Kotak Arbitrage Fund - Direct Plan has delivered 32.97% absolute return over the last 5 years.
The average return for Arbitrage funds is 31.17% .
This fund ranks #6 in its category based on 5-year returns.
The largest portfolio holding is KOTAK MONEY MARKET FUND DIRECT GROWTH with a portfolio weight of 9.79% .
The fund currently owns more than 214 stocks.
The top 10 holdings account for 34.44% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.20% | 5.08% |
| 2 Year Return | 24.05% | 10.35% |
| 3 Year Return | 36.46% | 16.37% |
| 4 Year Return | 45.66% | 23.58% |
| 5 Year Return | 58.49% | 31.17% |
| 6 Year Return | 74.32% | 39.49% |
| 7 Year Return | 91.94% | 49.18% |
| Expense Ratio | 0.34% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
9.79%
|
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| 2 |
4.59%
|
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| 3 |
4.49%
|
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| 4 |
2.81%
|
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| 5 | Financials |
2.73%
|
|
| 6 | Energy |
2.15%
|
|
| 7 | Finance - Banks - Private Sector |
2.08%
|
|
| 8 | Finance - Banks - Private Sector |
2.05%
|
|
| 9 | Finance - Banks - Private Sector |
1.94%
|
|
| 10 | Materials |
1.81%
|
|
| 11 |
1.74%
|
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| 12 | Communication Services |
1.57%
|
AMC: KOTAKMAHINDRAMF
Category: Hybrid • Arbitrage
Launch Date: 01 Jan 2013
Fund Manager: Mr. Hiten Shah
Minimum Purchase: ₹100
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.
Lock-in: 1
Risk: Moderate Risk
Kotak Arbitrage Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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