Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -3.54% | -7.84% | -6.73% | -3.01% | -1.33% | – | – | – | – |
NAV history
About this fund
Kotak Active Momentum Fund is a sectoral/thematic equity fund offered by Kotak Mahindra Mutual Fund, classified under Equity as Equity Scheme - Sectoral/Thematic. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹10.16, with assets under management of about ₹1,456 Cr (April - June 2026).
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Over the trailing one year, Kotak Active Momentum Fund has recorded a return of about -1.3%. Its annualised volatility is 15.7% — moderate fluctuations — and its Sharpe ratio is -0.50, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 7.28 | 8.52 | -1.33 | 13.26 | 96% | 7% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas Business Conglomerates Fund Equity Scheme - Sectoral/Thematic | -5.50 | -6.43 | -4.77 | -7.58 | – | – | – | 0.72 |
| ICICI Prudential Conglomerate Fund Equity Scheme - Sectoral/Thematic | -6.63 | -7.45 | -5.99 | – | – | – | – | 1.07 |
| THE WEALTH COMPANY ETHICAL FUND Equity Scheme - Sectoral/Thematic | -6.75 | -5.59 | -5.33 | -8.87 | – | – | – | 0.61 |
| Franklin India Multi-Factor Fund Equity Scheme - Sectoral/Thematic | -4.58 | -6.93 | -7.75 | – | – | – | – | 0.70 |
| Kotak Rural Opportunities Fund Equity Scheme - Sectoral/Thematic | -4.65 | -8.15 | -9.91 | – | – | – | – | – |
| JioBlackRock Sector Rotation Fund Equity Scheme - Sectoral/Thematic | -4.73 | -6.06 | -4.71 | – | – | – | – | 0.50 |
| Kotak Services Fund Equity Scheme - Sectoral/Thematic | -2.37 | -3.05 | -3.42 | – | – | – | – | – |
| SBI Quality Fund Equity Scheme - Sectoral/Thematic | -5.87 | -4.06 | 1.51 | – | – | – | – | 0.79 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Kotak Nifty SDL Jul 2033 Index Fund Other Scheme - Index Funds | -1.11 | -1.23 | 1.35 | 2.60 | 6.75 | – | – | – |
| Kotak Silver ETF Fund of Fund Other Scheme - FoF Domestic | -13.67 | -10.93 | -19.38 | 29.40 | 38.84 | – | – | – |
| Kotak Nifty Smallcap 50 Index Fund Other Scheme - Index Funds | -7.57 | -3.34 | 5.64 | 4.47 | 15.20 | – | – | – |
| Kotak Nifty 200 Momentum 30 Index Fund Other Scheme - Index Funds | -7.50 | -8.24 | -9.21 | -12.09 | 7.48 | – | – | – |
| Kotak Nifty Financial Services Ex-Bank Index Fund Other Scheme - Index Funds | -7.94 | -9.00 | -8.06 | -7.65 | 11.60 | – | – | – |
| Kotak BSE Housing Index Fund Other Scheme - Index Funds | -5.36 | -11.52 | -8.12 | -15.37 | 4.67 | – | – | – |
| Kotak Multi Asset Allocation Fund Hybrid Scheme - Multi Asset Allocation Fund | -6.23 | -4.49 | -5.41 | 3.22 | 15.60 | – | – | – |
| Kotak Nifty G-Sec July 2033 Index Fund Other Scheme - Index Funds | -1.72 | -2.02 | 0.48 | 1.85 | 7.01 | – | – | – |