Kotak Mahindra Asset Management Company
has announced the launch of its latest New Fund Offer (NFO),
Kotak Active Momentum Fund.
The scheme is an open-ended equity fund following a
momentum investing theme, aiming to generate
long-term capital appreciation by investing in stocks showing strong earnings momentum.
Key Details of the NFO
| Detail | Information |
|---|---|
| Scheme Name | Kotak Active Momentum Fund |
| Type of Fund | Open-ended equity scheme following momentum theme |
| Benchmark Index | Nifty 500 Total Return Index |
| Fund Managers | Mr. Rohit Tandon (Equity & Overseas) & Mr. Abhishek Bisen (Debt) |
| NFO Open Date | 29 July 2025 |
| NFO Close Date | 12 August 2025 |
| Minimum Investment | Lumpsum: ₹5,000 | SIP: ₹500 (Min 10 installments) |
| Exit Load | 0.5% if redeemed within 90 days, Nil thereafter |
| Options | Growth & IDCW (Payout/Reinvestment) |
Investment Objective & Strategy
The scheme aims to generate long-term capital appreciation
by investing predominantly in equity and equity-related securities selected
based on the Kotak Enhanced Earnings Factor Model.
The fund follows the principle of
Earnings Momentum,
which focuses on companies with:
- Increasing earnings estimates
- Positive earnings surprises
- Consistent upward earnings revisions
Back-tested data of the Kotak Enhanced Earnings Factor Model shows potential
to outperform the Nifty 500 TRI; however,
past performance is not indicative of future returns.
Why Consider This Fund?
- Focuses on stocks with strong earnings momentum for potential growth.
- Managed by experienced fund managers with a data-driven model.
- Provides exposure to a diversified portfolio across sectors.
- Options for lump sum and SIP investments, making it flexible for all investors.
Important Note
The fund’s performance will depend on market conditions and the accuracy of
the earnings momentum model. Investors should consult their financial advisor
before investing and consider long-term goals and
risk appetite.
Read all scheme-related documents carefully before investing.
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