What stocks does Kotak Active Momentum Fund hold?

Kotak Active Momentum Fund holds a portfolio of Indian equity stocks disclosed monthly by Kotak Mutual Fund to AMFI. The complete current holdings with weights and month-over-month changes are available on this page. Data is sourced from official AMFI portfolio disclosures.

Which AMC manages Kotak Active Momentum Fund?

Kotak Active Momentum Fund is managed by Kotak Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Kotak Active Momentum Fund?

Kotak Active Momentum Fund is classified as a Equity mutual fund under SEBI's mutual fund categorisation framework.

How often is Kotak Active Momentum Fund portfolio data updated?

Portfolio holdings for Kotak Active Momentum Fund are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

← Kotak Mutual Fund

Kotak Active Momentum Fund - Direct Plan - Growth option

Equity Data as of Sep 2026 Comparing Aug 2026 → Sep 2026

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Stocks Held

Sep 2026

Equity Holdings

₹1,537.24 Cr

Equity only, excl. debt & cash

AAUM

₹1,604.48 Cr

Jul-Sep 2026 · Direct + Regular

Top 5 Weight

15.5%

Diversified

Top 10 Weight

28.3%

Diversified

Changes

0 new · 0 exits

Top Sector

Electrical Equipment

11.6% of portfolio

Launch Date

29 Jul 2025

1 years old

AAUM (Average Assets Under Management) of ₹1,604.48 Cr for Jul-Sep 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Aegis Logistics Limited saw the biggest increase — now at 2.55% of the portfolio. L&T Finance Limited was trimmed the most, now at 1.99%. Laurus Labs Limited remains the top holding with Electrical Equipment the dominant sector at 11.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

How Has the NAV Performed?

1 year history · Kotak Active Momentum Fund - Direct Plan - Growth option

-8.98%

-10.03%

-4.00%

-1.80%

Latest NAV

₹9.97

23 Oct 2026

52W High

₹11.50

-13% from High

52W Low

₹9.28

+7% from Low

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

6.3%

+ve in 94% windows

11.2% / -1.8%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

Pre-inception

Rec: N/A

COVID-19 Crash

Pre-inception

Rec: N/A

2022 Rate Hike

Pre-inception

Rec: N/A

2018 IL&FS

Pre-inception

Rec: N/A

NAV Chart ₹9.97 23 Oct 2026

Simple Moving Avg: Click to draw · click again to remove

Kotak Active Momentum Fund - Direct Plan - Growth option

Chart shows indexed performance (base = 100). Actual NAV: ₹9.97

Sector Shift Industry allocation month-over-month

Jul 2026 → Aug 2026

Sector	Prev	Curr ▼	Delta
Electrical Equipment	2.3%	11.6%	▲ +9.3%
Banks	10.7%	9.8%	▼ -1.0%
Automobiles	6.5%	7.4%	▲ +0.9%
Finance	10.2%	7.3%	▼ -2.8%
Pharmaceuticals & Biotechnology	12.2%	6.6%	▼ -5.6%
Auto Components	0.0%	5.6%	▲ +5.6%
Chemicals & Petrochemicals	3.5%	4.7%	▲ +1.2%
Non - Ferrous Metals	1.4%	4.6%	▲ +3.2%
Consumer Durables	2.8%	4.2%	▲ +1.4%
Healthcare Services	0.0%	4.1%	▲ +4.1%

Aug 2026 → Sep 2026

Sector	Prev	Curr ▼	Delta
Electrical Equipment	11.6%	11.6%	● 0.0%
Banks	9.8%	9.8%	● +0.0%
Automobiles	7.4%	7.2%	▼ -0.2%
Pharmaceuticals & Biotechnology	6.6%	6.9%	▲ +0.4%
Finance	7.3%	6.9%	▼ -0.5%
Auto Components	5.6%	5.8%	▲ +0.2%
Chemicals & Petrochemicals	4.7%	4.7%	● 0.0%
Non - Ferrous Metals	4.6%	4.5%	▼ -0.1%
Consumer Durables	4.2%	4.1%	▼ -0.1%
Healthcare Services	4.1%	4.1%	● 0.0%

↑

Biggest Add

Aegis Logistics Limited

+0.39% · now 2.55%

↓

Biggest Trim

L&T Finance Limited

-0.29% · now 1.99%

What Changed in the Portfolio This Month?

