Motilal Oswal Mutual Fund launches Motilal Oswal Arbitrage Fund

NFO period: 16^th December – 19^th December, 2024

Highlights of the NFO:

• Scheme type – An open-ended equity scheme investing in arbitrage opportunities


• Investment objective – 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.


• Product suitability – This product is suitable for investors who are seeking capital appreciation over long term by investing predominantly in arbitrage opportunities between cash and derivative market and arbitrage opportunities within derivative segment.


• Minimum Application Amount – First investment is Rs. 500/- and in multiple of Rs. 1/- thereafter


• Plan/ Options available – Regular Plan & Direct Plan having Growth option and Income Distribution cum Capital Withdrawal (IDCW) option with Payout of Income Distribution cum Capital Withdrawal sub-option, Reinvestment of Income Distribution cum Capital Withdrawal sub-option.


• Fund Manager – Mr. Ajay Khandelwal, Mr. Niket Shah, Mr. Santosh Singh Mr. Atul Mehra and Mr. Rakesh Shetty


• Benchmark – Nifty 50 Arbitrage Index Total Return Index