Kotak Mahindra MF introduces Active Momentum Fund
Kotak Mahindra Mutual Fund has launched Kotak Active Momentum Fund, an open-ended equity scheme following momentum theme. The NFO opens for subscription on July 29, 2025 and closes on August 12 2025. The Entry Load is not applicable for the scheme. The Exit load will be 0.5% - For redemption / switch out within 90 days from the date of allotment and Nil - If units are redeemed or switched out on or after 90 days from the date of allotment. The minimum subscription amount is Rs 5000/- and any amount thereafter.
The performance of the Scheme will be benchmarked against Nifty 500 Index TRI (Total Return Index) and its fund managers are Rohit Tandon and Abhishek Bisen.
The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on momentum theme, following an in-house model i.e. enhanced earnings factor model.
