How to check the XIRR of Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment?

You can track the exact XIRR and portfolio overlapping of Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment

Q: How to check portfolio overlap for Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment?

Use the MutualSaathi Portfolio Analyzer to compare Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment with other funds, PMS, and AIFs to detect hidden stock overlaps.

Kotak Mahindra Mutual Fund

Expense Ratio: 2.12

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty 500 TRI

Inception: 29-07-2025

Exit Load: Nil

Fund Size:₹1,401.70 Cr

Performance

Fund1.08%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund2.96%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Laurus Labs Ltd	Equity	Listed	Mid Cap	Pharmaceuticals and Biotechnology		73.22	4.92%
2	L&T FINANCE LTD	Equity	Listed	Mid Cap	Finance		63.61	4.27%
3	NAVIN FLUORINE INTERNATIONAL LTD.	Equity	Listed	Small Cap	Chemicals and Petrochemicals		58.03	3.90%
4	BAJAJ FINANCE LTD.	Equity	Listed	Large Cap	Finance		48.31	3.25%
5	BSE LTD	Equity	Listed	Large Cap	Capital Markets		46.97	3.16%
6	Triparty Repo	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	5.39%	45.90	3.08%
7	Radico Khaitan Ltd.	Equity	Listed	Mid Cap	Beverages		43.07	2.89%
8	AU SMALL FINANCE BANK LTD.	Equity	Listed	Mid Cap	Banks		41.43	2.78%
9	Coforge Limited	Equity	Listed	Mid Cap	IT - Software		40.44	2.72%
10	HITACHI ENERGY INDIA LTD.	Equity	Listed	Large Cap	Electrical Equipment		40.10	2.69%

Similar Funds

Kotak Flexicap Fund - Growth

Kotak Mahindra Mutual Fund

Expense Ratio: 1.44

NAV / Fund Size

₹83.33₹56,536.43 Cr

Incep: 22-07-2009

Flexi Cap FundVery High RiskEquity

-0.28%

4.14%

13.67%

12.05%

13.43%

Fund Details

Kotak Flexicap Fund - Growth

NAV / Fund Size₹83.33₹56,536.43 Cr

Flexi Cap FundVery High RiskEquity

-0.28%

4.14%

13.67%

12.05%

13.43%

SBI Small Cap Fund - Regular Plan - Growth

SBI Mutual Fund

Expense Ratio: 1.57

NAV / Fund Size

₹168.06₹36,166.57 Cr

Incep: 27-07-2009

Small Cap FundVery High RiskEquity

-0.30%

1.85%

12.54%

13.65%

22.62%

Fund Details

SBI Small Cap Fund - Regular Plan - Growth

NAV / Fund Size₹168.06₹36,166.57 Cr

Small Cap FundVery High RiskEquity

-0.30%

1.85%

12.54%

13.65%

22.62%

Kotak Gold Fund Growth

Kotak Mahindra Mutual Fund

Expense Ratio: 0.5

NAV / Fund Size

₹59.49₹5,346.57 Cr

Incep: 04-03-2011

FoF DomesticHigh RiskOther

62.12%

44.61%

35.46%

24.38%

12.48%

Fund Details

Kotak Gold Fund Growth

NAV / Fund Size₹59.49₹5,346.57 Cr

FoF DomesticHigh RiskOther

62.12%

44.61%

35.46%

24.38%

12.48%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	59672	-0.5%	-1.1%
SI	08 Sep, 25	70000	69924	-0.1%	-0.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.01 L.	+1.1%	+1.1%
SI	28 Aug, 25	1 L.	1.03 L.	+3.4%	+3.0%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.