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    • Kotak Equity Arbitrage Fund (Growth)

    Formerly Kotak Equity Arbitrage Gr

    Kotak Mutual Fund

    Kotak Equity Arbitrage Fund (Growth)

    HybridArbitrage

    29.6228

    NAV (Sep 23)

    5.4%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in arbitrage mutual funds.

    However, Scripbox does not recommend investing in arbitrage mutual funds.

    Arbitrage Funds are designed to take advantage of small differences in prices of securities between the cash and derivatives markets.

    Funds in this category deploy different strategies making assessment of each fund a unique exercise.This category has a limited number of funds with a sufficiently long history.These funds are recommended as a tax - efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    16 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    25,746 Cr. Category leader in size

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Relatively moderate. The historical performance of the fund has been OK

    Invest in this fund
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    Build Long Term Wealth

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    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only

    No single fund can achieve what a plan can. Learn why

    chart-amc-about

    Historical NAV

    29.6228

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    4%
    Last 3Y
    5%
    Last 5Y
    5.4%
    Last 10Y
    6.9%
    Since Inception
    7%
    6 Month CAGR
    2.1%
    info-icon-blue

    Scheme Information

    Investment Objective

    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

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Low Risk

    Expense Ratio
    1.01
    Launched (16y ago)
    Sep 29, 2005
    AUM in Crores
    25745.580
    ISIN
    INF174K01302
    Lock-in
    No Lock-in
    Benchmark
    NIFTY 50 Arbitrage TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Hiten Shah

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    Kotak Mahindra Asset Management Co Ltd

    Kotak Mahindra Asset Management Co Ltd manages assets worth 276,483 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,164 debt and 26 hybrid funds.

    amc-img

  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    Kotak Savings Fund (G)

    recommended-badge

    6.1%

    7.5%

    recommended-badge

    19.1%

    %

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    5.2%

    6.1%

    top-ranked-badge

    18.6%

    %

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Kotak Equity Arbitrage Fund (G)

    About Kotak Equity Arbitrage Fund (G)

    Kotak Equity Arbitrage Fund (G) is a Arbitrage Hybrid fund and has delivered an annualised return of 7% over a period of 15 years. The fund was previously known as Kotak Equity Arbitrage Gr . The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is Hiten Shah

    Kotak Equity Arbitrage Fund (G) Investment Objective

    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 . However, there is no assurance that the objective of the scheme will be realized.

    Kotak Equity Arbitrage Fund (G) NAV,AUM,Risk

    The Kotak Equity Arbitrage Fund (G) fund was launched on Sep 29, 2005. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-09-23 is ₹29.62. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹25745.58. The category risk of the Kotak Equity Arbitrage Fund (G) fund is Low Risk. The fund charges 1.01 % as expense ratio.

