DSP Arbitrage fund vs Edelweiss Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
DSP Arbitrage fund and Edelweiss Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, DSP Arbitrage fund (Direct) returned 7.2% a year and Edelweiss Arbitrage Fund (Direct) returned 7.4% a year. DSP Arbitrage fund charges 1.17% a year and Edelweiss Arbitrage Fund 1.53% (Direct plans). Their portfolios overlap 51.6%: they hold 145 of the same securities.
Edelweiss Arbitrage Fund
Arbitrage
- 3 year return
- 7.4%
- Expense ratio
- 1.53%
- NAV
- ₹22.63
Which is better, DSP Arbitrage fund or Edelweiss Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Edelweiss Arbitrage returned more over 5 years: 6.9% a year against 6.7%.
- Edelweiss Arbitrage returned more over 3 years: 7.4% a year against 7.2%.
- DSP Arbitrage fund costs less: 1.17% a year against 1.53% (Direct plans).
- Edelweiss Arbitrage swung less over 3 years: a standard deviation of 1.1% a year against 1.1%.
- Edelweiss Arbitrage fell less in its worst fall since 29-01-2018: −0.5% against −0.6%.
- Edelweiss Arbitrage is the larger fund: ₹14,250 Cr against ₹6,720 Cr.
- Their portfolios overlap 51.6%: 145 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 | DSP Arbitrage fund | Edelweiss Arbitrage Fund |
|---|---|---|
| Fund house | DSP Mutual Fund | Edelweiss Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹6,720 Cr (30-09-2026) | ₹14,250 Cr (30-09-2026) |
| NAV | ₹16.99 (Direct) | ₹22.63 (Direct) |
| Expense ratio (Direct) | 1.17% | 1.53% |
| Expense ratio (Regular) | 1.81% | 2.20% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 25-01-2018 | 27-06-2014 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Kaivalya Nadkarni, Karan Mundhra | Bhavesh Jain, Amit Vora, Rahul Dedhia, Hetul Raval |
| Exit load | Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 15 days. | "Exit Load: • 0.25% if units are redeemed/switched out on or before 15 days from the date of allotment • Nil if units are redeemed/switched out after 15 days" |
DSP Arbitrage fund vs Edelweiss Arbitrage: 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 |
|---|---|---|---|---|---|---|---|
| DSP Arbitrage fund (Direct) | +0.49% | +1.47% | +3.15% | +6.49% | +7.18% | +6.68% | -- |
| Edelweiss Arbitrage Fund (Direct) | +0.53% | +1.49% | +3.25% | +6.66% | +7.37% | +6.92% | +6.52% |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | +7.18% | +6.68% | +6.31% |
Category average: the average of the 39 Arbitrage funds, same plan type.
DSP Arbitrage fund vs Edelweiss Arbitrage: Year-wise Returns
| Year | DSP Arbitrage fundDSP Arbitrage fund | Edelweiss ArbitrageEdelweiss Arbitrage |
|---|---|---|
| 2026to date | +5.29% | +5.42% |
| 2025 | +6.88% | +7.07% |
| 2024 | +8.18% | +8.44% |
| 2023 | +7.80% | +7.89% |
| 2022 | +4.68% | +5.11% |
| 2021 | +4.02% | +4.58% |
DSP Arbitrage fund vs Edelweiss Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 1,416 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.
DSP Arbitrage fund (Direct)
Edelweiss 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Edelweiss Arbitrage | 0.0 | 13.3 | 86.7 | 0.0 | 0.0 | 0.0 | 0.0 | 6.3% | 6.1% | 4.8% | 7.9% |
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.
DSP Arbitrage fund vs Edelweiss Arbitrage: 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 29-01-2018 to 30-10-2026: 106 instalments, ₹10,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| DSP Arbitrage fundDSP Arbitrage fund (Direct) | ₹10,60,000 | ₹14,16,546 | ₹3,56,546 | 6.4% |
| Edelweiss ArbitrageEdelweiss Arbitrage Fund (Direct) | ₹10,60,000 | ₹14,33,164 | ₹3,73,164 | 6.7% |
DSP Arbitrage fundDSP Arbitrage fund (Direct)
Edelweiss ArbitrageEdelweiss 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.
