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

Kotak Active Momentum IDCW Payout Direct Plan

NAV
₹10.5070
-0.13%
(24 Feb)
AUM
1,340 Cr
TER
0.78%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+33.4%
+33.4%
+33.4%
+30.3%
NA
3Y
+37.1%
+37.1%
+37.1%
+34.1%
NA
5Y
+29.5%
+29.5%
+29.5%
+27.6%
NA
ALL
+12.8%
+12.8%
+12.8%
+16.7%
+5.1%
VOL
20.0%
20.0%
20.0%
20.1%
12.1%
TER
0.8%
0.8%
0.8%
0.9%
0.8%
AUM
₹5,980 Cr
₹5,980 Cr
₹5,980 Cr
₹1,492 Cr
₹1,340 Cr
INFO
0.64
0.64
0.64
0.83
0.42
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 IDCW Payout (DP)
₹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 31st Jan
Top holdings
Muthoot Finance Ltd
3.8%
National Aluminium Co Ltd
3.7%
Laurus Labs Ltd
3.4%
GE Vernova T&D India Ltd
3.3%
One97 Communications Ltd
2.9%
Aditya Birla Capital Ltd
2.9%
Eicher Motors Ltd
2.8%
Vedanta Ltd
2.7%
Canara Bank
2.7%
Bank of India
2.6%
Top industry exposure
Financial Services
23.8%
Basic Materials
14.9%
Industrials
13.6%
Healthcare
12.4%
Consumer Cyclical
11.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
68%
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

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