Fundalysisby DARKHORSESTOCKS

Scheme

Kotak Active Momentum Fund

Holds 50 companies worth ₹1,537 Cr in Sept 2026.

  • Fund house

    KotakThe fund house that runs this scheme.

  • AUM

    ₹1,657 CrKotak Active Momentum Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 0.2% on Aug 2026, ₹1,659 Cr.

  • Largest holding

    Laurus Labs LimitedLaurus Labs Limited is 4.3% of this scheme's NAV.

  • Fund manager

    Abhishek BisenRuns it since 20 Aug 2025, as the fund house dates it. With Rohit Tandon (fund manager).

AUM(Sept 2025 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,657−0.2%
Aug 20261,659+7.3%
Jul 20261,547+3.9%
Jun 20261,488+0.6%
May 20261,480+2.6%
Apr 20261,442+10.6%
Mar 20261,304−2.7%
Feb 20261,340−0.2%
Jan 20261,343−3.5%
Dec 20251,392−0.3%
Nov 20251,397+0.2%
Oct 20251,394+1.3%
AUM at month end, Sept 2026
₹1,657 Cr
+18.9% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Sept 2025 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202625.36%+4.29 pt
Jun 202621.07%+10.18 pt
Mar 202610.89%+2.91 pt
Dec 20257.98%+1.78 pt
Direct plans' share of AUM, Sept 2026
25.36%
+17.38 pt since Dec 2025
Fig. 2.Kotak Active Momentum Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−5.21%−5.31%––−4.51%
3 months *
−2.06%−2.39%––−3.15%
6 months *
+5.11%+4.41%––+4.22%
1 year
+3.24%+1.85%−5.06%+8.29 pt+0.43%
Since launch
+4.85%+3.43%−4.06%+8.91 pt+13.17%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI.