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Mutual Funds

Kotak Income Plus Arbitrage Omni FoF

Ko

Kotak Income Plus Arbitrage Omni FoF

Income plus ArbitrageRank #6
Not Rated

NAV (2026-07-14)

13.07

AUM

₹2,024 Cr

Exp. Ratio: 0.15%

RISK LEVEL

Moderate

Returns & Performance

1 Year5.57%0.18% vs cat avgRank #4
3 Year7.63%7.63% vs cat avg
5 Year----
Since Launch7.59%--

Fund vs Category Average

1Y
5.57%+0.18%
3Y
7.63%+7.63%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
No lock-in period
Low expense ratio (0.15%)
Top-5 ranked in category for 1Y (#4)
Overall top-10 rank in category (#6)

Cons

No notable cons identified

ISININF174KA1KG8
NAV₹13.07
NAV Date2026-07-14
AUM₹2,024 Cr
Expense Ratio0.15%
RiskModerate
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-08-05

INVESTMENT OBJECTIVE

The scheme seeks to generate long-term capital appreciation from a portfolio created by investing in debt oriented mutual fund and equity arbitarge fund schemes of Kotak Mahindra Mutual Fund.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.

Abhishek Bisen

Mr. Bisen is a BA and MBA in Finance.

Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

Top Holdings

Holdings data not available for this scheme