Kotak
Kotak Active Momentum Fund - Regular Plan - Growth
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.22% | +0.27% | -0.05 | 91 / 175 | Q3 |
| 1W | -1.28% | -1.35% | +0.07 | 73 / 175 | Q2 |
| 2W | +1.03% | -0.09% | +1.12 | 59 / 176 | Q2 |
| 1M | +1.56% | -0.53% | +2.09 | 50 / 176 | Q2 |
| 3M | +0.17% | +2.12% | -1.95 | 105 / 174 | Q3 |
| 6M | +0.04% | -1.85% | +1.89 | 63 / 165 | Q2 |
| YTD | -1.75% | -1.98% | +0.23 | 74 / 165 | Q2 |
| 1Y | — | — | — | — | — |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +3.55% | +7.02% | -3.46 | 114 / 176 | Q3 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2026 YTD | -1.75% | -1.38% | -0.37 | 74 / 164 |
| 2025 | — | — | — | — |
Peers in Sectoral/Thematic Fund
Recent NAVs
| Date | NAV |
|---|---|
| 3 Jun 2026 | ₹10.2820 |
| 2 Jun 2026 | ₹10.3780 |
| 1 Jun 2026 | ₹10.3550 |
| 29 May 2026 | ₹10.4430 |
| 27 May 2026 | ₹10.5400 |
| 26 May 2026 | ₹10.5130 |
| 25 May 2026 | ₹10.4720 |
| 22 May 2026 | ₹10.3520 |
| 21 May 2026 | ₹10.3300 |
| 20 May 2026 | ₹10.3260 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
- risk tolerance accepts seeing the portfolio fall sharply without panic-selling
- goal isn't capital preservation in the short term
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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