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Motilal Oswal Arbitrage Fund

An open-ended equity scheme following manufacturing theme

Regular | Growth

Return

Since Inception

0.0

Nav

10.45

  • investedProple:17,881

  • fundIcon:/content/dam/motilal-mf/fund-icons/MO_AR.svg

  • typeOfScheme:An open-ended equity scheme following manufacturing theme

  • dateAsOn:31 Mar 2026

  • schDetail:

    • nfoEndDate: 19-Dec-2024

    • exitLoadShort: NIL

    • schemeName: Motilal Oswal Arbitrage Fund

    • nfoStartDate: 16-Dec-2024

    • dateOfAllotment: 2024-12-23

    • sebiCategory: Hybrid Fund

    • cmotsGroupCode: MO45370

    • exitLoad:

      0.25% - If redeemed within 15 days from the day of allotment. Nil - If redeemed after 15 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

    • CMOTSAMCCode: 38442

    • fundCategoryCode: HF

    • schcode: AR

  • minamount:

    • 0:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: D
      • plancode: DP

    • 1:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: R
      • plancode: DP

    • 2:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GD

    • 3:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GP

    • 4:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: D
      • plancode: PD

    • 5:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: R
      • plancode: PD

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:active
    • 1: motilal-oswal-amc:hybrid-&-balanced
    • 2: motilal-oswal-amc:hybrid-equity

  • planList:

    • 0:

      • optionName: Growth
      • sixth_char_name: D
      • planCode: GD
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • optionCode: G
      • planName: Direct
      • groupedName: Direct Growth
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01ED1
      • amfi_schcode: 153187
      • cmt_schcode: 45372

    • 1:

      • optionName: Growth
      • sixth_char_name: R
      • planCode: GP
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • optionCode: G
      • planName: Regular
      • groupedName: Regular-Growth
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01EG4
      • amfi_schcode: 153188
      • cmt_schcode: 45370

    • 2:

      • optionName: IDCW Reinvestment
      • sixth_char_name: R
      • planCode: DP
      • planNameOriginal: Regular Reinvestment
      • groupedCode: DPR
      • optionCode: R
      • planName: Regular
      • groupedName: Regular IDCW Reinvestment
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01EI0
      • amfi_schcode: 153186
      • cmt_schcode: 45371

    • 3:

      • optionName: IDCW Payout
      • sixth_char_name: R
      • planCode: DP
      • planNameOriginal: Regular Payout
      • groupedCode: DPD
      • optionCode: D
      • planName: Regular
      • groupedName: Regular IDCW Payout
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 4:

      • optionName: IDCW Payout
      • sixth_char_name: D
      • planCode: PD
      • planNameOriginal: Direct Payout
      • groupedCode: PDD
      • optionCode: D
      • planName: Direct
      • groupedName: Direct IDCW Payout
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • optionName: IDCW Reinvestment
      • sixth_char_name: D
      • planCode: PD
      • planNameOriginal: Direct Reinvestment
      • groupedCode: PDR
      • optionCode: R
      • planName: Direct
      • groupedName: Direct IDCW Reinvestment
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
      • isin: INF247L01EF6
      • amfi_schcode: 153185
      • cmt_schcode: 45373

  • nav:

    • 0:

      • latnav: 10.6728
      • optioncode: D
      • plancode: DP
      • prodcode: ARDP
      • recdt: 08-May-2026
      • navchng: 0.00
      • navchngper: 0.04

    • 1:

      • latnav: 10.6728
      • optioncode: R
      • plancode: DP
      • prodcode: ARDP
      • nav_date: 08-May-2026
      • nav_amount: 10.7198
      • recdt: 08-May-2026
      • navchng: 0.00
      • navchngper: 0.04

    • 2:

      • latnav: 10.9571
      • optioncode: G
      • plancode: GD
      • prodcode: ARGD
      • nav_date: 08-May-2026
      • nav_amount: 11.0176
      • recdt: 08-May-2026
      • navchng: 0.00
      • navchngper: 0.04

    • 3:

