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.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Arbitrage Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 0.25% | 1.32% | 2.67% | 4.17% | 5.9% | N/A | N/A | N/A | N/A | N/A | 6.17% |
| Category returns | 0.38% | 1.34% | 2.76% | 4.25% | 5.81% | 6.14% | 6.46% | 6.54% | 5.95% | 5.55% | N/A |
| Absolute returns | 0.25% | 1.32% | 2.67% | 4.17% | 5.9% | N/A | N/A | N/A | N/A | N/A | 11.52% |
| Rank within category | 36/40 | 26/39 | 30/38 | 26/36 | 17/34 | N/A | N/A | N/A | N/A | N/A | N/A |
| Arbitrage Fund | 2024 | 2025 | 2026 |
|---|---|---|---|
| Yearly returns | N/A | 6.5% | 4.58% |
| Q1 returns | N/A | 1.65% | 1.59% |
| Q2 returns | N/A | 1.79% | 1.17% |
| Q3 returns | N/A | 1.28% | 1.51% |
| Q4 returns | N/A | 1.64% | 0.24% |
0.25% on or before 15D, Nil after 15D
| Alpha | -0.0125494 |
| Beta | 0.1907 |
| Sharpe Ratio | -0.260906 |
| Sortino Ratio | -0.172203 |
| R-Squared | 0.0804 |
| Tracking Error | 0.2141 |
| Downside Risk | 0.201 |
| Std. Deviation (Annualised) | 0.4815 |
| Arbitrage Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Arbitrage Fund - Growth | 0.37% | 1.4% | 2.87% | 4.43% | 6.04% | 6.79% | 6.34% | 5.87% | 6.85% | 75,275.00 | 2.91 | 0.09 | Low |
| UTI Arbitrage Fund - Regular Plan - Growth | 0.45% | 1.4% | 2.8% | 4.33% | 5.96% | 6.74% | 6.17% | 5.76% | 6.76% | 10,900.20 | 1.80 | 0.07 | Low |
| Invesco India Arbitrage Fund - Regular Plan - Growth | 0.46% | 1.46% | 2.93% | 4.45% | 6.1% | 6.73% | 6.41% | 5.77% | 6.55% | 30,396.00 | 2.92 | 0.05 | Low |
| ICICI Prudential Arbitrage Fund - Growth | 0.37% | 1.41% | 2.86% | 4.41% | 6.01% | 6.69% | 6.18% | 5.73% | 6.82% | 35,576.30 | 2.16 | 0.03 | Low |
| SBI Arbitrage Fund - Regular Plan - Growth | 0.4% | 1.38% | 2.83% | 4.34% | 5.95% | 6.69% | 6.29% | 5.72% | 6.69% | 46,309.10 | 2.00 | 0.03 | Low |
| HDFC Arbitrage Fund - Regular Plan - Growth | 0.36% | 1.39% | 2.86% | 4.35% | 5.99% | 6.68% | 6.14% | 5.57% | 6.49% | 25,407.20 | 2.04 | 0.04 | Low |
| Edelweiss Arbitrage Fund - Regular Plan - Growth | 0.37% | 1.33% | 2.8% | 4.32% | 5.9% | 6.64% | 6.19% | 5.79% | 6.15% | 14,250.20 | 2.25 | 0.01 | Low |
| Aditya Birla Sun Life Arbitrage Fund - Growth | 0.35% | 1.36% | 2.82% | 4.31% | 5.91% | 6.63% | 6.09% | 5.68% | 6.28% | 26,933.30 | 1.95 | 0.00 | Low |
| Tata Arbitrage Fund - Regular Plan - Growth | 0.43% | 1.35% | 2.75% | 4.27% | 5.9% | 6.6% | 6.06% | N/A | 5.72% | 24,539.30 | 2.29 | -0.01 | Low |
| Motilal Oswal Arbitrage Fund - Regular Plan - Growth Current | 0.25% | 1.32% | 2.67% | 4.17% | 5.9% | N/A | N/A | N/A | 6.17% | 3,434.03 | 1.99 | -0.26 | Low |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 72.36% | |
| Motilal Oswal Liquid Fund - Direct Growth | Domestic Mutual Funds Units | 7.13% | |
| HDFC Bank Ltd. | Banks | Domestic Equities | 5.41% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 4.58% |
| Triparty Repo | Cash & Cash Equivalents and Net Assets | 4.49% | |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 3.63% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 3.49% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 3.37% |
| AU Small Finance Bank Ltd. | Banks | Domestic Equities | 3.07% |
| Axis Bank Ltd. | Banks | Domestic Equities | 2.53% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 2.39% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 2.37% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 2.28% |
| Aditya Birla Capital Ltd. | Finance | Domestic Equities | 2.15% |
| Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth | Domestic Mutual Funds Units | 2.07% | |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 1.74% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 1.73% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.72% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.53% |
| Vodafone Idea Ltd. | Telecom - Services | Domestic Equities | 1.34% |
| Steel Authority Of India Ltd. | Ferrous Metals | Domestic Equities | 1.23% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 1.19% |
| Adani Enterprises Ltd. | Metals & Minerals Trading | Domestic Equities | 1.11% |
| State Bank Of India | Banks | Domestic Equities | 1.11% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 1.10% |
| Ashok Leyland Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.97% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 0.88% |
| Inox Wind Ltd. | Electrical Equipment | Domestic Equities | 0.87% |
| RBL Bank Ltd. | Banks | Domestic Equities | 0.77% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 0.75% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.74% |
| 5.74% Government of India 2026 | Government Securities | 0.73% | |
| 364 Days Tbill (MD 23/10/2026) | Treasury Bills | 0.73% | |
| Indian Bank 2026 ** # | Certificate of Deposit | 0.72% | |
| Bank of Baroda 2026 ** # | Certificate of Deposit | 0.72% | |
| Indian Bank 2026 ** # | Certificate of Deposit | 0.72% | |
| Small Industries Dev Bank of India 2026 ** # | Certificate of Deposit | 0.72% | |
| Canara Bank 2026 ** # | Certificate of Deposit | 0.72% | |
| HDFC Bank Limited 2026 ** # | Certificate of Deposit | 0.72% | |
| Kotak Mahindra Bank Limited 2027 ** # | Certificate of Deposit | 0.72% | |
| HDFC Bank Limited 2027 ** # | Certificate of Deposit | 0.71% | |
| National Bank For Agriculture and Rural Development 2027 ** # | Certificate of Deposit | 0.71% | |
| Punjab National Bank 2027 ** # | Certificate of Deposit | 0.71% | |
| 364 Days Tbill (MD 04/03/2027) | Treasury Bills | 0.71% | |
| Union Bank of India 2027 ** # | Certificate of Deposit | 0.71% | |
| Punjab National Bank 2027 ** # | Certificate of Deposit | 0.71% | |
| Union Bank of India 2027 ** # | Certificate of Deposit | 0.71% | |
| National Bank For Agriculture and Rural Development 2027 ** # | Certificate of Deposit | 0.71% | |
| 364 Days Tbill (MD 20/05/2027) | Treasury Bills | 0.70% | |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.69% |
| Small Industries Dev Bank of India 2027 ** # | Certificate of Deposit | 0.69% | |
| Small Industries Dev Bank of India 2027 ** # | Certificate of Deposit | 0.68% | |
| JIO Financial Services Ltd. | Finance | Domestic Equities | 0.68% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 0.63% |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.57% |
| PG Electroplast Ltd. | Consumer Durables | Domestic Equities | 0.54% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.53% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 0.52% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 0.50% |
| Bajaj Finserv Ltd. | Finance | Domestic Equities | 0.43% |
| Eternal Ltd. | Retailing | Domestic Equities | 0.43% |
| Central Depository Services (India) Ltd. | Capital Markets | Domestic Equities | 0.40% |
| Kalyan Jewellers India Ltd. | Consumer Durables | Domestic Equities | 0.39% |
| Suzlon Energy Ltd. | Electrical Equipment | Domestic Equities | 0.37% |
| Angel One Ltd. | Capital Markets | Domestic Equities | 0.36% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 0.35% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.34% |
| Yes Bank Ltd. | Banks | Domestic Equities | 0.34% |
