Motilal Oswal Arbitrage Fund-Regular Plan-IDCW
Fund House: Motilal Oswal Mutual Fund| Category: Hybrid: Arbitrage |
| Launch Date: 23-12-2024 |
| Asset Class: |
| Benchmark: NIFTY 50 Arbitrage TRI |
| TER: 1.0% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 869.21 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: - |
10.4305
-0.01 (-0.0489%)
4.2%
Benchmark: 6.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 Arbitrage TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Arbitrage Fund-Regular Plan-IDCW | 23-12-2024 | - | - | - | - | - |
| UTI Arbitrage Fund - Regular Plan - Growth Option | 22-06-2006 | 6.81 | 7.32 | 7.01 | 5.67 | 5.81 |
| SBI Arbitrage Opportunities Fund - Regular Plan - Gr | 03-11-2006 | 6.76 | 7.26 | 7.16 | 5.79 | 5.73 |
| ICICI Prudential Equity Arbitrage Fund - Growth | 30-12-2006 | 6.74 | 7.24 | 7.0 | 5.66 | 5.79 |
| Kotak Arbitrage Fund - Regular Plan - Growth | 29-09-2005 | 6.73 | 7.38 | 7.17 | 5.85 | 5.94 |
| Tata Arbitrage Fund-Regular Plan-Growth | 05-12-2018 | 6.68 | 7.17 | 6.92 | 5.6 | - |
| Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | 24-07-2009 | 6.65 | 7.17 | 6.92 | 5.6 | 5.73 |
| Invesco India Arbitrage Fund - Growth Option | 30-04-2007 | 6.65 | 7.23 | 7.15 | 5.79 | 5.82 |
| Edelweiss Arbitrage Fund- Regular Plan- Growth Option | 05-06-2014 | 6.63 | 7.22 | 7.0 | 5.68 | 5.89 |
| HDFC Arbitrage Fund - Wholesale Growth Option | 10-10-2007 | 6.62 | 7.22 | 7.0 | 5.61 | 5.65 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.0%
Others
33.37%
Large Cap
43.17%
Mid Cap
21.48%
