Motilal Oswal Arbitrage Fund

Ticker: mf13165
Decent 68/100

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Business Overview

Motilal Oswal Arbitrage Fund is a dynamic investment vehicle designed for risk-averse investors seeking stable returns through arbitrage opportunities in the equity markets. Ideal for those looking to diversify their portfolio while minimizing volatility, this fund leverages price discrepancies between cash and derivatives markets. It's a smart choice for conservative investors aiming for capital preservation with potential for modest growth.

  • Designed for risk-averse investors
  • Focuses on stable returns through arbitrage
  • Minimizes market volatility
  • Ideal for portfolio diversification
  • Managed by experienced professionals

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Diversification for risk-averse investors
  • Potential tax benefits on long-term gains
  • Access to professional fund management
Risks ⚠️
  • Market fluctuations affecting returns
  • Interest rate changes impact performance
  • Liquidity concerns in certain scenarios
  • Management fees can eat into profits
📊 Stock Investment Checklist (100 Points)
Motilal Oswal Arbitrage Fund • Updated: 2025-09-29 14:08:22
  • 10
    Business
    High
    The fund operates in a stable sector with a clear arbitrage model.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth has been moderate.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but not particularly attractive.
  • 7
    Balance
    High
    Debt levels are manageable, with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious about execution and profitability metrics.


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