Kotak Active Momentum Fund - Direct - Growth
A Equity Scheme by Kotak Mahindra Asset Management Company Limited.
6M Returns
3.97%
Expense Ratio
0.78%
as of 01/02/2026
AUM
₹110.51 Cr
Qtr End: Dec 25
NAV
₹10.437
as of 02/03/2026
6M Returns
3.97%
Expense Ratio
0.78%
as of 01/02/2026
AUM
₹110.51 Cr
Qtr End: Dec 25
NAV
₹10.437
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹10.4k
Abs. Returns4.1%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.95% | 3.85% | 15.60% |
| 6M | 3.97% | 8.11% | 12.79% |
| 1Y | N/A | N/A | N/A |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 29/07/2025
- Fund Age
- 0.6 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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