{"id":3703,"date":"2025-07-29T09:04:18","date_gmt":"2025-07-29T09:04:18","guid":{"rendered":"https:\/\/nivesh.com\/blog\/?p=3703"},"modified":"2025-08-01T07:22:46","modified_gmt":"2025-08-01T07:22:46","slug":"kotak-active-momentum-fund","status":"publish","type":"post","link":"https:\/\/test.nivesh.com\/blog\/nfos-new-fund-offer\/kotak-active-momentum-fund\/","title":{"rendered":"Kotak Active Momentum Fund NFO: A Smarter Way to Ride the Market Waves"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"3703\" class=\"elementor elementor-3703\">\n\t\t\t\t\t\t<section class=\"ob-is-breaking-bad elementor-section elementor-top-section elementor-element elementor-element-11e7b52 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"11e7b52\" data-element_type=\"section\" data-settings=\"{&quot;_ob_bbad_use_it&quot;:&quot;yes&quot;,&quot;_ob_bbad_sssic_use&quot;:&quot;no&quot;,&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-9730603\" data-id=\"9730603\" data-element_type=\"column\" data-settings=\"{&quot;_ob_bbad_is_stalker&quot;:&quot;no&quot;,&quot;_ob_teleporter_use&quot;:false,&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f1129e3 ob-has-background-overlay elementor-widget elementor-widget-button\" data-id=\"f1129e3\" data-element_type=\"widget\" data-settings=\"{&quot;_ob_butterbutton_use_it&quot;:&quot;no&quot;,&quot;_ob_perspektive_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;}\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/nivesh.app.link\/RVGFVVNktVb\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Invest Now<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"ob-is-breaking-bad elementor-section elementor-top-section elementor-element elementor-element-6557bde1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6557bde1\" data-element_type=\"section\" data-settings=\"{&quot;_ob_bbad_use_it&quot;:&quot;yes&quot;,&quot;_ob_bbad_sssic_use&quot;:&quot;no&quot;,&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4aca21df\" data-id=\"4aca21df\" data-element_type=\"column\" data-settings=\"{&quot;_ob_bbad_is_stalker&quot;:&quot;no&quot;,&quot;_ob_teleporter_use&quot;:false,&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2742845d ob-harakiri-inherit ob-has-background-overlay elementor-widget elementor-widget-text-editor\" data-id=\"2742845d\" data-element_type=\"widget\" data-settings=\"{&quot;_ob_use_harakiri&quot;:&quot;yes&quot;,&quot;_ob_harakiri_writing_mode&quot;:&quot;inherit&quot;,&quot;_ob_postman_use&quot;:&quot;no&quot;,&quot;_ob_perspektive_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.23.0 - 05-08-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<!-- wp:paragraph -->\n<p><strong>NFO Period: 29th July \u2013 12th August 2025<\/strong><br>The Kotak Active Momentum Fund is here to empower investors with a dynamic and data-backed equity investment strategy. Powered by a model that captures earnings momentum, this fund is more than just another momentum-based product\u2014it\u2019s designed to identify growth ahead of the curve.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2>What Is Momentum Investing?<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Momentum investing is based on the idea that stocks that have performed well in the recent past will continue to do so in the near future. The Kotak Active Momentum Fund goes beyond the traditional price-based approach.<br><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":4} -->\n<h4><br>Two Core Types of Momentum:<\/h4>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p><strong>Price Momentum:<\/strong> Focuses on stocks showing strong upward price trends based on market behavior and investor sentiment.<br><br><strong>Earnings Momentum:<\/strong> Identifies companies with rising earnings and strong analyst upgrades. It\u2019s a more <em>fundamentally backed<\/em> approach to spotting momentum.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2>Why Choose Factor-Based Investing?<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Factor-based investing brings discipline and structure to portfolio construction. Instead of relying on emotions or market noise, it uses defined metrics and patterns to guide investment decisions.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3>Key Benefits:<\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:list -->\n<ul><li>Rules-based selection eliminates human biases<\/li><li>Balanced risk-reward framework<\/li><li>Consistency across market cycles<\/li><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:heading -->\n<h2>What Sets Kotak Active Momentum Fund Apart?<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Unlike funds that only follow price trends, this fund uses the Enhanced Earnings Factor Model, which focuses on:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul><li>Companies showing positive earnings surprises<\/li><li>Upward revisions in earnings forecasts by analysts<\/li><li>Strong fundamentals like EPS, EBIT, and sales growth<\/li><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:heading -->\n<h2>Universe and Selection Process<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>The model draws from the top 250 stocks by market cap in the Nifty 500 index. It uses strict criteria to filter out unsuitable stocks.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3><strong>Elimination Factors:<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:list -->\n<ul><li>Poor governance<\/li><li>Weak balance sheets or excessive leverage<\/li><li>Lack of analyst coverage<\/li><li>Illiquidity or recent IPOs<\/li><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3><strong>Final Portfolio:<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:list -->\n<ul><li>40\u201350 diversified stocks<\/li><li>Balanced across large, mid, and small caps<\/li><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p>Regularly rebalanced every quarter<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2>Enhanced Earnings Factor Model: How It Works<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>The fund uses an algorithmic approach that tracks:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul><li>Analyst ratings and earnings estimate upgrades<\/li><li>Sales and profit growth<\/li><li>Quarterly results with earnings surprises<\/li><li>Behavioral factors in due course<\/li><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p>This model gives a data-backed edge to stock selection and helps identify upcoming winners.