RT
Rohit TandonLead
Since Aug 2025
AUM managed
₹32,500.99Cr
Tenure
Since Aug 2025
Funds
7
Kotak Active Momentum Reg Growth
Sectoral/ ThematicKotak Mahindra Mutual Fund
NAV
₹10.64
+0.23% today
AUM
₹1,659.32 Cr
Fund size
Expense
2.13%
Regular plan
Min SIP
₹0
per month
Min Lumpsum
₹5,000
one-time
Exit Load
0.5
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty 500 TR INR (100%)
Number of holdings50
Inception20 Aug 2025
Exit load0.5
Risk metrics
Alpha0
Beta0
Sharpe ratio0.4
Standard deviation18.14%
Sortino ratio0.56
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Kotak Active Momentum Reg Growth
Kotak Active Momentum Reg Growth is an open-ended Sectoral/ Thematic mutual fund scheme offered by Kotak Mahindra Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹10.64 per unit and the scheme manages ₹1,659.32 Cr in assets under management. The fund charges an expense ratio of 2.13% and is benchmarked against Nifty 500 TR INR (100%). Over the trailing 1 year, Kotak Active Momentum Reg Growth has delivered +4.88% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment 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
Regular Plan · Growth option · NAV as of 16 Sept 2026
Kotak Active Momentum Reg Growth returns
| Period | Fund |
|---|---|
| 1 month | -5.11% |
| 3 months | +1.95% |
| 6 months | +11.85% |
| 1 year | +4.88% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +7.19% |
| 6 months | +6.50% |
| 1 year | +11.68% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Kotak Active Momentum Reg Growth — frequently asked questions
What is the NAV of Kotak Active Momentum Reg Growth?
The latest net asset value (NAV) of Kotak Active Momentum Reg Growth is ₹10.64 per unit, +0.23% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Kotak Active Momentum Reg Growth delivered?
Kotak Active Momentum Reg Growth has returned +4.88% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Kotak Active Momentum Reg Growth?
Kotak Active Momentum Reg Growth charges an expense ratio of 2.13% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Kotak Active Momentum Reg Growth?
SEBI's riskometer classifies Kotak Active Momentum Reg Growth as Very High Risk, which is typical for a Sectoral/ Thematic scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Kotak Active Momentum Reg Growth?
You can start a SIP in Kotak Active Momentum Reg Growth from ₹0 per month, and the minimum lumpsum investment is ₹5,000.
Who manages Kotak Active Momentum Reg Growth?
Kotak Active Momentum Reg Growth is managed by Kotak Mahindra Mutual Fund, holds ₹1,659.32 Cr in assets under management and invests across 50 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Kotak Mahindra Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sectoral/ Thematic
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF174KA1XD8
- Scheme code
- FS0000K0HC
Frequently asked questions
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