DSP Arbitrage fund vs Edelweiss Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | DSP Arbitrage fund (Direct) | Edelweiss Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.49% | +6.66% |
| Standard deviation | 1.33% | 1.28% |
| Sharpe ratio | 0.93 | 1.11 |
| Sortino ratio | 1.46 | 1.73 |
| 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 | DSP Arbitrage fund (Direct) | Edelweiss Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.18% | +7.37% |
| Standard deviation | 1.08% | 1.05% |
| Sharpe ratio | 1.07 | 1.27 |
| Sortino ratio | 1.65 | 1.98 |
| 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 | DSP Arbitrage fund (Direct) | Edelweiss Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.68% | +6.92% |
| Standard deviation | 1.01% | 0.98% |
| Sharpe ratio | 0.88 | 1.15 |
| Sortino ratio | 1.33 | 1.77 |
| 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 | DSP Arbitrage fund (Direct) | Edelweiss Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.22% | +6.84% |
| Standard deviation | 1.06% | 0.99% |
| Sharpe ratio | 0.85 | 1.08 |
| Sortino ratio | 1.25 | 1.63 |
| Maximum drawdown | −0.6% (25-03-2020) | −0.5% (03-06-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-01-2018 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.
DSP Arbitrage fund (Direct)
Edelweiss Arbitrage Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| DSP Arbitrage fund (Direct) | −0.6% | 16-03-2020 | 25-03-2020 | 31-03-2020 | 6 days | −0.1% |
| Edelweiss Arbitrage Fund (Direct) | −0.5% | 29-05-2020 | 03-06-2020 | 14-08-2020 | 2 months | −0.0% |
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.
DSP Arbitrage fund (Direct)
Edelweiss 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.
DSP Arbitrage fund (Direct)
Edelweiss 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.
DSP Arbitrage fund (Direct)
Edelweiss Arbitrage Fund (Direct)
DSP Arbitrage fund vs Edelweiss Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: DSP Arbitrage fund, September 2026; Edelweiss Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 51.6%
- Held by both
- 145
- Only in DSP Arbitrage fund
- 35
- Only in Edelweiss Arbitrage
- 46
| Security | % of DSP Arbitrage fund | % of Edelweiss Arbitrage |
|---|---|---|
| HDFC Bank Limited | 4.76% | 5.01% |
| ICICI Bank Limited | 2.73% | 5.42% |
| Reliance Industries Limited | 4.63% | 2.66% |
| Vodafone Idea Limited | 3.05% | 1.61% |
| Axis Bank Limited | 2.16% | 1.53% |
| Bharti Airtel Limited | 1.62% | 1.50% |
| State Bank of India | 1.55% | 1.16% |
| Canara Bank | 1.21% | 1.15% |
| Adani Energy Solutions Limited | 1.12% | 2.01% |
| JSW Steel Limited | 1.31% | 1.05% |
| Bharat Heavy Electricals Limited | 1.08% | 0.98% |
| Indus Towers Limited | 0.97% | 1.71% |
| Yes Bank Limited | 1.03% | 0.87% |
| Steel Authority of India Limited | 1.32% | 0.85% |
| Indian Bank | 2.83% | 0.83% |
| Bajaj Finance Limited | 0.94% | 0.77% |
| Bandhan Bank Limited | 0.79% | 0.75% |
| Glenmark Pharmaceuticals Limited | 0.74% | 1.29% |
| ITC Limited | 1.69% | 0.72% |
| Punjab National Bank | 1.62% | 0.71% |
| Bank of Baroda | 0.71% | 0.73% |
| Adani Enterprises Limited | 0.69% | 1.61% |
