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Analyst’s Choice
Riskometer
Moderate
₹12.0156 0.03%
As on 18-Mar-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Kotak Income Plus Arbitrage FOF - Direct Plan
|
|
Moderate
|
loading... |
0.10 |
₹288 Cr
--
100
1,000
100
1
Investment Strategy
The scheme seeks to generate long-term capital appreciation from a portfolio created by investing in debt oriented mutual fund and equity arbitarge fund schemes of Kotak Mahindra Mutual Fund.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
The scheme seeks to generate long-term capital appreciation from a portfolio created by investing in debt oriented mutual fund and equity arbitarge fund schemes of Kotak Mahindra Mutual Fund.
Mutual funds can be bought directly from the website of the fund house. For instance, Kotak Income Plus Arbitrage FOF - Direct Plan fund can be purchased from the website of Kotak Mahindra Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Kotak Income Plus Arbitrage FOF - Direct Plan is ₹12.0156 as of 19-Mar-2025.
The AUM of Kotak Income Plus Arbitrage FOF - Direct Plan Fund is ₹288 Cr as of 28-Feb-2025
The riskometer level of Kotak Income Plus Arbitrage FOF - Direct Plan is Moderate. See More
| Company | Percentage of Portfolio |
|---|---|
|
Kotak Corporate Bond Direct-G |
56.83
|
|
Kotak Gilt Investment Direct-G |
0.19
|
As of 28-Feb-2025, Kotak Income Plus Arbitrage FOF - Direct Plan had invested 66.63% in Debt, 33.49% in Cash & Cash Eq. and -0.12% in Equity See More
Kotak Income Plus Arbitrage FOF - Direct Plan is 2 years 4 months old. It has delivered 8.18% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
9.21%
|
--
|
--
|
--
|
--
|
8.18%
|
No, There is no lock in period in Kotak Income Plus Arbitrage FOF - Direct Plan.
The expense ratio of Kotak Income Plus Arbitrage FOF - Direct Plan is 0.10.