    Kotak Equity Arbitrage Fund (G) Holdings

    The fund’s highest allocation is towards Others and has invested 99.3% in this asset class. The top three holdings of the fund are , cash offset for derivatives , kotak liquid dir gr , kotak money market dir gr , triparty repo , bharti airtel ltd-sep2021 , bharti airtel ltd , icici bank ltd.-sep2021 , icici bank ltd , adani port and special economic zone ltd.-sep2021 , adani ports & special economic zone ltd , tata steel ltd.-sep2021 , tata steel ltd , hcl technologies ltd , hcl technologies ltd.-sep2021 , jsw steel ltd.-sep2021 , tata consultancy services ltd , tata consultancy services ltd.-sep2021 , jsw steel ltd , reliance industries ltd.-sep2021 , vedanta ltd , vedanta ltd.-sep2021 , larsen and toubro ltd.-sep2021 , larsen & toubro ltd , bharat petroleum corporation ltd.-sep2021 , bharat petroleum corp ltd , hindalco industries ltd-sep2021 , hindalco industries ltd , infosys ltd , adani enterprises ltd , hdfc life insurance company ltd.-sep2021 , hdfc life insurance company limited , infosys ltd.-sep2021 , adani enterprises ltd.-sep2021 , itc ltd.-sep2021 , itc ltd , sun pharmaceuticals industries ltd.-sep2021 , sun pharmaceuticals industries ltd , upl ltd-sep2021 , upl ltd , tata motors ltd.-sep2021 , tata motors ltd , asian paints ltd , grasim industries ltd , apollo hospitals enterprises ltd.-sep2021 , apollo hospitals enterprise ltd , asian paints ltd.-sep2021 , grasim industries ltd.-sep2021 , reliance industries ltd. , state bank of india-sep2021 , state bank of india , united spirits ltd.-sep2021 , united spirits ltd , piramal enterprises ltd , piramal enterprises limited-sep2021 , tata power co. ltd.-sep2021 , tata power co ltd , maruti suzuki india limited-sep2021 , maruti suzuki india ltd , gail (india) ltd.-sep2021 , gail (india) ltd , icici prudential life insurance company ltd-sep2021 , hero motocorp ltd.-sep2021 , hero motocorp ltd , icici prudential life insurance company limited , dlf ltd.-sep2021 , dlf ltd , net current assets/(liabilities) , nmdc ltd , aurobindo pharma ltd.-sep2021 , aurobindo pharma ltd , container corporation of india ltd , container corporation of india ltd.-sep2021 , pidilite industries ltd.-sep2021 , pidilite industries ltd , hdfc ltd.-sep2021 , housing development finance corp ltd , indraprastha gas ltd , indraprastha gas ltd.-sep2021 , deepak nitrite ltd.-sep2021 , deepak nitrite ltd , marico ltd.-sep2021 , marico ltd , bharat forge ltd.-sep2021 , bharat forge ltd , divi s laboratories ltd.-sep2021 , divi's laboratories ltd , lupin ltd.-sep2021 , lupin ltd , nmdc ltd.-sep2021 , steel authority of india ltd , axis bank ltd , steel authority of india ltd.-sep2021 , godrej consumer products ltd.-sep2021 , godrej consumer products ltd , dabur india ltd.-sep2021 , dabur india ltd , bank of baroda-sep2021 , bank of baroda , titan company ltd.-sep2021 , titan co ltd , axis bank ltd.-sep2021 , tech mahindra ltd , indian oil corporation ltd-sep2021 , indian oil corp ltd , hindustan petroleum corporation ltd-sep2021 , hindustan petroleum corp ltd , power finance corporation ltd.-sep2021 , power finance corp ltd , jindal steel & power ltd.-sep2021 , tata chemicals ltd-sep2021 , jindal steel & power ltd , tata chemicals ltd , tech mahindra ltd.-sep2021 , acc ltd , zee entertainment enterprises ltd , siemens ltd.-sep2021 , zee entertainment enterprises ltd-sep2021 , siemens ltd , info edge (india) ltd.-sep2021 , info edge (india) ltd , lic housing finance ltd , biocon ltd.-sep2021 , biocon ltd , lic housing finance ltd.-sep2021 , coal india ltd , coal india ltd.-sep2021 , sbi life insurance company ltd-sep2021 , sbi life insurance company limited , shriram transport finance co ltd.-sep2021 , shriram transport finance co ltd , colgate palmolive (india ) ltd.-sep2021 , colgate-palmolive (india) ltd , larsen & toubro infotech ltd-sep2021 , larsen & toubro infotech ltd , acc ltd.-sep2021 , p i industries ltd-sep2021 , pi industries ltd , indian energy exchange ltd-sep2021 , idfc first bank limited-sep2021 , idfc first bank ltd , indian railway catering and tourism corporation ltd.-sep2021 , indian railway catering and tourism corp ltd , max financial services ltd.-sep2021 , max financial services ltd , bharat electronics ltd , bharat electronics ltd.