KOTAK ACTIVE MOMENTUM FUND REGULAR PLAN IDCW PAYOUT

KOTAK ACTIVE MOMENTUM FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis

Portfolio Overview

As of September 30, 2025

Asset Allocation

Equity: 99.58%Others: 0.42%

Market Cap

Mid Cap: 57.56%Small Cap: 9.55%Large Cap: 32.47%

Number of stocks

50

Top 10 Holdings

58.09% of portfolio

Market Cap of Equity

Mid Cap
57.5607%
Small Cap
9.5471%
Large Cap
32.4744%

Companies Allocation of Equity

Fortis Healthcare Ltd6.49%
One97 Communications Ltd6.25%
BSE Ltd6.16%
Muthoot Finance Ltd6.04%
GE Vernova T&D India Ltd5.81%
Radico Khaitan Ltd5.68%
JK Cement Ltd5.62%
Eicher Motors Ltd5.50%
L&T Finance Ltd5.48%
Narayana Hrudayalaya Ltd5.06%

Sector Allocation of Equity

Healthcare15.25%
Technology11.76%
Financial Services17.35%
Industrials17.75%
Consumer Defensive7.86%
Basic Materials15.05%
Consumer Cyclical8.04%
Energy5.15%
Utilities1.37%

SIP Amount

Monthly SIP Date

KOTAK ACTIVE MOMENTUM FUND REGULAR PLAN IDCW PAYOUT

Suitabilty Test For Finding this Fund is Suitable or Not for User.Suitabilty Test For Finding this Fund is Suitable or Not for User.
Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.