Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹1,000 | ₹5,000 | 0.43 % | 4★ | ₹21,565 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹1,000 | ₹5,000 | 0.43 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 4★ | ₹21,565 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
The investment objective of the scheme is to generate income from investment in debt and money market securities and by availing arbitrage opportunities between prices of spot and derivatives markets.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 5.3% | 4.9% | 5.6% | 6.9% | ||||
| Category Average | 6.2% | 3.6% | 4.5% | - |
Scheme Allocation
Holding
Sector
Asset
Reliance Industr
H D F C
ICICI Bank
Adani Ports
IndusInd Bank
Others
Fund House Details
Kotak Equity Arbitrage Fund
Fund Manager
Hiten Shah
Exit Load
| Exit Load | 0.25% - For redemptions/switch outs (including SIP/STP) within 30 days from the date of allotment of units. Nil - For redemptoins/switch outs after 30 days from the date of allotment of units. |
|---|
Advance Ratio
| 0 | 0.06 | -0.02 | 0.03 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
-
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 3
5.9%11.8%-1Y3Y5Y -
-
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
2,83,896 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
Frequently Asked Questions
You can invest in Kotak Equity Arbitrage Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Equity Arbitrage Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Kotak Equity Arbitrage Fund has delivered 6.9% since inception
The NAV of Kotak Equity Arbitrage Fund is ₹33.1 as of 03 February 2023.
The expense ratio of Kotak Equity Arbitrage Fund is 0.43 % as of 03 February 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
