Motilal Oswal Arbitrage Fund

Hybrid: Arbitrage | Growth

MAX CAGR

+6.28%

Fund Size

₹2,672.46 Cr

Min. Investment

₹500

QUICK FUND SUMMARY

Motilal Oswal Arbitrage Fund Growth is a hybrid mutual fund managing assets worth ₹2,672.46 Cr. The current NAV is ₹11.01 as of Jul 20. It has delivered a maximum CAGR of 6.28%. Investors can start with a minimum SIP amount of ₹500.

Motilal Oswal Arbitrage Fund Details

Fund Size

₹2,672.46 Cr

Type

Hybrid: Arbitrage

Minimum Investment

₹500

NAV (Jul 20)

₹11.01

Plan Type

Regular

Launch Date

23 Dec 2024

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

2.07%

Motilal Oswal Arbitrage Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Motilal Oswal Arbitrage Fund Risk Indicator

The risk of the scheme is low

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Motilal Oswal Arbitrage Fund

Motilal Oswal Arbitrage Fund is a Growth Hybrid mutual fund managed by Motilal Oswal Mutual Fund.

The current NAV of Motilal Oswal Arbitrage Fund is ₹11.01 as of Jul 20.

You can invest in Motilal Oswal Arbitrage Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Motilal Oswal Arbitrage Fund is ₹500.

The expense ratio of Motilal Oswal Arbitrage Fund is 2.07%.

The taxation of Motilal Oswal Arbitrage Fund depends entirely on its underlying allocation to domestic equities. Aggressive Hybrids (Equity ≥ 65%) are taxed exactly like equity funds: 20% STCG if held ≤ 12 months; 12.5% LTCG if held > 12 months. Conservative Hybrids (Equity ≤ 35%) are taxed exactly like debt funds: all gains taxed at your income tax slab rate. For hybrid funds with equity exposure between 35% and 65%, the minimum holding period to qualify for LTCG is more than 24 months, with gains taxed at a flat 12.5%. Anything less than 24 months is deemed as STCG and taxed at applicable income tax slab rates. For units purchased prior to 1 April 2023: LTCG - 12.5% (if held for 24 months); STCG - Slab rate. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Motilal Oswal Arbitrage Fund is managed by Ajay Khandelwal.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.