Kotak Active Momentum Fund
Kotak Mahindra Mutual FundAMFI 153753NAV ₹11.45 as of 11 Aug '26
Too new to judge. There is no honest way to say how this fund behaves in a falling market yet.
Launched too recently to have a record of its own across rising, flat and falling markets. There is nothing honest to show here yet.
What counts as a rising, flat or falling market?
Every month of the last 10 years is labelled from the NIFTY 500's month-end close, before any fund is looked at. Falling means the index sat 8% or more below its own running peak. Rising means it was above its 10-month average and within 5% of that peak. Flat is everything in between.
Return a yearis what this fund's own NAV did over just those months, compounded — not averaged. vs similar funds is the same figure for the median fund in its SEBI category over the very same months, so both sides face the identical market.
The falling spells measured here: Sep '18 (-12%), Jan '19 (-10%), Jul '19 (-9%), Mar '20 (-32%), Feb '23 (-9%), Jan '25 (-18%).
Which state a month was in is only knowable afterwards, so this describes what already happened and does not forecast what comes next.
Fund facts
- Category
- Sectoral/Thematic
- Fund size
- ₹1,456 Cr
- Expense ratio
- 1.5273% (Direct)
- Riskometer
- Very High
What the fund aims to do
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.
Analysis of public AMFI data for research. Market states are labelled mechanically from NIFTY 500 month-end closes and are only knowable in hindsight. Past behaviour is not a forecast. We are not a registered investment adviser and nothing here is a recommendation to buy or sell.