Home› Funds› Kotak Income Plus Arbitrage Omni FOF-Regular Plan-

Kotak Income Plus Arbitrage Omni FOF-Regular Plan-IDCW

Kotak · Arbitrage
Low
₹13.03
Current NAV
25 Jun 2026
5.0%
1Y Return
5.5%
3Y CAGR
6.7%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.95%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.55).
  • Very large asset base (AUM: ₹10,600 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.55
Sharpe Ratio
1.35
Beta
3.55
Alpha
0.63
Sortino
Fund Details
Fund House Kotak
Category Arbitrage
AUM ₹10600 Cr
Expense Ratio 0.95%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Arbitrage
HDFC ARBITRAGE FUND - Regular Plan - Monthly IDCW Option
HDFC
₹11.41 7.9%
HDFC ARBITRAGE FUND - Regular Plan -Growth Option
HDFC
₹32.44 7.9%
ITI Arbitrage Fund - Direct Plan - IDCW Option
ITI
₹14.40 7.9%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
ITI
₹35.81 7.9%