| Supreme Industries Ltd. | Industrial Products | Domestic Equities | 0.33% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.32% |
| JSW Steel Ltd. | Ferrous Metals | Domestic Equities | 0.31% |
| Infosys Ltd. | IT - Software | Domestic Equities | 0.30% |
| Adani Green Energy Ltd. | Power | Domestic Equities | 0.29% |
| Grasim Industries Ltd. | Cement & Cement Products | Domestic Equities | 0.29% |
| Patanjali Foods Ltd. | Agricultural Food & other Products | Domestic Equities | 0.28% |
| SBI Cards And Payment Services Ltd. | Finance | Domestic Equities | 0.27% |
| Muthoot Finance Ltd. | Finance | Domestic Equities | 0.27% |
| NMDC Ltd. | Minerals & Mining | Domestic Equities | 0.26% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 0.26% |
| Swiggy Ltd. | Retailing | Domestic Equities | 0.26% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.25% |
| Bank Of Baroda | Banks | Domestic Equities | 0.25% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 0.24% |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 0.23% |
| Eicher Motors Ltd. | Automobiles | Domestic Equities | 0.21% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.19% |
| Asian Paints Ltd. | Consumer Durables | Domestic Equities | 0.18% |
| Marico Ltd. | Agricultural Food & other Products | Domestic Equities | 0.17% |
| Godrej Properties Ltd. | Realty | Domestic Equities | 0.17% |
| Vedanta Ltd. | Diversified Metals | Domestic Equities | 0.16% |
| Ultratech Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.16% |
| Canara Bank | Banks | Domestic Equities | 0.16% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Durables | Domestic Equities | 0.15% |
| LIC Housing Finance Ltd. | Finance | Domestic Equities | 0.15% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 0.15% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 0.14% |
| Life Insurance Corporation of India | Insurance | Domestic Equities | 0.14% |
| IDFC First Bank Ltd. | Banks | Domestic Equities | 0.14% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.13% |
| Bajaj Auto Ltd. | Automobiles | Domestic Equities | 0.13% |
| Bandhan Bank Ltd. | Banks | Domestic Equities | 0.12% |
| The Federal Bank Ltd. | Banks | Domestic Equities | 0.11% |
| Aurobindo Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.10% |
| Ambuja Cements Ltd. | Cement & Cement Products | Domestic Equities | 0.10% |
| HDFC Asset Management Company Ltd. | Capital Markets | Domestic Equities | 0.10% |
| Adani Ports and Special Economic Zone Ltd. | Transport Infrastructure | Domestic Equities | 0.10% |
| Biocon Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.10% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.09% |
| NBCC (India) Ltd. | Construction | Domestic Equities | 0.09% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.08% |
| Lupin Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.08% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 0.08% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.08% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.07% |
| Indian Energy Exchange Ltd. | Capital Markets | Domestic Equities | 0.07% |
| Hero MotoCorp Ltd. | Automobiles | Domestic Equities | 0.07% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.07% |
| Zydus Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.06% |
| APL Apollo Tubes Ltd. | Industrial Products | Domestic Equities | 0.06% |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 0.06% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.06% |
| GAIL (India) Ltd. | Gas | Domestic Equities | 0.05% |