-sep2021 , reliance industries ltd , punjab national bank-sep2021 , cummins india ltd.-sep2021 , punjab national bank , cummins india ltd , escorts ltd.-sep2021 , escorts ltd , mrf ltd , mrf limited-sep2021 , indiabulls housing finance ltd , indiabulls housing finance ltd.-sep2021 , berger paints india ltd , berger paints (i) ltd.-sep2021 , dr reddy's laboratories ltd , dr reddys laboratories ltd.-sep2021 , indian energy exchange ltd , federal bank ltd.-sep2021 , page industries ltd , page industries ltd-sep2021 , indusind bank ltd , indusind bank ltd.-sep2021 , national aluminium company ltd-sep2021 , national aluminium co ltd , canara bank , canara bank-sep2021 , bata india ltd , bata india ltd.-sep2021 , ultratech cement ltd , ultratech cement ltd.-sep2021 , ashok leyland ltd , ashok leyland ltd.-sep2021 , the federal bank ltd , torrent pharmaceuticals ltd.-sep2021 , icici lombard general insurance company ltd-sep2021 , icici lombard general insurance co ltd , pfizer ltd.-sep2021 , pfizer ltd , mahanagar gas ltd , tata consumer products ltd-sep2021 , tata consumer products ltd , bharat heavy electricals ltd.-sep2021 , bharat heavy electricals ltd , mahanagar gas ltd-sep2021 , l&t finance holdings ltd , l&t finance holdings ltd-sep2021 , glenmark pharmaceuticals ltd , glenmark pharmaceuticals ltd-sep2021 , exide industries ltd-sep2021 , bajaj auto ltd.-sep2021 , bajaj auto ltd , exide industries ltd , manappuram finance ltd-sep2021 , manappuram finance ltd , rec ltd , rural electrification corporation ltd-sep2021 , jubilant foodworks limited-sep2021 , jubilant foodworks ltd , voltas ltd.-sep2021 , voltas ltd , mahindra & mahindra financial services ltd.-sep2021 , mahindra & mahindra financial services ltd , cadila healthcare ltd-sep2021 , cadila healthcare ltd , indus towers ltd ordinary shares , ntpc ltd , torrent pharmaceuticals ltd , national thermal power corporation limited-sep2021 , hindustan unilever ltd.-sep2021 , hindustan unilever ltd , cipla ltd.-sep2021 , cipla ltd , alkem laboratories ltd.-sep2021 , alkem laboratories ltd , oracle financial services software ltd-sep2021 , oracle financial services software ltd , sun tv network ltd.-sep2021 , sun tv network ltd , mahindra & mahindra ltd.-sep2021 , mahindra & mahindra ltd , cholamandalam investment and finance company ltd.-sep2021 , cholamandalam investment and finance co ltd , hindustan aeronautics ltd.-sep2021 , hindustan aeronautics ltd ordinary shares , amara raja batteries ltd.-sep2021 , amara raja batteries ltd , indus towers ltd.-sep2021 , granules india ltd , granules india ltd.-sep2021 , nippon life india asset management ltd ordinary shares , hdfc bank ltd.-sep2021 , hdfc bank ltd , apollo tyres ltd.-sep2021 , apollo tyres ltd , coromandel international ltd.-sep2021 , coromandel international ltd , motherson sumi systems ltd , motherson sumi systems ltd.-sep2021 , havells india ltd.-sep2021 , havells india ltd , nestle india ltd.-sep2021 , nestle india ltd , polycab india ltd.-sep2021 , polycab india ltd , city union bank ltd.-sep2021 , city union bank ltd , petronet lng ltd.-sep2021 , petronet lng ltd , tvs motors company ltd-sep2021 , tvs motor co ltd , muthoot finance ltd-sep2021 , nippon life india asset management ltd.-sep2021 , balkrishna industries ltd.-sep2021 , balkrishna industries ltd , strides pharma science ltd-sep2021 , strides pharma science ltd , alembic pharmaceuticals ltd.-sep2021 , alembic pharmaceuticals ltd , oil & natural gas corp ltd , oil & natural gas corporation ltd.-sep2021 , hdfc asset management company ltd.-sep2021 , hdfc asset management company limited , indiamart intermesh ltd.-sep2021 , indiamart intermesh ltd , bandhan bank ltd.-sep2021 , bandhan bank ltd , trent ltd-sep2021 , trent ltd , bosch ltd.-sep2021 , bosch ltd , mindtree ltd.-sep2021 , mindtree ltd , can fin homes ltd,-sep2021 , can fin homes ltd , wipro ltd.-sep2021 , wipro ltd , coforge limited-sep2021 , coforge ltd , shree cement ltd.-sep2021 , shree cement ltd , pvr ltd-sep2021 , pvr ltd , syngene international limited-sep2021 , syngene international ltd , gujarat gas ltd.-sep2021 , gujarat gas ltd , astral ltd.-sep2021 , astral ltd , muthoot finance ltd

    Kotak Equity Arbitrage Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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