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Kotak Arbitrage Fund - Regular Plan - IDCW - Payout & Re-investment of Income Distribution cum capital withdrawal option

Kotak · Arbitrage
Low
₹10.74
Current NAV
03 Nov 2026
0.2%
1Y Return
—
3Y CAGR
—
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹15,690 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.64
Sharpe Ratio
1.44
Beta
-0.36
Alpha
0.79
Sortino
Fund Details
Fund House Kotak
Category Arbitrage
AUM ₹15690 Cr
Expense Ratio 1.44%
Min SIP ₹500
Min Lumpsum ₹1000
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