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 0.08% 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 ₹7,895.98 crore. The peers ICICI Prudential Income Plus Arbitrage Omni FoF Direct-Growth has an AUM of ₹3,294.15 crore and HDFC Income Plus Arbitrage Active FoF Direct-Growth has ₹2,646.85 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 12.75% as of 21 Oct 2026. Kotak Income Plus Arbitrage Omni FoF Direct-Growth has delivered 7.36% 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 0.94 compared to the Hybrid: Income plus Arbitrage average of 1.02 as of 21 Oct 2026. It ranks 6 out of 9 funds in its category on Sharpe ratio.
