Kotak Mahindra Mutual FundEquity Scheme - Sectoral/ ThematicDirectIDCW

Kotak Active Momentum Fund - Regular Plan - Payout of Income Distribution cum capital withdrawal option- Direct

Scheme code #153755 · Open Ended Schemes

₹10.962

Latest NAV

04-09-2026

-0.69%

Day change

₹11.345

52-week high

₹9.207

52-week low

NAV history

Returns

1 month	-2.53%
3 months	6.08%
6 months	8.51%
1 year (absolute)	9.27%
3 years (absolute)	—
5 years (absolute)	—
1Y CAGR	9.28%
3Y CAGR	—
5Y CAGR	—
Since inception CAGR	9.20%

Risk metrics

Volatility (1Y, annualized σ)	15.70%
Volatility (3Y, annualized σ)	15.55%
Max drawdown (1Y)	-13.86%
Max drawdown (3Y)	-13.86%
Max drawdown (all time)	-13.86%
Sharpe ratio (1Y, rf=6%)	0.20
Sharpe ratio (3Y, rf=6%)	0.19

Scheme metadata

Fund house	Kotak Mahindra Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Sectoral/ Thematic
Plan	Direct
Option	IDCW
ISIN (Growth)	INF174KA1XD8
ISIN (Div reinvest)	—
AMC code	KM
Scheme code	153755
Earliest NAV date	28-08-2025
Total NAV observations	252
History last refreshed	2026-09-06 11:12:07 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.