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Motilal Oswal Arbitrage Fund-Direct Plan-IDCW

Motilal Oswal · Arbitrage
Low
₹10.96
Current NAV
25 Jun 2026
7.0%
1Y Return
5.5%
3Y CAGR
5.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.9%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.30).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.30
Sharpe Ratio
1.20
Beta
-2.20
Alpha
1.69
Sortino
Fund Details
Fund House Motilal Oswal
Category Arbitrage
AUM ₹8350 Cr
Expense Ratio 0.90%
Min SIP ₹500
Min Lumpsum ₹1000
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