| Launch date | 16 Dec 2024 |
| Allotment date | 23 Dec 2024 |
| End date | 19 Dec 2024 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.10%
Inclusive of GST
Exit load
0.25% for redemption within 15 Days
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Fund management
Niket ShahDec 2024 - PresentView details
Vishal AsharDec 2024 - PresentView details
Rakesh ShettyDec 2024 - PresentView details
Atul MehraDec 2024 - PresentView details
Fund house & investment objective
| Rank (total assets) | #19 in India |
|---|---|
| Total AUM | ₹1,38,060.00Cr |
| Date of Incorporation | 29 Dec 2009 |
|---|
Motilal Oswal Arbitrage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Ajay Khandelwal is the Current Fund Manager of Motilal Oswal Arbitrage Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,38,060 Cr and the Latest NAV as of 29 Dec 2025 is ₹10.76. The Motilal Oswal Arbitrage Fund Direct Growth is rated Low risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. 0.25% for redemption within 15 Days ;
Investment Objective
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. ;
| Fund benchmark | NIFTY 50 Arbitrage Total Return Index |
|---|
Fund house contact details
Peer Comparison
| Hybrid, Arbitrage funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Arbitrage Fund Direct Growth | 5 | 7.1% | 7.8% | 27,560.25 |
Tata Arbitrage Fund Direct Growth | 5 | 7.2% | 7.8% | 20,154.23 |
Aditya Birla Sun Life Arbitrage Fund Direct Growth | 4 | 7.2% | 7.7% | 24,255.89 |
Bandhan Arbitrage Fund Direct Growth | 4 | 7.0% | 7.7% | 8,747.55 |
SBI Arbitrage Opportunities Fund Direct Growth | 4 | 7.0% | 7.7% | 41,082.90 |