Kotak Active Momentum Fund

I am considering this fund for a minor investment. (start with 1% of my total and increase to 5% in some 4-5 months).

Already I have a diversified mf portfolio with Flexi cap, Mid cap and Small cal fund.

Thinking about adding this active momentum fund.

reasons:

1. Market seems bullish in the coming months. earnings are good as per q1. geopolitical tensions are settling. stocks are showing good momentum after the long stagnation and consolidation across. foreign markets start losing gas. overall i feel a good time to capture momentum.

2. kotak selection criteria look good- momentum+ earning improvement

3. i have been tracking many stocks and i find entry difficult and seeing big loss difficult. so better outsource that to a fund. and kotak 's stock basket aligns with my conviction watchlist!! that how I ended up here.

4. I want less number of stocks and high active churn. Kotak'a churn % is 180+. 40 stocks. (I wanted 30 or below like MO momentum fund, but i couldn't get convinced of their stock basket. but 40 is not too bad)

5. goal is to add extra alpha possibly. capture the momentum in a bull phase. (i believe market will make ups in 2026 -27).

6. Primary function in my portfolio: replacing a personal stock basket, for higher alpha.

So whats your thought?

anyone holding this fund?

does this sound good and reasonable?