| National Bank For Agriculture & Rural Development | 0.72% | 0.68% |
| Indian Bank | 0.71% | 0.67% |
| IDFC First Bank Limited | 0.78% | 0.65% |
| Adani Power Limited | 0.61% | 0.97% |
| Hindalco Industries Limited | 0.59% | 1.08% |
| Divi's Laboratories Limited | 1.08% | 0.58% |
| Kotak Mahindra Bank Limited | 1.38% | 0.56% |
| Tata Steel Limited | 0.78% | 0.56% |
| Hindustan Unilever Limited | 0.54% | 0.94% |
| Bharat Electronics Limited | 0.98% | 0.49% |
| NMDC Limited | 0.49% | 1.35% |
| Larsen & Toubro Limited | 0.47% | 0.64% |
| Manappuram Finance Limited | 0.47% | 0.62% |
| Ashok Leyland Limited | 0.46% | 0.63% |
| Crompton Greaves Consumer Electricals Limited | 0.46% | 0.48% |
| HDFC Life Insurance Co Limited | 0.43% | 0.58% |
| Jio Financial Services Limited | 0.92% | 0.42% |
| Coal India Limited | 0.42% | 0.73% |
| Power Finance Corporation Limited | 0.39% | 0.61% |
| Info Edge (India) Limited | 0.39% | 0.52% |
| Cholamandalam Investment and Finance Co Limited | 0.38% | 0.40% |
| Aurobindo Pharma Limited | 0.38% | 0.56% |
| Eicher Motors Limited | 0.37% | 0.38% |
| Punjab National Bank | 0.36% | 0.69% |
| Small Industries Development Bank of India | 0.35% | 2.00% |
| Indian Bank | 0.71% | 0.34% |
| Indian Hotels Co Limited | 0.56% | 0.32% |
| Biocon Limited | 0.41% | 0.32% |
| Godrej Properties Limited | 0.40% | 0.32% |
| Infosys Limited | 0.32% | 1.01% |
| Tata Consumer Products Limited | 0.32% | 0.32% |
| AU Small Finance Bank Limited | 0.31% | 0.37% |
| Life Insurance Corporation Of India | 0.30% | 0.42% |
| Adani Green Energy Limited | 0.29% | 0.46% |
| TVS Motor Co Limited | 0.28% | 1.10% |
| Cummins India Limited | 0.27% | 0.37% |
| Titan Co Limited | 0.27% | 0.26% |
| Ultratech Cement Limited | 0.26% | 0.36% |
| Multi Commodity Exchange Of India Limited | 0.31% | 0.25% |
| Swiggy Limited | 0.28% | 0.25% |
| Varun Beverages Limited | 0.28% | 0.25% |
| APL Apollo Tubes Limited | 0.49% | 0.24% |
| NTPC Limited | 0.24% | 1.37% |
| Astral Limited | 0.24% | 0.23% |
| IndusInd Bank Limited | 0.18% | 0.36% |
| Apollo Hospitals Enterprise Limited | 0.20% | 0.17% |
| Bank of India | 0.17% | 0.22% |
| UPL Limited | 0.16% | 0.50% |
| Tata Power Co Limited | 0.93% | 0.15% |
| Marico Limited | 0.44% | 0.14% |
| RBL Bank Limited | 0.18% | 0.14% |
| Container Corporation Of India Limited | 0.14% | 0.26% |
| HDFC Asset Management Co Limited | 0.14% | 0.23% |
| NBCC (India) Limited | 0.52% | 0.13% |
| Union Bank Of India | 0.28% | 0.13% |
| PNB Housing Finance Limited | 0.23% | 0.13% |
| Hitachi Energy India Limited | 0.17% | 0.13% |
| Max Financial Services Limited | 0.13% | 0.15% |
| Shriram Finance Limited | 0.31% | 0.12% |
| Fortis Healthcare Limited | 0.12% | 0.14% |
| Maruti Suzuki India Limited | 0.12% | 0.22% |
| Coforge Limited | 0.12% | 0.55% |
| Tata Motors Passenger Vehicles Limited | 0.42% | 0.11% |
| Indian Energy Exchange Limited | 0.21% | 0.11% |
| Ge Vernova T&D India Limited | 0.09% | 0.11% |
| Indian Oil Corporation Limited | 0.09% | 0.43% |
| Interglobe Aviation Limited | 0.09% | 0.11% |
| GMR Airports Limited | 0.63% | 0.08% |
