Motilal Oswal Arbitrage Fund-Regular Plan-Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Solid MFIQ Score of 6.0/10 reflects sound fundamentals and risk management.
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +0.76% | +0.72% | +0.04% |
| 3 Months | +1.42% | +1.49% | -0.07% |
| 6 Months | +3.02% | +3.04% | -0.02% |
| 1 Year | +6.19% | +6.13% | +0.06% |
| Since Inception | +6.26% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +5.16% | +5.16% | 0.00% |
| 2025 | +6.50% | +6.23% | +0.27% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | +5.66% | +6.20% | +6.16% | +6.69% | 100.0% | - |
Risk Profile & Deepest Drawdowns
Portfolio & Asset Allocation
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 3,557 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Arbitrage schemes.
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Arbitrage Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| WhiteOak Capital Arbitrage Fund | 6.2 | - | 3.02% | - | Rs 3,150 cr | Compare → |
| TRUSTMF ARBITRAGE FUND | 3.8 | - | 2.12% | - | Rs 147 cr | Compare → |
| quant Arbitrage Fund | 8.0 | - | 2.22% | - | Rs 1,185 cr | Compare → |
| THE WEALTH COMPANY ARBITRAGE FUND | 2.8 | - | 2.14% | - | Rs 117 cr | Compare → |
| Mahindra Manulife Arbitrage Fund | 3.3 | +5.62% | 1.91% | - | Rs 143 cr | Compare → |
Frequently Asked Questions about Motilal Oswal Arbitrage Fund
What is the expense ratio of Motilal Oswal Arbitrage Fund?
The expense ratio for Motilal Oswal Arbitrage Fund is currently not reported.
Who manages Motilal Oswal Arbitrage Fund?
Manager tenure details are not reported.
What are the historical returns of Motilal Oswal Arbitrage Fund?
Motilal Oswal Arbitrage Fund has a 1-year return of +6.19%.
How large is Motilal Oswal Arbitrage Fund?
Motilal Oswal Arbitrage Fund manages assets of Rs 3,557 cr, placing it in the 'comfortable' size band relative to Arbitrage peers.
How is Motilal Oswal Arbitrage Fund scored on MFIQ?
Motilal Oswal Arbitrage Fund holds an MFIQ Score of 6.0/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Motilal Oswal Arbitrage Fund?
Motilal Oswal Arbitrage Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 1.45% with a maximum historical drawdown of -0.39%.