Kotak Income Plus Arbitrage Omni FoF - Regular Plan

AMC: KOTAKMAHINDRAMF Moderate Risk

📊 Quick Summary Of This Page

Kotak Income Plus Arbitrage Omni FoF - Regular Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
0.27%
Expense Ratio
Mr. Abhishek Bisen
Fund Manager
Growth
Plan Type
28 Oct 2022
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

Kotak Income Plus Arbitrage Omni FoF - Regular Plan does not yet have a 5-year performance history.

The average return for funds is 61.66% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 9.77% 2.52%
2 Year Return 23.99% 14.81%
3 Year Return N/A 41.29%
4 Year Return N/A 54.54%
5 Year Return N/A 61.66%
6 Year Return N/A 80.31%
7 Year Return N/A 90.53%
Expense Ratio 0.27% -
NAV History
Fund Information

AMC: KOTAKMAHINDRAMF

Category:

Launch Date: 28 Oct 2022

Fund Manager: Mr. Abhishek Bisen

Minimum Purchase: ₹100

Exit Load:

Lock-in: 0

Risk: Moderate Risk

About This Fund

Kotak Income Plus Arbitrage Omni FoF - Regular Plan is managed by KOTAKMAHINDRAMF .

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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Frequently Asked Questions

Kotak Income Plus Arbitrage Omni FoF - Regular Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Kotak Income Plus Arbitrage Omni FoF - Regular Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Kotak Income Plus Arbitrage Omni FoF - Regular Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Kotak Income Plus Arbitrage Omni FoF - Regular Plan, based on the latest portfolio data.

Kotak Income Plus Arbitrage Omni FoF - Regular Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Kotak Income Plus Arbitrage Omni FoF - Regular Plan is , which represents the annual cost charged for managing the fund.

Kotak Income Plus Arbitrage Omni FoF - Regular Plan manages assets worth approximately , representing the total investor capital under management.

Kotak Income Plus Arbitrage Omni FoF - Regular Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Kotak Income Plus Arbitrage Omni FoF - Regular Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Kotak Income Plus Arbitrage Omni FoF - Regular Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Kotak Income Plus Arbitrage Omni FoF - Regular Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Kotak Income Plus Arbitrage Omni FoF - Regular Plan and making investment decisions.

Yes, Kotak Income Plus Arbitrage Omni FoF - Regular Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Kotak Income Plus Arbitrage Omni FoF - Regular Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Kotak Income Plus Arbitrage Omni FoF - Regular Plan to estimate returns and wealth creation over different time periods.