Mutual Funds

Kotak Income Plus Arbitrage Omni FOF-Regular Plan-Growth

Kotak Mahindra Mutual FundFund of FundsHigh Risk
₹13.08-0.00 (-0.01%)

NAV as on 2026-07-13 · Equity · Fund of Funds

AUM

₹7,730 Cr

1Y Return

+5.7%

3Y CAGR

+7.7%

5Y CAGR

-

Expense

0.68%

Risk

High

Kotak Income Plus Arbitrage Omni FOF-Regular Plan-Growth
₹13.08-0.01%

1Y Return

+5.7%

3Y CAGR

+7.7%

5Y CAGR

-

Since Inception

+7.6%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹12.38
₹13.09

99% from 52W low

Fund Information

Fund of FundsEquitySince 21-11-2022

Fund House

Kotak Mahindra Mutual Fund

Category

Equity - Fund of Funds

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash38.6%
Other0.2%

Market Cap Split

Top Holdings

11 stocks
Weight1M Change
1

Kotak Arbitrage Dir Gr

37.37%0.0%
2

Kotak Corporate Bond Dir Gr

31.82%0.0%
3

Kotak Bond S/T Dir Gr

19.45%0.0%
4

Kotak Nifty SDL Apr32 Tp12 EW Dir Gr

8.04%0.0%
5

Triparty Repo

0.92%0.0%
6

Kotak Bond Dir Gr

0.86%0.0%
7

Kotak Nifty AAA Bd FS Mar 28 Idx Rg Gr

0.68%0.0%
8

Kotak CRISIL-IBXFS912MnthsDbtIdxDrGr

0.68%0.0%
9

Kotak Crisil-IBX AAA FSI Sep27 Dr Gr

0.34%0.0%
10

Net Receivables

0.19%0.0%

Fundamentals

P/E Ratio

18.84

Cat avg: 23.27

P/B Ratio

2.57

Cat avg: 3.23

Dividend Yield

1.33%

Cat avg: 1.55%

Price/Sale

2.49

Price/Cash Flow

12.85

Risk Metrics (3Y)

Sharpe Ratio

0.69

Sortino Ratio

1.23

Std Deviation

1.73%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Kotak Inc Pl Arbtrg Omni FOF Reg Gr7,7300.68+5.7%+7.7%-
ICICI Pru Dyn Ast Allc Act FOF Gr28,2411.85+3.1%+11.5%+11.0%
ICICI Pru Agrsv Hyb Act FOF Gr9,0912.09-0.9%+14.7%+14.1%
HDFC Multi-Asset Active FoF Reg Gr5,8461.09+6.6%+13.6%+12.8%
ICICI Pru Inc pls Arbtrg Omni FOF Gr2,9460.55+6.4%+10.0%+9.4%
Nippon India Mlt-Asst Omni FoF Reg Gr2,7731.42+9.3%+17.7%+15.5%
Kotak Multi Asset Omni FOF Reg Gr2,5221.64+8.2%+15.5%+15.2%
HDFC Dvrs Eq All Cap Act FOF Reg Gr2,3931.23---
HDFC Inc Plus Arbtg Actv FOF Gr2,3630.37+5.4%+9.6%+10.4%
SBI Dynamic Asset Allc Act FoF Rg Gr2,3301.34---

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹7,730 Cr
Expense Ratio0.68%
Volatility (3Y)1.7%
Sharpe Ratio0.69
Sortino Ratio1.23
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings11

Risk-o-Meter

Low

Moderate

High

Very High

Rated as High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.