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InvestVerdict

Kotak Active Momentum Fund

Regular Plan · Payout of Income Distribution cum capital withdrawal option- Direct · Sectoral / Thematic · Scheme code 153755

NAV₹11.2240as on 27 Aug 2026
Fund houseKotak Mahindra Mutual Fund
CategorySectoral / Thematic
Plan & optionRegular · Payout of Income Distribution cum capital withdrawal option- Direct
History1.0 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 1.337.236.54 11.73—— ———
Nifty 500
benchmark		 0.874.312.15 5.2012.4911.41 ——15.49
Sectoral / Thematic
category median		 ——— 5.6615.6212.90 —13.92—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 15.4% — — 0.98 6.41% -13.9% 88.08
Nifty 500
benchmark		 17.2%0.35 0.47—— -37.3%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 12 months this scheme and its benchmark share.

Growth of ₹100 since launch

90981071152026InvestVerdict

Drawdown from peak (%)

0%-5%-10%-16%2026
InvestVerdict

Kotak Active Momentum Fund

Regular Plan · Payout of Income Distribution cum capital withdrawal option- Direct

Allocation

By asset

Equity94.24%

By market cap

Large Cap44.34%
Mid Cap48.68%
Small Cap4.09%

Concentration

Number of stocks46
Top 5 stocks19.27%
Top 10 stocks33.01%
Top 20 stocks55.67%
Largest holding5.39%
Largest sectorPharmaceuticals and Biotechnology 12.20%
Effective stocks43.7
Cash-0.68%
InvestVerdict

Kotak Active Momentum Fund

Regular Plan · Payout of Income Distribution cum capital withdrawal option- Direct · holdings

Top 18 holdings

#CompanySector% of fund
1— Pharmaceuticals and Biotechnology5.39%
2— Finance3.92%
3— Chemicals and Petrochemicals3.52%
4— Finance3.38%
5— Automobiles3.06%
6— IT - Software2.92%
7— Beverages2.92%
8— Capital Markets2.73%
9— Retailing2.59%
10— Banks2.58%
11— Banks2.58%
12— Finance2.55%
13— Consumer Durables2.47%
14— Electrical Equipment2.27%
15— Ferrous Metals2.17%
16— Food Products2.16%
17— IT - Software2.14%
18— Automobiles2.11%

Sector split

Pharmaceuticals and Biotechnology — 12.2%IT - Software — 12.1%Banks — 10.7%Finance — 10.2%Automobiles — 6.5%Retailing — 3.9%Chemicals and Petrochemicals — 3.5%Beverages — 2.9%Other — 32.1%Pharmaceuticals and Biote…12.2%IT - Software12.1%Banks10.7%Finance10.2%Automobiles6.5%Retailing3.9%Chemicals and Petrochemic…3.5%Beverages2.9%Other32.1%
Pharmaceuticals and Biotechnology12.20%
IT - Software12.14%
Banks10.74%
Finance10.18%
Automobiles6.54%
Retailing3.90%
Chemicals and Petrochemicals3.52%
Beverages2.92%
Consumer Durables2.80%
Capital Markets2.73%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.