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Kotak Income Plus Arbitrage Omni FOF-Direct Plan-IDCW

Kotak · Arbitrage
Low
₹13.28
Current NAV
03 Nov 2026
5.2%
1Y Return
7.4%
3Y CAGR
5.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.43%.
  • Very large asset base (AUM: ₹14,680 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
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
1.13
Sharpe Ratio
1.03
Beta
-0.37
Alpha
1.28
Sortino
Fund Details
Fund House Kotak
Category Arbitrage
AUM ₹14680 Cr
Expense Ratio 0.43%
Min SIP ₹500
Min Lumpsum ₹1000
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