Kotak Arbitrage Fund Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.22
• Std Deviation 0.43%
• Tracking Error 0.00%

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

The Kotak Arbitrage Fund Growth has an AUM of 71517.53 crores & has delivered CAGR of 5.95% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.05%. The minimum investment in Kotak Arbitrage Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

The top holdings of the fund include Cash Offset For Derivatives, Kotak Money Market Dir Gr, Kotak Savings Fund Dir Gr & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Iron & Steel & Consumer Financial Services.

Some of the similar funds are Kotak Arbitrage Fund Growth, SBI Arbitrage Opportunities Fund Regular Growth, Invesco India Arbitrage Fund Growth, ICICI Prudential Equity Arbitrage Fund Regular Growth, Aditya Birla Sun Life Arbitrage Fund Growth. Kotak Arbitrage Fund Growth has a sharpe ratio of 1.22 & a standard deviation of 0.43%.