Kotak Mahindra Mutual Fund
Sectoral / Thematic · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Kotak Active Momentum Fund is a Sectoral / Thematic fund from Kotak Mahindra Mutual Fund, with NAVs going back to August 2025. This page covers its direct plan, growth option. It manages ₹1,539 crore, the 93rd largest of 246 Sectoral / Thematic funds. Its expense ratio is 1.53% a year, higher than the median of 1.15% for Sectoral / Thematic funds.
Over the last year it returned 0.67%, 70th of 227 Sectoral / Thematic funds (median -3.45%). It is 8.38 percentage points a year ahead of its benchmark, the Nifty 500 TRI, over the last year, on AMFI's figures. Its biggest fall from a peak since August 2025 was 13.6%, and AMFI's riskometer rates it Very High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
+0.67%
Since launch (28 Aug 2025)
+2.57%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | +0.80% | -7.58% | +8.38 pts |
| Since launch | +3.16% | -3.57% | +6.73 pts |
Measured from this fund's own daily NAVs over the last 1.2 years.
Volatility (annualised)
15.8%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-13.6%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 28 Aug 2025.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Kotak Mahindra Mutual Fund's website before you invest.
Funds next to Kotak Active Momentum Fund, in the same category, ranked by fund size.
ICICI Prudential Mutual Fund
Sectoral / Thematic
-4.5% 3Y CAGR
Kotak Active Momentum Fund - Direct Plan - Growth option
Research-only · No transactions