Motilal Oswal Arbitrage
The Motilal Oswal Arbitrage Reg Gr fund strategically allocates to large and giant-cap companies, offering investors a defensive, cash-rich portfolio to navigate market volatility.
What This Strategy Does
CW Expert Research Notes
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Prolonged economic slowdown could reduce arbitrage opportunities, mitigated by low beta.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Capitalizes on pricing inefficiencies across equity and derivative markets. Through simultaneous buying and selling of stocks and derivatives, this approach generates low-risk returns independent of market direction. The impact is a steady income stream with minimal volatility, providing portfolio stability.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Rakesh Shetty
Lead Portfolio Manager
Mr. Rakesh Shetty has experience of 4 years. Manages 289 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr
Atul Mehra
Co-Portfolio ManagerMr. Atul Mehra has experience of 8 years. Manages 60 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹689 Cr
CW Expert Take
Motilal Oswal operates with a disciplined arbitrage strategy. Their investment process focuses on capturing pricing inefficiencies between cash and derivatives markets while maintaining low volatility. The fund house leverages quantitative models and risk management systems to identify opportunities across sectors and market caps. Their approach provides consistent returns with low correlation to broader equity markets.
19 years
Combined Team Experience
₹ 10,850 Cr
Assets Under Management
Firm Overview
Investment Philosophy & Approach
Disciplined Approach
Motilal Oswal AMC follows a disciplined investment approach focused on risk management.
Rigorous Research
The fund house employs rigorous research to identify investment opportunities.
Long-Term Perspective
Motilal Oswal AMC maintains a long-term perspective in portfolio construction.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)