{"id":254415,"date":"2026-09-18T08:21:56","date_gmt":"2026-09-18T02:51:56","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/kotak-income-plus-arbitrage-omni-fof-direct-growth-review-2026\/"},"modified":"2026-09-18T08:21:56","modified_gmt":"2026-09-18T02:51:56","slug":"kotak-income-plus-arbitrage-omni-fof-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/kotak-income-plus-arbitrage-omni-fof-direct-growth-review-2026\/","title":{"rendered":"Kotak Income Plus Arbitrage Omni FOF Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-income-plus-arbitrage-omni-fof-g-direct-plan\">Kotak Income Plus Arbitrage Omni FOF Direct Growth Plan<\/a> has a NAV of \u20b913.2361 as of 17 Sep 2026 and scheme AUM of \u20b97,904 Cr. Its 1-year, 3-year and 5-year returns are 5.86%, 7.54% and 0%, and the fund sits in the Medium Risk category. Our view is that it suits investors who want a relatively measured hybrid allocation, but the return pattern suggests they should expect steadier compounding rather than sharp upside.<\/p>\n<p>Against the benchmark, the fund has held up better over the recent periods we can compare, and its portfolio is built almost entirely from other Kotak fixed-income and arbitrage schemes. That structure can support steadier behaviour, but it also means the outcome is tied closely to debt and arbitrage exposure rather than broad equity momentum.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/kotak-income-plus-arbitrage-omni-fof-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/kotak-income-plus-arbitrage-omni-fof-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/kotak-income-plus-arbitrage-omni-fof-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Kotak_Income_Plus_Arbitrage_Omni_FOF\" title=\"Should you BUY or HOLD Kotak Income Plus Arbitrage Omni FOF?\">Should you BUY or HOLD Kotak Income Plus Arbitrage Omni FOF?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/kotak-income-plus-arbitrage-omni-fof-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/kotak-income-plus-arbitrage-omni-fof-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/kotak-income-plus-arbitrage-omni-fof-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/kotak-income-plus-arbitrage-omni-fof-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/kotak-income-plus-arbitrage-omni-fof-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/kotak-income-plus-arbitrage-omni-fof-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/kotak-income-plus-arbitrage-omni-fof-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/kotak-income-plus-arbitrage-omni-fof-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b913.2361 as of 17 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b97,904 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.07%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>17 Nov 2022<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>Medium Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Hybrid<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>No exit load<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Abhishek Bisen<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Abhishek Bisen.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>0.07%<\/td>\n<td>-3.66%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>1.3%<\/td>\n<td>-3.71%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>5.86%<\/td>\n<td>-7.13%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>7.54%<\/td>\n<td>5.82%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The near-term pattern is more resilient than the benchmark. Over 1 month and 3 months, the fund stayed positive while the benchmark was negative, which points to a smoother path through a weak market phase for the index.<\/p>\n<p>That short-term resilience does not change the broader picture, but it does matter for investors who care about drawdown control. The 1-year return of 5.86% is well above the benchmark\u2019s -7.13%, so the fund has clearly done better over the most recent 12-month window.<\/p>\n<p>The longer view is more measured. The 3-year return of 7.54% is ahead of the benchmark\u2019s 5.82%, but the gap is not large, so our view is that the fund has been able to keep pace with the benchmark rather than surge away from it. The 5-year figure is not available because the scheme has not completed that history, so the present track record is still relatively short.<\/p>\n<p>The return path also suggests a fund that has had periods of stability with only modest step-ups rather than aggressive jumps. That is consistent with a hybrid FoF structure focused on arbitrage and fixed-income building blocks, where the objective is often to smooth the journey more than to chase equity-like volatility.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Kotak_Income_Plus_Arbitrage_Omni_FOF\"><\/span>Should you BUY or HOLD Kotak Income Plus Arbitrage Omni FOF?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Kotak Income Plus Arbitrage Omni FOF? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-income-plus-arbitrage-omni-fof-g-direct-plan\">Kotak Income Plus Arbitrage Omni FOF Direct Growth Plan<\/a><\/td>\n<td>5.86%<\/td>\n<td>7.54%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-arbitrage-fund-g-direct-plan\">Quant Arbitrage Fund Direct Growth Plan<\/a><\/td>\n<td>7.61%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/woc-arbitrage-fund-g-direct-plan\">WOC Arbitrage Fund Direct Growth Plan<\/a><\/td>\n<td>7.17%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/franklin-india-arbitrage-fund-g-direct-plan\">Franklin India Arbitrage Fund Direct Growth Plan<\/a><\/td>\n<td>7.03%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-arbitrage-fund-g-direct-plan\">Motilal Oswal Arbitrage Fund Direct Growth Plan<\/a><\/td>\n<td>6.94%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/invesco-india-arbitrage-fund-g-direct-plan\">Invesco India Arbitrage Fund Direct Growth Plan<\/a><\/td>\n<td>6.84%<\/td>\n<td>7.49%<\/td>\n<td>7.02%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund\u2019s 1-year return trails the stronger recent peer readings in this group, where the peer numbers shown are clustered above 6.8%. That means the recent run has been respectable, but not the strongest on the available 1-year comparisons.<\/p>\n<p>On the longer horizon, the picture is mixed. The 3-year return of 7.54% is slightly ahead of Invesco India Arbitrage Fund Direct Growth Plan at 7.49%, and it is also ahead of the other peer return figures where 3-year data is not available. So the medium-term track record looks steadier than the short-term comparison might suggest.<\/p>\n<p>The short-term and longer-term views therefore do not tell the same story. Recent returns are less competitive versus the peer set, while the 3-year outcome is more in line with the better available peer numbers. That split suggests a fund whose recent pace has been adequate, but whose medium-term compounding has remained orderly.