Formerly DSP Arbitrage Mn DP
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 11.345
NAV (Apr 22)
Last 1Y | 5.9% |
Last 3Y | 4.8% |
Last 5Y | 4.6% |
Last 10Y | NA |
Since Inception | 4.7% |
6 Month CAGR | 2.3% |
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.
Expense Ratio | 1.01 |
Launched (6y ago) | Jan 25, 2018 |
AUM in Crores | 3810.448 |
ISIN | INF740KA1DL8 |
Lock-in | No Lock-in |
Benchmark | NIFTY 50 Arbitrage TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0.8 |
Standard Deviation (5yr) | 0.9 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.692 |
Sharpe Ratio (5yr) | -0.6 |
YTM | 7.7 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
DSP Arbitrage Fund (PIDCW-M) | 8,17,924 | 85,312 | 4.6% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
cash offset for derivatives
71.4%dsp savings dir gr
13.2%future on hdfc bank ltd
7.7%hdfc bank ltd
7.6%future on reliance industries ltd
2.8%financial services
28%basic materials
10.1%industrials
8.2%communication services
6.1%energy
6%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
DSP Investment Managers Private Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
21.5% | 15.3% | ||
20.2% | 14.8% | ||
20.2% | 14.8% | ||
37.8% | 18.3% | ||
21.1% | 13.2% |
DSP Arbitrage Fund (PIDCW-M) is a Arbitrage Debt fund and has delivered an annualised return of 4.7% over a period of 6 years. The fund was previously known as DSP Arbitrage Mn DP. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Abhishek Singh, Kedar Karnik.
Nav of DSP Arbitrage Fund (PIDCW-M) as of 4/22/2024 is ₹11.35 with the total AUM as of 4/23/2024 is ₹3810.448. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Arbitrage Fund (PIDCW-M) was launched on Jan 25, 2018. The category risk of the fund is Low Risk.
The minimum SIP amount for DSP Arbitrage Fund (PIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.
DSP Arbitrage Fund (PIDCW-M) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY 50 Arbitrage TR INR.
DSP Arbitrage Fund (PIDCW-M) is rated as a 2 fund in Debt and delivered 5.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Arbitrage Fund (PIDCW-M).
What is DSP Arbitrage Fund (PIDCW-M)?
How to invest in DSP Arbitrage Fund (PIDCW-M)?
You can invest in DSP Arbitrage Fund (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of DSP Arbitrage Fund (PIDCW-M)?
The minimum sip amount for DSP Arbitrage Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is DSP Arbitrage Fund (PIDCW-M) good to invest in?
As per Scripbox experts, DSP Arbitrage Fund (PIDCW-M) is a Neutral fund. You can investDSP Arbitrage Fund (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the DSP Arbitrage Fund (PIDCW-M)?
The expense ratio of the DSP Arbitrage Fund (PIDCW-M) is 1.01% for regular plan.