Mutual Fund Detail

← Back to Funds
Kotak Income Plus Arbitrage Omni FoF

Kotak Income Plus Arbitrage Omni FoF

Fund Overview

AUM (Fund size) ₹6,949 Cr
Exit load 0%
Lock-in Period Nil
Age 3 yrs since Oct 28, 2022
Benchmark NA
Min. investment SIP: ₹3000 & Lumpsum: ₹10000
Expense ratio 0.32% as on Oct 31, 2025
Plan type Regular
Risk Moderate
Tax on your gains Profits are added to your income and taxed as per your slab rate

Peer Comparison

Fund Name 1M 6M 1Y 3Y 5Y 10Y
Kotak Income Plus Arbitrage Omni FoF 0.46% 2.7% 7.61% 8.02% N.A. N.A.
Axis Income Plus Arbitrage Active FoF 0.45% 2.56% 8.27% 7.8% 6.36% 3.98%
Bandhan Income Plus Arbitrage Active FoF 0.44% 2.52% 7.43% 7.26% 5.59% 7.0%
ICICI Prudential Income Plus Arbitrage Active FoF 0.4% 2.91% 6.3% 10.9% 10.42% 9.01%
HSBC Income Plus Arbitrage Active FoF 0.35% 2.26% 5.6% 7.28% 5.76% 6.37%
HDFC Income Plus Arbitrage Active FoF 0.42% 2.31% 1.38% 12.0% 13.7% 11.34%
Fund Name Std. deviation Beta Sharpe Sortino
Kotak Income Plus Arbitrage Omni FoF N.A. N.A. N.A. N.A.
Axis Income Plus Arbitrage Active FoF 1.80 N.A. 0.79 1.35
Bandhan Income Plus Arbitrage Active FoF 0.89 N.A. 0.97 1.65
ICICI Prudential Income Plus Arbitrage Active FoF 3.07 N.A. 1.44 2.79
HSBC Income Plus Arbitrage Active FoF 1.85 N.A. 0.52 0.77
HDFC Income Plus Arbitrage Active FoF 5.95 N.A. 0.94 1.38
Fund Name AUM Fund Age Expense Ratio
Kotak Income Plus Arbitrage Omni FoF 6,949 Cr 3 yrs 0.32%
Axis Income Plus Arbitrage Active FoF 1,895 Cr 5 yrs 10 m 0.45%
Bandhan Income Plus Arbitrage Active FoF 1,790 Cr 21 yrs 3 m 0.29%
ICICI Prudential Income Plus Arbitrage Active FoF 1,918 Cr 22 yrs 0.23%
HSBC Income Plus Arbitrage Active FoF 690 Cr 11 yrs 7 m 0.49%
HDFC Income Plus Arbitrage Active FoF 2,132 Cr 13 yrs 10 m 0.42%

Best Mutual Funds for 2025

Mutual Fund AUM 1Y Returns 5Y Returns
Kotak FMP Series 304 - 3119 Days 118 Cr 8.61% N.A
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund 3,251 Cr 7.19% N.A
Kotak Medium Term Fund 2,082 Cr 8.89% N.A
Kotak Floating Rate Fund 2,960 Cr 8.16% N.A
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund 552 Cr 8.24% N.A