Kotak Income Plus Arbitrage Omni FoF Direct-Growth
Hybrid: Income plus Arbitrage - Growth (Open ended) Factsheet
NAV: ₹13.25+0.12%
07 Sept 2026
Similar Funds
Side-by-side comparison of Kotak Income Plus Arbitrage Omni FoF Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +6.04% | 5.93% | 5 / 12 |
| 3Y Return | +7.66% | — | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Income plus Arbitrage
Top funds by AUM in the Hybrid: Income plus Arbitrage category — see how Kotak Income Plus Arbitrage Omni FoF Direct-Growth compares on size and returns.
Frequently Asked Questions
Which funds are similar to Kotak Income Plus Arbitrage Omni FoF Direct-Growth?
Funds similar to Kotak Income Plus Arbitrage Omni FoF Direct-Growth in the Hybrid: Income plus Arbitrage category include ICICI Prudential Income Plus Arbitrage Omni FoF Direct-Growth, HDFC Income Plus Arbitrage Active FoF Direct-Growth, and Axis Income Plus Arbitrage Omni FoF Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Kotak Income Plus Arbitrage Omni FoF Direct-Growth in its category?
The category rank of Kotak Income Plus Arbitrage Omni FoF Direct-Growth is shown in the Trailing Returns section above.
How does Kotak Income Plus Arbitrage Omni FoF Direct-Growth's expense ratio compare to similar funds?
Kotak Income Plus Arbitrage Omni FoF Direct-Growth has an expense ratio of 0.07%. The peers ICICI Prudential Income Plus Arbitrage Omni FoF Direct-Growth has an expense ratio of 0.07% and HDFC Income Plus Arbitrage Active FoF Direct-Growth has 0.02%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Kotak Income Plus Arbitrage Omni FoF Direct-Growth's AUM compare to similar funds?
Kotak Income Plus Arbitrage Omni FoF Direct-Growth has an AUM of ₹7,902.09 crore. The peers ICICI Prudential Income Plus Arbitrage Omni FoF Direct-Growth has an AUM of ₹3,204.96 crore and HDFC Income Plus Arbitrage Active FoF Direct-Growth has ₹2,597.29 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Income plus Arbitrage?
The top performing fund in the Hybrid: Income plus Arbitrage category on a 3-year basis is Franklin India Income Plus Arbitrage Active FoF Direct-Growth with a CAGR of 12.73% as of 6 Sep 2026. Kotak Income Plus Arbitrage Omni FoF Direct-Growth has delivered 7.66% CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Kotak Income Plus Arbitrage Omni FoF Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Kotak Income Plus Arbitrage Omni FoF Direct-Growth has a Sharpe ratio of 0.98 compared to the Hybrid: Income plus Arbitrage average of 1.01 as of 6 Sep 2026. It ranks 5 out of 9 funds in its category on Sharpe ratio.