Kotak Income Plus Arbitrage Omni FoF · Regular · Growth
NAV
₹12.9904
as of 17 Jun 2026
Expense Ratio
0.32%
AUM
₹7,629 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.34%
- 3Y
- +7.65%
- 5Y
- —
- Since Inception
- +7.46%
SIP returns (XIRR)
- 1Y
- +5.60%
- 3Y
- +7.11%
- 5Y
- —
- Since Inception
- +7.27%
Returns calculated from 28 October 2022 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
Beat the benchmark — ₹100/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹5,008
Benchmark
₹4,829
+₹179 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹100/month became
Real NAV backtest from day one
₹4,400
Invested
₹5,008
Value today
7.2%
XIRR (p.a.)
₹100/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹100 lumpsum at launch — value today
Invested on the fund's first NAV date
₹100
Invested
₹130
Value today
7.4%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹7,78,669
Value today
+0.1%
vs lumpsum
STP beat direct lumpsum by 0.1% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised0.53
Sharpe Ratio
+0.03
Alpha
0.01
Beta
0.61
Sortino
0.83%
Std Dev
-0.33%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Kotak Income Plus Arbitrage Omni FoF · Regular · Growth by Kotak Mahindra Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.
About This Fund
Kotak Income Plus Arbitrage Omni FoF · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹7,629 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Composite Debt Index (60%) + Nifty 50 Arbitrage Index TRI (40%). The current expense ratio is 0.32%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations