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Fund Overview of Kotak Active Momentum Fund Direct-IDCW
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₹1,590.2 CrAUM
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₹10.86NAV
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1.43%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.
Kotak Active Momentum Fund Direct-IDCW Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -5.10% | NA | NA |
| 6 Months | 4.69% | NA | NA |
| 1 Year | 5.92% | 5.92% | NA |
Asset Allocation of Kotak Active Momentum Fund Direct-IDCW
equities
96.44%other assets or cash equivalents
3.56%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 ₹1,590.2 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.4262%. Fund Manager Manager Education Fund Manager Manager EducationAbout Kotak Active Momentum Fund Direct-IDCW
The portfolio allocation consists of 96.44% in equities, 3.56% in other assets or cash equivalents.Managed by Rohit Tandon, it has delivered a return of 5.92% in the last year, a total return since inception of 7.02%.
Long-term investors commonly consider the best sip plan while they build long-term financial goals.
Kotak Active Momentum Fund Direct-IDCW 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 100 Low Volatility 30 ETF-Growth
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth
Top Performing Mutual Funds
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 Regular-Growth
|
₹1,590 | 2.37% | -5.41% | 3.98% | 4.50% | - |
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Kotak Active Momentum Fund Direct-Growth
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₹1,590 | 2.49% | -5.10% | 4.69% | 5.92% | - |
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Kotak Active Momentum Fund Regular-IDCW
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₹1,590 | 2.37% | -5.41% | 3.98% | 4.50% | - |
Kotak Nifty Alpha 50 ETF-Growth
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₹892 | -1.90% | -5.13% | 2.56% | 3.45% | 13.28% |
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Kotak Nifty 200 Momentum 30 Index Fund Direct-Growth
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₹562 | 1.54% | -3.65% | -1.45% | -4.92% | 9.79% |
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Kotak Nifty 200 Momentum 30 Index Fund Regular-Growth
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₹562 | 1.50% | -3.77% | -1.69% | -5.36% | 9.26% |
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Kotak Nifty 200 Momentum 30 Index Fund Direct-IDCW
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₹562 | 1.54% | -3.65% | -1.45% | -4.92% | 9.79% |
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Kotak Nifty 200 Momentum 30 Index Fund Regular-IDCW
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₹562 | 1.50% | -3.77% | -1.69% | -5.36% | 9.26% |
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Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct-Growth
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₹447 | 2.34% | -2.41% | 0.70% | -0.15% | - |
growth is based on 1-month returns of the fundsKotak Active Momentum Fund Direct-IDCW Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-Growth |
₹7,962 | ₹20.18 | 9.42% | 7.57% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-Growth |
₹7,962 | ₹20.75 | 9.94% | 8.09% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹3,114 | ₹22.00 | 10.70% | 9.31% | - |
Kotak Active Momentum Fund Direct-IDCW 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 | 4.26% | ₹67.80 Cr |
| Laurus Labs Ltd | Healthcare | 4.26% | ₹67.80 Cr |
| Laurus Labs Ltd | Healthcare | 4.26% | ₹67.80 Cr |
| Laurus Labs Ltd | Healthcare | 4.26% | ₹67.80 Cr |
| Laurus Labs Ltd | Healthcare | 4.50% | ₹66.63 Cr |
| Laurus Labs Ltd | Healthcare | 3.95% | ₹65.58 Cr |
| Laurus Labs Ltd | Healthcare | 3.95% | ₹65.58 Cr |
| Laurus Labs Ltd | Healthcare | 3.95% | ₹65.58 Cr |
| Laurus Labs Ltd | Healthcare | 3.95% | ₹65.58 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 | 3.75% | ₹62.30 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹22.00 | 10.70% | 9.31% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth |
₹27.08 | 9.87% | 9.07% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth |
₹18.36 | 10.50% | 9.06% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW |
₹18.36 | 10.50% | 9.06% | - |
| Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth |
₹14.94 | 10.14% | 8.80% | - |
| Edelweiss Nifty 100 Quality 30 Index Fund Direct-IDCW |
₹14.73 | 10.14% | 8.80% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth |
₹14.74 | 9.71% | 8.79% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW |
₹14.74 | 9.71% | 8.79% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth |
₹17.91 | 10.10% | 8.59% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW |
₹17.91 | 10.10% | 8.59% | - |
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 Wed Sep 30, 2026, Kotak Active Momentum Fund Direct-IDCW manages assets worth ₹1,590.2 crore
How has Kotak Active Momentum Fund Direct-IDCW performed recently?
- 3 Months: -5.10%
- 6 Months: 4.69%
What is the long-term performance of Kotak Active Momentum Fund Direct-IDCW?
- Since Inception: 7.02%
What is the portfolio composition of Kotak Active Momentum Fund Direct-IDCW?
Equity: 96.44%, Others: 3.56%.
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: 37.78%, Mid Cap: 59.59%, Small Cap: 2.64%.
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 – 57.02% of the fund's portfolio
- Financial – 17.08% of the fund's portfolio
- Unspecified – 14.59% of the fund's portfolio
