Kotak Income Plus Arbitrage Omni Fund of Funds
Direct · Growth ₹13.26
19 Oct 2026
NAV
7.9%
3Y CAGR
7.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.21
Sharpe
-1.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.07%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.42 L | 7.8% | 4.1% | 13.2% |
| 3 Years | ₹36.00 L | ₹40.04 L | 7.6% | 6.6% | 8.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 7.8% | 14.3% | 23.1% | -6.5% |
| 3 Years | 7.6% | 11.0% | 19.4% | -3.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.9% | 7.9% | 4.7% | 11.3% | 0.99 | 3.72 | 100% | — | — |
| 3 Years | 7.9% | 7.8% | 7.4% | 8.2% | 6.21 | — | 100% | — | — |
-1.0%
Max Drawdown
0 mo
Drawdown Duration
2 mo
Recovery Time
-0.1%
Avg Drawdown
Calmar Ratio by Duration
8.05
1Y
7.99
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.03 | 0.02 | 4.8% | -1.8% | 5.1% | -11.4% |
| 3 Years | +0.97 | 0.03 | 6.5% | -3.1% | 7.4% | 5.3% |
| 5 Years | -0.67 | 0.03 | 6.7% | -3.4% | 5.8% | 4.6% |
| 7 Years | -2.32 | 0.03 | 6.7% | -3.4% | 4.1% | 3.3% |
| 10 Years | -3.54 | 0.03 | 6.7% | -3.4% | 2.9% | 2.3% |
| 12 Years | -4.01 | 0.03 | 6.7% | -3.4% | 2.4% | 1.9% |
| 15 Years | -4.48 | 0.03 | 6.7% | -3.4% | 1.9% | 1.5% |