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Compare Kotak Active Momentum Fund vs Nippon India Quant Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.13 | 0.96 |
NAV | ₹10.19 | ₹72.16 |
Fund Started | 29 Jul 2025 | 29 Jan 2005 |
Fund Size | ₹1376.24 Cr | ₹103.00 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 90 days. | Exit load of 0.25% if redeemed within 1 month |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.13
0.96
NAV
₹10.19
₹72.16
Fund Started
29 Jul 2025
29 Jan 2005
Fund Size
₹1376.24 Cr
₹103.00 Cr
Exit Load
Exit load of 0.50%, if redeemed within 90 days.
Exit load of 0.25% if redeemed within 1 month
Returns
1 Year | - | 0.61% |
3 Year | - | 21.10% |
5 Year | - | 22.02% |
1 Year
-
0.61%
3 Year
-
21.10%
5 Year
-
22.02%
Holding Analysis
Equity | 99.59% | 99.10% |
Cash | 0.41% | 0.89% |
Equity
99.59%
99.10%
Cash
0.41%
0.89%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.24% |
One97 Communications Ltd. | 3.13% |
BSE Ltd. | 3.08% |
Muthoot Finance Ltd. | 3.02% |
GE Vernova T&D India Ltd | 2.91% |
Radico Khaitan Ltd. | 2.84% |
JK Cement Ltd. | 2.81% |
Eicher Motors Ltd. | 2.75% |
L&T Finance Ltd. | 2.74% |
Narayana Hrudayalaya Ltd. | 2.53% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 7.72% |
HDFC Bank Ltd. | 7.66% |
Reliance Industries Ltd. | 5.63% |
Larsen & Toubro Ltd. | 4.80% |
State Bank of India | 4.49% |
Infosys Ltd. | 4.20% |
Bharti Airtel Ltd. | 4.01% |
Bharat Electronics Ltd. | 3.73% |
Mahindra & Mahindra Ltd. | 3.66% |
Bajaj Finance Ltd. | 3.10% |
Fund Manager
Name | Abhishek Bisen | Akshay Sharma |
Start Date | 06 Oct 2025 | 01 Dec 2022 |
Name
Abhishek Bisen
Akshay Sharma
Start Date
06 Oct 2025
01 Dec 2022
About Fund
Description | The scheme seek 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. | The Scheme seeks to generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model. |
Launch Date | 29 Jul 2025 | 29 Jan 2005 |
Description
The scheme seek 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.
The Scheme seeks to generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model.
Launch Date
29 Jul 2025
29 Jan 2005