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Kotak Arbitrage Fund

Arbitrage Fund · Kotak Mahindra Asset Management Company Limited.

In plain words

Among the 180 similar arbitrage funds we track, this one has grown money faster than most. ₹1 lakh invested 5 years ago would be about ₹1.4 lakh today. Investing ₹10,000 every month for the last 10 years would have put in ₹12.1 lakh and grown it to about ₹17 lakh. Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹99,430. Its ride has historically been comparatively steady.

New to fund research? Start with the 5-minute guide. The detailed numbers below back all of this up.
Kotak Arbitrage Fund is RS 88/99 in its category right now. See the RS line plotted against its benchmark, live, and the day it crossed.
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Kotak Arbitrage Fund is a arbitrage fund from Kotak Mahindra Asset Management Company Limited.. It has a track record of about 13.7 years. As of the latest data it carries an RS rating of 88/99 (its recent momentum versus category peers) and a King Score of 81/100 (a long-term quality composite). The current NAV is ₹43.23 (as of 2026-09-16).

At a glance. Long-term quality (King Score): 81/100 · Current momentum (RS): 88/99 · 5-year CAGR: 6.9% · Worst-ever fall: -0.57%
88RS rating
81King Score
7.5%3Y CAGR
6.9%5Y CAGR
-0.57%Max drawdown
0.96Sharpe 3Y
0.42%Expense
72079AUM ₹Cr

Growth of ₹100 - last 5 years

2021-092026-09
What ₹100 invested 5 years ago would be worth today, from actual NAV history.

Kotak Arbitrage Fund returns: last 1, 3, 5 and 10 years

PeriodThis fundCategory average
1 month0.48%0.49%
3 months1.63%1.59%
6 months3.17%3.04%
1 year6.7%6.58%
3 years (CAGR)7.5%7.24%
5 years (CAGR)6.9%6.59%
10 years (CAGR)6.46%6.22%

The last 10 years return of Kotak Arbitrage Fund works out to 6.46% a year (CAGR) - ₹1 lakh invested 10 years ago would be about ₹1.9 lakh today. The last 5 years return is 6.9% a year (₹1 lakh → ₹1.4 lakh), and the last 3 years return is 7.5% - ahead of its category's 7.24% average by 0.3 points. Its trailing one-year return is 6.7%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.

Year-by-year returns

YearKotak Arbitrage FundBenchmark
2018+6.8%-3.4%
2019+6.6%+7.7%
2020+4.9%+16.7%
2021+4.6%+30.2%
2022+5.1%+3.0%
2023+8.0%+25.8%
2024+8.5%+15.2%
2025+7.1%+6.7%
2026+4.6%-5.8%

Kotak Arbitrage Fund beat its benchmark in 4 of the last 9 calendar years. A below-par hit-rate versus its own index is worth weighing against its other strengths. Consistency against the benchmark matters more than any single great year.

Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.

What a monthly SIP in Kotak Arbitrage Fund would have made

A ₹10,000-a-month SIP, using this fund's actual NAV history. SIP returns (XIRR) differ from lumpsum CAGR because your money goes in gradually, averaging your entry price.

SIP durationYou investedIt becameXIRR
3 years₹370,000₹411,7247.06%
5 years₹610,000₹732,2537.24%
10 years₹1,210,000₹1,700,1166.61%

Over 10 years, ₹1,210,000 invested in monthly instalments would have grown to about ₹1,700,116 - an XIRR of 6.61%. Figures are pre-tax and assume you stayed invested throughout.

Risk & drawdowns

MeasureThis fundCategory average
Worst drawdown (lifetime)-0.57%-2.69%
Worst drawdown (3Y)-0.25%-0.27%
Volatility (1Y)1.19%1.2%
Sharpe (3Y)0.960.63
Sortino (3Y)2.571.85
Beta (3Y)-0.01-0.01
Alpha (3Y)0.98%0.7%
Up capture9.4%9.08%
Down capture-9.5%-9.17%
Bull-market return6.7%6.98%
Bear-market return8.1%8.09%

Timing matters more than people admit: the best possible 1-year stretch in Kotak Arbitrage Fund (starting 2013-08-22) gained 10.7%, while the worst (starting 2020-05-29) still made 3.6%. The worst peak-to-bottom fall Kotak Arbitrage Fund has ever put investors through is -0.57% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about 8.1% annualised, versus 6.7% in rising markets. It has captured roughly 9.4% of its benchmark's up-moves and -9.5% of its down-moves.

How Kotak Arbitrage Fund behaves when markets fall

When the market is falling (the Nifty below its 200-day average), Kotak Arbitrage Fund has historically returned about 8.1% annualised, versus roughly 6.7% when the market is rising. Its deepest fall on record is -0.57%. Right now it sits about 0.02% below its all-time high (last hit 2026-09-15). The real question isn't the average year - it's whether you could hold on through the worst one.

How Kotak Arbitrage Fund ranks in its category

Percentile versus its ~180 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.

3-year return
96th
Drawdown resilience
66th
Consistency
61th
Risk-adjusted (Sharpe)
96th

Consistency (rolling returns)

MeasureValue
Median 3Y rolling CAGR6.74%
3Y windows positive100.0%
Worst 3Y window4.65%
3Y windows beating Nifty 50012.8%
Median 5Y rolling CAGR6.3%
Median 10Y rolling CAGR6.6%

Instead of one lucky start date, rolling returns test every start date. Across all 3-year windows in its history, Kotak Arbitrage Fund returned a median of 6.74% a year, and 100.0% of those windows were positive.

What Kotak Arbitrage Fund holds

Its latest monthly portfolio disclosure. This is what your money actually owns.

