- Mutual Funds
- Kotak Mutual Fund
- Kotak Equity Arbitrage Fund (PIDCW-M)
Formerly Kotak Equity Arbitrage Reg Bi Mn DP
Scripbox recommends other funds for investment in arbitrage.
Click here to see our recommendations.
Arbitrage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
8 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
26,010 Cr. Category leader in size
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
Scripbox Recommended Arbitrage Funds
Want the most stable arbitrage funds for your portfolio?
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 20.0571
NAV (Sep 17)
Fund Returns
Last 1Y | 4.1% |
Last 3Y | 4.7% |
Last 5Y | 5.2% |
Last 10Y | NA |
Since Inception | 5.5% |
6 Month CAGR | 2.2% |
Scheme Information
The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market,and by investing the balance in debt and money market instruments. However,there is no assurance that the objective of the scheme will be realized
Expense Ratio | 1.01 |
Launched (8y ago) | Nov 03, 2014 |
AUM in Crores | 26009.808 |
ISIN | INF174K01F18 |
Lock-in | No Lock-in |
Benchmark | NIFTY 50 Arbitrage TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
cash offset for derivatives
64.5%kotak liquid dir gr
12.7%triparty repo
12.1%kotak money market dir gr
10.6%hdfc bank ltd.-jun2022
4.1%Allocation by Sector
financial services
18.5%basic materials
9.8%technology
7.2%industrials
6.7%consumer cyclical
5.6%Comparison with Hybrid Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth 288,952 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.5% | 6.6% | ||
13.5% | 6.6% | ||
13.5% | 6.6% | ||
4.8% | 7.3% | ||
- | 19.2% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsKotak Equity Arbitrage Fund (PIDCW-M) Review
Kotak Equity Arbitrage Fund (PIDCW-M) is a Arbitrage Hybrid fund and has delivered an annualised return of 5.5% over a period of 7 years. The fund was previously known as Kotak Equity Arbitrage Reg Bi Mn DP. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is Hiten Shah.
Nav of Kotak Equity Arbitrage Fund (PIDCW-M) as of 9/17/2021 is ₹20.06 with the total AUM as of 6/28/2022 is ₹26009.808. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Equity Arbitrage Fund (PIDCW-M) was launched on Nov 03, 2014. The category risk of the fund is Low Risk.
The minimum SIP amount for Kotak Equity Arbitrage Fund (PIDCW-M) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Kotak Equity Arbitrage Fund (PIDCW-M)?
How to invest in Kotak Equity Arbitrage Fund (PIDCW-M)?
You can invest in Kotak Equity Arbitrage Fund (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Equity Arbitrage Fund (PIDCW-M)?
The minimum sip amount for Kotak Equity Arbitrage Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Equity Arbitrage Fund (PIDCW-M) good to invest in?
As per Scripbox experts, Kotak Equity Arbitrage Fund (PIDCW-M) is a Top Ranked fund. You can investKotak Equity Arbitrage Fund (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Equity Arbitrage Fund (PIDCW-M)?
The expense ratio of the Kotak Equity Arbitrage Fund (PIDCW-M) is 1.01% for regular plan.