Mumbai, 29th July 2025 – Kotak Mahindra Asset Management Company Ltd (KMAMC) has introduced the Kotak Active Momentum Fund, an open-ended equity scheme designed to capture stocks showing strong earnings momentum. The New Fund Offer (NFO) opens from 29th July to 12th August 2025.
Unlike traditional momentum strategies that focus only on rising prices, this fund targets companies experiencing upward earnings revisions, driven by analyst upgrades and positive earnings surprises. Using a proprietary model, the fund screens the top 250 stocks by market capitalization to create a dynamic, diversified portfolio of 40–50 high-quality stocks.
Nilesh Shah, Managing Director, KMAMC, highlighted, “Markets are a slave to earnings. Historically, earnings momentum outperforms price momentum, which is the core idea behind this fund.” Fund Manager Rohit Tandon added, “We’ve combined data science with investment strategy to capture earnings-led momentum rather than short-term price trends.”
Investors can start with a minimum investment of Rs. 5,000 and SIPs from Rs. 500 (minimum 10 installments). KMAMC advises consulting financial experts before investing, as returns are market-driven and not guaranteed.
For more details, visit: www.kotakmf.com
