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Asset Size:12043Cr
Expense Ratio:0.98%
Fund Manager(s):Deepak Gupta,
5year Returns:6.27%

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Kotak Equity Arbitrage Fund Growth

Kotak       

Liquid Plus
Arbitrage Fund

Nav : 28.2664 ( -0.06%) May 22nd, 2020

People currently viewing this : 1

Rank (of 245)

64

Annualized Returns(5 yrs)

6.27%

Investment Horizon

<1 Yr

Doubled Money

11yrs 4m

Returns since September 29th, 2005

7.35%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

28L

Projected Maturity Amount

85.2L

Kotak     

Liquid Plus
Arbitrage Fund

Nav : 28.2664 ( -0.06%) May 22nd, 2020

People currently viewing this : 1

Upwardly's Take :

This fund is treated as Equity fund from a tax perspective i.e. Gains are taxed @15% if withdrawn before 1 year. Gains (in excess of ‚Çπ1 lakh p.a.) are taxed @10% if withdrawn after 1 year. Gains withdrawn up to ‚Çπ1 lakh in a financial year are exempt from income tax. Invest in this fund to get tax advantage for investments of less than 1 year. At times post tax returns of arbitrage funds can be better than Liquid Funds.

This is a great substitute for FD or for less than 1 year investments if you are in the 30% tax bracket. Park your money here and get substantially higher returns than FD.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

28L

Projected Maturity Amount

85.2L

Rank (of 245)

64

Annualized Returns(5 yrs)

6.27%

Investment Horizon

<1 Yr

Doubled Money

11yrs 4m

Returns since September 29th, 2005

7.35%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The investment objective of the scheme is 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. However,there is no assurance that the objective of the scheme will be realized

Basic Details
Fund House
Kotak
Launch Date
September 29th, 2005
Expense Ratio
0.98%
Fund Category Risk
Low
Std Dev (1Yr)
0.645
Std Dev (3Yr)
0.502
Std Dev (5Yr)
0.477
Asset Size
12043Cr
Investment Details
Investment Plan
Growth
Return since Launch
7.35 %
Exit Load
0.25% if withdrawn within 30 Day(s)
No exit load if withdrawn after 30 Day(s)
Contact Details
Fund Manager(s)
Phone No.
+91 22 66384444