Kotak Active Momentum Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 24-07-2026
NAV ₹10.66(R) -0.16% ₹10.8(D) -0.16%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -% -% -% -% -%
Direct -% -% -% -% -%
Nifty 500 TRI -0.69% 11.84% 12.0% 15.17% 13.34%
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
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: 24-07-2026

Scheme Name NAV Rupee Change Percent Change
Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment 10.66
-0.0200
-0.1600%
Kotak Active Momentum Fund - Regular Plan - Growth 10.66
-0.0200
-0.1600%
Kotak Active Momentum Fund - Direct Plan - Growth option 10.8
-0.0200
-0.1600%
Kotak Active Momentum Fund - Direct Plan - IDCW - Payout and Reinvestment 10.8
-0.0200
-0.1600%

Review Date: 24-07-2026

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 % 1.22 -0.77
-0.42
-3.80 | 2.70 7 | 57 Very Good
3M Return % 4.63 1.98
3.71
-2.92 | 12.10 23 | 57 Good
6M Return % 4.47 0.99
5.13
-6.46 | 28.11 21 | 53 Good
Return data last Updated On : July 24, 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

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 1.33 -0.77 -0.31 -3.68 | 2.84 7 | 59 Very Good
3M Return % 4.98 1.98 3.92 -2.54 | 12.58 23 | 59 Good
6M Return % 5.15 0.99 5.59 -5.73 | 28.71 21 | 54 Good
Return data last Updated On : July 24, 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
24-07-2026 10.665 10.801
23-07-2026 10.682 10.818
22-07-2026 10.753 10.889
21-07-2026 10.804 10.941
20-07-2026 10.738 10.873
17-07-2026 10.684 10.817
16-07-2026 10.705 10.839
15-07-2026 10.738 10.871
14-07-2026 10.72 10.853
13-07-2026 10.769 10.903
10-07-2026 10.753 10.884
09-07-2026 10.645 10.775
08-07-2026 10.54 10.668
07-07-2026 10.713 10.843
06-07-2026 10.746 10.876
03-07-2026 10.663 10.791
02-07-2026 10.609 10.736
01-07-2026 10.509 10.635
30-06-2026 10.498 10.622
29-06-2026 10.458 10.582
25-06-2026 10.498 10.621
24-06-2026 10.536 10.659

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.