Kotak Income Plus Arbitrage FOF(G)-Direct Plan
View the regular plan of this scheme
Rs 12.2431 0.0054(0.044 %) NAV as on 02 May 2025
Scheme Objective: To generate long-term capital appreciation from a portfolio created by investing in debt oriented mutual fund schemes and equity arbitrage mutual fund scheme of kotak Mahindra Mutual Fund. However, there is no assurance that the investment objective of the scheme will be realized.
Performance (As on 02 May 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | 4.58 % | 11.06 % | N/A | N/A | 8.58 % |
Portfolio
FOF Domestic funds invest in other domestic mutual funds, usually from the same fund house. FOFs could invest entirely in equity funds, or entirely in debt funds or a combination of these and other funds such as gold. The aim of these FOFs is to mix funds of different styles or asset classes, and allocations are decided based on valuations and other metrics. While the underlying orientation could be towards equity, these funds are taxed like debt funds as equity taxation applies only to funds investing directly in stocks.
These funds need a holding period of at least 5 years.