Motilal Oswal Arbitrage Fund - Regular (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Motilal Oswal Arbitrage Fund - Regular (G) (45370) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Motilal Oswal Arbitrage Fund - Regular (G)
Motilal Oswal Asset Management Company Limited
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. However, there can be no assurance that the investment objective of the scheme will be realized.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Low Risk
Expenses
Moderate Expenses
Portfolio Mix
Balanced Mix
Management
New Team
Quality Score
Average Quality
Motilal Oswal Arbitrage Fund - Regular (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Risk Assessment
Risk-adjusted returns
Equity Exposure
Market exposure level
Cost Efficiency
Fund management costs
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Management Stability
Fund manager experience
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 7.53% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| Net CA & Others | Debt Others | 74.64% |
| Motilal Oswal Liquid Fund - Direct (G) | Mutual Fund Units | 18.31% |
| Reverse Repo | Debt Others | 7.26% |
| HDFC Bank Ltd | Banks | 5.77% |
| Reliance Industries Ltd | Refineries | 4.63% |
| Aditya Birla Capital Ltd | Finance | 3.65% |
| Dixon Technologies (India) Ltd | Consumer Durables | 3.60% |
| One 97 Communications Ltd | E-Commerce/App based Aggregator | 3.25% |
| State Bank of India | Banks | 3.17% |
| Tube Investments of India Ltd | Capital Goods-Non Electrical Equipment | 2.70% |
Sector Breakdown
Compare against Arbitrage Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Arbitrage Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Arbitrage Fund category
Motilal Oswal Arbitrage Fund - Regular (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 1M | 3M | 6M |
|---|---|---|---|---|
| Kotak Arbitrage Fund - Direct (G) | ₹40.75 | 0.38% | 1.61% | 3.56% |
| Kotak Arbitrage Fund (G) | ₹38.07 | 0.33% | 1.46% | 3.25% |
| UTI-Arbitrage Fund - Direct (G) | ₹37.96 | 0.41% | 1.63% | 3.60% |
| ICICI Pru Equity - Arbitrage Fund - Direct (G) | ₹37.43 | 0.40% | 1.62% | 3.59% |
| SBI Arbitrage Opportunities Fund - Direct (G) | ₹36.59 | 0.40% | 1.66% | 3.62% |
| Bandhan Arbitrage - Direct (G) | ₹35.73 | 0.35% | 1.56% | 3.53% |
| UTI-Arbitrage Fund (G) | ₹35.62 | 0.37% | 1.49% | 3.34% |
| JM Arbitrage Fund - Direct (G) | ₹35.36 | 0.40% | 1.55% | 3.24% |
| Invesco India Arbitrage Fund - Direct (G) | ₹35.13 | 0.39% | 1.65% | 3.57% |
| Invesco India Arbitrage Fund - Dir (Annual-B) | ₹35.12 | 0.39% | 1.65% | 3.57% |
Category Average Returns
Niket Shah
A seasoned investment professional with over 1 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.