MonitorDirect · Growth
Kotak Income Plus Arbitrage Omni FOF
Kotak Mahindra Mutual FundOther Scheme - FoF Domestic3.8 years
- NAV
- 13.231
- 15 Sept 2026
- 1Y
- +5.8%
- Trailing CAGR
- AUM
- ₹7,902.09 Cr
- 31 Aug 2026
- Volatility
- Low
- 1.3% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.8%
- 3Y+7.5%
- 5Yn/a
- 10Yn/a
- SI+7.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.6%
- 3Y+6.9%
- 5Yn/a
- 10Yn/a
- Since inception
- +7.6%
- Calendar-day CAGR
- Excess 1Y
- -0.9%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 16
- Vs comparable share classes
- Worst rolling 3Y
- +7.5%
- 198 daily-ending windows
- Median rolling 3Y
- +7.9%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +6.9%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 4 days
- 97 recovered episodes
- Longest recovery
- 59 days
- Trough to prior peak
- Current spell
- 5 days
- Days below latest peak
- Time below peak
- +37%
- NAV observations
26 Sept 2024 – 2 Dec 2024
Trough 4 Oct 2024 · recovered in 59 days
-1.0%
3 Jun 2024 – 13 Jun 2024
Trough 4 Jun 2024 · recovered in 9 days
-0.9%
31 Mar 2024 – 6 May 2024
Trough 19 Apr 2024 · recovered in 17 days
-0.8%
11 Mar 2024 – 28 Mar 2024
Trough 20 Mar 2024 · recovered in 8 days
-0.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
16
Vs category
45
Consistency
2
Risk-adjusted
100
Drawdown
98
Mean
52
Portfolio
31 Aug 2026 · 12 holdings · top 10 are 100.1%.
- Top 5
- 96.8%
- Top 10
- 100.1%
- Largest holding
- 36.9%
- Effective holdings
- 3.3
Kotak Arbitrage Fund Direct-Growth
Unspecified
36.9%
Kotak Corporate Bond Fund Direct-Growth
Unspecified
34.7%
Kotak Short Term Fund Direct-Growth
Unspecified
20.4%
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Direct-Growth
Unspecified
4.1%
Kotak Medium to Long Term Fund Direct-Growth
Unspecified
0.9%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bandhan Aggressive Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- +6.7%
- 3Y
- +11.8%
- Vol
- 10.2%
- Max DD
- -29.0%
- Sharpe
- 0.56
- 3Y win
- +56%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Motilal Oswal Asset Allocation Fund of Fund- Conservative
Motilal Oswal Mutual Fund
- 1Y
- +7.9%
- 3Y
- +12.7%
- Vol
- 8.3%
- Max DD
- -12.1%
- Sharpe
- 0.73
- 3Y win
- +14%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
DSP Gold ETF Fund of Fund
DSP Mutual Fund
- 1Y
- +35.7%
- 3Y
- n/a
- Vol
- 22.4%
- Max DD
- -25.2%
- Sharpe
- 1.27
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Franklin India Income Plus Arbitrage Active Fund of Funds
Franklin Templeton Mutual Fund
- 1Y
- +6.3%
- 3Y
- +12.4%
- Vol
- 8.8%
- Max DD
- -27.6%
- Sharpe
- 0.38
- 3Y win
- +14%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
HDFC Gold ETF Fund of Fund
HDFC Mutual Fund
- 1Y
- +36.0%
- 3Y
- +35.0%
- Vol
- 15.3%
- Max DD
- -24.8%
- Sharpe
- 0.44
- 3Y win
- +52%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown