Kotak Active Momentum Fund
Kotak Mahindra Mutual Fund · FM: Abhishek Bisen, Rohit Tandon · INF174KA1XA4 · Direct
NAV ₹11.02 AUM ₹1625 Cr as of 22 Sep 2026
Portfolio as of Jul 2026 · Last Update: 16-Aug-2026 05:01 PM IST
Returns
| 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | Rank (1Y) | TER | |
|---|---|---|---|---|---|---|---|---|---|
| Fund | -0.6% | -3.1% | +4.1% | +16.3% | +8.7% | — | — | 66/234 | 1.68% |
Equity allocation
94.24%
Non-equity allocation (combined)
5.76%
All Equity Holdings (46) as of Jul 2026
| # | Company | Value (₹ Cr) | % of AUM | Change |
|---|---|---|---|---|
| 1 | Laurus Labs Ltd | 87.6 | 5.39% | — |
| 2 | L&T FINANCE LTD | 63.7 | 3.92% | — |
| 3 | NAVIN FLUORINE INTERNATIONAL LTD. | 57.1 | 3.52% | — |
| 4 | BAJAJ FINANCE LTD. | 54.9 | 3.38% | — |
| 5 | TVS Motor Company Ltd. | 49.7 | 3.06% | — |
| 6 | Coforge Limited | 47.5 | 2.92% | — |
| 7 | Radico Khaitan Ltd. | 47.4 | 2.92% | — |
| 8 | BSE LTD | 44.3 | 2.73% | — |
| 9 | ETERNAL LIMITED | 42.2 | 2.59% | — |
| 10 | IDFC FIRST BANK LIMITED | 41.9 | 2.58% | — |
| 11 | AU SMALL FINANCE BANK LTD. | 41.8 | 2.58% | — |
| 12 | Mahindra & Mahindra Financial Services Ltd. | 41.4 | 2.55% | — |
| 13 | TITAN COMPANY LTD. | 40.2 | 2.47% | — |
| 14 | HITACHI ENERGY INDIA LTD. | 37.0 | 2.27% | — |
| 15 | JSW Steel Ltd. | 35.2 | 2.17% | — |
| 16 | Nestle India Ltd. | 35.1 | 2.16% | — |
| 17 | Persistent Systems Limited | 34.7 | 2.14% | — |
| 18 | Hero MotoCorp Ltd. | 34.3 | 2.11% | — |
| 19 | YES BANK LTD. | 34.3 | 2.11% | — |
| 20 | PHOENIX MILLS LTD. | 34.1 | 2.10% | — |
| 21 | ADANI POWER LTD | 32.7 | 2.01% | — |
| 22 | TATA COMMUNICATIONS LTD | 32.6 | 2.01% | — |
| 23 | RELIANCE INDUSTRIES LTD. | 32.1 | 1.98% | — |
| 24 | Ultratech Cement Ltd. | 30.4 | 1.87% | — |
| 25 | AXIS BANK LTD. | 30.2 | 1.86% | — |
| 26 | Alkem Laboratories Ltd. | 28.6 | 1.76% | — |
| 27 | VEDANTA LTD. | 28.5 | 1.76% | — |
| 28 | Aurobindo Pharma Ltd. | 28.2 | 1.73% | — |
| 29 | Mphasis Ltd | 27.8 | 1.71% | — |
| 30 | Larsen & Toubro Infotech Ltd | 27.7 | 1.70% | — |
| 31 | SUN PHARMACEUTICAL INDUSTRIES LTD. | 27.3 | 1.68% | — |
| 32 | Lupin Ltd. | 26.7 | 1.64% | — |
| 33 | INDUSIND BANK LTD. | 26.2 | 1.61% | — |
| 34 | NMDC Ltd. | 24.8 | 1.53% | — |
| 35 | Tech Mahindra Ltd. | 24.3 | 1.50% | — |
| 36 | Hindustan Zinc Ltd. | 23.5 | 1.44% | — |
| 37 | Oil India Limited | 23.4 | 1.44% | — |
| 38 | ICICI Prudential Life Insurance Co. Ltd. | 22.3 | 1.37% | — |
| 39 | Bajaj Auto Ltd. | 22.2 | 1.37% | — |
| 40 | Supreme Industries Limited | 21.5 | 1.32% | — |
| 41 | TRENT LTD | 21.3 | 1.31% | — |
| 42 | Infosys Ltd. | 19.9 | 1.22% | — |
| 43 | VEDANTA ALUMINIUM METAL LTD | 18.5 | 1.14% | — |
| 44 | TATA CONSULTANCY SERVICES LTD. | 15.4 | 0.95% | — |
| 45 | Asian Paints(India) Ltd. | 5.4 | 0.33% | — |
| 46 | POONAWALLA FINCORP LIMITED | 5.4 | 0.33% | — |
All disclosed equity positions are shown. Non-equity allocation is the remaining portfolio weight after disclosed equities.