Kotak Equity Arbitrage Fund
1,000
Min SIP
5,000
Min Lumpsum
0.43 %
Expense Ratio
Rating
20,587
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 6.4% | 5% | 5.7% | 6.9% | ||||
| Category Average | 5.7% | 4.2% | 4.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
Kotak Mah. Bank
ICICI Bank
Grasim Inds
O N G C
Others
Advance Ratio
0.35
Alpha
0.17
SD
0.14
Beta
2.3
Sharpe
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. |
|---|
Fund 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.
Fund Managers
Hiten Shah
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Arbitrage .
-
- 3,507
-
6.8%Fund Size - 3,507
-
5.2%Fund Size - 3,507
-
5.7%Fund Size - 3,507
-
- Hybrid .
- Arbitrage .
-
- 8,475
-
6.3%Fund Size - 8,475
-
5%Fund Size - 8,475
-
5.7%Fund Size - 8,475
-
- Hybrid .
- Arbitrage .
-
- 3,650
-
6.2%Fund Size - 3,650
-
4.8%Fund Size - 3,650
-
5.6%Fund Size - 3,650
-
- Hybrid .
- Arbitrage .
-
- 8,085
-
6.5%Fund Size - 8,085
-
4.8%Fund Size - 8,085
-
5.4%Fund Size - 8,085
-
- Hybrid .
- Arbitrage .
-
- 3,017
-
6%Fund Size - 3,017
-
4.8%Fund Size - 3,017
-
5.5%Fund Size - 3,017
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
How to invest in Kotak Equity Arbitrage Fund ?
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"
What is the NAV of Kotak Equity Arbitrage Fund ?
The NAV of Kotak Equity Arbitrage Fund is ₹33.9 as of 02 June 2023.
How to redeem Kotak Equity Arbitrage Fund holding ?
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”.
What is the minimum sip amount of Kotak Equity Arbitrage Fund?
The minimum SIP amount of Kotak Equity Arbitrage Fund is ₹1000
What are the top sectors Kotak Equity Arbitrage Fund has invested in??
The top sectors Kotak Equity Arbitrage Fund has invested in are
- HDFC Bank - 6.03%
- Kotak Mah. Bank - 2.78%
- ICICI Bank - 2.37%
- Grasim Inds - 1.81%
- O N G C - 1.77%
How much returns have Kotak Equity Arbitrage Fund generated ?
The Kotak Equity Arbitrage Fund has delivered 6.9% since inception
What is the expense ratio of Kotak Equity Arbitrage Fund ?
The expense ratio of Kotak Equity Arbitrage Fund is 0.43 % as of 02 June 2023.
What is the AUM of Kotak Equity Arbitrage Fund?
The AUM of Kotak Equity Arbitrage Fund is ₹2,83,896 Cr as of 02 June 2023
What are the top stock holdings of Kotak Equity Arbitrage Fund?
The top stock holdings of Kotak Equity Arbitrage Fund are
- HDFC Bank - 6.03%
- Kotak Mah. Bank - 2.78%
- ICICI Bank - 2.37%
- Grasim Inds - 1.81%
- O N G C - 1.77%