Scheme Information
Kotak Active Momentum Regular IDCW-R
as of 26 May 2026, 17:00 PM
SIP Calculator
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Scheme Ratings
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Muthoot Finance Ltd | Financial Services | E | 3.76% |
| National Aluminium Co Ltd | Basic Materials | E | 3.69% |
| Laurus Labs Ltd | Healthcare | E | 3.42% |
| GE Vernova T&D India Ltd | Industrials | E | 3.31% |
| One97 Communications Ltd | Technology | E | 2.94% |
| Aditya Birla Capital Ltd | Financial Services | E | 2.90% |
| Eicher Motors Ltd | Consumer Cyclical | E | 2.84% |
| Vedanta Ltd | Basic Materials | E | 2.71% |
| Canara Bank | Financial Services | E | 2.70% |
| Bank of India | Financial Services | E | 2.59% |
| Radico Khaitan Ltd | Consumer Defensive | E | 2.54% |
| Indus Towers Ltd Ordinary Shares | Communication Services | E | 2.35% |
| State Bank of India | Financial Services | E | 2.34% |
| Bharat Petroleum Corp Ltd | Energy | E | 2.27% |
| Mahindra & Mahindra Financial Services Ltd | Financial Services | E | 2.25% |
| Glenmark Pharmaceuticals Ltd | Healthcare | E | 2.20% |
| Coromandel International Ltd | Basic Materials | E | 2.20% |
| Indian Oil Corp Ltd | Energy | E | 2.18% |
| Hindustan Zinc Ltd | Basic Materials | E | 2.12% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 2.11% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Financial Services | E | 2.09% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 2.08% |
| Hindustan Petroleum Corp Ltd | Energy | E | 2.08% |
| Cummins India Ltd | Industrials | E | 1.96% |
| Lupin Ltd | Healthcare | E | 1.96% |
| NMDC Ltd | Basic Materials | E | 1.95% |
| GMR Airports Ltd | Industrials | E | 1.91% |
| Hero MotoCorp Ltd | Consumer Cyclical | E | 1.91% |
| BSE Ltd | Financial Services | E | 1.89% |
| Polycab India Ltd | Industrials | E | 1.79% |
| Alkem Laboratories Ltd | Healthcare | E | 1.77% |
| Coforge Ltd | Technology | E | 1.75% |
| Persistent Systems Ltd | Technology | E | 1.71% |
| Hitachi Energy India Ltd Ordinary Shares | Industrials | E | 1.70% |
| 360 One Wam Ltd Ordinary Shares | Financial Services | E | 1.69% |
| AIA Engineering Ltd | Industrials | E | 1.66% |
| Ipca Laboratories Ltd | Healthcare | E | 1.62% |
| ICICI Lombard General Insurance Co Ltd | Financial Services | E | 1.61% |
| Wipro Ltd | Technology | E | 1.60% |
| LTIMindtree Ltd | Technology | E | 1.60% |
| United Spirits Ltd | Consumer Defensive | E | 1.50% |
| Zydus Lifesciences Ltd | Healthcare | E | 1.43% |
| Bajaj Auto Ltd | Consumer Cyclical | E | 1.42% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 1.41% |
| Asian Paints Ltd | Basic Materials | E | 1.39% |
| Infosys Ltd | Technology | E | 1.29% |
| Suzlon Energy Ltd | Industrials | E | 1.25% |
| ACC Ltd | Basic Materials | E | 0.82% |
| Net Current Assets/(Liabilities) | - | C | 0.36% |
| Triparty Repo | - | CR | 0.13% |
Sector Holding Analysis
Equity / Debt / Cash Split
Equity
100.24%
Equity sector allocation
Basic Materials
14.87%
Communication Services
2.35%
Consumer Cyclical
11.77%
Consumer Defensive
4.04%
Energy
6.53%
Financial Services
23.81%
Healthcare
12.39%
Industrials
13.58%
Technology
10.89%
Fund House Contact Details
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
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Min. Investment
₹500
Category Returns
32.09%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.09%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.09%
63.78%
3Y Returns
+45.98%
About Kotak Active Momentum Regular IDCW-R
Investment Objective of the Scheme
Key Features of The Fund
5-year return
-
Fund Manager
Abhishek Bisen
Risk Profile
Very High Risk
Expense Ratio
2.13%
Fund Size
₹1340.30 Cr
FAQ's
What is the expense ratio of Kotak Active Momentum Regular IDCW-R?