      • latnav: 10.833
      • optioncode: G
      • plancode: GP
      • prodcode: ARGP
      • nav_date: 08-May-2026
      • nav_amount: 10.8807
      • recdt: 08-May-2026
      • navchng: 0.00
      • navchngper: 0.04

    • 4:

      • latnav: 10.7969
      • optioncode: D
      • plancode: PD
      • prodcode: ARPD
      • recdt: 08-May-2026
      • navchng: 0.00
      • navchngper: 0.04

    • 5:

      • latnav: 10.7969
      • optioncode: R
      • plancode: PD
      • prodcode: ARPD
      • nav_date: 08-May-2026
      • nav_amount: 10.8565
      • recdt: 08-May-2026
      • navchng: 0.00
      • navchngper: 0.04

  • returns:

    • 0:

      • oneYear_Ret: 4.87
      • oneYear_marketValue: 10486.66175386883
      • inception_Ret: 5.27
      • inception_marketValue: 10672.8
      • latNavDate: 2026-03-31
      • prodcode: ARDP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: 7.4
      • oneYear_marketValue: 10739.7279071591
      • inception_Ret: 7.47
      • inception_marketValue: 10957.1
      • latNavDate: 2026-03-31
      • prodcode: ARGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 153187
      • cmt_schcode: 45372
      • isin: INF247L01ED1

    • 2:

      • oneYear_Ret: 6.44
      • oneYear_marketValue: 10644.06779661017
      • inception_Ret: 6.51
      • inception_marketValue: 10833.0
      • latNavDate: 2026-03-31
      • prodcode: ARGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 153188
      • cmt_schcode: 45370
      • isin: INF247L01EG4

    • 3:

      • oneYear_Ret: 5.83
      • oneYear_marketValue: 10582.706029953737
      • inception_Ret: 6.23
      • inception_marketValue: 10796.9
      • latNavDate: 2026-03-31
      • prodcode: ARPD
      • plancode: PD
      • optioncode: D

Historical Performance

CAGR

planList:

  • 0:

    • optionName: Growth
    • sixth_char_name: D
    • planCode: GD
    • planNameOriginal: Direct Growth
    • groupedCode: GDG
    • optionCode: G
    • planName: Direct
    • groupedName: Direct Growth
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
    • isin: INF247L01ED1
    • amfi_schcode: 153187
    • cmt_schcode: 45372

  • 1:

    • optionName: Growth
    • sixth_char_name: R
    • planCode: GP
    • planNameOriginal: Regular Growth
    • groupedCode: GPG
    • optionCode: G
    • planName: Regular
    • groupedName: Regular-Growth
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
    • isin: INF247L01EG4
    • amfi_schcode: 153188
    • cmt_schcode: 45370

  • 2:

    • optionName: IDCW Reinvestment
    • sixth_char_name: R
    • planCode: DP
    • planNameOriginal: Regular Reinvestment
    • groupedCode: DPR
    • optionCode: R
    • planName: Regular
    • groupedName: Regular IDCW Reinvestment
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
    • isin: INF247L01EI0
    • amfi_schcode: 153186
    • cmt_schcode: 45371

  • 3:

    • optionName: IDCW Payout
    • sixth_char_name: R
    • planCode: DP
    • planNameOriginal: Regular Payout
    • groupedCode: DPD
    • optionCode: D
    • planName: Regular
    • groupedName: Regular IDCW Payout
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

  • 4:

    • optionName: IDCW Payout
    • sixth_char_name: D
    • planCode: PD
    • planNameOriginal: Direct Payout
    • groupedCode: PDD
    • optionCode: D
    • planName: Direct
    • groupedName: Direct IDCW Payout
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

  • 5:

    • optionName: IDCW Reinvestment
    • sixth_char_name: D
    • planCode: PD
    • planNameOriginal: Direct Reinvestment
    • groupedCode: PDR
    • optionCode: R
    • planName: Direct
    • groupedName: Direct IDCW Reinvestment
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
    • isin: INF247L01EF6
    • amfi_schcode: 153185
    • cmt_schcode: 45373

  • returns:

    • 0:

