HealthyDirect · Growth
Kotak Active Momentum Fund
Kotak Mahindra Mutual FundEquity Scheme - Sectoral/ Thematic1.1 years
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.
- NAV
- 10.773
- 15 Sept 2026
- 1Y
- +9.4%
- Trailing CAGR
- Upside capture
- +110%
- Vs NIFTY 500 TRI
- Downside capture
- +66%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+9.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+9.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+11.1%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +9.6%
- Calendar-day CAGR
- Excess 1Y
- +3.3%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +9.5%
- Fund minus TRI
- 3Y excess
- n/a
- Fund minus TRI
- Upside capture
- +110%
- Benchmark-up months
- Downside capture
- +66%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 10 days
- 18 recovered episodes
- Longest recovery
- 102 days
- Trough to prior peak
- Current spell
- 32 days
- Days below latest peak
- Time below peak
- +83%
- NAV observations
7 Jan 2026 – 3 Jul 2026
Trough 23 Mar 2026 · recovered in 102 days
-13.6%
10 Aug 2026 – open
Trough 11 Sept 2026 · not recovered
-4.1%
18 Sept 2025 – 9 Oct 2025
Trough 26 Sept 2025 · recovered in 13 days
-3.5%
1 Dec 2025 – 22 Dec 2025
Trough 10 Dec 2025 · recovered in 12 days
-2.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
43
Vs category
71
Consistency
100
Risk-adjusted
42
Drawdown
66
Mean
64
Portfolio
31 Aug 2026 · 51 holdings · top 10 are 36.9%.
- Top 5
- 22.7%
- Top 10
- 36.9%
- Largest holding
- 4.0%
- Effective holdings
- 45.6
Laurus Labs Ltd
Healthcare
4.0%
Repo
Unspecified
3.8%
Bharat Forge Ltd
Consumer Discretionary
2.9%
National Aluminium Company Ltd
Materials
2.7%
Sona BLW Precision Forgings Ltd
Consumer Discretionary
2.7%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 100% of rolling 1-year windows.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +11.6%
- Vol
- 13.8%
- Max DD
- -17.8%
- Sharpe
- 0.48
- 3Y win
- +7%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- +0.2%
- 3Y
- +13.9%
- Vol
- 14.1%
- Max DD
- -21.5%
- Sharpe
- 0.68
- 3Y win
- +100%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown