VA
Vishal AsharLead
Since Dec 2024
AUM managed
₹4,184.43Cr
Tenure
Since Dec 2024
Funds
2
Motilal Oswal Arbitrage Reg Gr
Arbitrage FundMotilal Oswal Mutual Fund
NAV
₹11.09
-0.04% today
AUM
₹3,242.03 Cr
Fund size
Expense
2.07%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹500
one-time
Exit Load
0.25
on redemption
Fund snapshot
Category rank--
Risk-o-meterLow Risk
BenchmarkNIFTY 50 Arbitrage TR INR (100%)
Number of holdings195
Inception23 Dec 2024
Exit load0.25
Risk metrics
Alpha0
Beta0
Sharpe ratio0.82
Standard deviation0.61%
Sortino ratio1.22
Capital gains tax
Hybrid
STCG · short-term
20%Short-term gains taxed at 20%
Equity-oriented hybrid fund gains apply when units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Equity-oriented hybrid fund gains apply when units are sold after 12 months.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as equity-oriented.
Fund managers
About Motilal Oswal Arbitrage Reg Gr
Motilal Oswal Arbitrage Reg Gr is an open-ended Arbitrage Fund mutual fund scheme offered by Motilal Oswal Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹11.09 per unit and the scheme manages ₹3,242.03 Cr in assets under management. The fund charges an expense ratio of 2.07% and is benchmarked against NIFTY 50 Arbitrage TR INR (100%). Over the trailing 1 year, Motilal Oswal Arbitrage Reg Gr has delivered +5.91% returns. SEBI's riskometer places this scheme in the Low Risk category, so read the scheme information document before investing.
Investment objective
The primary investment objective of the scheme 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.
Regular Plan · Growth option · NAV as of 15 Sept 2026
Motilal Oswal Arbitrage Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | +0.39% | +0.43% |
| 3 months | +1.30% | +1.44% |
| 6 months | +2.66% | +2.85% |
| 1 year | +5.91% | +6.12% |
| 3 years | 0.00% | +6.81% |
| 5 years | 0.00% | +6.17% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | +0.40% |
| 3 months | +1.98% | +1.89% |
| 6 months | +2.98% | +2.82% |
| 1 year | +6.11% | +5.94% |
| 3 years | 0.00% | +20.22% |
| 5 years | 0.00% | +32.04% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Motilal Oswal Arbitrage Reg Gr — frequently asked questions
What is the NAV of Motilal Oswal Arbitrage Reg Gr?
The latest net asset value (NAV) of Motilal Oswal Arbitrage Reg Gr is ₹11.09 per unit, -0.04% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Motilal Oswal Arbitrage Reg Gr delivered?
Motilal Oswal Arbitrage Reg Gr has returned +5.91% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Motilal Oswal Arbitrage Reg Gr?
Motilal Oswal Arbitrage Reg Gr charges an expense ratio of 2.07% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Motilal Oswal Arbitrage Reg Gr?
SEBI's riskometer classifies Motilal Oswal Arbitrage Reg Gr as Low Risk, which is typical for a Arbitrage Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Motilal Oswal Arbitrage Reg Gr?
You can start a SIP in Motilal Oswal Arbitrage Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹500.
Who manages Motilal Oswal Arbitrage Reg Gr?
Motilal Oswal Arbitrage Reg Gr is managed by Motilal Oswal Mutual Fund, holds ₹3,242.03 Cr in assets under management and invests across 195 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Motilal Oswal Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Arbitrage Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF247L01EG4
- Scheme code
- FS0000J9LA
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