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 (31-05-2025) |
| 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 |
12.3386
-0 (-0.0276%)
8.55%
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
"To generate long-term capital appreciation from a portfolio created by investing in debt oriented mutual fund schemes and equity arbitrage mutual fund scheme of Kotak Mahindra Mutual Fund. However, there is no assurance that the investment objective of the scheme will be realized."
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 | 10.1 | 8.89 | - | - | - |
| Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option | 05-01-2020 | 10.02 | 8.48 | 8.12 | 6.89 | - |
| ICICI Prudential Income plus Arbitrage Active FOF - Growth | 18-12-2003 | 9.9 | 12.74 | 11.96 | 12.39 | 8.88 |
| Aditya Birla Sun Life Debt Plus Arbitrage FoF Scheme - Regular Plan - Growth Option | 01-12-2006 | 9.57 | 8.05 | 7.57 | 6.33 | 7.12 |
| DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth | 21-08-2014 | 9.32 | 11.63 | 9.54 | 8.38 | 7.14 |
| Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth | 13-09-2004 | 9.05 | 7.79 | 7.34 | 6.09 | 7.18 |
| HSBC Income Plus Arbitrage Active FOF - Growth | 30-04-2014 | 7.98 | 8.08 | 7.84 | 7.32 | 6.51 |
| HDFC Income Plus Arbitrage Active FOF - Growth Option | 06-02-2012 | 4.15 | 13.16 | 14.9 | 17.14 | 11.31 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
