Kotak Active Momentum Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Generated +4.7% annualized alpha (excess return) over its benchmark.
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +4.11% | +6.32% | -2.21% |
| 3 Months | -4.24% | -0.20% | -4.04% |
| 6 Months | +4.18% | +5.98% | -1.80% |
| 1 Year | +5.42% | +3.90% | +1.52% |
| Since Inception | +6.55% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +2.68% | +4.03% | -1.35% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -3.54% | +4.54% | +5.02% | +11.73% | 82.0% | 100.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2026-01-07 | 2026-03-23 | -13.9% | 2 months | 3 months |
| 2026-08-10 | 2026-10-23 | -13.5% | 2 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Investments Indicative Allocation Equity and Equity related instruments based on Momentum theme | 80% - 100% Equity and Equity Related instruments Other than Momentum theme - 0-20% Debt and Money Market Securities - 0-20% Units of Gold/Silver ETF - 0-20% Units of InvITs - 0-10%" |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 1,647 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Mahindra Manulife Banking & Financial Services Fund | 5.2 | - | - | 112.5% | Rs 466 cr | Compare → |
| Bank of India Business Cycle Fund | 4.1 | - | 2.68% | 112.9% | Rs 442 cr | Compare → |
| Canara Robeco Manufacturing Fund | 5.4 | - | 2.29% | 107.2% | Rs 1,680 cr | Compare → |
| Tata India Innovation Fund | 5.8 | - | 2.39% | 73.4% | Rs 1,302 cr | Compare → |
| quant Commodities Fund | 4.4 | - | 3.01% | 82.9% | Rs 328 cr | Compare → |
Frequently Asked Questions about Kotak Active Momentum Fund
What is the expense ratio of Kotak Active Momentum Fund?
Kotak Active Momentum Fund has a total expense ratio (TER) of 2.73% with a base expense ratio of 1.8%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages Kotak Active Momentum Fund?
Kotak Active Momentum Fund is managed by Rohit Tandon.
What are the historical returns of Kotak Active Momentum Fund?
Kotak Active Momentum Fund has a 1-year return of +5.42%.
How large is Kotak Active Momentum Fund?
Kotak Active Momentum Fund manages assets of Rs 1,647 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is Kotak Active Momentum Fund scored on MFIQ?
Kotak Active Momentum Fund holds an MFIQ Score of 5.1/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Kotak Active Momentum Fund?
Kotak Active Momentum Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 16.85% with a maximum historical drawdown of -13.86%.