Aeterna Wealth
Sectoral/Thematic · Regular plan · Growth

Kotak Active Momentum Fund (Regular)

Kotak Mahindra Mutual Fund · benchmark Nifty 500 TRI · 1.2 years old · AMFI code 153756

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Track-record rating

Not rated yet: a rating needs at least 3 years of history (1 year for index funds).

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months4.0%2.5%+1.5%81 / 105
1 year4.5%-1.0%+5.5%39 / 100
3 years (a year)––––
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Portfolio

Laurus Labs Limited4.3%
EQ - SONA BLW PRECISION FORGING LTD2.9%
EQ - BHARAT FORGE LTD.2.9%
Apar Industries Limited2.7%
Aurobindo Pharma Limited2.7%
Bharat Heavy Electricals Limited2.6%
National Aluminium Company Limited2.6%
GE Vernova T&D India Limited2.6%
Aegis Logistics Limited2.5%
TVS Motor Company Limited2.5%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Kotak Active Momentum Fund (Regular plan)?

₹10.68 on 5 Nov 2026 (Growth option).

What is the expense ratio of Kotak Active Momentum Fund (Regular)?

2.73% a year; the Direct plan's is 1.43%.

What does Kotak Active Momentum Fund invest in?

Its largest holdings are Laurus Labs Limited, EQ - SONA BLW PRECISION FORGING LTD, EQ - BHARAT FORGE LTD., with 50 stocks in all (September 2026 portfolio).

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Kotak Mahindra Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.