Compare
NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Sectoral/ Thematic median (250 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 28 Aug 2025 – 20 Aug 2026, limited by Kotak Active Momentum Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Kotak Active Momentum Fund | Nifty 500 |
|---|---|---|
| 28 Aug 2025 | ₹100.00 | ₹100.00 |
| 27 Sep 2025 | ₹98.19 | ₹100.76 |
| 27 Oct 2025 | ₹101.89 | ₹105.76 |
| 25 Nov 2025 | ₹102.20 | ₹104.94 |
| 25 Dec 2025 | ₹104.97 | ₹105.81 |
| 24 Jan 2026 | ₹101.49 | ₹100.73 |
| 23 Feb 2026 | ₹104.94 | ₹104.18 |
| 24 Mar 2026 | ₹94.53 | ₹93.46 |
| 23 Apr 2026 | ₹103.60 | ₹101.19 |
| 23 May 2026 | ₹104.33 | ₹100.49 |
| 22 Jun 2026 | ₹106.85 | ₹103.19 |
| 21 Jul 2026 | ₹109.13 | ₹103.60 |
| 20 Aug 2026 | ₹112.71 | ₹104.31 |
| Metric | Kotak Mahindra · Direct · IDCW NAV ₹11.30 Very High risk ★★★★☆ 1Y | Category median Sectoral/ Thematic · 250 funds |
|---|---|---|
| +12.71% | +5.11% | |
| — | +13.02% | |
| — | +11.14% | |
| — | +12.26% | |
| +12.71% | +11.82% | |
| +18.75% | — | |
| — | +14.62% | |
| — | +12.95% | |
| — | +13.24% | |
| Risk | ||
| 15.74% | 15.88% | |
| 0.39 | 0.35 | |
| 0.54 | 0.47 | |
| -13.61% | -25.18% | |
| Nifty 500 | — | |
| — | +1.40% | |
| — | 0.98 | |
| — | 101.5% | |
| — | 97.0% | |
| 1.33% | 1.14% | |
| ₹1,452Cr | ₹1,162Cr | |
| Up to 0.50% | — | |
| None | — | |
| ₹500 | — | |
| ₹5.00K | — | |
| 189% | 45% | |
| Abhishek Bisen | — | |
| 28 Aug 2025 | — | |
| 47 | — | |
| 33.3% | — | |
| 2.9% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.