Kotak Arbitrage Fund - Growth Return
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Showing Funds Performance since Sep 07, 2020
Kotak Arbitrage Fund - Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹72,079 Cr
Lock In Period
N/A
Expense Ratio
1.01
Exit Load
For redemptions/switch outs (including SIP/STP) within 30 days from the date of allotment of units: 0.25%For redemptions/switch outs (including SIP/STP) after 30 days from the date of allotment of units: Nil.
Benchmark
Nifty 50 Arbitrage
Summary
Kotak Arbitrage Fund - Growth NAV is ₹39.6165 as of 23 Jun, 2026. Kotak Arbitrage Fund - Growth has delivered 22.64% returns since its launch. The minimum SIP investment amount in Kotak Arbitrage Fund - Growth is ₹100. The AUM of Kotak Arbitrage Fund - Growth is ₹72,079 Cr. The expense ratio of the fund is 1.01%, and its benchmark is Nifty 50 Arbitrage. The current exit load of the fund is For redemptions/switch outs (including SIP/STP) within 30 days from the date of allotment of units: 0.25%For redemptions/switch outs (including SIP/STP) after 30 days from the date of allotment of units: Nil.. In the last 1M months, Kotak Arbitrage Fund - Growth has delivered 0.44% returns.
Kotak Arbitrage Fund - Growth Calculate Returns
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Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.44 | 0.24 | 1.13 |
| 6M | 2.98 | 1.77 | 3.86 |
| 1Y | 5.83 | 4.53 | 7.70 |
| 3Y | 7.04 | 13.01 | 24.86 |
Portfolio Analysis
- Equity: 72.99%
- Debt: 27.01%
- Others
As on: 2026-05-31
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About Fund Kotak Arbitrage Fund - Growth
Kotak Arbitrage Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Arbitrage Fundsscheme with Assets Under Management of ₹72,079 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 1.01. Under the expert guidance of Hiten Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Hiten Shah
Mr. Hiten Shah qualification is Master in Management Studies (MMS). He has over 9 years of work experience. Prior to joining Edelweiss Asset Management Ltd., he was associated with Edelweiss Securities Limited as Low Risk Arbitrage Trader.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HDFC Arbitrage Fund - Wholesale Plan Growth | 3 | 25084.91 CR | 0.85 |
| SBI Arbitrage Opportunities Fund Growth | 5 | 43265.65 CR | 0.92 |
| Invesco India Arbitrage Fund Growth | 5 | 28062.44 CR | 1.06 |
| UTI Arbitrage Fund Growth | 4 | 10990.93 CR | 4.44 |
| Kotak Arbitrage Fund - Growth | 4 | 72079.17 CR | 1.01 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Arbitrage Fund - Wholesale Plan Growth | 5.8874 | 22.2583 |
| This FundSBI Arbitrage Opportunities Fund Growth | 5.8329 | 22.2604 |
| This FundInvesco India Arbitrage Fund Growth | 5.908 | 22.331 |
| This FundUTI Arbitrage Fund Growth | 5.8721 | 22.4488 |
| This FundKotak Arbitrage Fund - Growth | 5.8349 | 22.6403 |
Kotak Arbitrage Fund - Growth FAQs
Kotak Arbitrage Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Arbitrage Fund - Growth is 1.01. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Arbitrage Fund - Growth’s fund performance is as follows:
- 1 Month : 0.44%
- 6 Months : 2.98%
- 1 Year : 5.83%
- 3 Years : 7.04%
You can invest in Kotak Arbitrage Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Arbitrage Fund - Growth is ₹72,079 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Arbitrage Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
