Kotak Active Momentum Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 23-10-2026
NAV ₹9.82(R) -1.79% ₹9.97(D) -1.79%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -3.54% -% -% -% -%
Direct -2.23% -% -% -% -%
Benchmark
SIP (XIRR) Regular -9.61% -% -% -% -%
Direct -8.36% -% -% -% -%
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
HDFC Defence Fund 1
Aditya Birla Sun Life Special Opportunities Fund 2
Franklin India Opportunities Fund 3
ITI Pharma and Healthcare Fund 4
SBI Comma Fund 5

NAV Date: 23-10-2026

Scheme Name NAV Rupee Change Percent Change
Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment 9.82
-0.1800
-1.8000%
Kotak Active Momentum Fund - Regular Plan - Growth 9.82
-0.1800
-1.7900%
Kotak Active Momentum Fund - Direct Plan - Growth option 9.97
-0.1800
-1.7900%
Kotak Active Momentum Fund - Direct Plan - IDCW - Payout and Reinvestment 9.97
-0.1800
-1.7900%

Review Date: 23-10-2026

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 Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -10.43 -6.54
-7.99
-12.49 | -3.53 52 | 59 Poor
3M Return % -8.11 -6.53
-5.79
-13.28 | 1.64 49 | 57 Poor
6M Return % -4.61 -5.44
-2.89
-14.41 | 10.95 30 | 57 Good
1Y Return % -3.54 -8.97
-4.42
-14.01 | 11.04 20 | 50 Good
1Y SIP Return % -9.61
-6.04
-25.04 | 13.86 26 | 49 Good
Return data last Updated On : Oct. 23, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -10.33 -6.54 -7.85 -12.40 | -3.43 55 | 61 Poor
3M Return % -7.80 -6.53 -5.57 -12.95 | 1.67 50 | 59 Poor
6M Return % -3.98 -5.44 -2.47 -13.75 | 11.64 30 | 59 Good
1Y Return % -2.23 -8.97 -3.49 -13.63 | 12.17 19 | 51 Good
1Y SIP Return % -8.36 -5.16 -23.83 | 13.98 26 | 50 Good
Return data last Updated On : Oct. 23, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 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
23-10-2026 9.816 9.974
22-10-2026 9.995 10.156
21-10-2026 10.08 10.241
19-10-2026 10.266 10.43
16-10-2026 10.359 10.523
15-10-2026 10.366 10.529
14-10-2026 10.502 10.667
13-10-2026 10.473 10.638
12-10-2026 10.429 10.593
09-10-2026 10.391 10.553
08-10-2026 10.238 10.396
07-10-2026 10.473 10.635
06-10-2026 10.537 10.7
05-10-2026 10.432 10.592
01-10-2026 10.392 10.55
30-09-2026 10.494 10.654
29-09-2026 10.498 10.657
28-09-2026 10.599 10.759
25-09-2026 10.796 10.958
24-09-2026 10.776 10.938
23-09-2026 10.959 11.123

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.