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Compare Kotak Active Momentum Fund vs SBI Comma 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 | ₹500 |
Expense Ratio | 2.12 | 2.4 |
NAV | ₹10.30 | ₹105.57 |
Fund Started | 29 Jul 2025 | 30 Jun 2005 |
Fund Size | ₹1393.74 Cr | ₹828.94 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 90 days. | Exit load of 0.50% if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.12
2.4
NAV
₹10.30
₹105.57
Fund Started
29 Jul 2025
30 Jun 2005
Fund Size
₹1393.74 Cr
₹828.94 Cr
Exit Load
Exit load of 0.50%, if redeemed within 90 days.
Exit load of 0.50% if redeemed within 30 days.
Returns
1 Year | - | 3.93% |
3 Year | - | 14.79% |
5 Year | - | 18.19% |
1 Year
-
3.93%
3 Year
-
14.79%
5 Year
-
18.19%
Holding Analysis
Equity | 99.93% | 96.73% |
Cash | 0.07% | 2.91% |
Equity
99.93%
96.73%
Cash
0.07%
2.91%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 3.64% |
One97 Communications Ltd. | 3.51% |
Fortis Healthcare Ltd. | 3.33% |
Muthoot Finance Ltd. | 3.04% |
Radico Khaitan Ltd. | 3.00% |
GE Vernova T&D India Ltd | 2.90% |
L&T Finance Ltd. | 2.90% |
JK Cement Ltd. | 2.70% |
Eicher Motors Ltd. | 2.68% |
Narayana Hrudayalaya Ltd. | 2.49% |
Name | Assets |
|---|---|
Tata Steel Ltd. | 8.33% |
Reliance Industries Ltd. | 7.62% |
Indian Oil Corporation Ltd. | 5.00% |
Ultratech Cement Ltd. | 4.90% |
CESC Ltd. | 4.49% |
Oil And Natural Gas Corporation Ltd. | 4.31% |
Vedanta Ltd. | 4.02% |
Steel Authority Of India Ltd. | 3.88% |
Hindustan Petroleum Corporation Ltd. | 3.45% |
Power Grid Corporation Of India Ltd. | 3.23% |
Fund Manager
Name | Abhishek Bisen | Richard D'souza |
Start Date | 20 Nov 2025 | 13 Nov 2018 |
Name
Abhishek Bisen
Richard D'souza
Start Date
20 Nov 2025
13 Nov 2018
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 opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity and commodity related businesses. |
Launch Date | 29 Jul 2025 | 30 Jun 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 opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity and commodity related businesses.
Launch Date
29 Jul 2025
30 Jun 2005