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Kotak Arbitrage Fund - Regular Plan - Growth

Kotak · Arbitrage
Low
₹39.68
Current NAV
25 Jun 2026
7.4%
1Y Return
6.4%
3Y CAGR
6.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.14).
  • Very large asset base (AUM: ₹11,190 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Higher expense ratio (1.94%) which can affect compounding over long horizons.
  • 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
1.14
Sharpe Ratio
0.74
Beta
4.14
Alpha
1.30
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Fund Details
Fund House Kotak
Category Arbitrage
AUM ₹11190 Cr
Expense Ratio 1.94%
Min SIP ₹500
Min Lumpsum ₹1000
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