Kotak Income Plus Arbitrage FOF-Regular Plan-Growth
Fund House: Kotak Mahindra Mutual Fund| Category: Fund of Funds-Income Plus Arbitrage |
| Launch Date: 17-11-2022 |
| Asset Class: |
| Benchmark: NIFTY Composite Debt Index |
| TER: 0.32% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,259.24 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
12.271
0.01 (0.088%)
8.52%
Benchmark: 7.37%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long-term capital appreciation from a portfolio created by investing in debt oriented mutual fund schemes of Kotak Mahindra Mutual Fund.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | 6.39 |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Kotak Income Plus Arbitrage FOF-Regular Plan-Growth | 17-11-2022 | 10.26 | 8.78 | - | - | - |
| ICICI Prudential Income plus Arbitrage Active FOF - Growth | 18-12-2003 | 11.07 | 13.15 | 11.99 | 13.36 | 8.73 |
| Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option | 05-01-2020 | 9.99 | 8.37 | 7.89 | 6.97 | - |
| Aditya Birla Sun Life Debt Plus Arbitrage FoF Scheme - Regular Plan - Growth Option | 01-12-2006 | 9.21 | 7.96 | 7.39 | 6.5 | 7.02 |
| Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth | 13-09-2004 | 9.0 | 7.65 | 7.21 | 6.12 | 7.18 |
| DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth | 21-08-2014 | 8.83 | 11.86 | 10.76 | 9.74 | 6.99 |
| HSBC Income Plus Arbitrage Active FOF - Growth | 30-04-2014 | 7.94 | 8.13 | 7.78 | 7.56 | 6.44 |
| HDFC Income Plus Arbitrage Active FOF - Growth Option | 06-02-2012 | 5.19 | 14.32 | 15.28 | 19.27 | 10.9 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
