Kotak Active Momentum Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 11-06-2026
NAV ₹10.06(R) -0.48% ₹10.17(D) -0.48%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -% -% -% -% -%
Direct -% -% -% -% -%
Nifty 500 TRI -4.39% 12.59% 11.36% 13.49% 13.77%
SIP (XIRR) Regular -% -% -% -% -%
Direct -% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Fund AUM
Top Sectoral/ Thematic
Fund Name Rank Rating
Aditya Birla Sun Life Special Opportunities Fund 1
Icici Prudential India Opportunities Fund 2
SBI Comma Fund 3
ICICI Prudential Business Cycle Fund 4
Icici Prudential Commodities Fund 5

NAV Date: 11-06-2026

Scheme Name NAV Rupee Change Percent Change
Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment 10.06
-0.0500
-0.4800%
Kotak Active Momentum Fund - Regular Plan - Growth 10.06
-0.0500
-0.4800%
Kotak Active Momentum Fund - Direct Plan - Growth option 10.17
-0.0500
-0.4800%
Kotak Active Momentum Fund - Direct Plan - IDCW - Payout and Reinvestment 10.17
-0.0500
-0.4800%

Review Date: 11-06-2026

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization


KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.16 -2.86
-2.32
-5.21 | 3.58 33 | 51 Average
3M Return % 1.40 0.51
3.46
-4.62 | 19.31 29 | 51 Average
6M Return % -1.41 -5.81
-1.69
-10.12 | 18.99 20 | 51 Good
Return data last Updated On : June 11, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.05 -2.86 -2.27 -5.09 | 3.59 31 | 52 Average
3M Return % 1.75 0.51 3.64 -4.24 | 19.69 29 | 52 Average
6M Return % -0.73 -5.81 -1.25 -9.50 | 19.58 20 | 52 Good
Return data last Updated On : June 11, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
KPIs: Key Performance Indicators

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Kotak Active Momentum Fund NAV Regular Growth Kotak Active Momentum Fund NAV Direct Growth
11-06-2026 10.056 10.169
10-06-2026 10.105 10.218
09-06-2026 10.223 10.336
08-06-2026 10.158 10.271
05-06-2026 10.312 10.425
04-06-2026 10.334 10.447
03-06-2026 10.282 10.394
02-06-2026 10.378 10.491
01-06-2026 10.355 10.467
29-05-2026 10.443 10.555
27-05-2026 10.54 10.652
26-05-2026 10.513 10.625
25-05-2026 10.472 10.583
22-05-2026 10.352 10.46
21-05-2026 10.33 10.438
20-05-2026 10.326 10.433
19-05-2026 10.272 10.378
18-05-2026 10.218 10.323
15-05-2026 10.259 10.364
14-05-2026 10.31 10.414
13-05-2026 10.232 10.335
12-05-2026 10.171 10.274
11-05-2026 10.384 10.489

Fund Launch Date: 15/Oct/2024
Fund Category: Sectoral/ Thematic
Investment Objective: To generate long-term capital appreciation by investing in equity and equity-related instruments using momentum factor.
Fund Description: An open-ended equity scheme following active momentum strategy.
Fund Benchmark: Nifty 200 Momentum 30 TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.