Kotak Arbitrage Fund - Growth

Kotak Arbitrage Fund - Growth is a scheme launched by Kotak Mutual Fund on September 29, 2005, and falls under the Arbitrage Funds fund category. It currently manages an AUM of Rs 72,273.57 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.04% for managing the portfolio.

• Investing Strategy:

  To generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and by investing the balance in debt and money market instruments.

• Performance:

  Kotak Arbitrage Fund - Growth trailing returns over different times are 6.6% (1 year), 7.17% (3 year) and 5.87% (5 year). The average annual return of this fund stands at 4.51%.