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Sectoral / Thematic · Kotak Mahindra Mutual Fund · AMFI code 153753Kotak Active Momentum Fund
Disclosed for 3 months, Jul 2026 to Sep 2026.
Portfolio value
₹1,590 Cr
down ₹69.1 Cr vs Aug 2026
- Stocks held
- 50
- unchanged
- Top 10 weight
- 28.3%
- of the portfolio in its ten largest
- Cash & debt
- 3.3%
- cash, money market and debt
- Moves this month
- 0 in · 0 out
- added to 8, trimmed 39
Kotak Active Momentum Fund is an active equity fund in the Sectoral / Thematic category from Kotak Mahindra Mutual Fund. In September 2026 it disclosed 50 stocks worth ₹1,590 Cr, down ₹69.1 Cr from Aug 2026. Its largest positions were Laurus Labs Limited (4.3%), Sona BLW Precision Forgings Limited (2.9%), Bharat Forge Limited (2.9%); the ten largest together made up 28.3% of the portfolio, and Electrical Equipment was the biggest sector at 12.0% of its equity. Cash and debt stood at 3.3%. Compared with Aug 2026 the fund entered 0 new stocks and exited 0.
Against 226 other Sectoral / Thematic funds
Concentration
4%
Top-10 weight is higher than 4% of peers
Breadth
64%
Holds more stocks than 64% of peers
Cash
51%
Holds more cash than 51% of peers
Holdings in September 2026
Download CSVEvery line the fund disclosed, with the change against Aug 2026. Click a column to sort; click a company to see every fund that owns it.
| Laurus Labs Limited | 4.26% | up 0.31 pts | ₹67.8 Cr | up ₹2.2 Cr | Added |
| Cash, TREPS & receivables | 3.33% | down 0.24 pts | ₹52.9 Cr | down ₹6.3 Cr | Trimmed |
| Sona BLW Precision Forgings Limited | 2.94% | up 0.24 pts | ₹46.8 Cr | up ₹1.9 Cr | Added |
| Bharat Forge Limited | 2.86% | down 0.07 pts | ₹45.5 Cr | down ₹3.2 Cr | Trimmed |
| Apar Industries Limited | 2.72% | up 0.12 pts | ₹43.2 Cr | up ₹16 L | Held |
| Aurobindo Pharma Limited | 2.67% | up 0.06 pts | ₹42.4 Cr | down ₹88 L | Trimmed |
| Bharat Heavy Electricals Limited | 2.63% | up <0.01 pts | ₹41.9 Cr | down ₹1.8 Cr | Trimmed |
| National Aluminium Company Limited | 2.58% | down 0.13 pts | ₹41.1 Cr | down ₹3.9 Cr | Trimmed |
| GE Vernova T&D India Limited | 2.57% | up 0.06 pts | ₹40.9 Cr | down ₹82 L | Trimmed |
| Aegis Logistics Limited | 2.55% | up 0.39 pts | ₹40.5 Cr | up ₹4.7 Cr | Added |
| TVS Motor Company Limited | 2.52% | down 0.03 pts | ₹40.1 Cr | down ₹2.3 Cr | Trimmed |
| Radico Khaitan Limited | 2.51% | up 0.04 pts | ₹39.9 Cr | down ₹1.1 Cr | Trimmed |
| FSN E-Commerce Ventures Limited | 2.49% | down 0.06 pts | ₹39.6 Cr | down ₹2.7 Cr | Trimmed |
| Adani Energy Solutions Limited | 2.39% | down 0.03 pts | ₹38 Cr | down ₹2.1 Cr | Trimmed |
| Bajaj Auto Limited | 2.35% | down 0.14 pts | ₹37.3 Cr | down ₹3.9 Cr | Trimmed |
| Eicher Motors Limited | 2.29% | down 0.06 pts | ₹36.4 Cr | down ₹2.6 Cr | Trimmed |
| Hitachi Energy India Limited | 2.27% | down 0.09 pts | ₹36.1 Cr | down ₹3.1 Cr | Trimmed |
| Steel Authority of India Limited | 2.13% | up 0.02 pts | ₹33.8 Cr | down ₹1.2 Cr | Trimmed |
| Apollo Hospitals Enterprise Limited | 2.07% | down 0.01 pts | ₹33 Cr | down ₹1.7 Cr | Trimmed |
| Aster DM Healthcare Limited | 2.02% | down <0.01 pts | ₹32.1 Cr | down ₹1.5 Cr | Trimmed |
| L&T Finance Limited | 1.99% | down 0.29 pts | ₹31.6 Cr | down ₹6.1 Cr | Trimmed |
| Marico Limited | 1.99% | up 0.07 pts | ₹31.6 Cr | down ₹18 L | Trimmed |
| Gujarat Fluorochemicals Limited | 1.96% | up 0.03 pts | ₹31.2 Cr | down ₹84 L | Trimmed |
| Polycab India Limited | 1.95% | down 0.17 pts | ₹31.1 Cr | down ₹4.2 Cr | Trimmed |
| Hindustan Zinc Limited | 1.95% | up 0.02 pts | ₹31 Cr | down ₹1 Cr | Trimmed |
| AIA Engineering Limited | 1.92% | down 0.03 pts | ₹30.5 Cr | down ₹1.9 Cr | Trimmed |
| Union Bank of India | 1.89% | down 0.04 pts | ₹30.1 Cr | down ₹1.9 Cr | Trimmed |
