Motilal Oswal Arbitrage Fund-Regular Plan-Growth
Expense Ratio: 1
Risk: Low
Hybrid Scheme - Arbitrage Fund
Plan: Regular
Benchmark: Nifty 50 Arbitrage TRI
Inception: 16-12-2024
Exit Load: Nil
Fund Size:₹1,756.62 Cr
Performance
1Y
Fund5.98%
Cat. Avg.5.85%
2Y
FundN/A
Cat. Avg.6.23%
3Y
FundN/A
Cat. Avg.6.66%
5Y
FundN/A
Cat. Avg.5.83%
10Y
FundN/A
Cat. Avg.5.68%
SI
Fund6.26%
Cat. Avg.5.52%
Fund Facts
Manager(s)
Mr. Atul Mehra
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Net Receivables / (Payables) | 1961.56 | 68.88% |
| 2 | Motilal Oswal Liquid Fund - Direct Growth | 211.58 | 7.43% |
| 3 | Triparty Repo | 169.73 | 5.96% |
| 4 | HDFC Bank Limited | 157.05 | 5.52% |
| 5 | Reliance Industries Limited | 144.85 | 5.09% |
| 6 | Cholamandalam Investment and Finance Company Limited | 132.33 | 4.65% |
| 7 | TVS Motor Company Limited | 116.03 | 4.07% |
| 8 | Bharti Airtel Limited | 106.71 | 3.75% |
| 9 | Aditya Birla Capital Limited | 76.55 | 2.69% |
| 10 | Axis Bank Limited 2026 | 74.40 | 2.61% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61721 | +2.9% | +5.9% |
| SI | 07 Jan, 25 | 95000 | 99527 | +4.8% | +6.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.06 L. | +6.0% | N/A |
| SI | 27 Dec, 24 | 1 L. | 1.10 L. | +9.9% | +6.3% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.