| Tata Motors Passenger Vehicles Ltd. | Automobiles | Domestic Equities | 0.05% |
| Max Financial Services Ltd. | Insurance | Domestic Equities | 0.05% |
| Adani Energy Solutions Ltd. | Power | Domestic Equities | 0.04% |
| DLF Ltd. | Realty | Domestic Equities | 0.04% |
| Polycab India Ltd. | Industrial Products | Domestic Equities | 0.04% |
| Bharat Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.03% |
| Tata Consumer Products Ltd. | Agricultural Food & other Products | Domestic Equities | 0.03% |
| Oil & Natural Gas Corporation Ltd. | Oil | Domestic Equities | 0.03% |
| Bharat Forge Ltd. | Auto Components | Domestic Equities | 0.03% |
| Alkem Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.02% |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.02% |
| Tube Investments of India Ltd. | Auto Components | Domestic Equities | 0.02% |
| NTPC Ltd. | Power | Domestic Equities | 0.01% |
| Dabur India Ltd. | Personal Products | Domestic Equities | 0.01% |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.01% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.01% |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.01% |
| Radico Khaitan Ltd. | Beverages | Domestic Equities | 0.01% |
| Oil India Ltd. | Oil | Domestic Equities | 0.00% |
| Oil India Ltd. | Oil | Derivatives-Futures | 0.00% |
| Radico Khaitan Ltd. | Beverages | Derivatives-Futures | -0.01% |
| United Spirits Ltd. | Beverages | Derivatives-Futures | -0.01% |
| Titan Company Ltd. | Consumer Durables | Derivatives-Futures | -0.01% |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Derivatives-Futures | -0.01% |
| Dabur India Ltd. | Personal Products | Derivatives-Futures | -0.01% |
| NTPC Ltd. | Power | Derivatives-Futures | -0.01% |
| Tube Investments of India Ltd. | Auto Components | Derivatives-Futures | -0.02% |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Derivatives-Futures | -0.02% |
| Alkem Laboratories Ltd. | Pharmaceuticals & Biotechnology | Derivatives-Futures | -0.02% |
| Oil & Natural Gas Corporation Ltd. | Oil | Derivatives-Futures | -0.03% |
| Bharat Forge Ltd. | Auto Components | Derivatives-Futures | -0.03% |
| Tata Consumer Products Ltd. | Agricultural Food & other Products | Derivatives-Futures | -0.03% |
| Bharat Petroleum Corporation Ltd. | Petroleum Products | Derivatives-Futures | -0.04% |
| Polycab India Ltd. | Industrial Products | Derivatives-Futures | -0.04% |
| DLF Ltd. | Realty | Derivatives-Futures | -0.04% |
| Adani Energy Solutions Ltd. | Power | Derivatives-Futures | -0.04% |
| Max Financial Services Ltd. | Insurance | Derivatives-Futures | -0.05% |
| Tata Motors Passenger Vehicles Ltd. | Automobiles | Derivatives-Futures | -0.05% |
| GAIL (India) Ltd. | Gas | Derivatives-Futures | -0.05% |
| SBI Life Insurance Company Ltd. | Insurance | Derivatives-Futures | -0.06% |
| Premier Energies Ltd. | Electrical Equipment | Derivatives-Futures | -0.06% |
| APL Apollo Tubes Ltd. | Industrial Products | Derivatives-Futures | -0.06% |
| Zydus Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Derivatives-Futures | -0.06% |
| Info Edge (India) Ltd. | Retailing | Derivatives-Futures | -0.07% |
| Hero MotoCorp Ltd. | Automobiles | Derivatives-Futures | -0.07% |
| Indian Energy Exchange Ltd. | Capital Markets | Derivatives-Futures | -0.07% |
| Varun Beverages Ltd. | Beverages | Derivatives-Futures | -0.07% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Derivatives-Futures | -0.08% |
| The Indian Hotels Company Ltd. | Leisure Services | Derivatives-Futures | -0.08% |
| Lupin Ltd. | Pharmaceuticals & Biotechnology | Derivatives-Futures | -0.08% |
