Motilal Oswal Arbitrage Fund Direct Growth

Motilal Oswal Arbitrage Fund Direct Growth is a hybrid fund. This fund was started on 23 December, 2024. The fund is managed by Atul Mehra, Rakesh Shetty, Vishal Ashar, Niket Shah. This fund gives you the benefit of diversification.

1. Motilal Oswal Arbitrage Fund Direct Growth has ₹869 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.1.
   

Motilal Oswal Arbitrage Fund Direct Growth has given a CAGR return of 5.19% since inception.

Motilal Oswal Arbitrage Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Consumer Cyclical, Industrial, Energy, Basic Materials, Health, Consumer Defensive, Utilities, Government, Communication, Corporate, Real Estate.

As it is a arbitrage fund mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Arbitrage Fund Direct Growth has no lock in period.