| Scheme Name | 1Y(%) | 2Y(%) | 3Y(%) | 5Y(%) | 10Y(%) |
|---|---|---|---|---|---|
| Kotak Equity Arbitrage Fund - Growth | 7.87 | 7.7 | 6.53 | 5.58 | 6.03 |
| UTI Arbitrage Fund - Regular Plan - Growth Option | 7.74 | 7.54 | 6.26 | 5.4 | 5.91 |
| HDFC Arbitrage Fund - Wholesale Growth Option | 7.72 | 7.53 | 6.3 | 5.25 | 5.75 |
| Edelweiss Arbitrage Fund- Regular Plan- Growth Option | 7.68 | 7.5 | 6.34 | 5.47 | 6.02 |
| ICICI Prudential Equity Arbitrage Fund - Growth | 7.68 | 7.47 | 6.26 | 5.39 | 5.9 |
| Invesco India Arbitrage Fund - Growth Option | 7.62 | 7.56 | 6.64 | 5.54 | 5.92 |
| Axis Arbitrage Fund - Regular Plan - Growth | 7.6 | 7.32 | 6.21 | 5.29 | 5.8 |
| SBI Arbitrage Opportunities Fund - Regular Plan - Gr | 7.6 | 7.59 | 6.47 | 5.38 | 5.83 |
| HDFC Arbitrage Fund - Retail Growth Option | 7.59 | 7.23 | 6.06 | 5.07 | 5.58 |
| Union Arbitrage Fund - Regular Plan - Growth Option | 7.57 | 7.38 | 6.02 | 5.25 | 0 |
| Based On | Kotak Equity Arbitrage Fund - Growth | S&P BSE Liquid Rate Index | Hybrid: Arbitrage |
|---|---|---|---|
| CAGR since inception | 6.91% | 5.46% | 5.48% |
| 1 Year | 7.87% | 6.80% | 7.40% |
| 3 Year | 6.53% | 5.91% | 6.05% |
| 5 Year | 5.58% | 4.94% | 5.13% |
| 10 Year | 6.03% | 0.00% | 5.81% |
| Nav / Index Value as on2024-12-22 | 54,780.14% | 0.00% | 0.00% |
| Sector | Allocation |
|---|---|
| Others | -3.1 |
| Mutual Funds | 21.99 |
| Debt | 2.23 |
| Cash & Cash Equivalents | 3.96 |
| Equity | 74.92 |
| Derivatives | -75.46 |
| Company | Holding |
|---|---|
| KOTAK MAHINDRA MUTUAL FUND | 3.23 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED | -0.01 |
| THE SUPREME INDUSTRIES LIMITED | -0.01 |
| BANK OF INDIA | -0.01 |
| JSW STEEL LIMITED | -0.01 |
| MACROTECH DEVELOPERS LIMITED | -0.01 |
| GLENMARK PHARMACEUTICALS LIMITED | -0.01 |
| GUJARAT GAS LIMITED | -0.01 |
| IRB INFRASTRUCTURE DEVELOPERS LTD | -0.01 |
| CESC LIMITED | -0.01 |
To calculate the Kotak Mahindra Mutual Fund :
1. Visit https://www.swarajfinpro.com/Calculator-SIP
2. Put the monthly SIP amount.
3. Put the monthly expected returns.
4. Write down the time period of investment.
