Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment
NAV as on 2026-07-17 · Equity · Sectoral/Thematic
AUM
₹1,488 Cr
1Y Return
-
3Y CAGR
-
5Y CAGR
-
Expense
2.15%
Risk
Very High
1Y Return
-
3Y CAGR
-
5Y CAGR
-
Since Inception
+7.4%
AI Fund Analysis
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NAV History
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52-Week NAV Range
94% from 52W low
Fund Information
Fund House
Kotak Mahindra Mutual Fund
Category
Equity - Sectoral/Thematic
Min SIP
₹500
Min Lumpsum
₹5,000
Portfolio Composition
Asset Allocation
Market Cap Split
Top Holdings
Laurus Labs Ltd
Healthcare
L&T Finance Ltd
Financial Services
Navin Fluorine International Ltd
Basic Materials
Bajaj Finance Ltd
Financial Services
BSE Ltd
Financial Services
Triparty Repo
Radico Khaitan Ltd
Consumer Defensive
AU Small Finance Bank Ltd
Financial Services
Coforge Ltd
Technology
Hitachi Energy India Ltd Ordinary Shares
Industrials
Sector Allocation
Fundamentals
P/E Ratio
28.66
Cat avg: 29.36
P/B Ratio
4.06
Cat avg: 4.46
Dividend Yield
1.19%
Cat avg: 1.20%
Price/Sale
3.86
Price/Cash Flow
18.09
Peer Comparison
| Fund | AUM (Cr) | Exp % | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Kotak Active Momentum Regular IDCW-P | 1,488 | 2.15 | - | - | - |
| ICICI Pru India Opports Reg IDCW-P | 37,257 | 1.31 | +0.7% | +15.9% | +17.9% |
| ICICI Pru Business Cycle Reg IDCW-P | 16,138 | 1.42 | +1.0% | +15.6% | +15.7% |
| HDFC Defence Reg IDCW-P | 10,529 | 1.79 | +18.3% | +39.8% | - |
| HDFC Manufacturing Reg IDCW-P | 10,328 | 1.80 | +5.4% | - | - |
| Franklin India Opportunities IDCW-P | 9,192 | 1.51 | +0.7% | +20.7% | +17.7% |
| Nippon India Power & Infra Bns | 8,043 | 1.53 | +8.2% | +21.7% | +22.0% |
| ICICI Pru Innovt Reg IDCW-P | 7,609 | 1.53 | +3.3% | +18.7% | - |
| ICICI Pru Manufacturing IDCW-P | 6,843 | 1.55 | +7.9% | +20.1% | +18.6% |
| SBI PSU Reg IDCW-P | 6,684 | 1.81 | +6.2% | +24.9% | +23.0% |
What If I Had Invested?
NAV history not available for this range
Key Metrics
Risk-o-Meter
Low
Moderate
High
Very High
Rated as Very High risk
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.