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Kotak Active Momentum Fund
Fund Overview
| Expense ratio | 0.75% as on Aug 31, 2025 |
| Exit load | 0.5% |
| AUM (Fund size) | ₹1,390 Cr |
| Lock-in Period | Nil |
| Age | 2 m since Jul 29, 2025 |
| Benchmark | NIFTY 500 TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹5000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Kotak Active Momentum Fund | -1.82% | N.A. | N.A. | N.A. | N.A. | N.A. |
| ICICI Prudential Manufacturing Fund | 2.29% | 13.76% | -2.69% | 28.09% | 29.79% | 14.25% |
| Sundaram Services Fund | 1.07% | 11.55% | 1.21% | 20.02% | 25.84% | 14.07% |
| ICICI Prudential Exports and Services Fund | 0.87% | 6.22% | -2.35% | 21.4% | 24.73% | 13.99% |
| ICICI Prudential Commodities Fund | 2.55% | 11.13% | -0.32% | 22.09% | 32.98% | 16.55% |
| UTI Transportation and Logistics Fund | 5.45% | 26.82% | 2.12% | 26.37% | 28.23% | 14.4% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Kotak Active Momentum Fund | N.A. | N.A. | N.A. | N.A. |
| ICICI Prudential Manufacturing Fund | 16.26 | 1.13 | 1.09 | 1.58 |
| Sundaram Services Fund | 12.58 | 0.87 | 0.89 | 1.57 |
| ICICI Prudential Exports and Services Fund | 11.25 | 0.80 | 1.16 | 2.49 |
| ICICI Prudential Commodities Fund | 15.05 | 0.98 | 0.87 | 1.40 |
| UTI Transportation and Logistics Fund | 16.11 | 1.03 | 0.95 | 1.32 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Kotak Active Momentum Fund | 1,390 Cr | 2 m | 0.75% |
| ICICI Prudential Manufacturing Fund | 6,490 Cr | 7 yrs | 0.73% |
| Sundaram Services Fund | 4,333 Cr | 7 yrs 1 m | 0.74% |
| ICICI Prudential Exports and Services Fund | 1,369 Cr | 12 yrs 8 m | 1.69% |
| ICICI Prudential Commodities Fund | 2,919 Cr | 6 yrs | 0.99% |
| UTI Transportation and Logistics Fund | 3,741 Cr | 12 yrs 8 m | 0.83% |