Rating : N/A
Kotak Equity Arbitrage Fund Fortnightly Direct Dividend Reinvestment
Arbitrage Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Investment Plan
0%
Benchmark
NIFTY 50 Arbitrage PR INR
Asset Size
14999.72 Cr.
(As of 31 Aug, 2020)
Risk
Moderately Low
Objective
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
Fund manager
Deepak Gupta
Exit load
N / A
(If redeemed within 30 days)Minimum sip
₹500
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
Kotak Liquid Dir Gr
9.22%
Reliance Industries Ltd.-SEP2020
5.31%
Reliance Industries Ltd
5.29%
HDFC Ltd.-SEP2020
5.02%
Sector Allocation
About the Scheme Type
Arbitrage Funds provide a safer investment avenue for the investors with low risk appetite by leveraging the price difference in the cash and derivatives market to generate returns. These usually invest around 65% of their corpus in equity-related instruments and are often seen as short-term wealth generating opportunities. Since the difference between the two prices is marginal, arbitrage funds are required to execute a humongous number of trades every year to book substantial profits. While Arbitrage Funds are a good investment option when you’ve a volatile market, the fact that their expense ratio is high and the payoff is unpredictable, count for noticeable disadvantages.
Ratings
This fund is rated 0 stars by Morning Star Ratings.
N/A
Overview of Kotak Mahindra Asset Management Co Ltd
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). Kotak Mutual Fund started operations in December 1998 and has approximately 7.5 Lac investors in various schemes. Kotak Mutual Fund offers schemes catering to investors with varying risk - return profiles and was the first fund house in the country to launch a dedicated gilt scheme investing only in government securities. The company is present in 80 cities and has 84 branches.
Vision of Kotak Mutual Fund – Kotak Mutual Fund envisions to be a responsible player in the Indian mutual fund space, offering best in class products across investor lifecycle. We, at Kotak Mutual Fund, strive hard to deliver consistent performance over the benchmark across all our products, thereby creating customer satisfaction. Our 12 years of existence, offering a broad range of investment products across asset classes with varying risk parameters that cater to needs of various customer segments, have enabled us to garner trust of over 10 lac investors.