Kotak Active Momentum Fund Direct Growth
EquityEquity - Other
10.54
0.14(1.38%)
NAV as on 22 Dec, 2025
CAGR
5.45%
- AUM (Crs.)1,395.54
- Expense Ratio0.74 %
- Sharpe Ratio / Category Average-
- Standard Deviation / Category Average-
- Beta / Category Average-
- Portfolio Turnover / Category Average- / 93.62
- Top 5 Stocks Wt.15.94
- Top 10 Stocks Wt.28.77
- Top 3 Sectors Wt.48.94
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryRohit Tandon, Abhishek Bisen
- Launch Date20 Aug, 2025
- BenchmarkS&P BSE 500
Objective
The scheme shall 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. However, there is no assurance that the objective of the scheme will be achieved
Riskometer
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