What is the AUM (Assets Under Management) of Kotak Active Momentum Regular IDCW-R?
What are the top stock holdings of Kotak Active Momentum Regular IDCW-R?
The Kotak Active Momentum Regular IDCW-R has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Muthoot Finance Ltd | 3.76% |
| National Aluminium Co Ltd | 3.69% |
| Laurus Labs Ltd | 3.42% |
| GE Vernova T&D India Ltd | 3.31% |
| One97 Communications Ltd | 2.94% |
| Aditya Birla Capital Ltd | 2.90% |
| Eicher Motors Ltd | 2.84% |
| Vedanta Ltd | 2.71% |
| Canara Bank | 2.70% |
| Bank of India | 2.59% |
| Radico Khaitan Ltd | 2.54% |
| Indus Towers Ltd Ordinary Shares | 2.35% |
| State Bank of India | 2.34% |
| Bharat Petroleum Corp Ltd | 2.27% |
| Mahindra & Mahindra Financial Services Ltd | 2.25% |
| Glenmark Pharmaceuticals Ltd | 2.20% |
| Coromandel International Ltd | 2.20% |
| Indian Oil Corp Ltd | 2.18% |
| Hindustan Zinc Ltd | 2.12% |
| Mahindra & Mahindra Ltd | 2.11% |
| Nippon Life India Asset Management Ltd Ordinary Shares | 2.09% |
| TVS Motor Co Ltd | 2.08% |
| Hindustan Petroleum Corp Ltd | 2.08% |
| Cummins India Ltd | 1.96% |
| Lupin Ltd | 1.96% |
| NMDC Ltd | 1.95% |
| GMR Airports Ltd | 1.91% |
| Hero MotoCorp Ltd | 1.91% |
| BSE Ltd | 1.89% |
| Polycab India Ltd | 1.79% |
| Alkem Laboratories Ltd | 1.77% |
| Coforge Ltd | 1.75% |
| Persistent Systems Ltd | 1.71% |
| Hitachi Energy India Ltd Ordinary Shares | 1.70% |
| 360 One Wam Ltd Ordinary Shares | 1.69% |
| AIA Engineering Ltd | 1.66% |
| Ipca Laboratories Ltd | 1.62% |
| ICICI Lombard General Insurance Co Ltd | 1.61% |
| Wipro Ltd | 1.60% |
| LTIMindtree Ltd | 1.60% |
| United Spirits Ltd | 1.50% |
| Zydus Lifesciences Ltd | 1.43% |
| Bajaj Auto Ltd | 1.42% |
| Jubilant Foodworks Ltd | 1.41% |
| Asian Paints Ltd | 1.39% |
| Infosys Ltd | 1.29% |
| Suzlon Energy Ltd | 1.25% |
| ACC Ltd | 0.82% |
| Net Current Assets/(Liabilities) | 0.36% |
| Triparty Repo | 0.13% |
In which sectors has Kotak Active Momentum Regular IDCW-R invested in?
The Kotak Active Momentum Regular IDCW-R has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 14.87% |
| Communication Services | 2.35% |
| Consumer Cyclical | 11.77% |
| Consumer Defensive | 4.04% |
| Energy | 6.53% |
| Financial Services | 23.81% |
| Healthcare | 12.39% |
| Industrials | 13.58% |
| Real Estate | - |
| Technology | 10.89% |
| Utilities | - |
What is the risk level of Kotak Active Momentum Regular IDCW-R?
Who are the fund managers of Kotak Active Momentum Regular IDCW-R?
Is there a minimum SIP amount to invest in Kotak Active Momentum Regular IDCW-R?
Can I invest in Kotak Active Momentum Regular IDCW-R both in SIP and lump sum?
How to invest in Kotak Active Momentum Regular IDCW-R?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Kotak Active Momentum Regular IDCW-R:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Kotak Active Momentum Regular IDCW-R.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Kotak Active Momentum Regular IDCW-R?
The exit load of Kotak Active Momentum Regular IDCW-R is as follows:
Exit load of 0.5%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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