Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment
AUM:
₹ 1,376.24 Cr
Expense Ratio
2.13%
Benchmark
NIFTY 500 TRI
ISIN
INF174KA1XE6
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
FM 1 Mr. Rohit Tandon FM 2 Mr. Abhishek Bisen
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment | - | - | - |
| NIFTY 500 TRI | 5.06 | 17.41 | 20.65 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.188
Last change
0.06 (0.5595%)
Fund Size (AUM)
₹ 1,376.24 Cr
Performance
1.66% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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.
Fund Manager
FM 1 Mr. Rohit Tandon FM 2 Mr. Abhishek Bisen
Riskometer
Low
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| FORTIS HEALTHCARE LIMITED. EQ | 3.24 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 3.13 |
| BSE LIMITED EQ NEW FV RS. 2/- | 3.08 |
| MUTHOOT FINANCE LIMITED EQ | 3.02 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.91 |
| RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- | 2.84 |
| J.K.CEMENT LIMITED EQ | 2.81 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 2.75 |
| L & T FINANCE HOLDINGS LIMITED EQ | 2.74 |
| NARAYANA HRUDAYALAYA LIMITED EQ | 2.53 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.48 |
| Healthcare | 15.24 |
| Capital Goods | 14.19 |
| Metals & Mining | 6.41 |
| Automobile and Auto Components | 6.35 |
| Fast Moving Consumer Goods | 6.2 |
| Chemicals | 5.52 |
| Construction Materials | 5.21 |
| Oil, Gas & Consumable Fuels | 5.15 |
| Information Technology | 4.0 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Active Momentum Fund Reg Plan IDCW Payout & Reinv | 0.0 |
| Samco Active Momentum Fund Reg Gr | 0.0 |