Kotak Active Momentum Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 27-04-2026
NAV ₹10.31(R) +1.19% ₹10.41(D) +1.2%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -% -% -% -% -%
Direct -% -% -% -% -%
Nifty 500 TRI 4.25% 15.93% 14.19% 14.2% 14.32%
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: 27-04-2026

Scheme Name NAV Rupee Change Percent Change
Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment 10.31
0.1200
1.1900%
Kotak Active Momentum Fund - Regular Plan - Growth 10.31
0.1200
1.1900%
Kotak Active Momentum Fund - Direct Plan - Growth option 10.41
0.1200
1.2000%
Kotak Active Momentum Fund - Direct Plan - IDCW - Payout and Reinvestment 10.41
0.1200
1.2000%

Review Date: 27-04-2026

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 % 9.43 8.59
9.58
4.50 | 21.71 20 | 50 Good
3M Return % 1.03 0.13
2.43
-4.86 | 19.15 28 | 50 Average
6M Return % 1.24 -4.06
-1.82
-8.67 | 9.10 9 | 49 Very Good
Return data last Updated On : April 27, 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 % 9.55 8.59 9.63 4.63 | 21.86 20 | 51 Good
3M Return % 1.36 0.13 2.63 -4.55 | 19.58 28 | 51 Average
6M Return % 1.93 -4.06 -1.32 -7.91 | 9.65 9 | 50 Very Good
Return data last Updated On : April 27, 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
27-04-2026 10.314 10.412
24-04-2026 10.193 10.289
23-04-2026 10.29 10.387
22-04-2026 10.374 10.471
21-04-2026 10.38 10.477
20-04-2026 10.356 10.452
17-04-2026 10.352 10.447
16-04-2026 10.235 10.328
15-04-2026 10.207 10.299
13-04-2026 9.987 10.077
10-04-2026 10.104 10.194
09-04-2026 9.952 10.04
08-04-2026 9.946 10.034
07-04-2026 9.556 9.64
06-04-2026 9.548 9.631
02-04-2026 9.412 9.493
01-04-2026 9.43 9.511
30-03-2026 9.238 9.317
27-03-2026 9.425 9.504

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.