{"id":12550,"date":"2025-08-04T17:53:40","date_gmt":"2025-08-04T12:23:40","guid":{"rendered":"https:\/\/www.torusdigital.com\/toruscope\/?p=12550"},"modified":"2025-10-27T12:15:01","modified_gmt":"2025-10-27T06:45:01","slug":"kotak-active-momentum-fund-nfo-should-you-invest-in-this-thematic-offering","status":"publish","type":"post","link":"https:\/\/www.torusdigital.com\/toruscope\/news\/kotak-active-momentum-fund-nfo-should-you-invest-in-this-thematic-offering\/","title":{"rendered":"Kotak Active Momentum Fund NFO: A Thematic Investment Approach for 2025"},"content":{"rendered":"

[vc_section el_id=”blog-inner-layout”][vc_row overlay_dotted=””][vc_column el_class=”blog_primary”][vc_row_inner][vc_column_inner][vc_column_text css=””]Kotak Mahindra Mutual Fund<\/span><\/a> has launched a new equity scheme \u2014 Kotak Active Momentum Fund<\/a>, now open for subscription from 29th July to 12th August 2025. With a very high-risk profile, this NFO aims to generate long-term capital appreciation by investing in equities selected based on the momentum theme using Kotak\u2019s in-house enhanced earnings factor model.<\/span>\u00a0<\/span><\/p>\n

<\/span>Key NFO Details<\/span><\/b>\u00a0<\/span><\/span><\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Details<\/span><\/b>\u00a0<\/span><\/td>\nInformation<\/span><\/b>\u00a0<\/span><\/td>\n<\/tr>\n
Fund Name<\/span><\/b>\u00a0<\/span><\/td>\nKotak Active Momentum Fund (Direct \u2013 Growth)<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
NFO Period<\/span><\/b>\u00a0<\/span><\/td>\n29 July 2025 to 12 August 2025<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Allotment Date<\/span><\/b>\u00a0<\/span><\/td>\n20 August 2025<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Category<\/span><\/b>\u00a0<\/span><\/td>\nEquity \u2013 Thematic<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Risk Level<\/span><\/b>\u00a0<\/span><\/td>\nVery High<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Fund Type<\/span><\/b>\u00a0<\/span><\/td>\nOpen-ended<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Benchmark<\/span><\/b>\u00a0<\/span><\/td>\nNIFTY 500 TRI<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Minimum Investment<\/span><\/b>\u00a0<\/span><\/td>\n\u20b95,000 (lumpsum), \u20b9500 (SIP)<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Exit Load<\/span><\/b>\u00a0<\/span><\/td>\nExit load of 0.50%, if redeemed within 90 days<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Short term capital gains (STCG)<\/span><\/b>\u00a0<\/span><\/td>\nReturns taxed at 20% if you redeem before 1 year<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Long term capital gains (LTCG)<\/span><\/b>\u00a0<\/span><\/td>\nAfter 1 year, returns above \u20b91.25 lakh in a financial year are taxed at 12.5%<\/span>\u00a0<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>Investment Objective<\/span><\/b><\/span><\/h2>\n

The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related securities selected using the momentum theme, guided by Kotak\u2019s proprietary enhanced earnings factor model.<\/span>\u00a0<\/span><\/p>\n

\"\"<\/a><\/h2>\n

<\/span>How Does This Compare with the Category?<\/span><\/b>\u00a0<\/span><\/span><\/h2>\n\n\n\n\n\n\n\n\n\n\n
Time Period<\/span><\/b>\u00a0<\/span><\/td>\nCategory Avg. Returns (CAGR)<\/span><\/b>\u00a0<\/span><\/td>\n<\/tr>\n
1 Year<\/span>\u00a0<\/span><\/td>\n2.81%<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
3 Years<\/span>\u00a0<\/span><\/td>\n15.94%<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
5 Years<\/span>\u00a0<\/span><\/td>\n17.29%<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
7 Years<\/span>\u00a0<\/span><\/td>\n17.70%<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
10 Years<\/span>\u00a0<\/span><\/td>\n15.15%<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
15 Years<\/span>\u00a0<\/span><\/td>\n14.40%<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Since Inception<\/span>\u00a0<\/span><\/td>\n13.66%<\/span>\u00a0<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>Should You Invest in This NFO?<\/span><\/b><\/span><\/h2>\n

Investing in an NFO makes sense if:<\/span>
\n\u2022 You seek thematic equity exposure based on momentum investing.<\/span>
\n\u2022 You are comfortable with very high risk in pursuit of long-term returns.<\/span>
\n\u2022 You believe in Kotak\u2019s quantitative factor-based strategy.<\/span>\u00a0<\/span><\/p>\n

However, NFOs lack historical data, making them suitable for investors who understand thematic strategies and their volatility.<\/span><\/p>\n

Also Read:<\/strong><\/p>\n