Kotak Mahindra Asset Management Company Ltd (“KMAMC” / “Kotak Mutual Fund”) today announced the launch of the Kotak Active Momentum Fund, an open-ended equity scheme following the momentum theme. This fund aims to capture opportunities by identifying stocks with earnings momentum, built on an in-house proprietary model. The scheme will be open for public subscription from 29th July, 2025 to 12th August, 2025.
Momentum investing typically involves buying stocks with rising prices, anticipating the trend will continue. However, momentum is not limited to price alone. Earnings Momentum focuses on stocks with upward earnings revisions and favorable analyst ratings, supported by strong fundamentals. The Kotak Active Momentum Fund targets companies with increasing earnings per share (EPS), driven by analyst upgrades or positive earnings surprises. The proprietary model evaluates momentum using earnings and sales growth along with analyst ratings.
Nilesh Shah, Managing Director, Kotak Mahindra Asset Management Company Ltd., stated,
“Markets are a slave to earnings. Historically, earnings have outperformed price across both bull and bear phases. This enduring pattern is the foundation of our fund. At Kotak Mutual Fund, we’ve developed a model that goes beyond mere price trends.”
The fund portfolio is constructed from the top 250 stocks by market capitalization, applying rigorous filters to exclude weaker candidates. The result is a diversified basket of 40–50 high-quality stocks, dynamically reviewed and rebalanced to capture emerging opportunities.
Rohit Tandon, Fund Manager for the Kotak Active Momentum Fund, commented, “We’ve integrated investment strategy with data science to create a fund that captures momentum driven by earnings. The Kotak Active Momentum Fund is built on a simple conviction: when earnings rise and upgrades follow, prices eventually align. Our model captures this with discipline and data. This is not a trend play—it’s an earnings-led opportunity.”
Kotak Active Momentum Fund provides investors a robust tool to participate in momentum with discipline and consistency. The fund offers a clear, research-backed way to stay ahead—by investing in what truly drives stock performance.
The scheme opens for public subscription on 29th July, 2025 to 12th August, 2025. During the NFO period, investors can invest a minimum amount of Rs.5000 and any amount thereafter, for SIP Purchase: Rs. 500/- (Subject to a minimum of 10 SIP installments of Rs. 500/- each). For more details on the Kotak Active Momentum Fund please visit (PPT LINK)
Investors should consult their financial experts and tax advisor if in doubt about whether the product is suitable to them. Kotak Mahindra Asset Management Company Limited (KAMAMC) is not guaranteeing or promising any returns/ futuristic returns. For more details about the Scheme, please refer to Scheme Information Document at our website – www.kotakmf.com.