BasketLens

Sign in

To request access to models that aren’t open yet, and to save bond plans.

Chats from before you sign in aren’t kept.

No password. We keep your email address to sign you in, nothing else. Everything else on BasketLens works without signing in.

Kotak Active Momentum Fund

Mutual fund

Direct · Growth

· AMFI 153753

₹11.00

+6.8%over 1 year

Price of one unit (NAV) on 11 November 2026

NAV went from ₹10.30 on 11 November 2025 to ₹11.00 on 11 November 2026.

Past prices are not a forecast of anything.

Ask about this fund

Overview

Kind of fund
Thematic
Yearly fee
1.53%
Since 1 October 2026
Fund size
₹1,659 crore
Started
20 August 2025
Exit load
0.50% if sold within 90 days
Compared against
NIFTY 500 TRI
Plan
Direct · Growth
Companies held
50
52 lines in all
Holdings as at
30 August 2026

What does it hold?

Company size

  • Large
  • Mid
  • Small
  • Cash, bonds, abroad
  • Kotak Active Momentum Fund

Industries

  • Consumer Discretionary18%
  • Materials17%
  • Financial17%
  • Industrials15%
  • Healthcare11%
  • Consumer Staples7%
  • Energy & Utilities7%
  • Diversified3%

Top companies

10 of 50 companies · holdings as at 30 August 2026

  1. 1

    Laurus Labs Ltd

    MidHealthcare

    4.0%
  2. 2

    Bharat Forge Ltd

    MidConsumer Discretionary

    2.9%
  3. 3

    National Aluminium Company Ltd

    MidMaterials

    2.7%
  4. 4

    Sona BLW Precision Forgings Ltd

    MidConsumer Discretionary

    2.7%
  5. 5

    Bharat Heavy Electricals Ltd

    LargeIndustrials

    2.6%
  6. 6

    Aurobindo Pharma Ltd

    MidHealthcare

    2.6%
  7. 7

    Apar Industries Ltd

    MidDiversified

    2.6%
  8. 8

    FSN E-Commerce Ventures Ltd

    MidConsumer Discretionary

    2.5%
  9. 9

    TVS Motor Company Ltd

    LargeConsumer Discretionary

    2.5%
  10. 10

    GE T&D India Ltd

    LargeIndustrials

    2.5%
Show all 50
  1. 11

    Bajaj Auto Ltd

    LargeConsumer Discretionary

    2.5%
  2. 12

    Radico Khaitan Ltd

    MidConsumer Staples

    2.5%
  3. 13

    Adani Transmission Ltd

    LargeEnergy & Utilities

    2.4%
  4. 14

    Hitachi Energy India Ltd

    LargeIndustrials

    2.4%
  5. 15

    Eicher Motors Ltd

    LargeConsumer Discretionary

    2.4%
  6. 16

    L&T Finance Holdings Ltd

    MidFinancial

    2.3%
  7. 17

    Aegis Logistics Ltd

    MidEnergy & Utilities

    2.2%
  8. 18

    Polycab India Ltd

    LargeIndustrials

    2.1%
  9. 19

    Steel Authority Of India Ltd

    MidMaterials

    2.1%
  10. 20

    Apollo Hospitals Enterprise Ltd

    LargeHealthcare

    2.1%
  11. 21

    Aster DM Healthcare Ltd

    MidHealthcare

    2.0%
  12. 22

    Nestle India Ltd

    LargeConsumer Staples

    2.0%
  13. 23

    Mahindra & Mahindra Financial Services Ltd

    MidFinancial

    2.0%
  14. 24

    AIA Engineering Ltd

    SmallIndustrials

    1.9%
  15. 25

    Hindustan Zinc Ltd

    LargeMaterials

    1.9%
  16. 26

    Union Bank of India

    LargeFinancial

    1.9%
  17. 27

    Gujarat Fluorochemicals Ltd

    MidMaterials

    1.9%
  18. 28

    Marico Ltd

    MidConsumer Staples

    1.9%
  19. 29

    Grasim Industries Ltd

    LargeMaterials

    1.9%
  20. 30

    IDFC First Bank Ltd

    MidFinancial

    1.8%
  21. 31

    Canara Bank

    LargeFinancial

    1.7%
  22. 32

    Asian Paints Ltd

    LargeMaterials

    1.7%
  23. 33

    Pidilite Industries Ltd

    LargeMaterials

    1.7%
  24. 34

    Yes Bank Ltd

    MidFinancial

    1.7%
  25. 35

    Bajaj Finance Ltd

    LargeFinancial

    1.6%
  26. 36

    GMR Airports Infrastructure Ltd

    MidIndustrials

    1.5%
  27. 37

    Thermax Ltd

    MidIndustrials

    1.5%
  28. 38

    Poonawalla Fincorp Ltd

    MidFinancial

    1.5%
  29. 39

    Punjab National Bank

    LargeFinancial

    1.4%
  30. 40

    Dixon Technologies (India) Ltd

    MidConsumer Discretionary

    1.4%
  31. 41

    ICICI Bank Ltd

    LargeFinancial

    1.3%
  32. 42

    Hindustan Petroleum Corporation Ltd

    MidEnergy & Utilities

    1.2%
  33. 43

    Berger Paints India Ltd

    MidMaterials

    1.2%
  34. 44

    Info Edge (India) Ltd

    MidTechnology

    1.2%
  35. 45

    HCL Technologies Ltd

    LargeTechnology

    1.1%
  36. 46

    SRF Ltd

    MidMaterials

    1.1%
  37. 47

    NTPC Green Energy Ltd.

    MidEnergy & Utilities

    1.1%
  38. 48

    UPL Ltd

    MidMaterials

    1.0%
  39. 49

    Page Industries Ltd

    MidConsumer Discretionary

    1.0%
  40. 50

    Dabur India Ltd

    MidConsumer Staples

    0.8%

What does it cost?

1.53% a year: ₹153 on every ₹10,000 you hold.

The middle fee for Thematic direct plans is 1.05%.

Exit load: 0.50% if sold within 90 days

How has it done?

1 year
+6.8%
3 years, per year
Too young
5 years, per year
Too young

Worst fall so far: −13.6% (Jan 2026 to Mar 2026).

Past prices are not a forecast of anything.

Events

  1. 1 October 2026Fee changed from 1.68% to 1.53% a year.
  2. 1 September 2026Fee changed from 1.33% to 1.68% a year.
  3. 30 August 2026New portfolio published: holdings as at 30 August 2026.
  4. 10 August 2026Fee changed from 1.35% to 1.33% a year.
  5. 1 August 2026Fee changed from 1.53% to 1.35% a year.
Show all 26
  1. 1 July 2026Fee changed from 1.63% to 1.53% a year.
  2. 16 June 2026Fee changed from 1.59% to 1.63% a year.
  3. 1 June 2026Fee changed from 0.80% to 1.59% a year.
  4. 30 May 2026Fee changed from 4.05% to 0.80% a year.
  5. 29 May 2026Fee changed from 0.80% to 4.05% a year.
  6. 28 May 2026Fee changed from 5.12% to 0.80% a year.
  7. 27 May 2026Fee changed from 5.11% to 5.12% a year.
  8. 26 May 2026Fee changed from 4.90% to 5.11% a year.
  9. 25 May 2026Fee changed from 0.80% to 4.90% a year.
  10. 23 May 2026Fee changed from 2.95% to 0.80% a year.
  11. 21 May 2026Fee moved between 2.93% and 2.95% a year (2 changes, 20 May – 21 May 2026).
  12. 19 May 2026Fee changed from 0.80% to 2.94% a year.
  13. 16 May 2026Fee changed from 2.94% to 0.80% a year.
  14. 15 May 2026Fee moved between 2.93% and 2.95% a year (4 changes, 12 May – 15 May 2026).
  15. 11 May 2026Fee changed from 0.80% to 2.94% a year.
  16. 9 May 2026Fee changed from 2.94% to 0.80% a year.
  17. 8 May 2026Fee moved between 2.94% and 2.99% a year (3 changes, 6 May – 8 May 2026).
  18. 5 May 2026Fee changed from 4.04% to 2.98% a year.
  19. 4 May 2026Fee changed from 0.80% to 4.04% a year.
  20. 29 April 2026Fee changed from 0.76% to 0.80% a year.
  21. 15 December 2025Fee moved between 0.74% and 0.76% a year (2 changes, 8 Sep – 15 Dec 2025).

Related

All 232 Thematic funds, A to Z →

Sources and dates

Holdings
Groww's page for this fund, month-end 30 August 2026
Prices
AMFI via mfapi.in, to 11 November 2026
Fee
Groww, from 1 October 2026
Company sizes
SEBI's rank by full market value, 25 September 2026