Compare Kotak Active Momentum Fund vs Tata Nifty Midcap 150 Momentum 50 Index Fund
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹500
₹150
Expense Ratio
2.83
1.6
NAV
₹10.89
₹18.29
Fund Started
29 Jul 2025
04 Oct 2022
Fund Size
₹1488.38 Cr
₹1201.66 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
-
-1.22%
3 Year
-
17.04%
5 Year
-
-
Equity
97.11%
100.02%
Cash
2.89%
-0.02%
Top 10 Holdings
Laurus Labs Ltd. | 4.92% |
L&T Finance Ltd. | 4.27% |
Navin Fluorine International Ltd. | 3.90% |
Bajaj Finance Ltd. | 3.25% |
BSE Ltd. | 3.16% |
Radico Khaitan Ltd. | 2.89% |
AU Small Finance Bank Ltd. | 2.78% |
Coforge Ltd. | 2.72% |
Hitachi Energy India Ltd. | 2.69% |
TVS Motor Company Ltd. | 2.68% |
Laurus Labs Ltd. | 5.21% |
Multi Commodity Exchange Of India Ltd. | 4.99% |
BSE Ltd. | 4.93% |
GE Vernova T&D India Ltd | 4.85% |
The Federal Bank Ltd. | 4.60% |
Bharat Heavy Electricals Ltd. | 4.31% |
Bharat Forge Ltd. | 4.21% |
Hitachi Energy India Ltd. | 3.87% |
Polycab India Ltd. | 3.62% |
National Aluminium Company Ltd. | 3.08% |
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 is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
Launch Date
29 Jul 2025
04 Oct 2022