| Muthoot Finance Limited | 0.11% | 0.08% |
| Kalyan Jewellers India Limited | 0.08% | 0.28% |
| Angel One Limited | 0.08% | 0.08% |
| Central Depository Services (India) Limited | 0.08% | 0.09% |
| Aditya Birla Capital Limited | 0.46% | 0.07% |
| Godrej Consumer Products Limited | 0.10% | 0.07% |
| Hindustan Zinc Limited | 0.07% | 0.27% |
| Torrent Pharmaceuticals Limited | 0.07% | 0.39% |
| Laurus Labs Limited | 0.07% | 0.25% |
| Hindustan Aeronautics Limited | 0.78% | 0.06% |
| Oil & Natural Gas Corporation Limited | 0.14% | 0.06% |
| Inox Wind Limited | 0.06% | 0.12% |
| JSW Energy Limited | 0.06% | 0.15% |
| Federal Bank Limited | 0.06% | 0.31% |
| Lupin Limited | 0.06% | 0.07% |
| Cipla Limited | 0.26% | 0.05% |
| Adani Ports and Special Economic Zone Limited | 0.25% | 0.05% |
| Patanjali Foods Limited | 0.13% | 0.05% |
| Dabur India Limited | 0.05% | 0.11% |
| SBI Cards and Payment Services Limited | 0.05% | 0.22% |
| LIC Housing Finance Limited | 0.70% | 0.04% |
| Asian Paints Limited | 0.26% | 0.04% |
| National Aluminium Co Limited | 0.04% | 0.04% |
| Tata Consultancy Services Limited | 0.04% | 0.05% |
| Bajaj Finserv Limited | 0.04% | 0.06% |
| Mahindra & Mahindra Limited | 0.52% | 0.03% |
| Samvardhana Motherson International Limited | 0.05% | 0.03% |
| SBI Life Insurance Co Limited | 0.03% | 0.07% |
| Supreme Industries Limited | 0.03% | 0.14% |
| Siemens Energy India Limited | 0.03% | 0.05% |
| Vedanta Limited | 0.03% | 0.28% |
| Power Grid Corporation of India Limited | 0.03% | 0.10% |
| United Spirits Limited | 0.03% | 0.05% |
| Phoenix Mills Limited | 0.21% | 0.02% |
| Mphasis Limited | 0.04% | 0.02% |
| Bharat Petroleum Corporation Limited | 0.02% | 0.14% |
| GAIL (India) Limited | 0.02% | 0.05% |
| Delhivery Limited | 0.02% | 0.44% |
| Voltas Limited | 0.02% | 0.02% |
| Computer Age Management Services Limited | 0.02% | 0.03% |
| Jindal Steel Limited | 0.02% | 0.20% |
| Eternal Limited | 0.02% | 0.52% |
| KEI Industries Limited | 0.02% | 0.07% |
| Bajaj Auto Limited | 0.02% | 0.19% |
| One 97 Communications Limited | 0.02% | 0.14% |
| Sun Pharmaceutical Industries Limited | 0.26% | 0.01% |
| Sagility Limited | 0.26% | 0.01% |
| PG Electroplast Limited | 0.04% | 0.01% |
| Avenue Supermarts Limited | 0.03% | 0.01% |
| Nestle India Limited | 0.03% | 0.01% |
| Suzlon Energy Limited | 0.01% | 0.01% |
| Pidilite Industries Limited | 0.01% | 0.06% |
| Bharat Forge Limited | 0.01% | 0.02% |
| Alkem Laboratories Limited | 0.01% | 0.06% |
| Tube Investments of India Limited | 0.01% | 0.03% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 51.6% means 51.6% 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 DSP Arbitrage fund
| Security | % of fund |
|---|---|
| DSP Money Market Fund | 10.96% |
| Bank of Baroda | 2.89% |
| National Bank For Agriculture & Rural Development | 1.44% |
| Small Industries Development Bank of India | 1.04% |
| 364 DAYS T-BILL 04032027 | 0.94% |
Largest holdings only in Edelweiss Arbitrage Fund
| Security | % of fund |
|---|---|
| EDELWEISS LIQUID FUND - DIRECT PL -GR | 7.91% |
| EDELWEISS MONEY MARKET FUND - DIRECT PL | 4.08% |
| CANARA BANK CD RD 29-06-27 | 1.33% |
| SIDBI CD RED 18-02-2027 | 1.20% |
| SIDBI CD RED 25-03-2027 | 1.02% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | DSP Arbitrage fund | Edelweiss Arbitrage |
|---|---|---|
| Equity | 66.9% | 69.1% |
| Debt | 19.3% | 16.3% |
| Cash and others | 13.8% | 14.6% |
Market cap of stocks
| Market cap | DSP Arbitrage fund | Edelweiss Arbitrage |
|---|---|---|
| Large Cap | 50.0% | 51.3% |
| Mid Cap | 12.8% | 14.6% |
| Small Cap | 4.2% | 3.2% |
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 | DSP Arbitrage fund | Edelweiss Arbitrage |
|---|---|---|
| Banks | 19.9% | 20.1% |
| Telecom - Services | 5.6% | 4.8% |
| Power | 3.3% | 5.2% |
| Finance | 5.0% | 3.5% |
| Petroleum Products | 4.7% | 3.3% |
| Pharmaceuticals & Biotechnology | 3.4% | 3.6% |
| Ferrous Metals | 3.4% | 2.7% |
The six largest sectors of each fund's stocks, % of the fund.
DSP Arbitrage fund vs Edelweiss Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | DSP Arbitrage fund | Edelweiss Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.17% | 1.53% |
| Base expense ratio (Direct) | 0.31% | 0.33% |
| Total expense ratio (Regular) | 1.81% | 2.20% |
| Base expense ratio (Regular) | 0.85% | 0.90% |
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 DSP Arbitrage fund with
DSP Arbitrage fund vs Edelweiss Arbitrage Fund: Frequently Asked Questions
What is the difference between DSP Arbitrage fund and Edelweiss Arbitrage Fund?
Both are Arbitrage funds, run by DSP Mutual Fund and Edelweiss Mutual Fund. Their portfolios overlap 51.6%. DSP Arbitrage fund charges 1.17% a year and Edelweiss Arbitrage Fund 1.53%.
Which has given higher returns, DSP Arbitrage fund or Edelweiss Arbitrage Fund?
Over 1 year: DSP Arbitrage fund +6.49%, Edelweiss Arbitrage Fund +6.66%. Over 3 years: DSP Arbitrage fund +7.18% a year, Edelweiss Arbitrage Fund +7.37% a year. Over 5 years: DSP Arbitrage fund +6.68% a year, Edelweiss Arbitrage Fund +6.92% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, DSP Arbitrage fund or Edelweiss Arbitrage Fund?
DSP Arbitrage fund charges less: 1.17% a year against 1.53%. These are the Direct plans' total expense ratios reported to AMFI.
How much do DSP Arbitrage fund and Edelweiss Arbitrage Fund overlap?
51.6%. They hold 145 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, DSP Arbitrage fund or Edelweiss Arbitrage Fund?
On SEBI's riskometer, DSP Arbitrage fund is rated Low and Edelweiss Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.08% and 1.05% a year.
Which is better for SIP, DSP Arbitrage fund or Edelweiss Arbitrage Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,29,779 in DSP Arbitrage fund (XIRR 7.0% a year) and ₹7,33,242 in Edelweiss Arbitrage Fund (XIRR 7.2% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both DSP Arbitrage fund and Edelweiss Arbitrage Fund?
Yes. 51.6% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages DSP Arbitrage fund and Edelweiss Arbitrage Fund?
DSP Arbitrage fund: Kaivalya Nadkarni, Karan Mundhra. Edelweiss Arbitrage Fund: Bhavesh Jain, Amit Vora, Rahul Dedhia, Hetul Raval.
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.