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Kotak Arbitrage Fund Direct Plan Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>36.85%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Corporate Bond Fund Direct Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>34.72%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Bond Short Term Scheme-Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>20.39%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund &#8211; Direct Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>4.14%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Bond Direct Plan Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>0.85%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Money Market Fund Direct Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>0.77%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Crisilibx Financial Services 9 to 12 Months Debt Index Fund Direct Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>0.67%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Nifty Aaa Bond Financial Services Mar 2028 Index Fund Direct Plan Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>0.67%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding is Kotak Arbitrage Fund Direct Plan Growth at 36.85%, which is a large single position and is likely to have meaningful influence on the fund\u2019s day-to-day behaviour. The next two holdings are also substantial at 34.72% and 20.39%, so the portfolio is not dependent on just one sleeve.<\/p>\n<p>The weight then falls sharply after the first three positions. From 20.39% down to 4.14% and then below 1% for several holdings, the structure shows that most of the disclosed exposure sits in a small set of large positions, while the rest forms a thinner tail.<\/p>\n<p>Because the top disclosed holdings together account for 99.06% of the portfolio across 8 holdings, the scheme looks highly concentrated within a compact set of underlying debt and arbitrage funds. That concentration may support clarity in portfolio construction, but it also means the fund\u2019s outcome could remain closely tied to a few core allocations rather than a broad spread of different sources of return.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund looks more suitable for investors with moderate risk tolerance who are comfortable with a Medium Risk hybrid product rather than a high-volatility equity fund. The 1-year and 3-year numbers show a steadier profile than the benchmark, which may appeal to investors who value smoother behaviour over fast upside.<\/p>\n<p>The main trade-off is that the portfolio\u2019s return path has been relatively controlled, so investors may not see the kind of strong growth associated with equity-led strategies. A medium-term horizon is more sensible than a very short one, because the recent one-year result and the 3-year track record give a better picture than any isolated month. The concentration in a few underlying fixed-income and arbitrage positions also means the fund is best viewed as a conservative allocation within a broader plan.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> No exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Kotak Income Plus Arbitrage Omni FOF Direct Growth Plan?<\/strong><br \/>The current NAV is \u20b913.2361 as of 17 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>Its 1-year return is 5.86% and its 3-year return is 7.54%. The 5-year return is Data not available.<\/p>\n<p><strong>How does the fund compare with Nifty 50?<\/strong><br \/>It has done better than Nifty 50 over 1 month, 3 months and 1 year, and it has also stayed ahead over 3 years. The benchmark figures are -3.66%, -3.71%, -7.13% and 5.82% for those periods.<\/p>\n<p><strong>How does it compare with the peer funds listed here?<\/strong><br \/>Its 1-year return of 5.86% is below the stronger recent peer readings shown here, but its 3-year return of 7.54% is slightly ahead of Invesco India Arbitrage Fund Direct Growth Plan at 7.49%.<\/p>\n<p><strong>Is there a minimum SIP?<\/strong><br \/>Yes, the minimum SIP is \u20b9100.<\/p>\n<p><strong>Who manages the fund and what is its exit load?<\/strong><br \/>The fund is managed by Abhishek Bisen. The exit load is no exit load, so units sold anytime do not attract an exit charge.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Kotak Income Plus Arbitrage Omni FOF Direct Growth Plan has shown a steadier recent path than its benchmark, and its 3-year return still sits above the benchmark\u2019s 3-year figure. Compared with the peer figures shown here, the short-term pace is softer, while the medium-term result is more competitive. The fund carries Medium Risk, and its portfolio is built around a few large underlying Kotak fixed-income and arbitrage positions, so it may suit investors who prefer controlled behaviour and a conservative hybrid style over aggressive upside.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 18 September 2026 at 8:21 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Kotak Income Plus Arbitrage Omni FOF Direct Growth Plan\",\"identifier\":\"kotak-income-plus-arbitrage-omni-fof-g-direct-plan\",\"category\":\"Hybrid\",\"dateCreated\":\"17 Nov 2022\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":13.2361,\"valueReference\":\"as of 17 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"7904 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.07\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":5.86},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":7.54},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Abhishek Bisen\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Kotak Income Plus Arbitrage Omni FOF Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b913.2361 as of 17 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is 5.86% and its 3-year return is 7.54%. The 5-year return is Data not available.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with Nifty 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has done better than Nifty 50 over 1 month, 3 months and 1 year, and it has also stayed ahead over 3 years. The benchmark figures are -3.66%, -3.71%, -7.13% and 5.82% for those periods.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return of 5.86% is below the stronger recent peer readings shown here, but its 3-year return of 7.54% is slightly ahead of Invesco India Arbitrage Fund Direct Growth Plan at 7.49%.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes, the minimum SIP is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is its exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Abhishek Bisen. The exit load is no exit load, so units sold anytime do not attract an exit charge.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Kotak Income Plus Arbitrage Omni FOF Direct Growth Plan has a NAV of \u20b913.2361 as of 17 Sep 2026, AUM of \u20b97,904 Cr and 1Y return of 5.86%.<\/p>\n","protected":false},"author":38,"featured_media":254414,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-254415","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["254414"],"rank_math_title":["Kotak Income Plus Arbitrage Review 2026: NAV &amp; Returns"],"rank_math_description":["Kotak Income Plus Arbitrage Omni FOF Direct Growth Plan NAV is \u20b913.2361 as of 17 Sep 2026; 1Y return is 5.86%."],"rank_math_focus_keyword":["Kotak Income Plus Arbitrage Omni FOF Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Kotak_Income_Plus_Arbitrage_Omni_FOF_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/254415","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=254415"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/254415\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/254414"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=254415"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=254415"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=254415"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}