Sectoral/ ThematicKotak Mahindra Asset Management Company Limited.Not enough history yet

Kotak Active Momentum Fund - Direct Plan - Growth option

Benchmark: Nifty 500 TRI · Riskometer: Very High

₹11.352

NAV (2026-08-31)

₹1,657.862 Cr

AUM (2026-08-31)

1.3323%

EXPENSE RATIO (DIRECT)

2025-07-29

INCEPTION

?Quality · -/100

?Safety · -/100

?Compound · -/100

Punji Fund Health Score - percentile-within-category. See methodology.

CHART

Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

Min rolling CAGRMedian rolling CAGRMax rolling CAGR

Category RankRisk MetricsHoldingsSimilar FundsPunji Analytics

Not enough data yet to rank this fund against its category.

This fund is less than three years old, so a three-year risk history does not exist yet.

CHART

Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

Pharmaceuticals & Biotechnology 12.2%IT - Software 12.14%Banks 10.74%Finance 10.18%Automobiles 6.54%Other 5.76%Retailing 3.9%Chemicals & Petrochemicals 3.52%Beverages 2.92%Consumer Durables 2.8%Capital Markets 2.73%Non - Ferrous Metals 2.58%Electrical Equipment 2.27%Ferrous Metals 2.17%Food Products 2.16%Realty 2.1%Telecom - Services 2.01%Power 2.01%Petroleum Products 1.98%Cement & Cement Products 1.87%Diversified Metals 1.76%Minerals & Mining 1.53%Oil 1.44%Insurance 1.37%Industrial Products 1.32%

TOP HOLDINGS

Triparty Repo ()6.44%

Laurus Labs Ltd (Pharmaceuticals & Biotechnology)5.39%

L&T FINANCE LTD (Finance)3.92%

NAVIN FLUORINE INTERNATIONAL LTD. (Chemicals & Petrochemicals)3.52%

BAJAJ FINANCE LTD. (Finance)3.38%

TVS Motor Company Ltd. (Automobiles)3.06%

Radico Khaitan Ltd. (Beverages)2.92%

Coforge Limited (IT - Software)2.92%

BSE LTD (Capital Markets)2.73%

ETERNAL LIMITED (Retailing)2.59%

Matching peers needs three years of risk history, which this fund does not have yet.