Kotak Active Momentum Fund
Direct · Growth ₹10.94
21 Jul 2026
NAV
—
Sharpe
-13.6%
Max Drawdown
?
Max Drawdown
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.
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.
NA
TER
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 | ₹12.63 L | 11.4% | 8.4% | 14.0% |
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 | 11.4% | 14.5% | 13.7% | -3.1% |
Not enough data to compute rolling returns.
-13.6%
Max Drawdown
3 mo
Drawdown Duration
3 mo
Recovery Time
-2.4%
Avg Drawdown
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.59 | 1.05 | 106.2% | 92.3% | 8.4% | -0.8% |
| 3 Years | +3.35 | 1.05 | 106.2% | 92.3% | 2.7% | -0.3% |
| 5 Years | +2.13 | 1.05 | 106.2% | 92.3% | 1.6% | -0.1% |
| 7 Years | +1.61 | 1.05 | 106.2% | 92.3% | 1.2% | -0.1% |
| 10 Years | +1.23 | 1.05 | 106.2% | 92.3% | 0.8% | -0.1% |
| 12 Years | +1.08 | 1.05 | 106.2% | 92.3% | 0.7% | -0.1% |
| 15 Years | +0.93 | 1.05 | 106.2% | 92.3% | 0.5% | -0.1% |