Kotak Arbitrage Fund
Regular Plan · IDCW - Payout & Re-investment of Income Distribution cum capital withdrawal optio · Arbitrage · Scheme code 105967
Fund houseKotak Mahindra Mutual Fund
CategoryArbitrage
Plan & optionRegular · IDCW - Payout & Re-investment of Income Distribution cum capital withdrawal optio
History19.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.17 | -0.03 | 0.27 | 0.19 | -0.02 | 0.01 | 0.03 | -0.02 | 0.12 |
| Arbitrage category median |
— | — | — | 6.07 | 6.50 | 6.06 | — | 5.73 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 0.5% | -12.51 | -3.50 | — | — | -2.9% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 4,525 | -1.8% | 0.0% | 2.3% | 45% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.