Comparing Aug 2026 → Sep 2026

Aug 2026 → Sep 2026

↑ 22 Increased ↓ 24 Decreased

#	Stock	Sector	Aug 2026	Sep 2026	Change
1	Aegis Logistics Limited ₹40.54 Cr	Gas	2.16%	2.55%	+0.39%
2	Laurus Labs Limited ₹67.80 Cr	Pharmaceuticals & Biotechnology	3.95%	4.26%	+0.31%
3	Sona BLW Precision Forgings Limited ₹46.79 Cr	Auto Components	2.70%	2.94%	+0.24%
4	GMR Airports Limited ₹26.47 Cr	Transport Infrastructure	1.51%	1.66%	+0.15%
5	NTPC Green Energy Limited ₹19.01 Cr	Power	1.06%	1.20%	+0.14%
6	Apar Industries Limited ₹43.20 Cr	Electrical Equipment	2.59%	2.72%	+0.13%
7	Punjab National Bank ₹23.78 Cr	Banks	1.39%	1.50%	+0.11%
8	Page Industries Limited ₹16.89 Cr	Textiles & Apparels	0.97%	1.06%	+0.09%
9	Marico Limited ₹31.58 Cr	Agricultural Food & other Products	1.91%	1.99%	+0.08%
10	Dabur India Limited ₹14.51 Cr	Personal Products	0.84%	0.91%	+0.07%
11	Aurobindo Pharma Limited ₹42.40 Cr	Pharmaceuticals & Biotechnology	2.61%	2.67%	+0.06%
12	Hindustan Petroleum Corporation Limited ₹19.70 Cr	Petroleum Products	1.19%	1.24%	+0.05%
13	SRF Limited ₹17.80 Cr	Chemicals & Petrochemicals	1.07%	1.12%	+0.05%
14	GE Vernova T&D India Limited ₹40.94 Cr	Electrical Equipment	2.52%	2.57%	+0.05%
15	UPL Limited ₹16.97 Cr	Fertilizers & Agrochemicals	1.03%	1.07%	+0.04%
16	Radico Khaitan Limited ₹39.92 Cr	Beverages	2.47%	2.51%	+0.04%
17	Poonawalla Fincorp Limited ₹23.87 Cr	Finance	1.46%	1.50%	+0.04%
18	Canara Bank ₹27.96 Cr	Banks	1.73%	1.76%	+0.03%
19	Gujarat Fluorochemicals Limited ₹31.21 Cr	Chemicals & Petrochemicals	1.93%	1.96%	+0.03%
20	HCL Technologies Limited ₹18.42 Cr	IT - Software	1.14%	1.16%	+0.02%
21	Hindustan Zinc Limited ₹31.04 Cr	Non - Ferrous Metals	1.93%	1.95%	+0.02%
22	Steel Authority of India Limited ₹33.79 Cr	Ferrous Metals	2.11%	2.13%	+0.02%

#	Stock	Sector	Aug 2026	Sep 2026	Change
1	L&T Finance Limited ₹31.65 Cr	Finance	2.28%	1.99%	-0.29%
2	Polycab India Limited ₹31.06 Cr	Industrial Products	2.12%	1.95%	-0.17%
3	Nestle India Limited ₹29.43 Cr	Food Products	2.00%	1.85%	-0.15%
4	Mahindra & Mahindra Financial Services Limited ₹28.81 Cr	Finance	1.96%	1.81%	-0.15%
5	Bajaj Auto Limited ₹37.34 Cr	Automobiles	2.49%	2.35%	-0.14%
6	National Aluminium Company Limited ₹41.09 Cr	Non - Ferrous Metals	2.71%	2.58%	-0.13%
7	Pidilite Industries Limited ₹25.44 Cr	Chemicals & Petrochemicals	1.70%	1.60%	-0.10%
8	Hitachi Energy India Limited ₹36.12 Cr	Electrical Equipment	2.36%	2.27%	-0.09%
9	Thermax Limited ₹22.45 Cr	Electrical Equipment	1.50%	1.41%	-0.09%
10	Bharat Forge Limited ₹45.46 Cr	Auto Components	2.93%	2.86%	-0.07%
11	Bajaj Finance Limited ₹25.10 Cr	Finance	1.64%	1.58%	-0.06%
12	Eicher Motors Limited ₹36.37 Cr	Automobiles	2.35%	2.29%	-0.06%
13	Dixon Technologies (India) Limited ₹20.46 Cr	Consumer Durables	1.35%	1.29%	-0.06%
14	FSN E-Commerce Ventures Limited ₹39.62 Cr	Retailing	2.55%	2.49%	-0.06%
15	Asian Paints Limited ₹26.47 Cr	Consumer Durables	1.71%	1.66%	-0.05%
16	Yes Bank Limited ₹26.22 Cr	Banks	1.70%	1.65%	-0.05%
17	Grasim Industries Limited ₹29.16 Cr	Cement & Cement Products	1.87%	1.83%	-0.04%
18	Union Bank of India ₹30.10 Cr	Banks	1.93%	1.89%	-0.04%
19	TVS Motor Company Limited ₹40.07 Cr	Automobiles	2.55%	2.52%	-0.03%
20	Adani Energy Solutions Limited ₹38.00 Cr	Power	2.42%	2.39%	-0.03%
21	AIA Engineering Limited ₹30.50 Cr	Industrial Products	1.95%	1.92%	-0.03%
22	ICICI Bank Limited ₹20.00 Cr	Banks	1.28%	1.26%	-0.02%
23	Apollo Hospitals Enterprise Limited ₹32.98 Cr	Healthcare Services	2.09%	2.07%	-0.02%
24	Berger Paints (I) Limited ₹18.36 Cr	Consumer Durables	1.17%	1.15%	-0.02%

What Stocks Does This Fund Hold?

