DSP Mutual Funds

DSP Arbitrage Fund Direct Plan Growth

₹ 15.38

NAV (Mar 28)

7.25%
3 Year CAGR
Scripbox Opinion
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Neutral
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Arbitrage funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Arbitrage Funds are designed to take advantage of small differences in prices of securities between the cash and derivatives markets.

Funds in this category deploy different strategies making assessment of each fund a unique exercise.This category has a limited number of funds with a sufficiently long history.These funds are recommended as a tax - efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Downside Protection

Category Leader

The fund has been a Category Leader on the Downside Protection metric

Scripbox Recommended Arbitrage Funds
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Scheme Information

Investment Objective

The Scheme seeks to generate income through arbitrage opportunities between cash and derivative market and arbitrage opportunities within the derivative market.

Expense Ratio
0.35 %
Launched 7Y ago
2018-01-25
AUM in Crores
6185.3
ISIN
INF740KA1DN4
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Arbitrage Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
0.6
Beta
0.8
Sharpe Ratio
1.2
YTM
7.31
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Debt Holdings

Others

77.5%
77.502%

DSP Savings Direct Plan-Growth

12.86%
12.86%

HDFC Bank Ltd.

5.02%
5.021%

Vodafone Idea Ltd.

4.5%
4.496%

Others

4.38%
4.383%
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Allocation by Sector

Services

0.19%
0.19%

Capital Goods

0.01%
0.01%
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Frequently Asked Questions

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