Compare Kotak Active Momentum Fund vs Edelweiss Nifty Midcap150 Momentum 50 Index Fund
Kotak Active Momentum Fund
EquityThematic-Factor-based
Edelweiss Nifty Midcap150 Momentum 50 Index Fund
EquityThematic-Factor-based
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.98
1.38
NAV
₹10.24
₹17.30
Fund Started
29 Jul 2025
10 Nov 2022
Fund Size
₹1590.18 Cr
₹1728.39 Cr
Exit Load
Exit load of 0.50%, if redeemed within 90 days.
Exit load of 0.50%, if redeemed within 30 days.
1 Year
-1.84%
-6.39%
3 Year
-
11.04%
5 Year
-
-
Equity
96.65%
99.87%
Cash
3.35%
-0.06%
Top 10 Holdings
Name | Assets |
|---|---|
Laurus Labs Ltd. | 4.26% |
Sona BLW Precision Forgings Ltd. | 2.94% |
Bharat Forge Ltd. | 2.86% |
Apar Industries Ltd. | 2.72% |
Aurobindo Pharma Ltd. | 2.67% |
Bharat Heavy Electricals Ltd. | 2.63% |
National Aluminium Company Ltd. | 2.58% |
GE Vernova T&D India Ltd | 2.57% |
Aegis Logistics Ltd. | 2.55% |
TVS Motor Company Ltd. | 2.52% |
Name | Assets |
|---|---|
Laurus Labs Ltd. | 7.02% |
Multi Commodity Exchange Of India Ltd. | 5.99% |
The Federal Bank Ltd. | 4.60% |
Bharat Heavy Electricals Ltd. | 4.45% |
GE Vernova T&D India Ltd | 4.28% |
BSE Ltd. | 4.10% |
Bharat Forge Ltd. | 3.90% |
Hitachi Energy India Ltd. | 3.53% |
National Aluminium Company Ltd. | 3.21% |
Polycab India Ltd. | 3.03% |
Name
-
-
Start Date
-
-
Description
The scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on momentum theme, following an in-house model i.e. enhanced earnings factor model.
The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.
Launch Date
29 Jul 2025
10 Nov 2022
