Kotak Equity Arbitrage Fund SavingsPlus
Growth
NAV
Net Assets(AUM)
₹16,198 Cr
Inception Date29 Sep 2005
CategoryHybrid Arbitrage
TypeOpen Ended Fund
BenchmarkArbitrage Peer Index
Category Rank2 nd in Arbitrage Hybrid
  
Min Investment Amount₹5,000
Min SIP Investment₹500
Alpha-
Expense Ratio0.7%
Sharpe Ratio4.4
Information Ratio-
Exit Load0-30 Days (0.25%),30 Days and above(NIL)

Note: Data shown as on : 31 Oct 2019

Return

3 Month6 Month1 Year3 Year
1.3%3.0%6.2%6.1%

Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis.

Past Return (Absolute)

20182017201620152014
6.3%5.8%6.7%7.5%9.0%
Chart

Investors understand that their principal will be at Moderately Low risk

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
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