50 stocks — Sep 2026

#	Stock	Sector	Weight & Value
1	Laurus Labs Limited ₹67.80 Cr	Pharmaceuticals & Biotechnology	4.26%
2	Sona BLW Precision Forgings Limited ₹46.79 Cr	Auto Components	2.94%
3	Bharat Forge Limited ₹45.46 Cr	Auto Components	2.86%
4	Apar Industries Limited ₹43.20 Cr	Electrical Equipment	2.72%
5	Aurobindo Pharma Limited ₹42.40 Cr	Pharmaceuticals & Biotechnology	2.67%
6	Bharat Heavy Electricals Limited ₹41.87 Cr	Electrical Equipment	2.63%
7	National Aluminium Company Limited ₹41.09 Cr	Non - Ferrous Metals	2.58%
8	GE Vernova T&D India Limited ₹40.94 Cr	Electrical Equipment	2.57%
9	Aegis Logistics Limited ₹40.54 Cr	Gas	2.55%
10	TVS Motor Company Limited ₹40.07 Cr	Automobiles	2.52%
11	Radico Khaitan Limited ₹39.92 Cr	Beverages	2.51%
12	FSN E-Commerce Ventures Limited ₹39.62 Cr	Retailing	2.49%
13	Adani Energy Solutions Limited ₹38.00 Cr	Power	2.39%
14	Bajaj Auto Limited ₹37.34 Cr	Automobiles	2.35%
15	Eicher Motors Limited ₹36.37 Cr	Automobiles	2.29%
16	Hitachi Energy India Limited ₹36.12 Cr	Electrical Equipment	2.27%
17	Steel Authority of India Limited ₹33.79 Cr	Ferrous Metals	2.13%
18	Apollo Hospitals Enterprise Limited ₹32.98 Cr	Healthcare Services	2.07%
19	Aster DM Healthcare Limited ₹32.14 Cr	Healthcare Services	2.02%
20	Marico Limited ₹31.58 Cr	Agricultural Food & other Products	1.99%
21	L&T Finance Limited ₹31.65 Cr	Finance	1.99%
22	Gujarat Fluorochemicals Limited ₹31.21 Cr	Chemicals & Petrochemicals	1.96%
23	Hindustan Zinc Limited ₹31.04 Cr	Non - Ferrous Metals	1.95%
24	Polycab India Limited ₹31.06 Cr	Industrial Products	1.95%
25	AIA Engineering Limited ₹30.50 Cr	Industrial Products	1.92%
26	Union Bank of India ₹30.10 Cr	Banks	1.89%
27	Nestle India Limited ₹29.43 Cr	Food Products	1.85%
28	Grasim Industries Limited ₹29.16 Cr	Cement & Cement Products	1.83%
29	Mahindra & Mahindra Financial Services Limited ₹28.81 Cr	Finance	1.81%
30	Canara Bank ₹27.96 Cr	Banks	1.76%
31	IDFC First Bank Limited ₹27.88 Cr	Banks	1.75%
32	Asian Paints Limited ₹26.47 Cr	Consumer Durables	1.66%
33	GMR Airports Limited ₹26.47 Cr	Transport Infrastructure	1.66%
34	Yes Bank Limited ₹26.22 Cr	Banks	1.65%
35	Pidilite Industries Limited ₹25.44 Cr	Chemicals & Petrochemicals	1.60%
36	Bajaj Finance Limited ₹25.10 Cr	Finance	1.58%
37	Punjab National Bank ₹23.78 Cr	Banks	1.50%
38	Poonawalla Fincorp Limited ₹23.87 Cr	Finance	1.50%
39	Thermax Limited ₹22.45 Cr	Electrical Equipment	1.41%
40	Dixon Technologies (India) Limited ₹20.46 Cr	Consumer Durables	1.29%
41	ICICI Bank Limited ₹20.00 Cr	Banks	1.26%
42	Hindustan Petroleum Corporation Limited ₹19.70 Cr	Petroleum Products	1.24%
43	NTPC Green Energy Limited ₹19.01 Cr	Power	1.20%
44	HCL Technologies Limited ₹18.42 Cr	IT - Software	1.16%
45	Info Edge (India) Limited ₹18.51 Cr	Retailing	1.16%
46	Berger Paints (I) Limited ₹18.36 Cr	Consumer Durables	1.15%
47	SRF Limited ₹17.80 Cr	Chemicals & Petrochemicals	1.12%
48	UPL Limited ₹16.97 Cr	Fertilizers & Agrochemicals	1.07%
49	Page Industries Limited ₹16.89 Cr	Textiles & Apparels	1.06%
50	Dabur India Limited ₹14.51 Cr	Personal Products	0.91%