Compare Kotak Active Momentum Fund vs Motilal Oswal BSE Quality Index Fund
Kotak Active Momentum Fund
EquityThematic-Factor-based
Motilal Oswal BSE Quality Index Fund
EquityThematic-Factor-based
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.98
1.19
NAV
₹10.24
₹16.12
Fund Started
29 Jul 2025
29 Jul 2022
Fund Size
₹1590.18 Cr
₹54.12 Cr
Exit Load
Exit load of 0.50%, if redeemed within 90 days.
Exit load is 1%- If redeemed on or before 15 days from the date of allotment.
1 Year
-1.84%
-7.27%
3 Year
-
9.70%
5 Year
-
-
Equity
96.65%
99.98%
Cash
3.35%
0.02%
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 |
|---|---|
ITC Ltd. | 5.29% |
Hero Motocorp Ltd. | 5.23% |
Multi Commodity Exchange Of India Ltd. | 5.17% |
Hindustan Unilever Ltd. | 5.07% |
Infosys Ltd. | 5.03% |
Dixon Technologies (India) Ltd. | 4.98% |
Britannia Industries Ltd. | 4.94% |
Nestle India Ltd. | 4.93% |
HDFC Asset Management Company Ltd. | 4.93% |
Marico Ltd. | 4.89% |
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 that, correspond to the total returns of the securities as represented by the S&P BSE Quality Total Return Index, subject to tracking error.
Launch Date
29 Jul 2025
29 Jul 2022