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2>During Market Crises\u2014Better Downside Protection<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>The model has demonstrated <em>resilience<\/em> during major market downturns:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul><li><strong>COVID Crash<\/strong> -35% (vs -37% Nifty 500)<\/li><li><strong>NBFC Crisis<\/strong> -17% (vs -18%)<\/li><li><strong>Recent Fall (2024-25)<\/strong> -22% (vs -30%)<\/li><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p>Loses less when markets fall.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2>Why Should You Consider This Fund?<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3>Key Advantages:<\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:list -->\n<ul><li>Focuses on earnings momentum, not just stock price<\/li><li>Uses a rules-based model to remove bias<\/li><li>Quarterly rebalancing to adapt to market changes<\/li><li>Diversified across sectors and market caps<\/li><li>Seeks to generate higher alpha with lower volatility<\/li><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p>Managed by experienced fund manager Mr. Rohit Tandon<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2><strong>Investment Details<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:table -->\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Particulars<\/strong><\/td><td><strong>Details<\/strong><\/td><\/tr><tr><td><strong>Fund Name<\/strong><\/td><td>Kotak Active Momentum Fund<\/td><\/tr><tr><td><strong>Fund Type<\/strong><\/td><td>Open-ended equity scheme (Momentum Theme)<\/td><\/tr><tr><td><strong>Benchmark<\/strong><\/td><td>Nifty 500 Total Return Index (TRI)<\/td><\/tr><tr><td><strong>Minimum Investment<\/strong><\/td><td>\u20b95,000 (lumpsum) \/ \u20b9500 (SIP)<\/td><\/tr><tr><td><strong>Exit Load<\/strong><\/td><td>0.5% if exited within 90 days<\/td><\/tr><tr><td><strong>Options<\/strong><\/td><td>Growth &amp; IDCW (Payout\/Reinvestment)<\/td><\/tr><\/tbody><\/table><\/figure>\n<!-- \/wp:table -->\n\n<!-- wp:heading -->\n<h2>Riskometer<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>The fund falls under the &#8220;High Risk \u2013 High Return&#8221; category. Ideal for investors seeking:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul><li>Long-term capital growth<\/li><li>Willingness to handle equity market volatility<\/li><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p>Trust in data-driven momentum strategies<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2>Is This Fund Right For You?<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>This fund is suitable for:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul><li>Investors with long-term goals like wealth creation or retirement<\/li><li>Those looking for model-driven investing<\/li><li>Investors are comfortable with short-term volatility for better long-term returns<\/li><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p>SIP investors wanting to benefit from systematic opportunities<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2>Final Thoughts<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>In a market where emotions often dominate decisions, the Kotak Active Momentum Fund brings a fresh approach\u2014using <em>facts, figures, and fundamentals<\/em>. With its focus on earnings momentum and disciplined investing, it provides a smart solution for modern investors.<br><br><strong>Ready to add active momentum to your portfolio?<\/strong> Consider investing in this NFO before it closes on 12th August 2025.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>In a market where emotions often dominate decisions, the Kotak Active Momentum Fund brings a fresh approach\u2014using <em>facts, figures, and fundamentals<\/em>. With its focus on earnings momentum and disciplined investing, it provides a smart solution for modern investors. Ready to add active momentum to your portfolio? Consider investing in this NFO before it closes on 12th August 2025.<\/p>\n<!-- \/wp:paragraph -->\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"ob-is-breaking-bad elementor-section elementor-top-section elementor-element elementor-element-de4977f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"de4977f\" data-element_type=\"section\" data-settings=\"{&quot;_ob_bbad_use_it&quot;:&quot;yes&quot;,&quot;_ob_bbad_sssic_use&quot;:&quot;no&quot;,&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-31b56a3\" data-id=\"31b56a3\" data-element_type=\"column\" data-settings=\"{&quot;_ob_bbad_is_stalker&quot;:&quot;no&quot;,&quot;_ob_teleporter_use&quot;:false,&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-048724d ob-has-background-overlay elementor-widget elementor-widget-button\" data-id=\"048724d\" data-element_type=\"widget\" data-settings=\"{&quot;_ob_butterbutton_use_it&quot;:&quot;no&quot;,&quot;_ob_perspektive_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;}\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/nivesh.app.link\/RVGFVVNktVb\" target=\"_blank\" rel=\"noopener\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Invest Now<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Invest Now NFO Period: 29th July \u2013 12th August 2025The Kotak Active Momentum Fund is here to empower investors with a dynamic and data-backed equity investment strategy. Powered by a model that captures earnings momentum, this fund is more than just another momentum-based product\u2014it\u2019s designed to identify growth ahead of the curve. What Is Momentum [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3704,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[298],"tags":[],"acf":[],"authors":[],"_links":{"self":[{"href":"https:\/\/test.nivesh.com\/blog\/wp-json\/wp\/v2\/posts\/3703"}],"collection":[{"href":"https:\/\/test.nivesh.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/test.nivesh.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/test.nivesh.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/test.nivesh.com\/blog\/wp-json\/wp\/v2\/comments?post=3703"}],"version-history":[{"count":11,"href":"https:\/\/test.nivesh.com\/blog\/wp-json\/wp\/v2\/posts\/3703\/revisions"}],"predecessor-version":[{"id":3726,"href":"https:\/\/test.nivesh.com\/blog\/wp-json\/wp\/v2\/posts\/3703\/revisions\/3726"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/test.nivesh.com\/blog\/wp-json\/wp\/v2\/media\/3704"}],"wp:attachment":[{"href":"https:\/\/test.nivesh.com\/blog\/wp-json\/wp\/v2\/media?parent=3703"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/test.nivesh.com\/blog\/wp-json\/wp\/v2\/categories?post=3703"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/test.nivesh.com\/blog\/wp-json\/wp\/v2\/tags?post=3703"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}