      • oneYear_Ret: 4.87
      • oneYear_marketValue: 10486.66175386883
      • inception_Ret: 5.27
      • inception_marketValue: 10672.8
      • latNavDate: 2026-03-31
      • prodcode: ARDP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: 7.4
      • oneYear_marketValue: 10739.7279071591
      • inception_Ret: 7.47
      • inception_marketValue: 10957.1
      • latNavDate: 2026-03-31
      • prodcode: ARGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 153187
      • cmt_schcode: 45372
      • isin: INF247L01ED1

    • 2:

      • oneYear_Ret: 6.44
      • oneYear_marketValue: 10644.06779661017
      • inception_Ret: 6.51
      • inception_marketValue: 10833.0
      • latNavDate: 2026-03-31
      • prodcode: ARGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 153188
      • cmt_schcode: 45370
      • isin: INF247L01EG4

    • 3:

      • oneYear_Ret: 5.83
      • oneYear_marketValue: 10582.706029953737
      • inception_Ret: 6.23
      • inception_marketValue: 10796.9
      • latNavDate: 2026-03-31
      • prodcode: ARPD
      • plancode: PD
      • optioncode: D

  • bmCode: 2007

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Periodic Returns

Data as on 31 Mar 2026

CAGR
Current value of Investment of ₹10,000

NIL

See other funds managed by the Fund Manager

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Past Performance Calculator

Explore how much wealth you would have created by investing in our schemes using this SIP Calculator

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Motilal Oswal Mid cap fund

SIP

Lumpsum

If you would have invested monthly

If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

Start SIP

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#

Disclaimer:

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Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

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Portfolio Composition

Download

Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

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    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

  • methodology:

    a) Methodology of calculating sale price

    The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to clause 10.4 of SEBI Master Circular No. SEBI /HO/IMD/ IMDPoD-1 / P/ CIR / 2023/74 dated May 19, 2023., no entry load will be charged by the scheme to the investors. Therefore, Sale or Subscription price = Applicable NAV (for respective plan and option of the scheme)

    b) Methodology of calculating repurchase price of Units

    Repurchase or redemption price is the price or NAV at which an open-ended scheme purchases or redeems its units from the investors. It may include exit load, if applicable. The exit load, if any, shall be charged as a percentage of Net Assets Value (NAV) i.e. applicable load as a percentage of NAV will be deducted from the “Applicable NAV” to calculate the repurchase price. Therefore, Repurchase or Redemption Price = Applicable NAV *(1- Exit Load, if any) Example: If the Applicable NAV is Rs. 10 and a 2% Exit Load is charged, the Redemption Price per Unit will be calculated as follows: = Rs. 10 * (1-0.02) = Rs. 10 * (0.98) = Rs. 9.80

  • indexMethodology:

    NIL

  • investmentObjective:

    The primary investment objective of thescheme is to generate long term growth of capital by predominantly investing in arbitrage opportunities present between the cash and derivate markets, as well as within the derivative segment, complemented by investments in debt securities and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

  • applicationAmount:

    ₹ 500/- and in multiples of ₹ 1/- thereafter

  • redemptionAmont: ₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

  • exitLoad:

    0.25% - If redeemed within 15 days from the day of allotment. Nil - If redeemed after 15 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

  • aum:

    • 0:

      • latestAum: 2234.1887
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: D
      • plancode: DP
      • prodcode: ARDP

    • 1:

      • latestAum: 2234.1887
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: R
      • plancode: DP
      • prodcode: ARDP

    • 2:

      • latestAum: 2234.1887
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: G
      • plancode: GD
      • prodcode: ARGD

    • 3:

      • latestAum: 2234.1887
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: G
      • plancode: GP
      • prodcode: ARGP

    • 4:

      • latestAum: 2234.1887
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: D
      • plancode: PD
      • prodcode: ARPD

    • 5:

      • latestAum: 2234.1887
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: R
      • plancode: PD
      • prodcode: ARPD

  • portfolioTurnoverRatio: 11.31

  • planList:

    • 0:

