NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Kotak Equity Arbitrage Fund Growth for NRI [36.13]

Min Investment

100

Fund Size

54,915.38 Cr

Expense Ratio

1.0%

Exit Load

0.25%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

36.13

0.05%

NAV as on 18 Dec 24, 12:00 AM

low risk

arbitrage fund

equity

NAV as on 18 Dec 24, 12:00 AM

low risk

arbitrage fund

equity

7.93%p.a.

Last 1Y

6.55%p.a.

Last 3Y

5.58%p.a.

Last 5Y

6.91%p.a.

Since Inception

About Kotak Equity Arbitrage Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Kotak Equity Arbitrage Fund Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Arbitrage Fund mutual fund scheme that predominantly invests in Arbitrage Fund stocks of companies. Launched on Sep 2005, Kotak Equity Arbitrage Fund Growth is Arbitrage Fund fund of its category with 54,915.38 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Arbitrage Fund funds.

  • Kotak Equity Arbitrage Fund Growth delivered 7.9% annual returns during the last year. It has delivered 6.9% average annual returns since the fund was launched.
  • Kotak Equity Arbitrage Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and by investing the balance in debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized

Top 10 Holdings

Kotak Money Market Dir Gr

13.28%

RELIANCE INDUSTRIES LTD.-DEC2024

5.84%

Reliance Industries Ltd

5.80%

Kotak Savings Fund Dir Gr

5.48%

Kotak Liquid Dir Gr

3.23%

Axis Bank Ltd.-DEC2024

2.99%

Axis Bank Ltd

2.97%

Bharti Airtel Ltd-DEC2024

2.77%

Bharti Airtel Ltd

2.76%

ICICI Bank Ltd.-DEC2024

2.72%

Fund Managers

  1. Hiten Shah (Oct 2019 - Present)

Key Information

View Scheme Document

Kotak Equity Arbitrage Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Kotak Equity Arbitrage Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Kotak Equity Arbitrage Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Equity Arbitrage Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions