Axis Arbitrage Fund vs DSP Arbitrage fund
Direct Plan, Growth option · Data as on 30-10-2026
Axis Arbitrage Fund and DSP Arbitrage fund are both Arbitrage funds. In the 3 years to 30-10-2026, Axis Arbitrage Fund (Direct) returned 7.3% a year and DSP Arbitrage fund (Direct) returned 7.2% a year. Axis Arbitrage Fund charges 1.40% a year and DSP Arbitrage fund 1.17% (Direct plans). Their portfolios overlap 50.7%: they hold 135 of the same securities.
Which is better, Axis Arbitrage or DSP Arbitrage fund? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Axis Arbitrage returned more over 5 years: 6.8% a year against 6.7%.
- Axis Arbitrage returned more over 3 years: 7.3% a year against 7.2%.
- DSP Arbitrage fund costs less: 1.17% a year against 1.40% (Direct plans).
- Axis Arbitrage swung less over 3 years: a standard deviation of 1.0% a year against 1.1%.
- DSP Arbitrage fund fell less in its worst fall since 29-01-2018: −0.6% against −0.6%.
- Axis Arbitrage is the larger fund: ₹10,168 Cr against ₹6,720 Cr.
- Their portfolios overlap 50.7%: 135 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Axis Arbitrage Fund | DSP Arbitrage fund |
|---|---|---|
| Fund house | Axis Mutual Fund | DSP Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹10,168 Cr (30-09-2026) | ₹6,720 Cr (30-09-2026) |
| NAV | ₹22.09 (Direct) | ₹16.99 (Direct) |
| Expense ratio (Direct) | 1.40% | 1.17% |
| Expense ratio (Regular) | 2.09% | 1.81% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 14-08-2014 | 25-01-2018 |
| Minimum investment | ₹500 | ₹100 |
| Lock in | None | None |
| Fund managers | Devang Shah, Sachin Jain | Kaivalya Nadkarni, Karan Mundhra |
| Exit load | Exit load of 0.25% if redeemed within 15 days. | Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 15 days. |
Axis Arbitrage vs DSP Arbitrage fund: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Axis Arbitrage Fund (Direct) | +0.52% | +1.52% | +3.22% | +6.68% | +7.31% | +6.84% | +6.44% |
| DSP Arbitrage fund (Direct) | +0.49% | +1.47% | +3.15% | +6.49% | +7.18% | +6.68% | -- |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | +7.18% | +6.68% | -- |
Category average: the average of the 39 Arbitrage funds, same plan type.
Axis Arbitrage vs DSP Arbitrage fund: Year-wise Returns
| Year | Axis ArbitrageAxis Arbitrage | DSP Arbitrage fundDSP Arbitrage fund |
|---|---|---|
| 2026to date | +5.44% | +5.29% |
| 2025 | +7.06% | +6.88% |
| 2024 | +8.26% | +8.18% |
| 2023 | +7.68% | +7.80% |
| 2022 | +4.95% | +4.68% |
| 2021 | +4.61% | +4.02% |
Axis Arbitrage vs DSP Arbitrage fund: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 1,424 of them, one for each trading day from 29-01-2021 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Axis Arbitrage Fund (Direct)
DSP Arbitrage fund (Direct)
to
Jul 2021Jul 2019
to
Jul 2022Jun 2020
to
Jun 2023Jun 2021
to
Jun 2024Jun 2022
to
Jun 2025May 2023
to
May 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Arbitrage | 0.0 | 17.1 | 82.9 | 0.0 | 0.0 | 0.0 | 0.0 | 6.2% | 5.9% | 4.6% | 7.8% |
| DSP Arbitrage fund | 0.0 | 23.7 | 76.3 | 0.0 | 0.0 | 0.0 | 0.0 | 6.0% | 5.8% | 4.3% | 7.7% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 29-01-2018. Past returns do not promise future returns.
Axis Arbitrage vs DSP Arbitrage fund: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 01-01-2018 to 30-10-2026: 106 instalments, ₹10,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Axis ArbitrageAxis Arbitrage Fund (Direct) | ₹10,60,000 | ₹14,26,156 | ₹3,66,156 | 6.6% |
| DSP Arbitrage fundDSP Arbitrage fund (Direct) | ₹10,60,000 | ₹14,16,546 | ₹3,56,546 | 6.4% |
Axis ArbitrageAxis Arbitrage Fund (Direct)
DSP Arbitrage fundDSP Arbitrage fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Axis Arbitrage vs DSP Arbitrage fund: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Axis Arbitrage Fund (Direct) | DSP Arbitrage fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.68% | +6.49% |
| Standard deviation | 1.33% | 1.33% |
| Sharpe ratio | 1.08 | 0.93 |
| Sortino ratio | 1.66 | 1.46 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Arbitrage Fund (Direct) | DSP Arbitrage fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.31% | +7.18% |
| Standard deviation | 1.05% | 1.08% |
| Sharpe ratio | 1.23 | 1.07 |
| Sortino ratio | 1.88 | 1.65 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Arbitrage Fund (Direct) | DSP Arbitrage fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.84% | +6.68% |
| Standard deviation | 0.97% | 1.01% |
| Sharpe ratio | 1.07 | 0.88 |
| Sortino ratio | 1.63 | 1.33 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Arbitrage Fund (Direct) | DSP Arbitrage fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.70% | +6.22% |
| Standard deviation | 1.02% | 1.06% |
| Sharpe ratio | 0.95 | 0.85 |
| Sortino ratio | 1.41 | 1.25 |
| Maximum drawdown | −0.6% (25-03-2020) | −0.6% (25-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 21-08-2014 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Axis Arbitrage Fund (Direct)
DSP Arbitrage fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Axis Arbitrage Fund (Direct) | −0.6% | 16-03-2020 | 25-03-2020 | 30-03-2020 | 5 days | −0.0% |
| DSP Arbitrage fund (Direct) | −0.6% | 16-03-2020 | 25-03-2020 | 31-03-2020 | 6 days | −0.1% |
From daily values since 29-01-2018, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Arbitrage Fund (Direct)
DSP Arbitrage fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Arbitrage Fund (Direct)
DSP Arbitrage fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Arbitrage Fund (Direct)
DSP Arbitrage fund (Direct)
Axis Arbitrage vs DSP Arbitrage fund: Portfolio Overlap
From each fund's latest monthly portfolio: Axis Arbitrage Fund, September 2026; DSP Arbitrage fund, September 2026
Holdings in common
- Overlap
- 50.7%
- Held by both
- 135
- Only in Axis Arbitrage
- 19
- Only in DSP Arbitrage fund
- 45
| Security | % of Axis Arbitrage | % of DSP Arbitrage fund |
|---|---|---|
| HDFC Bank Limited | 4.06% | 4.76% |
| Reliance Industries Limited | 3.77% | 4.63% |
| ICICI Bank Limited | 3.83% | 2.73% |
| Bharti Airtel Limited | 2.22% | 1.62% |
| State Bank of India | 2.63% | 1.55% |
| National Bank For Agriculture and Rural Development (10/03/2027) | 1.91% | 1.44% |
| Kotak Mahindra Bank Limited | 1.58% | 1.38% |
| Axis Bank Limited | 1.38% | 2.16% |
| Canara Bank | 1.19% | 1.21% |
| Vodafone Idea Limited | 1.14% | 3.05% |
| Bharat Heavy Electricals Limited | 2.64% | 1.08% |
| Divi's Laboratories Limited | 1.25% | 1.08% |
| JSW Steel Limited | 1.04% | 1.31% |
| Bharat Electronics Limited | 1.30% | 0.98% |
| Indus Towers Limited | 1.12% | 0.97% |
| Bajaj Finance Limited | 1.43% | 0.94% |
| Jio Financial Services Limited | 1.07% | 0.92% |
| Steel Authority of India Limited | 0.80% | 1.32% |
| Punjab National Bank | 0.79% | 1.62% |
| Tata Steel Limited | 1.83% | 0.78% |
| ITC Limited | 0.76% | 1.69% |
| Glenmark Pharmaceuticals Limited | 0.93% | 0.74% |
| LIC Housing Finance Limited | 0.70% | 0.70% |
| Adani Enterprises Limited | 1.31% | 0.69% |
| Yes Bank Limited | 0.66% | 1.03% |
| Adani Power Limited | 1.01% | 0.61% |
| Hindalco Industries Limited | 1.16% | 0.59% |
| Hindustan Unilever Limited | 1.18% | 0.54% |
| APL Apollo Tubes Limited | 0.70% | 0.49% |
| NMDC Limited | 0.60% | 0.49% |
| Manappuram Finance Limited | 0.87% | 0.47% |
| Bank of Baroda | 0.47% | 0.71% |
| Hindustan Aeronautics Limited | 0.47% | 0.78% |
| Crompton Greaves Consumer Electricals Limited | 0.61% | 0.46% |
| HDFC Life Insurance Company Limited | 0.68% | 0.43% |
| Adani Energy Solutions Limited | 0.43% | 1.12% |
| Coal India Limited | 1.19% | 0.42% |
| Biocon Limited | 0.78% | 0.41% |
| The Indian Hotels Company Limited | 0.41% | 0.56% |
| Godrej Properties Limited | 0.42% | 0.40% |
| Cholamandalam Investment and Finance Company Ltd | 1.13% | 0.38% |
| Small Industries Dev Bank of India (04/02/2027) | 1.87% | 0.36% |
| Canara Bank (02/02/2027) | 1.68% | 0.36% |
| Punjab National Bank (10/02/2027) | 0.96% | 0.36% |
| Ashok Leyland Limited | 0.33% | 0.46% |
| Infosys Limited | 1.15% | 0.32% |
| Bandhan Bank Limited | 0.31% | 0.79% |
| Life Insurance Corporation Of India | 0.69% | 0.30% |
| Adani Green Energy Limited | 0.38% | 0.29% |
| Varun Beverages Limited | 0.72% | 0.28% |
| Cummins India Limited | 1.40% | 0.27% |
| Power Finance Corporation Limited | 0.27% | 0.39% |
| UltraTech Cement Limited | 0.81% | 0.26% |
| NTPC Limited | 0.47% | 0.24% |
| Astral Limited | 0.35% | 0.24% |
| Tata Motors Passenger Vehicles Limited | 0.24% | 0.42% |
| Small Industries Dev Bank of India (28/01/2027) | 0.24% | 0.73% |
| Indian Energy Exchange Limited | 0.26% | 0.21% |
| Tata Consumer Products Limited | 0.21% | 0.32% |
| Apollo Hospitals Enterprise Limited | 0.68% | 0.20% |
| Swiggy Limited | 0.18% | 0.28% |
| Marico Limited | 0.18% | 0.44% |
| Bank of India | 0.31% | 0.17% |
| Union Bank of India | 0.17% | 0.28% |
| UPL Limited | 0.24% | 0.16% |
| Hitachi Energy India Limited | 0.16% | 0.17% |
| IndusInd Bank Limited | 0.16% | 0.18% |
| Container Corporation of India Limited | 0.58% | 0.14% |
| HDFC Asset Management Company Limited | 0.23% | 0.14% |
| Aurobindo Pharma Limited | 0.14% | 0.38% |
| Maruti Suzuki India Limited | 0.33% | 0.12% |
| Coforge Limited | 0.24% | 0.12% |
| Fortis Healthcare Limited | 0.18% | 0.12% |
| Info Edge (India) Limited | 0.12% | 0.39% |
| Muthoot Finance Limited | 0.30% | 0.11% |
| PNB Housing Finance Limited | 0.11% | 0.23% |
| RBL Bank Limited | 0.11% | 0.18% |
| PB Fintech Limited | 0.10% | 0.17% |
| AU Small Finance Bank Limited | 0.10% | 0.31% |
| GE Vernova T&D India Limited | 0.47% | 0.09% |
| Indian Oil Corporation Limited | 0.35% | 0.09% |
| Asian Paints Limited | 0.09% | 0.26% |
| Tata Power Company Limited | 0.09% | 0.93% |
| Shriram Finance Limited | 0.09% | 0.31% |
| Max Financial Services Limited | 0.08% | 0.13% |
| Torrent Pharmaceuticals Limited | 0.12% | 0.07% |
| Laurus Labs Limited | 0.10% | 0.07% |
| The Federal Bank Limited | 0.78% | 0.06% |
| Lupin Limited | 0.28% | 0.06% |
| JSW Energy Limited | 0.11% | 0.06% |
| Inox Wind Limited | 0.09% | 0.06% |
| Larsen & Toubro Limited | 0.06% | 0.47% |
| IDFC First Bank Limited | 0.06% | 0.78% |
| TVS Motor Company Limited | 0.06% | 0.28% |
| SBI Cards and Payment Services Limited | 0.25% | 0.05% |
| Samvardhana Motherson International Limited | 0.13% | 0.05% |
| Hindustan Zinc Limited | 0.05% | 0.07% |
| Patanjali Foods Limited | 0.05% | 0.13% |
| Mphasis Limited | 0.09% | 0.04% |
| NBCC (India) Limited | 0.04% | 0.52% |
| Mahindra & Mahindra Limited | 0.04% | 0.52% |
| National Aluminium Company Limited | 0.04% | 0.04% |
| Kalyan Jewellers India Limited | 0.04% | 0.08% |
| InterGlobe Aviation Limited | 0.04% | 0.09% |
| United Spirits Limited | 0.16% | 0.03% |
| Supreme Industries Limited | 0.05% | 0.03% |
| Vedanta Limited | 0.04% | 0.03% |
| Sagility Limited | 0.03% | 0.26% |
| Radico Khaitan Limited | 0.03% | 0.03% |
| Jindal Steel Limited | 0.16% | 0.02% |
| Bajaj Auto Limited | 0.14% | 0.02% |
| KEI Industries Limited | 0.08% | 0.02% |
| GAIL (India) Limited | 0.04% | 0.02% |
| One 97 Communications Limited | 0.04% | 0.02% |
| Dabur India Limited | 0.02% | 0.05% |
| Sun Pharmaceutical Industries Limited | 0.02% | 0.26% |
| Cipla Limited | 0.02% | 0.26% |
| Delhivery Limited | 0.02% | 0.02% |
| Oil & Natural Gas Corporation Limited | 0.02% | 0.14% |
| Titan Company Limited | 0.02% | 0.27% |
| Bank of Maharashtra | 0.02% | 0.04% |
| PG Electroplast Limited | 0.02% | 0.04% |
| Computer Age Management Services Limited | 0.02% | 0.02% |
| Eternal Limited | 0.02% | 0.02% |
| Bajaj Finserv Limited | 0.02% | 0.04% |
| Bharat Forge Limited | 0.41% | 0.01% |
| Pidilite Industries Limited | 0.09% | 0.01% |
| Suzlon Energy Limited | 0.05% | 0.01% |
| Tube Investments of India Limited | 0.05% | 0.01% |
| Page Industries Limited | 0.02% | 0.01% |
| Bharat Petroleum Corporation Limited | 0.01% | 0.02% |
| Eicher Motors Limited | 0.01% | 0.37% |
| Godrej Consumer Products Limited | 0.01% | 0.10% |
| Avenue Supermarts Limited | 0.01% | 0.03% |
| Aditya Birla Capital Limited | 0.01% | 0.46% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 50.7% means 50.7% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Axis Arbitrage Fund
| Security | % of fund |
|---|---|
| Axis Money Market Fund - Direct Plan - Growth Option | 13.06% |
| Canara Bank (10/02/2027) | 1.92% |
| National Bank For Agriculture and Rural Development (02/03/2027) | 1.67% |
| Small Industries Dev Bank of India (18/02/2027) | 1.29% |
| Bank of Baroda (25/01/2027) | 1.20% |
Largest holdings only in DSP Arbitrage fund
| Security | % of fund |
|---|---|
