Kotak Active Momentum Fund
Direct · GrowthAI Summary
Kotak Active Momentum Fund delivered a 1Y SIP XIRR of 16.20%, ahead of the category average of 14.1% for the same period. Against the NIFTY 50, the fund posted a 1Y CAGR of 13.38% versus the benchmark's -1.11%, generating a strong alpha of 14.81%. However, longer-term lump-sum CAGRs are modest, with the 5Y figure at just 2.54%, though this still exceeds the benchmark's -0.22% over the same window.
The fund shows a beta of 1.04, indicating market-level volatility, with a favorable asymmetry of 107.24% upside capture versus 87.6% downside capture. Risk-adjusted performance is strong, evidenced by positive alpha across all measured periods and only one drawdown event exceeding 10%. The maximum drawdown was shallow at -0.14%, recovering in 102 days after a 75-day drawdown duration.
Detailed holdings and sector allocation data are not provided in this dataset, so top positions and concentration levels cannot be assessed. As a momentum-oriented fund in the Sectoral/Thematic category, investors should expect a strategy that rotates into trending stocks and sectors, which can lead to higher portfolio turnover and concentration at times. Investors should review the latest factsheet for current holdings before investing.
On the primary SIP metric, the fund's 1Y XIRR of 16.20% outperforms the category average of 14.1%, a favorable short-term showing. Longer-horizon category averages (3Y to 12Y) range from 16.25% to 16.95%, but comparable XIRR figures for this fund are not available, limiting full consistency assessment. The consistent positive alpha versus NIFTY 50 across 1Y to 15Y windows suggests durable benchmark outperformance.
This fund suits investors with a high risk tolerance seeking momentum-driven equity exposure as a satellite holding rather than a core portfolio position. A horizon of at least 5 years is advisable given the thematic nature and the modest longer-term lump-sum CAGRs shown. Investors should be comfortable with strategy rotation and should cap allocation to thematic funds within a diversified portfolio.
- 1Y SIP XIRR of 16.20% beats the category average of 14.1%
- Strong 1Y alpha of 14.81% against NIFTY 50, with fund CAGR of 13.38% versus benchmark -1.11%
- Favorable capture asymmetry: 107.24% upside capture versus 87.6% downside capture
- Long-term lump-sum CAGRs are modest, with the 5Y figure at just 2.54% despite positive alpha
- As a Sectoral/Thematic momentum fund, it carries concentration and strategy-rotation risks; holdings data is unavailable for deeper scrutiny
Generated on 05-09-2026, 3:03 AM. Verify before investing.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.74 L | 16.2% | 8.4% | 23.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.2% | 14.4% | 14.1% | +1.8% |
Not enough data to compute rolling returns.
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.81 | 1.04 | 107.2% | 87.6% | 13.4% | -1.1% |
| 3 Years | +4.94 | 1.04 | 107.2% | 87.6% | 4.3% | -0.4% |
| 5 Years | +3.05 | 1.04 | 107.2% | 87.6% | 2.5% | -0.2% |
| 7 Years | +2.25 | 1.04 | 107.2% | 87.6% | 1.8% | -0.2% |
| 10 Years | +1.65 | 1.04 | 107.2% | 87.6% | 1.3% | -0.1% |
| 12 Years | +1.42 | 1.04 | 107.2% | 87.6% | 1.1% | -0.1% |
| 15 Years | +1.19 | 1.04 | 107.2% | 87.6% | 0.8% | -0.1% |