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Jama - Kotak Equity Arbitrage Fund


Kotak Equity Arbitrage Fund

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Hybrid-Arbitrage
NAV : 34.982
(+0.025799999999996714
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)
AUM : ₹219 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.78%2.1%4.07%7.84%6.25%5.66%5.78%



NAV History



Expense Ratio Trends


Fund Details

An open-ended scheme investing in arbitrage opportunities
NAV34.982
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio43.0%
Exit Load : I) For redemptions/switch outs (including SIP/STP) within 30 days from the date of allotment of units, irrespective of the amount of investment: 0.25% II) For redemptions/switch outs (including SIP/STP) after 30 days from the date of allotment of units, irrespective of the amount of investment: Nil Note - 1) Any exit load charged (net off Service Tax, if any ) shall be credited back to the Scheme. 2) Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,02,012₹1,01,864₹148
After 1 year₹1,07,843₹1,07,213₹630
After 3 years₹1,17,948₹1,15,905₹2,043
After 20 years₹3,00,566₹2,67,516₹33,049

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 5.66% Past 3 yr Data




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.
Fund Manager:
Hiten Shah