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  • DSP Investment Managers Private Limited
  • DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M)

Formerly DSP Arbitrage Mn DP

DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M)

DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M)

HybridArbitrage

10.443

NAV (May 05)

Scripbox Opinion

Neutral

Click here for top ranked funds in arbitrage mutual funds.

However, Scripbox does not recommend investing in arbitrage mutual funds.

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

1,152 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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Scheme Information

Investment Objective

The investment objective of the Scheme is to generate income through arbitrage opportunities between cash and derivative market and arbitrage opportunities within the derivative market. Investments may also be made in debt & money market instruments.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Low Risk

0.8 %

Expense Ratio

Jan 25, 2018

Launched (3y ago)

₹ 1,152

AUM in Crores

INF740KA1DL8

ISIN

No Lock-in

Lock-in

NIFTY 50 Arbitrage TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Aayush Ganeriwala

Fund Manager

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Kedar Karnik

Fund Manager

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M. Suryanarayanan

Fund Manager

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Rahul Vekaria

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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    One click investing tracking
comparison

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Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

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Quant Absolute Fund (G)

Quant Absolute Fund (G)

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LIC MF Equity Hybrid Fund (G)

LIC MF Equity Hybrid Fund (G)

Aggressive Hybrid

22 Years

Age

5

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HDFC Hybrid Debt Fund (G)

HDFC Hybrid Debt Fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

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About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 98,643 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,156 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66578000
  • mail-amc-about
    service@dspblackrock.com
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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M)

    About DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M)

    DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M) is a arbitrage hybrid fund and has delivered an annualised return of 4.6% over a period of 3 years .The fund was previously known as DSP Arbitrage Mn DP.The fund is managed by DSP Investment Managers Private Limited.The fund managers are Aayush Ganeriwala, Kedar Karnik, M. Suryanarayanan, Rahul Vekaria

    DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M) Investment Objective

    The investment objective of the Scheme is to generate income through arbitrage opportunities between cash and derivative market and arbitrage opportunities within the derivative market. Investments may also be made in debt & money market instruments. However, there is no assurance that the objective of the scheme will be realized.

    DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M) NAV,AUM,Risk

    The DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M) fund was launched on Jan 25, 2018. The NAV (Net Asset Value) of this arbitrage hybrid as of 2021-05-05 is ₹ 10.443. The total AUM (Asset Under Management) of the fund as of 2021-05-06 is ₹ 1151.364. The category risk of the DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M) fund is Low Risk. The fund charges 0.8 % as expense ratio.

    DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M) Holdings

    The fund’s highest allocation is towards others and has invested 85.9% in this asset class. The top three holdings of the fund are 8.20% govt stock 2022,364 dtb 29042021 and 364 dtb 15042021

    DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 50 Arbitrage TR INR

    DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M) Review

    DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, DSP Arbitrage Fund of Income Dist cum Cap Wdrl (PIDCW-M) has a score of 4 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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