| Nestle India Limited | 1.85% | down 0.15 pts | ₹29.4 Cr | down ₹3.7 Cr | Trimmed |
| Grasim Industries Limited | 1.83% | down 0.03 pts | ₹29.2 Cr | down ₹1.8 Cr | Trimmed |
| Mahindra & Mahindra Financial Services Limited | 1.81% | down 0.15 pts | ₹28.8 Cr | down ₹3.8 Cr | Trimmed |
| Canara Bank | 1.76% | up 0.03 pts | ₹28 Cr | down ₹68 L | Trimmed |
| IDFC First Bank Limited | 1.75% | up 0.01 pts | ₹27.9 Cr | down ₹1.1 Cr | Trimmed |
| Asian Paints Limited | 1.66% | down 0.04 pts | ₹26.5 Cr | down ₹1.8 Cr | Trimmed |
| GMR Airports Limited | 1.66% | up 0.15 pts | ₹26.5 Cr | up ₹1.4 Cr | Added |
| Yes Bank Limited | 1.65% | down 0.05 pts | ₹26.2 Cr | down ₹1.9 Cr | Trimmed |
| Pidilite Industries Limited | 1.60% | down 0.10 pts | ₹25.4 Cr | down ₹2.8 Cr | Trimmed |
| Bajaj Finance Limited | 1.58% | down 0.06 pts | ₹25.1 Cr | down ₹2.1 Cr | Trimmed |
| Poonawalla Fincorp Limited | 1.50% | up 0.04 pts | ₹23.9 Cr | down ₹29 L | Trimmed |
| Punjab National Bank | 1.50% | up 0.10 pts | ₹23.8 Cr | up ₹65 L | Added |
| Thermax Limited | 1.41% | down 0.09 pts | ₹22.5 Cr | down ₹2.4 Cr | Trimmed |
| Dixon Technologies (India) Limited | 1.29% | down 0.06 pts | ₹20.5 Cr | down ₹1.9 Cr | Trimmed |
| ICICI Bank Limited | 1.26% | down 0.02 pts | ₹20 Cr | down ₹1.2 Cr | Trimmed |
| Hindustan Petroleum Corporation Limited | 1.24% | up 0.04 pts | ₹19.7 Cr | down ₹12 L | Trimmed |
| NTPC Green Energy Limited | 1.20% | up 0.14 pts | ₹19 Cr | up ₹1.4 Cr | Added |
| Info Edge (India) Limited | 1.16% | up 0.01 pts | ₹18.5 Cr | down ₹70 L | Trimmed |
| HCL Technologies Limited | 1.16% | up 0.02 pts | ₹18.4 Cr | down ₹52 L | Trimmed |
| Berger Paints (I) Limited | 1.15% | down 0.01 pts | ₹18.4 Cr | down ₹98 L | Trimmed |
| SRF Limited | 1.12% | up 0.05 pts | ₹17.8 Cr | up ₹3 L | Held |
| UPL Limited | 1.07% | up 0.04 pts | ₹17 Cr | down ₹7 L | Held |
| Page Industries Limited | 1.06% | up 0.10 pts | ₹16.9 Cr | up ₹87 L | Added |
What changed, Aug 2026 to Sep 2026
New New positions (0)
None.
Exited Exited (0)
None.
Added Biggest additions
- Aegis Logistics Limitedup ₹4.7 Cr (+0.39% pts)
- Laurus Labs Limitedup ₹2.2 Cr (+0.31% pts)
- Sona BLW Precision Forgings Limitedup ₹1.9 Cr (+0.24% pts)
- NTPC Green Energy Limitedup ₹1.4 Cr (+0.14% pts)
- GMR Airports Limitedup ₹1.4 Cr (+0.15% pts)
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Aug 2026, the weight rose most in Gas (+0.4 pts) and Pharmaceuticals & Biotechnology (+0.4 pts), and fell most in Finance (−0.5 pts) and Industrial Products (−0.3 pts).
- Gas2.2% → 2.6%+0.4 pts
- Pharmaceuticals & Biotechnology6.8% → 7.2%+0.4 pts
- Auto Components2.8% → 3.0%+0.2 pts
- Transport Infrastructure1.6% → 1.7%+0.2 pts
- Power3.6% → 3.7%+0.1 pts
- Finance7.6% → 7.1%−0.5 pts
- Industrial Products7.3% → 7.0%−0.3 pts
- Automobiles7.7% → 7.4%−0.3 pts
- Food Products2.1% → 1.9%−0.2 pts
- Consumer Durables4.4% → 4.2%−0.1 pts
- Non - Ferrous Metals4.8% → 4.7%−0.1 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Aug 2026 | Sep 2026 |
|---|---|---|
| Electrical Equipment | 12.0% | 12.0% |
| Banks | 10.1% | 10.1% |
| Automobiles | 7.7% | 7.4% |
| Pharmaceuticals & Biotechnology | 6.8% | 7.2% |
| Finance | 7.6% | 7.1% |
| Industrial Products | 7.3% | 7.0% |
| Chemicals & Petrochemicals | 4.9% | 4.8% |
| Non - Ferrous Metals | 4.8% | 4.7% |
| Consumer Durables | 4.4% | 4.2% |
| Healthcare Services | 4.3% | 4.2% |
Allocation in Sep 2026change vs Aug 2026
- Electrical Equipment (5)12.0%
- Banks (6)10.1%
- Automobiles (3)7.4%▼ 0.3 pts
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Sep 2026
3.3%
▼ 0.2 pts vs Aug 2026
- Cash alone
- 3.4%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 3.3% – 5.8%
- lowest to highest · record 5.8% in Jul 2026
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.