Kotak Equity Arbitrage Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 8.03 | 5.73 | 5.43 | 5.87 |
Average Rolling Returns(%) | 6.49 | 6.52 | 6.88 | 7.21 |
The Current NAV of Kotak Equity Arbitrage Fund - Growth is ₹34.51.
It is better to invest in a fund with a longer track record as Kotak Equity Arbitrage Fund - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty 50 Arbitrage returns, as Funds portfolio is significantly different.
Kotak Equity Arbitrage Fund - Growth fund’s expense ratio is 1.01%
The process for redemption is
The AUM of Kotak Equity Arbitrage Fund - Growth is currently ₹40,051 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and Adani Enterprises and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 26% of fund’s portfolio respectively.
Top three sectors of Kotak Equity Arbitrage Fund - Growth fund are BFSI, Others and Construction & Infrastructure accounting for 50% of the total portfolio.
Since this is a Hybrid - Arbitrage Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Equity Arbitrage Fund - Growth Fund is Hybrid - Arbitrage Fund.
Hiten Shah manages the Kotak Equity Arbitrage Fund - Growth Fund.
Kotak Equity Arbitrage Fund - Growth current PE ratio is 34.96 and PB ratio is 5.56
The asset allocation of Kotak Equity Arbitrage Fund - Growth is Stocks : 78.07%, Debt : 4.16% and Gold : 17.80%
The minimum SIP amount for Kotak Equity Arbitrage Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Equity Arbitrage Fund - Growth is 0.25% on or before 30 days, Nil after 30 days