Kotak Active Momentum Fund NFO: Launch Date, Investment Theme, Minimum Investment & Fund Details
- Krishna Priya
- Jul 30
- 3 min read
The Kotak Active Momentum Fund is an open-ended equity scheme following momentum theme that seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities exhibiting momentum characteristics.
The investment objective of the scheme is to achieve 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 will follow a factor-based investing approach with the aim of generating superior risk adjusted returns compared to the benchmark.
While the strategy offers the potential for strong returns by targeting stocks with strong earnings momentum, it's essential to note that there is no assurance that the objective of the scheme will be achieved.
NFO Schedule
Launch Date | July 29, 2025 |
End Date | August 12, 2025 |
Allotment date | August 20, 2025 |
Minimum Investment Requirement
Investment Type | Minimum Amount |
Initial Investment (NFO) | ₹5,000 and any amount thereafter |
Initial Purchase/Switch in | ₹5,000 and any amount thereafter |
Additional Purchase | ₹1,000 and any amount thereafter |
SIP Purchase | ₹500 (Subject to minimum of 10 SIP installments) |
Minimum Redemption | ₹1,000 or 100 units or account balance, whichever is lower |
NFO Price per Unit | ₹10 |
Exit Load
An exit load of 0.5% is applicable if units are redeemed or switched out within 90 days from the date of allotment. After 90 days, no exit load is applicable.
Benchmark: Nifty 500 Index TRI
Fund Managers
Mr. Rohit Tandon (Equity and Overseas Investment Manager), aged 47 years, brings over 19 years of experience in equity research and fund management. He holds a B.E.(Mechanical) from Punjab University Chandigarh and PGDM from IIM Bangalore. Prior to joining KMAMC, he was the Head (Equities) at Reliance Nippon Life Insurance. Before that, he worked with Max Life Insurance as Senior Fund Manager (Equities) for 14 years and also worked as a sell-side analyst in Power, Infrastructure & Capital Goods sectors at JP Morgan India for 4 years. He currently manages Kotak Quant Fund, Kotak Balanced Advantage Fund, and Kotak Bluechip Fund.
Mr. Abhishek Bisen (Debt Component Manager), aged 45 years, has been associated with Kotak AMC since October 2006. He holds a BA Management, MBA Finance, and EPAF from IIM-C. His key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, he worked with Securities Trading Corporation of India Ltd, looking at Sales & Trading of Fixed Income Products and Portfolio Advisory. He manages multiple schemes including Kotak Equity Hybrid Fund, Kotak Bond Fund, Kotak Gilt Fund, and many others.
Investment Strategy
The scheme will follow a factor-based investing approach using an in-house developed Enhanced Earnings factor model which is primarily based on earnings momentum factor. The scheme will predominantly invest from the latest NSE500 TRI Index constituents.
Key Investment Parameters:
Earnings Momentum: The model utilizes quantitative measures to determine the extent of earnings upgrades and downgrades for stocks, identifying companies expected to report improving and/or strong earnings trajectory
Additional Parameters: ROE & ROA, cash flow, sales growth, margins for quality-based filtering, stock performance consistency, drawdown analysis, historical performance, ownership patterns
Exclusion Criteria: Non-availability of analyst estimates, poor governance standards, excessive leverage, stocks traded for less than 1 year, highly illiquid stocks
Asset Allocation
Instruments | Minimum | Maximum |
Equity and Equity related instruments based on Momentum theme | 80% | 100% |
Equity and Equity Related Securities Other than Momentum theme | 0% | 20% |
Debt and Money Market Securities | 0% | 20% |
Units of REITs & InvITs | 0% | 10% |
Disclaimer: This content is for educational purposes only; please conduct your own research and consult with a qualified investment advisor before making any investment decisions.
Want to read more?
Subscribe to finsightsbysquareleague.com to keep reading this exclusive post.
