Kotak Income Plus Arbitrage Fund of Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation1.8%
Sharpe Ratio1.18
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Kotak Corporate Bond Dir GrUtilities55.76%
Kotak Equity Arbitrage Dir GrUtilities42.91%
Triparty RepoUtilities0.71%
Net Current Assets/(Liabilities)Utilities0.60%
Kotak Gilt Inv Growth - DirectUtilities0.02%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.32%
Regulatory & Tax Information
INF174KA1KI4
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)