      • optionName: Growth
      • sixth_char_name: D
      • planCode: GD
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • optionCode: G
      • planName: Direct
      • groupedName: Direct Growth
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01ED1
      • amfi_schcode: 153187
      • cmt_schcode: 45372

    • 1:

      • optionName: Growth
      • sixth_char_name: R
      • planCode: GP
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • optionCode: G
      • planName: Regular
      • groupedName: Regular-Growth
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01EG4
      • amfi_schcode: 153188
      • cmt_schcode: 45370

    • 2:

      • optionName: IDCW Reinvestment
      • sixth_char_name: R
      • planCode: DP
      • planNameOriginal: Regular Reinvestment
      • groupedCode: DPR
      • optionCode: R
      • planName: Regular
      • groupedName: Regular IDCW Reinvestment
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01EI0
      • amfi_schcode: 153186
      • cmt_schcode: 45371

    • 3:

      • optionName: IDCW Payout
      • sixth_char_name: R
      • planCode: DP
      • planNameOriginal: Regular Payout
      • groupedCode: DPD
      • optionCode: D
      • planName: Regular
      • groupedName: Regular IDCW Payout
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 4:

      • optionName: IDCW Payout
      • sixth_char_name: D
      • planCode: PD
      • planNameOriginal: Direct Payout
      • groupedCode: PDD
      • optionCode: D
      • planName: Direct
      • groupedName: Direct IDCW Payout
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • optionName: IDCW Reinvestment
      • sixth_char_name: D
      • planCode: PD
      • planNameOriginal: Direct Reinvestment
      • groupedCode: PDR
      • optionCode: R
      • planName: Direct
      • groupedName: Direct IDCW Reinvestment
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
      • isin: INF247L01EF6
      • amfi_schcode: 153185
      • cmt_schcode: 45373

  • benchmark: Nifty 50 Arbitrage TRI

  • expenseRatioDirect: 0.10%

  • benchmarkreturns:

    • 0:

      • type: BM
      • groupName: Nifty 50 Arbitrage TRI (PRIMARY)
      • latNavDate: 2026-03-31
      • latnav: 2657.26
      • oneYear_Ret: 7.488683847532296
      • inception_Ret: 7.606561563665815
      • bmcode: 2007.0

    • 1:

      • type: BM
      • groupName: Crisil 1 Yr T-Bill Index (SECONDARY)
      • latNavDate: 2026-03-31
      • bmcode: 158.0

  • entryLoad:

    NIL

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

2234.1887

2026-03-31T00:00:00

Portfolio Turnover Ratio

11.31

Plans

Direct,Regular

Options (Under each plan)

Growth

Benchmark

Nifty 50 Arbitrage TRI

Total Expense Ratio

0.10%

Inception date

2026-03-31

Entry Load

NIL

Exit Load Policy

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Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • nfoEndDate: 19-Dec-2024

    • exitLoadShort: NIL

    • schemeName: Motilal Oswal Arbitrage Fund

    • nfoStartDate: 16-Dec-2024

    • dateOfAllotment: 2024-12-23

    • sebiCategory: Hybrid Fund

    • cmotsGroupCode: MO45370

    • exitLoad:

      0.25% - If redeemed within 15 days from the day of allotment. Nil - If redeemed after 15 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

    • CMOTSAMCCode: 38442

    • fundCategoryCode: HF

    • schcode: AR

  • fundManager:

    • 0:

      • dropdownField: MF

      • fundManagerName: Rakesh Shetty

      • description:

        Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

      • designation: Fund Manager/Dealer

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

    • 1:

      • dropdownField: MF

      • fundManagerName: Atul Mehra

      • description:

        Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.

      • designation: Vice President

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-atul-mehra.png

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/atul-mehra

    • 2:

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-vishal-ashar.png

      • fundManagerName: Vishal Ashar

      • description:

        Mr. Vishal Ashar boasts over 18 years of comprehensive expertise in fund management, a testament to his distinguished professional journey. His career is highlighted by significant tenures at prominent institutions such as NJ Asset Management, India Bulls Asset Management, and Motilal Oswal. Before his current role at MOAMC, Mr. Ashar dedicated four years to NJ Asset Management as a Fund Manager and Equity Dealer, following a six-year association with the Motilal Oswal Group. His extensive experience and notable contributions underscore his commitment and profound impact on the field of fund management.