| Coforge Ltd. | IT - Software | Derivatives-Futures | -0.09% |
| NBCC (India) Ltd. | Construction | Derivatives-Futures | -0.09% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Derivatives-Futures | -0.09% |
| Biocon Ltd. | Pharmaceuticals & Biotechnology | Derivatives-Futures | -0.10% |
| Adani Ports and Special Economic Zone Ltd. | Transport Infrastructure | Derivatives-Futures | -0.10% |
| HDFC Asset Management Company Ltd. | Capital Markets | Derivatives-Futures | -0.10% |
| Ambuja Cements Ltd. | Cement & Cement Products | Derivatives-Futures | -0.10% |
| Aurobindo Pharma Ltd. | Pharmaceuticals & Biotechnology | Derivatives-Futures | -0.10% |
| The Federal Bank Ltd. | Banks | Derivatives-Futures | -0.11% |
| Bandhan Bank Ltd. | Banks | Derivatives-Futures | -0.12% |
| Bajaj Auto Ltd. | Automobiles | Derivatives-Futures | -0.13% |
| Tata Consultancy Services Ltd. | IT - Software | Derivatives-Futures | -0.13% |
| IDFC First Bank Ltd. | Banks | Derivatives-Futures | -0.14% |
| Life Insurance Corporation of India | Insurance | Derivatives-Futures | -0.14% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Derivatives-Futures | -0.14% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Derivatives-Futures | -0.15% |
| LIC Housing Finance Ltd. | Finance | Derivatives-Futures | -0.15% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Durables | Derivatives-Futures | -0.15% |
| Ultratech Cement Ltd. | Cement & Cement Products | Derivatives-Futures | -0.16% |
| Canara Bank | Banks | Derivatives-Futures | -0.16% |
| Vedanta Ltd. | Diversified Metals | Derivatives-Futures | -0.16% |
| Godrej Properties Ltd. | Realty | Derivatives-Futures | -0.17% |
| Marico Ltd. | Agricultural Food & other Products | Derivatives-Futures | -0.17% |
| Asian Paints Ltd. | Consumer Durables | Derivatives-Futures | -0.18% |
| Hindustan Unilever Ltd. | Diversified FMCG | Derivatives-Futures | -0.19% |
| Eicher Motors Ltd. | Automobiles | Derivatives-Futures | -0.21% |
| Jindal Steel Ltd. | Ferrous Metals | Derivatives-Futures | -0.23% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Derivatives-Futures | -0.24% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Derivatives-Futures | -0.26% |
| Bank Of Baroda | Banks | Derivatives-Futures | -0.26% |
| Swiggy Ltd. | Retailing | Derivatives-Futures | -0.26% |
| Cummins India Ltd. | Industrial Products | Derivatives-Futures | -0.26% |
| NMDC Ltd. | Minerals & Mining | Derivatives-Futures | -0.26% |
| Muthoot Finance Ltd. | Finance | Derivatives-Futures | -0.27% |
| SBI Cards And Payment Services Ltd. | Finance | Derivatives-Futures | -0.27% |
| Patanjali Foods Ltd. | Agricultural Food & other Products | Derivatives-Futures | -0.28% |
| Grasim Industries Ltd. | Cement & Cement Products | Derivatives-Futures | -0.29% |
| Adani Green Energy Ltd. | Power | Derivatives-Futures | -0.29% |
| Infosys Ltd. | IT - Software | Derivatives-Futures | -0.31% |
| JSW Steel Ltd. | Ferrous Metals | Derivatives-Futures | -0.31% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Derivatives-Futures | -0.32% |
| Supreme Industries Ltd. | Industrial Products | Derivatives-Futures | -0.33% |
| Yes Bank Ltd. | Banks | Derivatives-Futures | -0.34% |
| Indus Towers Ltd. | Telecom - Services | Derivatives-Futures | -0.34% |
| Tata Steel Ltd. | Ferrous Metals | Derivatives-Futures | -0.36% |
| Angel One Ltd. | Capital Markets | Derivatives-Futures | -0.36% |
| Suzlon Energy Ltd. | Electrical Equipment | Derivatives-Futures | -0.37% |
| Kalyan Jewellers India Ltd. | Consumer Durables | Derivatives-Futures | -0.39% |
