Kotak Active Momentum Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Kotak Active Momentum Growth Direct Plan

NAV
₹10.5110
-2.19%
(8 Jan)
AUM
1,396 Cr
TER
0.74%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+19.8%
+15.3%
+15.1%
+5.8%
NA
3Y
+31.6%
+31.3%
+30.6%
+32.0%
NA
5Y
NA
+28.8%
+30.3%
+23.2%
NA
ALL
+28.3%
+17.1%
+12.3%
+18.1%
+5.1%
VOL
14.3%
19.6%
20.0%
16.1%
10.0%
TER
1.0%
0.9%
0.8%
0.5%
0.7%
AUM
₹3,073 Cr
₹1,445 Cr
₹5,763 Cr
₹8,304 Cr
₹1,396 Cr
INFO
1.98
0.87
0.62
1.12
0.51
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Active Momentum (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Triparty Repo
5.8%
Muthoot Finance Ltd
3.5%
BSE Ltd
3.4%
Laurus Labs Ltd
3.2%
One97 Communications Ltd
3.1%
GE Vernova T&D India Ltd
2.7%
Eicher Motors Ltd
2.7%
Canara Bank
2.6%
Aditya Birla Capital Ltd
2.6%
Radico Khaitan Ltd
2.6%
Top industry exposure
Financial Services
23.5%
Industrials
13.1%
Basic Materials
12.3%
Healthcare
12.1%
Technology
11.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
57%
Lock-in period
-
Exit load
• 0.5% for redemption within 90 days
Fund 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
Fund manager(s)
Abhishek Bisen
Rohit Tandon

FAQs