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Mutual Funds

Kotak Active Momentum Fund

Ko

Kotak Active Momentum Fund

Thematic-Factor-basedRank #23
Not Rated

NAV (2026-07-14)

10.72

AUM

₹1,488.38 Cr

RISK LEVEL

Very High

Returns & Performance

1 Year----
3 Year----
5 Year----
Since Launch7.20%--

Fund vs Category Average

Pros & Cons

Pros

Outperforms category avg on 1Y returns
No lock-in period

Cons

3Y returns below category average
Overall rank #23 in category
ISININF174KA1XD8
NAV₹10.72
NAV Date2026-07-14
AUM₹1,488.38 Cr
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-08-05

INVESTMENT OBJECTIVE

The scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on momentum theme, following an in-house model i.e. enhanced earnings factor model.

Exit Load0.50%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Abhishek Bisen

Mr. Bisen is a BA and MBA in Finance.

Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

Top Holdings

Holdings data not available for this scheme