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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹71,931 Cr
Lock In Period
N/A
Expense Ratio
1.05
Benchmark
Nifty 50 Arbitrage
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.
Summary
Latest details for Kotak Arbitrage Fund - Growth include a ₹39.0022 NAV as of Mar 12,2026 and returns since inception of 23.16%. Minimum investments start at SIP ₹100. The Kotak Arbitrage Fund - Growth AUM is ₹71,931 Cr, with a lock-in of N/A years, expense ratio of 1.05%, and benchmark Nifty 50 Arbitrage. Exit load 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 growth review for 1M Month/Year, the fund recorded 0.51% returns, against a category average of -1.31% and a category best of 1.13%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.51 | -1.31 | 1.13 |
| 6M | 3.08 | 1.59 | 3.86 |
| 1Y | 6.33 | 6.10 | 7.70 |
| 3Y | 7.19 | 14.32 | 25.37 |
Portfolio Analysis
- Equity: 71.70%
- Debt: 28.30%
- Others
As on: 2026-01-31
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About Fund
Kotak Arbitrage Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Arbitrage Fundsscheme with Assets Under Management of ₹71,931 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 1.05. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHDFC Arbitrage Fund - Wholesale Plan Growth | 3 | 24767.98 CR | 0.85 |
| This FundInvesco India Arbitrage Fund Growth | 3 | 28526.7 CR | 1.06 |
| This FundSBI Arbitrage Opportunities Fund Growth | 5 | 43574.28 CR | 0.92 |
| This FundUTI Arbitrage Fund Growth | 5 | 11070.15 CR | 0.78 |
| This FundKotak Arbitrage Fund - Growth | 4 | 71931.38 CR | 1.05 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Arbitrage Fund - Wholesale Plan Growth | 6.2998 | 22.6948 |
| This FundInvesco India Arbitrage Fund Growth | 6.3749 | 22.8523 |
| This FundSBI Arbitrage Opportunities Fund Growth | 6.4411 | 22.9489 |
| This FundUTI Arbitrage Fund Growth | 6.4686 | 22.9568 |
| This FundKotak Arbitrage Fund - Growth | 6.3314 | 23.1598 |
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 1.05. 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 : 0.51%
- 6 Months : 3.08%
- 1 Year : 6.33%
- 3 Years : 7.19%
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 ₹71,931 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.
Min Inv Amount: ₹500