| DSP Money Market Fund | 10.96% |
| Bank of Baroda | 2.89% |
| Indian Bank | 2.83% |
| Small Industries Development Bank of India | 1.04% |
| 364 DAYS T-BILL 04032027 | 0.94% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Axis Arbitrage | DSP Arbitrage fund |
|---|---|---|
| Equity | 69.7% | 66.9% |
| Debt | 17.2% | 19.3% |
| Cash and others | 13.1% | 13.8% |
Market cap of stocks
| Market cap | Axis Arbitrage | DSP Arbitrage fund |
|---|---|---|
| Large Cap | 54.4% | 50.0% |
| Mid Cap | 12.1% | 12.8% |
| Small Cap | 3.2% | 4.2% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Axis Arbitrage | DSP Arbitrage fund |
|---|---|---|
| Banks | 18.6% | 19.9% |
| Finance | 6.3% | 5.0% |
| Telecom - Services | 4.5% | 5.6% |
| Petroleum Products | 4.3% | 4.7% |
| Ferrous Metals | 3.8% | 3.4% |
| Pharmaceuticals & Biotechnology | 3.6% | 3.4% |
The six largest sectors of each fund's stocks, % of the fund.
Axis Arbitrage vs DSP Arbitrage fund: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Axis Arbitrage Fund | DSP Arbitrage fund |
|---|---|---|
| Total expense ratio (Direct) | 1.40% | 1.17% |
| Base expense ratio (Direct) | 0.27% | 0.31% |
| Total expense ratio (Regular) | 2.09% | 1.81% |
| Base expense ratio (Regular) | 0.86% | 0.85% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Axis Arbitrage with
Axis Arbitrage Fund vs DSP Arbitrage fund: Frequently Asked Questions
What is the difference between Axis Arbitrage Fund and DSP Arbitrage fund?
Both are Arbitrage funds, run by Axis Mutual Fund and DSP Mutual Fund. Their portfolios overlap 50.7%. Axis Arbitrage Fund charges 1.40% a year and DSP Arbitrage fund 1.17%.
Which has given higher returns, Axis Arbitrage Fund or DSP Arbitrage fund?
Over 1 year: Axis Arbitrage Fund +6.68%, DSP Arbitrage fund +6.49%. Over 3 years: Axis Arbitrage Fund +7.31% a year, DSP Arbitrage fund +7.18% a year. Over 5 years: Axis Arbitrage Fund +6.84% a year, DSP Arbitrage fund +6.68% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Axis Arbitrage Fund or DSP Arbitrage fund?
DSP Arbitrage fund charges less: 1.17% a year against 1.40%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Axis Arbitrage Fund and DSP Arbitrage fund overlap?
50.7%. They hold 135 of the same securities, the largest shared ones being HDFCBANK, RELIANCE, ICICIBANK. From each fund's latest monthly portfolio.
Which is riskier, Axis Arbitrage Fund or DSP Arbitrage fund?
On SEBI's riskometer, Axis Arbitrage Fund is rated Low and DSP Arbitrage fund Low. Over 3 years, the standard deviation of daily returns was 1.05% and 1.08% a year.
Which is better for SIP, Axis Arbitrage Fund or DSP Arbitrage fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,31,700 in Axis Arbitrage Fund (XIRR 7.1% a year) and ₹7,29,779 in DSP Arbitrage fund (XIRR 7.0% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Axis Arbitrage Fund and DSP Arbitrage fund?
Yes. 50.7% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Axis Arbitrage Fund and DSP Arbitrage fund?
Axis Arbitrage Fund: Devang Shah, Sachin Jain. DSP Arbitrage fund: Kaivalya Nadkarni, Karan Mundhra.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.