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Kotak Arbitrage Fund - Growth

  • Regular
  • Direct
Category : Arbitrage Fund

Scheme Objective

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.

Scheme Details

  • Fund manager(s)Hiten Shah
  • Launch date – 29-Sep-2005
  • Expense ratio – 1.05% as declared on 30-Sep-2025 (category average is 1.01%)
  • Benchmark - Nifty 50 Arbitrage Index
  • Min SIP amount - ₹500
  • Min investment amount (one time- first time) - ₹5000
  • Min investment amount (addtional purchase) - ₹1000
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Kotak Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Kotak Mahindra Asset Management Co. Ltd.
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Tel no.: 022-61152100
Fax no.: 022-67082213
Website.: www.kotakmf.com

Forum

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