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Kotak Arbitrage Fund - Direct Plan - Growth

Kotak · Arbitrage
Low
₹42.66
Current NAV
25 Jun 2026
5.8%
1Y Return
6.8%
3Y CAGR
6.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.93%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.93).
  • Very large asset base (AUM: ₹20,480 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.93
Sharpe Ratio
0.93
Beta
1.93
Alpha
2.57
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Fund Details
Fund House Kotak
Category Arbitrage
AUM ₹20480 Cr
Expense Ratio 0.93%
Min SIP ₹500
Min Lumpsum ₹1000
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