Top holdings

ICICI BANK LTD. · Financials
4.9%
HDFC BANK LTD. · Finance
4.5%
RELIANCE INDUSTRIES LTD. · Energy
3.3%
AXIS BANK LTD. · Financials
2.0%
NTPC LTD · Utilities
1.8%
Vodafone Idea Ltd · Communication Services
1.7%
STATE BANK OF INDIA. · Financials
1.2%
Grasim Industries Ltd. · Materials
1.2%
TVS Motor Company Ltd. · Consumer Discretionary
1.2%
ETERNAL LIMITED · E-Commerce/E-Retail
1.0%

Sector allocation

Financials
15.9%
Materials
7.6%
Finance
6.0%
Industrials
5.7%
Consumer Discretionary
5.2%
Energy
5.1%
Utilities
4.2%
Health Care
3.7%

The top 10 holdings make up 22.9% of the portfolio, across 176 stocks. A higher concentration means the fund's fortunes ride on fewer names.

Portfolio overlap with similar funds

Kotak Arbitrage Fund shares Mirae Asset Arbitrage Fund (13%), Tata Arbitrage Fund (4%), Invesco India Arbitrage Fund (2%) of its portfolio with these category peers (overlap = the slice of the two portfolios invested in the same stocks). The lower the overlap, the more genuinely different the portfolios are.

Who manages Kotak Arbitrage Fund - and how good are they?

Kotak Arbitrage Fund is managed by Hiten Shah. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.

Hiten Shah's full record

Hiten Shah currently runs 4 funds, across Arbitrage Fund, Dynamic Asset Allocation or Balanced Advantage, Equity Savings, Multi Asset Allocation, with about ₹113,256 Cr under management. The book's average King Score is 78.0/100. Their strongest fund by King Score is Kotak Equity Savings Fund (82/100); Kotak Arbitrage Fund ranks #2 of 4 in their book.

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Swipe the table sideways to see all 13 columns →
#FundRSKing3M6M1Y3Y CAGR5Y CAGR10Y CAGRSharpeRoll 3YWorst fall
1Kotak Equity Savings Fund87821.3%4.2%4.3%9.9%9.9%9.9%0.5610.4%-16.5%
2Kotak Arbitrage Fund (this page)88811.6%3.2%6.7%7.5%6.9%6.5%0.966.7%-0.6%
3Kotak Balanced Advantage Fund78710.4%4.1%1.7%9.0%8.8%n/a0.312.8%-26.3%
4Kotak Multi Asset Allocation Fund71n/a-1.0%2.3%14.2%n/an/an/a0.9n/a-12.0%

A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.

Cost & fund basics

DetailValue
Expense ratio (Direct)0.42%
Exit load≈1% if redeemed within 1 year (typical)
Minimum investment₹100
Fund size (AUM)₹72,079 Cr
Age13.7 years
Plan / OptionDirect · Growth
BenchmarkNIFTY500

How Kotak Arbitrage Fund compares to peers

FundRSKing3Y CAGR
Invesco India Arbitrage Fund94837.5%
Mirae Asset Arbitrage Fund83837.4%
Tata Arbitrage Fund93837.5%
Invesco India Arbitrage Fund93827.5%
Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund)79817.3%
Edelweiss Arbitrage Fund80817.4%
Compare side by side. Chart Kotak Arbitrage Fund against these peers on one screen - rebased returns, drawdowns, rolling windows and stock-level overlap.
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Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.

What these numbers mean

RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.

Kotak Arbitrage Fund review: the bottom line

On the data, its strengths are a strong long-term quality score (81/100), leading current momentum (RS 88), a low expense ratio (0.42%). Whether it fits you depends on your goals, horizon and risk appetite - this page describes the fund, it does not recommend it.

Related

Frequently asked questions

Is Kotak Arbitrage Fund a good mutual fund?

That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, Kotak Arbitrage Fund scores 81/100 on our King Score and RS 88/99 within its category, has compounded 7.5% a year over three years, and its worst drawdown was -0.57%. Compare those against your needs and the peer table above.

What is the NAV of Kotak Arbitrage Fund today?

The latest NAV is ₹43.23 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.

What is the last 10 years return of Kotak Arbitrage Fund?

Over the last 10 years Kotak Arbitrage Fund has returned about 6.46% a year (CAGR). In rupees: ₹1 lakh invested 10 years ago would be roughly ₹1.9 lakh today, before tax. See the year-by-year table above for how uneven the ride was.

What is the expense ratio of Kotak Arbitrage Fund?

The Direct-plan expense ratio is 0.42% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.

Who is the fund manager of Kotak Arbitrage Fund?

Kotak Arbitrage Fund is managed by Hiten Shah.

Is Kotak Arbitrage Fund safe? How risky is it?

No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -0.57% - ₹1 lakh briefly becoming about ₹99,430. As a hybrid fund, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.

Is Kotak Arbitrage Fund good for SIP?

We can't tell you what to do, but here is what actually happened: a ₹10,000 monthly SIP over the last 10 years grew ₹12.1 lakh into about ₹17 lakh (XIRR 6.61%). SIPs average your entry price, which helps most in funds that swing hard - check the crash-behaviour section above to see how it treats investors in bad markets.

What are the SIP returns of Kotak Arbitrage Fund?

A ₹10,000/month SIP over 10 years would have grown to about ₹1,700,116 (an XIRR of 6.61%) on ₹1,210,000 invested, using the fund's actual NAV history. See the SIP table above for other durations.

How does Kotak Arbitrage Fund rank among similar funds?

On 3-year returns it sits around the 96th percentile of its category, and its consistency ranks 61th percentile. 100th is best-in-class, 50th is average. See the category-ranking section above.

Is Kotak Arbitrage Fund tax-efficient / what about capital gains?

As a hybrid fund, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.

Direct or Regular plan - which is shown here?

All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.

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Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.

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