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Clear AllValue Research Rating
Our Opinion
Riskometer
Low
₹10.9326 0.07%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Motilal Oswal Arbitrage Fund - Direct Plan
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|
Low
|
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0.10 |
||
 |
|
Low
|
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0.44 |
||
|
|
Low
|
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0.40 |
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|
|
Low
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0.40 |
||
 |
|
Low
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0.40 |
₹2,392 Cr
0.25 (15)
500
500
500
12
About Motilal Oswal Arbitrage Fund - Direct Plan
Motilal Oswal Arbitrage Fund - Direct Plan is a hybrid mutual fund scheme of Motilal Oswal Mutual Fund. Launched on December 23, 2024, it is currently managed by Vishal Ashar, Rakesh Shetty and Atul Mehra. The fund has an expense ratio of 0.10% with an overall AUM (Assets Under Management) of ₹2,392 Cr.
Motilal Oswal Arbitrage Fund - Direct Plan invests in equity shares and derivatives and earns through the price differential between a stock and its futures. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks 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.
Suitability
Arbitrage funds are suitable for:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Motilal Oswal Arbitrage Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Motilal Oswal Arbitrage Fund - Direct Plan can be bought from the Motilal Oswal Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Motilal Oswal Arbitrage Fund - Direct Plan, is ₹10.9326 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Motilal Oswal Liquid Direct-G |
11.55
|
|
Bank Of Baroda CD 08/04/2026 |
1.04
|
|
Bajaj Finance Ltd CP 91-D 29/04/2026 |
1.03
|
|
Cholamandalam Investment & Finance Company Ltd CP 365-D 19/05/2026 |
1.03
|
|
HDFC Bank Ltd CD 24/06/2026 |
1.02
|
Over the past five years, Motilal Oswal Arbitrage Fund - Direct Plan has delivered an annualised return of --% as of 19-Mar-2026.
The minimum investment required to start investing in Motilal Oswal Arbitrage Fund - Direct Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
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