Kotak Active Momentum Fund
Kotak Active Momentum Fund is a sectoral / thematic fund of Kotak Mahindra Asset Management Company Limited. with ₹1,585 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 1 of 1 periods. Its direct plan charges 1.53% a year. Rohit Tandon has managed it for 1.2 years.
Has Kotak Active Momentum Fund beaten its benchmark?
Ahead of its benchmark, Nifty 500 TRI, in 1 of 1 periods in AMFI's figures; +3.94% over the last year against −4.30%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.25% | −3.60% | — |
| 3 months | −1.88% | −5.03% | — |
| 6 months | +3.57% | −1.83% | — |
| 1 year | +5.07% | −4.06% | +9.13 pts |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 28 Aug 2025 | +5.65% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +3.94% | +2.54% | −4.30% | +8.24 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Aug 2025 to 14 Oct 2026₹100 put in at the start of Aug 2025 would be ₹106 on 14 Oct 2026, against ₹99 in the Nifty 500 TRI.
What does Kotak Active Momentum Fund cost?
1.53% a year on the direct plan, 2.83% on the regular plan; 136 of 174 funds in its category charge less.
Who manages Kotak Active Momentum Fund?
Rohit Tandon, since 20 Aug 2025; Abhishek Bisen, since 20 Aug 2025.
What does Kotak Active Momentum Fund hold?
52 holdings as of 30 Sep 2026; the ten largest are 28.3% of the fund, the largest Laurus Labs Ltd at 4.3%.
Mix
Holdings as of 30 Sep 2026Five largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Kotak Active Momentum Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Kotak Active Momentum Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Kotak Active Momentum Fund?
Rohit Tandon (manager) since 20 Aug 2025; Abhishek Bisen (manager) since 20 Aug 2025.
What is the expense ratio of Kotak Active Momentum Fund?
1.53% a year on the direct plan and 2.83% on the regular plan (expense report, Oct 2026).
See Kotak Active Momentum Fund beside your own funds in Valarth
