NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹10.53
0.62%
NAV as on 18 Feb 26, 12:00 AM
very high risk
thematic momentum
equity
NAV as on 18 Feb 26, 12:00 AM
very high risk
thematic momentum
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
5.33%p.a.
Since Inception
About Kotak Active Momentum Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak Active Momentum Fund -Growth scheme from Kotak Mahindra Asset Management Company Limited. It is a Thematic - Momentum mutual fund scheme that predominantly invests in Thematic - Momentum stocks of companies. Launched on Aug 2025, Kotak Active Momentum Fund -Growth is Thematic - Momentum fund of its category with 1,340.3 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Thematic - Momentum funds.
- Kotak Active Momentum Fund -Growth delivered 0.0% annual returns during the last year. It has delivered 5.3% average annual returns since the fund was launched.
- Kotak Active Momentum Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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.
Top 10 Holdings
Repo
0.13%
Net Current Assets
0.62%
Abbott India Ltd
0.19%
GE T&D India Ltd
3.31%
Ashok Leyland Ltd
0.21%
Balkrishna Industries Ltd
0.13%
Bharat Petroleum Corporation Ltd
2.27%
Bosch Ltd
0.21%
Britannia Industries Ltd
0.17%
Canara Bank
2.70%
Fund Managers
- Abhishek Bisen (Jul 2025 - Present)
- Rohit Tandon (Jul 2025 - Present)
Key Information
View Scheme Document
Kotak Active Momentum Fund -Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Kotak Active Momentum Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Kotak Active Momentum Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Active Momentum Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved