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

Kotak Active Momentum IDCW Reinvest Direct Plan

NAV
₹9.6920
+1.06%
(17 Mar)
AUM
1,339 Cr
TER
0.78%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+24.5%
+24.5%
+24.5%
+22.4%
NA
3Y
+33.1%
+33.1%
+33.1%
+30.6%
NA
5Y
+27.0%
+27.0%
+27.0%
+25.2%
NA
ALL
+12.1%
+12.1%
+12.1%
+16.1%
-3.1%
VOL
20.0%
20.0%
20.0%
20.1%
14.2%
TER
0.8%
0.8%
0.8%
0.9%
0.8%
AUM
₹6,545 Cr
₹6,545 Cr
₹6,545 Cr
₹1,511 Cr
₹1,339 Cr
INFO
0.60
0.60
0.60
0.80
-0.22
See fund holdings as of 28th Feb
Top holdings
Laurus Labs Ltd
3.7%
L&T Finance Ltd
3.6%
Triparty Repo
3.3%
GE Vernova T&D India Ltd
3.1%
Aditya Birla Capital Ltd
2.9%
Eicher Motors Ltd
2.6%
FSN E-Commerce Ventures Ltd
2.6%
TVS Motor Co Ltd
2.5%
Ashok Leyland Ltd
2.5%
Narayana Hrudayalaya Ltd
2.5%
Top industry exposure
Consumer Cyclical
18.9%
Financial Services
18.8%
Basic Materials
15.8%
Industrials
13.5%
Healthcare
12.3%
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

FAQs