Motilal Oswal Arbitrage Fund-Regular Plan-Growth
Fund House: Motilal Oswal Mutual Fund
Category: Hybrid: Arbitrage
Status: Open Ended Schemes
Launch Date: 01-12-2024
Minimum Investment: 500.0
Asset Class:
Minimum Topup: 500.0
Benchmark: NIFTY 50 Arbitrage TRI
Total Assets: 1845.46 As on (31-12-2025)
Expense Ratio: 1.0% As on (31-12-2025)
Turn over: 81.00% | Exit Load:
NAV as on 29-01-2026
10.7131
-7.0E-4
CAGR Since Inception
6.42%
NIFTY 50 Arbitrage TRI 6.29%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Motilal Oswal Arbitrage Fund-Regular Plan-Growth | 6.43 | - | - | - | 6.42 |
| Benchmark | - | - | - | - | - |
| Hybrid: Arbitrage | 6.02 | 6.79 | 5.65 | 5.68 | 5.58 |
Funds Manager
Ajay Khandelwal,Atul Mehra,Niket Shah
RETURNS CALCULATORS for Motilal Oswal Arbitrage Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Motilal Oswal Arbitrage Fund-Regular Plan-Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Motilal Oswal Arbitrage Fund-Regular Plan-Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Arbitrage Fund Reg Gr | 01-12-2024 | 6.43 | 0.0 | 0.0 | 0.0 | 0.0 |
| Franklin India Arbitrage Fund Gr | 19-11-2024 | 6.49 | 0.0 | 0.0 | 0.0 | 0.0 |
| WhiteOak Capital Arbitrage Fund Reg Gr | 09-09-2024 | 6.39 | 0.0 | 0.0 | 0.0 | 0.0 |
| ITI Arbitrage Reg Gr | 05-09-2019 | 6.39 | 6.76 | 6.75 | 5.06 | 0.0 |
| UTI Arbitrage Reg Gr | 22-06-2006 | 6.39 | 6.94 | 7.1 | 5.92 | 5.81 |
| SBI Arbitrage Opportunities Reg Gr | 03-11-2006 | 6.36 | 6.85 | 7.1 | 6.08 | 5.75 |
| ICICI Pru Equity Arbitrage Gr | 30-12-2006 | 6.3 | 6.84 | 7.02 | 5.9 | 5.79 |
| Invesco India Arbitrage Gr | 30-04-2007 | 6.29 | 6.84 | 7.08 | 6.06 | 5.81 |
| ABSL Arbitrage Reg Gr | 24-07-2009 | 6.28 | 6.78 | 6.96 | 5.85 | 5.74 |
| Tata Arbitrage Reg Gr | 05-12-2018 | 6.27 | 6.77 | 6.94 | 5.81 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Motilal Oswal Arbitrage Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Arbitrage Fund-Regular Plan-Growth | - | - | - | - | - | - |
| Hybrid: Arbitrage | - | - | - | - | - | - |