Kotak Equity Arbitrage Fund – Low-Risk Arbitrage Profile

Kotak Equity Arbitrage Fund (Direct-G), launched on September 29, 2005, is managed by Hiten Shah since October 2019. It holds an impressive AUM of ₹71,518 crore with a Direct Plan expense ratio of 0.44%.

The fund has delivered a 1-year return of 7.2%, a 3-year CAGR of 7.9%, and a 5-year CAGR of 6.5%, outperforming category averages of 6.8% and 5.8% respectively.

With nearly all equity positions fully hedged and substantial cash/debt exposure, its top holdings include HDFC Bank, ICICI Bank, and Reliance Industries. Ideal for investors seeking low-volatility arbitrage opportunities.

Mutual fund investments are subject to market risk. Read all scheme-related documents carefully.