular-idcw
|
₹1,488 | 1.22% | 4.63% | 5.44% | - | - |
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Kotak Nifty Alpha 50 Etf-growth
|
₹853 | -1.73% | 4.21% | 11.31% | 0.28% | 16.62% |
|
Kotak Nifty 200 Momentum 30 Index Fund Regular-growth
|
₹575 | -3.61% | -1.06% | -0.49% | -3.16% | 11.22% |
|
Kotak Nifty 200 Momentum 30 Index Fund Direct-growth
|
₹575 | -3.57% | -0.94% | -0.26% | -2.71% | 11.76% |
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Kotak Nifty 200 Momentum 30 Index Fund Regular-idcw
|
₹575 | -3.61% | -1.06% | -0.49% | -3.16% | 11.22% |
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Kotak Nifty 200 Momentum 30 Index Fund Direct-idcw
|
₹575 | -3.57% | -0.94% | -0.26% | -2.71% | 11.76% |
|
Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular-growth
|
₹432 | -3.93% | 0.13% | 4.01% | -2.10% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | ₹20.30 | 11.51% | 10.58% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹8,541 | ₹20.84 | 12.04% | 11.13% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | ₹22.11 | 11.18% | 10.94% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 5.78% | ₹80.60 Cr |
| Repo | Unspecified | 5.06% | ₹74.95 Cr |
| Laurus Labs Ltd | Healthcare | 4.92% | ₹73.22 Cr |
| Laurus Labs Ltd | Healthcare | 4.92% | ₹73.22 Cr |
| Laurus Labs Ltd | Healthcare | 4.92% | ₹73.22 Cr |
| Laurus Labs Ltd | Healthcare | 4.92% | ₹73.22 Cr |
| Laurus Labs Ltd | Healthcare | 4.50% | ₹66.63 Cr |
| L&t Finance Holdings Ltd | Financial | 4.27% | ₹63.61 Cr |
| L&t Finance Holdings Ltd | Financial | 4.27% | ₹63.61 Cr |
| L&t Finance Holdings Ltd | Financial | 4.27% | ₹63.61 Cr |
| L&t Finance Holdings Ltd | Financial | 4.27% | ₹63.61 Cr |
| Repo | Unspecified | 4.50% | ₹58.69 Cr |
| Navin Fluorine International Ltd | Materials | 3.90% | ₹58.03 Cr |
| Navin Fluorine International Ltd | Materials | 3.90% | ₹58.03 Cr |
| Navin Fluorine International Ltd | Materials | 3.90% | ₹58.03 Cr |
| Navin Fluorine International Ltd | Materials | 3.90% | ₹58.03 Cr |
| L&t Finance Holdings Ltd | Financial | 3.88% | ₹57.50 Cr |
| Laurus Labs Ltd | Healthcare | 3.90% | ₹56.18 Cr |
| Repo | Unspecified | 3.89% | ₹56.08 Cr |
| Laurus Labs Ltd | Healthcare | 3.83% | ₹53.31 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth |
₹27.78 | 11.70% | 11.26% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹20.84 | 12.04% | 11.13% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹22.11 | 11.18% | 10.94% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹18.43 | 10.84% | 10.65% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹18.43 | 10.84% | 10.65% | - |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹20.30 | 11.51% | 10.58% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹18.00 | 10.44% | 10.17% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹18.00 | 10.44% | 10.17% | - |
| SBI Nifty 200 Quality 30 Etf-growth |
₹219.92 | 9.38% | 9.19% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Kotak Active Momentum Fund Direct-idcw
What is the current AUM of Kotak Active Momentum Fund Direct-idcw?
As of Tue Jun 30, 2026, Kotak Active Momentum Fund Direct-idcw manages assets worth ₹1,488.4 crore
How has Kotak Active Momentum Fund Direct-idcw performed recently?
- 3 Months: 4.98%
- 6 Months: 6.15%
What is the long-term performance of Kotak Active Momentum Fund Direct-idcw?
- Since Inception: 8.01%
What is the portfolio composition of Kotak Active Momentum Fund Direct-idcw?
Equity: 97.11%, Others: 2.89%.
Who manages Kotak Active Momentum Fund Direct-idcw?
Kotak Active Momentum Fund Direct-idcw is managed by Rohit Tandon from Kotak Mahindra Mutual Fund.
What is the market-cap allocation of Kotak Active Momentum Fund Direct-idcw?
Large Cap: 45.66%, Mid Cap: 50.13%, Small Cap: 4.21%.
Which are the top companies Kotak Active Momentum Fund Direct-idcw has invested in?
- Repo – 5.78% of the fund's portfolio
- Repo – 5.06% of the fund's portfolio
- Laurus Labs Ltd – 4.92% of the fund's portfolio
- Laurus Labs Ltd – 4.92% of the fund's portfolio
- Laurus Labs Ltd – 4.92% of the fund's portfolio
Which are the major sectors Kotak Active Momentum Fund Direct-idcw focuses on?
- Healthcare – 31.91% of the fund's portfolio
- Financial – 20.96% of the fund's portfolio
- Unspecified – 19.23% of the fund's portfolio
- Materials – 15.60% of the fund's portfolio
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