      • designation: Arbitrage Dealer and Fund Manager

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/vishal-ashar

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Frequently Asked Questions

What is Arbitrage?

  • Simultaneously buying and selling of equity and derivative products to gain returns from their price differentials.
    or
  • Purchase and sell of 2 securities simultaneously to gain exposure from their price differentials

Why Arbitrage?

  • Low risk as it takes market neutral arbitrage positions
  • High Liquidity: Liquid in nature & exit load applicable up to 15 days.
  • Low Volatility: Arbitrage spread is less volatile in nature because buying and selling positions are locked in and neutralizes each other.
  • Acts as an alternate to Liquid/Debit funds
  • Taxation just like equity funds

Are Arbitrage Funds safe?

Investing in Arbitrage funds in considered safe as the capital and return from arbitrage fund is not dependent on market direction.

Why Motilal Oswal Arbitrage Fund?

  • Expertise : With a proven and lengthy track record spanning two decades, MOAMC has consistently demonstrated the ability to create wealth through early identification and investment in Large, Mid and Small Caps. The firm's extensive experience in fund management has led to the identification of numerous multi-baggers. *High Quality & High Growth Investing - Our core investment philosophy of QGLP (Quality, Growth, Longevity and Price), reinforced by robust risk management processes drives the creation of high quality, high growth portfolios to manage all our assets. Combination of high quality and high growth is the sweetest spot. Founded on a set of principles and beliefs that guide our investment decisions we firmly believe that this philosophy is a key driver of long-term financial success for our clients.
    *The usage of the terms Hi-Quality and Hi- Growth Portfolios purely depicts Motilal Oswal AMC’s internal fund management strategy/ process which is based on qualitative and quantitative research parameters.
  • Skin in the Game: Demonstrating our strong conviction in our funds, MOAMC has made prop investments exceeding 6,800+ crores across our funds.
  • Growth Themes: Our investment strategy focuses on in-house identified themes driven by domestic growth and thriving in a supportive policy environment. This forward-looking approach ensures alignment with dynamic market conditions and emerging opportunities.
  • Our Process, Your Success: "Our Process, Your Success" signifies our unwavering adherence to proven processes developed over decades of equity research and investing experience with a clear objective of charting a seamless path to your financial success.

What is the Investment objective of Motilal Oswal Arbitrage Fund?

To generate long term growth of capital by predominantly investing in arbitrage opportunities present between cash and derivate markets, as well as within the derivate segment, complemented by investments in debt securities and money market instruments

What is so unique about Motilal Oswal Arbitrage Fund?

No management fee charge for first 12 months with the objective to enhancing investors return experience. For direct plan only*

What is the type of this fund?

An open-ended equity scheme investing in arbitrage opportunities

What is the lock period for this fund?

No lock in period for the NFO.

What is the Entry and Exit load of Motilal Oswal Arbitrage Fund?

  • Entry load: Nil
  • Exit load:
  • 0.25% if redeemed within 30 days from the date of investment/allotment.
  • Nil - If redeemed after 30 days from the date of allotment.
  • No Exit Load will be applicable in case of switch between the Schemes, Motilal Oswal Focused Fund, Motilal Oswal Midcap Fund, Motilal Oswal Flexi Cap Fund, Motilal Oswal Balanced Advantage Fund, Motilal Oswal Large and Midcap Fund, Motilal Oswal Multi Asset Fund, Motilal Oswal Small Cap Fund, Motilal Oswal Large Cap Fund and other schemes as may be amended by AMC vide its addendum issued in this regard. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

What are the tax implication of investing in Arbitrage fund?

Tax implication is similar to Equity Funds.

Who can invest in Motilal Oswal Arbitrage Fund?

  • Investors looking for stable income
  • Investors looking for liquidity
  • Investors looking for tax-efficiency
  • Investors who are Risk-averse in nature

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