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Motilal Oswal Mutual Fund

Motilal Oswal Arbitrage Fund

Motilal Oswal Mutual Fund · Direct plan · Growth

1-year returns
7.2%
NAV
₹11.31
▲ 0.29% · 18 Sept 2026
Fund size
₹3,486 Cr
Expense ratio
1.02%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹11.12 and has returned 6.21% over a year.

Returns, and where it stands

Against the average arbitrage fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year7.2%6.8%ahead4 of 32
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.7%0.6%
3 months1.9%1.6%
6 months3.4%2.9%
1 year7.2%6.2%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Dec 2024.

Plan

NAV history

▲ 7.25% in the last 1Y

10.610.911.318 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹60,000
Gain
₹2,311
XIRR (per year)
7.2%
Value today
₹62,311

12 monthly instalments from 18 Sept 2025, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
1.1% a year
about the same as the arbitrage fund average
Worst fall so far
−0.4%
Aug 2026 to Aug 2026.
Years that made money
100%
Of every one-year stretch it has been through.

Fund details

Minimum lumpsum
₹500
Minimum top-up
₹500
Lock-in
None
Plan started
23 Dec 2024
Portfolio turnover
0.61x
Expense ratio
1.02%
as of 31 Jul 2026

Managed by Vishal Ashar, Rakesh Shetty, Atul Mehra

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Motilal Oswal Arbitrage Fund against other funds in the Arbitrage Fund category
Fund1Y3Y5YExpenseFund size
Kotak Arbitrage Fund6.89%7.53%6.95%2.4%₹75,712 Cr
Tata Arbitrage Fund6.85%7.51%6.82%1.71%₹24,950 Cr
Invesco India Arbitrage Fund6.94%7.51%7.06%0.39%₹30,618 Cr
Aditya Birla Sun Life Arbitrage Fund6.92%7.5%6.82%1.25%₹27,237 Cr
Edelweiss Arbitrage Fund6.84%7.47%6.9%1.76%₹14,849 Cr
ITI Arbitrage Fund7.02%7.46%6.27%1.15%₹63 Cr
Motilal Oswal Arbitrage Fund7.25%1.02%₹3,486 Cr

About Motilal Oswal Arbitrage Fund

Motilal Oswal Arbitrage Fund is a arbitrage fund managed by Motilal Oswal Mutual Fund. Earn the price difference between the cash and futures markets. Low risk, and taxed as equity, which makes them tax-efficient for short periods.

The primary investment objective of the scheme is 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.

The scheme's stated objective, as published by Motilal Oswal Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹11.3065153187
DirectReinvestment/Payout₹11.1411153185
RegularGrowth₹11.1236153188
RegularReinvestment/Payout₹10.9592153186

Frequently asked questions

What is the NAV of Motilal Oswal Arbitrage Fund today?

The NAV of Motilal Oswal Arbitrage Fund (Direct plan, Growth) is ₹11.3065 and the Regular plan NAV is ₹11.1236, as of 18 Sept 2026.

What returns has Motilal Oswal Arbitrage Fund given?

Over the last year the Direct plan returned 7.25%. Past returns do not guarantee future returns.

What is the expense ratio of Motilal Oswal Arbitrage Fund?

The Direct plan charges 1.02% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Motilal Oswal Arbitrage Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹500 or more.

How much has Motilal Oswal Arbitrage Fund fallen in the past?

Its deepest fall was 0.4% from 3 Aug 2026 to 6 Aug 2026. Of every one-year stretch in its history, 100% ended in a gain.

Which category does Motilal Oswal Arbitrage Fund belong to?

It is a Arbitrage Fund from Motilal Oswal Mutual Fund. Earn the price difference between the cash and futures markets. Low risk, and taxed as equity, which makes them tax-efficient for short periods.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Motilal Oswal Arbitrage Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.