| Central Depository Services (India) Ltd. | Capital Markets | Derivatives-Futures | -0.41% |
| Eternal Ltd. | Retailing | Derivatives-Futures | -0.43% |
| Bajaj Finserv Ltd. | Finance | Derivatives-Futures | -0.43% |
| ITC Ltd. | Diversified FMCG | Derivatives-Futures | -0.50% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Derivatives-Futures | -0.52% |
| Bharat Electronics Ltd. | Aerospace & Defense | Derivatives-Futures | -0.54% |
| PG Electroplast Ltd. | Consumer Durables | Derivatives-Futures | -0.54% |
| HDFC Life Insurance Company Ltd. | Insurance | Derivatives-Futures | -0.57% |
| PNB Housing Finance Ltd. | Finance | Derivatives-Futures | -0.64% |
| JIO Financial Services Ltd. | Finance | Derivatives-Futures | -0.68% |
| Shriram Finance Ltd. | Finance | Derivatives-Futures | -0.70% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Derivatives-Futures | -0.74% |
| IndusInd Bank Ltd. | Banks | Derivatives-Futures | -0.75% |
| RBL Bank Ltd. | Banks | Derivatives-Futures | -0.78% |
| Samvardhana Motherson International Ltd. | Auto Components | Derivatives-Futures | -0.88% |
| Inox Wind Ltd. | Electrical Equipment | Derivatives-Futures | -0.88% |
| Ashok Leyland Ltd. | Agricultural, Commercial & Construction Vehicles | Derivatives-Futures | -0.98% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Derivatives-Futures | -1.10% |
| Adani Enterprises Ltd. | Metals & Minerals Trading | Derivatives-Futures | -1.11% |
| State Bank Of India | Banks | Derivatives-Futures | -1.12% |
| Larsen & Toubro Ltd. | Construction | Derivatives-Futures | -1.19% |
| Steel Authority Of India Ltd. | Ferrous Metals | Derivatives-Futures | -1.21% |
| Vodafone Idea Ltd. | Telecom - Services | Derivatives-Futures | -1.34% |
| Mahindra & Mahindra Ltd. | Automobiles | Derivatives-Futures | -1.54% |
| Maruti Suzuki India Ltd. | Automobiles | Derivatives-Futures | -1.73% |
| Bajaj Finance Ltd. | Finance | Derivatives-Futures | -1.73% |
| Interglobe Aviation Ltd. | Transport Services | Derivatives-Futures | -1.73% |
| Aditya Birla Capital Ltd. | Finance | Derivatives-Futures | -2.16% |
| ICICI Bank Ltd. | Banks | Derivatives-Futures | -2.29% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Derivatives-Futures | -2.39% |
| Kotak Mahindra Bank Ltd. | Banks | Derivatives-Futures | -2.39% |
| Axis Bank Ltd. | Banks | Derivatives-Futures | -2.53% |
| AU Small Finance Bank Ltd. | Banks | Derivatives-Futures | -3.07% |
| TVS Motor Company Ltd. | Automobiles | Derivatives-Futures | -3.40% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Derivatives-Futures | -3.49% |
| Bharti Airtel Ltd. | Telecom - Services | Derivatives-Futures | -3.65% |
| Reliance Industries Ltd. | Petroleum Products | Derivatives-Futures | -4.60% |
| HDFC Bank Ltd. | Banks | Derivatives-Futures | -5.46% |
| Total | 100.00% | ||
Mr. Vishal Ashar boasts over 12 years of comprehensive expertise in fund management, a testament to his distinguished professional journey. His career is highlighted by significant tenures at prominent institutions such as NJ Asset Management, India Bulls Asset Management, and Motilal Oswal. Before his current role at MOAMC, Mr. Ashar dedicated four years to NJ Asset Management as a Fund Manager and Equity Dealer, following a six-year association with the Motilal Oswal Group. His extensive experience and notable contributions underscore his commitment and profound impact on the field of fund management.
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.
Get personalized portfolio management services designed to grow and protect your wealth.
ChatGPT
Claude
Perplexity
