Sandbox
Kotak Active Momentum Fund - Regular Plan - Growth
AUM:
₹ 1,396.66 Cr
Expense Ratio
2.12%
Benchmark
NIFTY 500 TRI
ISIN
INF174KA1XD8
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
FM 1 Mr. Rohit Tandon FM 2 Mr. Abhishek Bisen
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Active Momentum Fund - Regular Plan - Growth | - | - | - |
| NIFTY 500 TRI | 3.05 | 15.53 | 17.43 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.338
Last change
-0.01 (-0.0774%)
Fund Size (AUM)
₹ 1,396.66 Cr
Performance
3.15% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on momentum theme, following an in-house model i.e. enhanced earnings factor model. However, there is no assurance that the objective of the scheme will be achieved.
Fund Manager
FM 1 Mr. Rohit Tandon FM 2 Mr. Abhishek Bisen
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BSE LIMITED EQ NEW FV RS. 2/- | 3.64 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 3.51 |
| FORTIS HEALTHCARE LIMITED. EQ | 3.33 |
| MUTHOOT FINANCE LIMITED EQ | 3.04 |
| RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- | 3.0 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.9 |
| L & T FINANCE HOLDINGS LIMITED EQ | 2.9 |
| J.K.CEMENT LIMITED EQ | 2.7 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 2.68 |
| NARAYANA HRUDAYALAYA LIMITED EQ | 2.49 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 21.86 |
| Healthcare | 15.02 |
| Capital Goods | 13.76 |
| Metals & Mining | 6.54 |
| Fast Moving Consumer Goods | 6.22 |
| Automobile and Auto Components | 6.13 |
| Chemicals | 5.49 |
| Oil, Gas & Consumable Fuels | 5.39 |
| Construction Materials | 4.9 |
| Services | 3.98 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Active Momentum Fund Reg Plan Gr | 0.0 |
| Samco Active Momentum Fund Reg Gr | 0.0 |