Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Motilal Oswal Arbitrage Fund-Regular Plan-IDCW
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 5/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 85/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)—
- Expense ratio (20%)1.0%
- AUM (15%)₹3,242 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Motilal Oswal Mutual Fund · Hybrid · Arbitrage
₹11.24
AUM: ₹3,242 Cr
NAV updated 23 days ago
Plan
Regular
Option
Idcw
Risk
Moderate
Expense Ratio
1.0%
Exit Load
0.25% for redemption within 15 Days
Fund Manager
Ajay Khandelwal
Inception
Dec 2024
Benchmark
NIFTY 50 Arbitrage Total Return Index
Sharpe Ratio
-1.17
Std Dev (1Y)
1.89%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.06%
3m
+1.69%
6m
+3.15%
1y
+6.71%
3y
—
5y
—
10y
—
since inception
+5.18%
TopFund's Take on Motilal Oswal Arbitrage Fund-Regular Plan-IDCW
Motilal Oswal Arbitrage Fund-Regular Plan-IDCW ranks among the stronger performers in the Arbitrage category, backed by a 5-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 85/100.
Cost: At 1.0%, the expense ratio is meaningfully cheaper — about 35% below the Arbitrage category average of 1.53% (based on 104 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.17 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.89% is on the lower side for a Arbitrage fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal Arbitrage Fund-Regular Plan-IDCW
The current NAV (Net Asset Value) of Motilal Oswal Arbitrage Fund-Regular Plan-IDCW is ₹11.24. NAV is updated every business day after market close by AMFI.
1Y: 6.71%
The expense ratio of Motilal Oswal Arbitrage Fund-Regular Plan-IDCW is 1.0% per annum. This is the annual fee charged by the fund to manage your investment.
Motilal Oswal Arbitrage Fund-Regular Plan-IDCW is managed by Ajay Khandelwal at Motilal Oswal Mutual Fund.
Motilal Oswal Arbitrage Fund-Regular Plan-IDCW is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Motilal Oswal Arbitrage Fund-Regular Plan-IDCW is a Arbitrage fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Motilal Oswal Arbitrage Fund-Regular Plan-IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Motilal Oswal Arbitrage Fund-Regular Plan-IDCW is ₹3,242 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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