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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.43 | 38.42 | 4.14 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.68 | 32.73 | 3.38 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.25% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty 50 Arbitrage |
Arbirtage funds are the hybrid funds as they have sizeable exposure to debt markets. These fund leverages the price differential in the cash and cash derivatives markets to generate returns.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Kotak Equity Arbitrage Fund(M-IDCW Payout) | 0.02% | 0.03% | 0.42% |
SBI Arbitrage Opportunities Fund(IDCW-Payout) | 8.23% | 6.99% | 3.72% |
ICICI Pru Equity-Arbitrage Fund(IDCW-Payout) | 4.52% | 2.94% | 2.19% |
Invesco India Arbitrage Fund(IDCW) | 8.41% | 7.37% | 3.34% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
5.80 %
Holdings
2.97 %
Holdings
2.76 %
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
75
Total AUM
₹ 4,74,202.57 Cr.
Hiten Shah
AUM: ₹87,500.71 Cr.
|
Exp: 8yrs
MMS (Finance)
Mr. Hiten Shah, aged 31 years, has done his Masters in Management Studies (Finance) from the Mumbai University. He has a total work experience of over 8 years in the equity market segment and has been associated with Edelweiss Asset Management Limited since July 2011 as Chief Dealer - Equities. Prior to joining the AMC, he was also associated with Edelweiss Securities Limited as Low Risk Arbitrage Trader for over three years.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%