DSP Arbitrage fund vs Invesco India Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
DSP Arbitrage fund and Invesco India Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, DSP Arbitrage fund (Direct) returned 7.2% a year and Invesco India Arbitrage Fund (Direct) returned 7.5% a year. DSP Arbitrage fund charges 1.17% a year and Invesco India Arbitrage Fund 2.20% (Direct plans). Their portfolios overlap 47.8%: they hold 148 of the same securities.
Invesco India Arbitrage Fund
Arbitrage
- 3 year return
- 7.5%
- Expense ratio
- 2.20%
- NAV
- ₹37.63
Which is better, DSP Arbitrage fund or Invesco India Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Invesco India Arbitrage returned more over 5 years: 7.1% a year against 6.7%.
- Invesco India Arbitrage returned more over 3 years: 7.5% a year against 7.2%.
- DSP Arbitrage fund costs less: 1.17% a year against 2.20% (Direct plans).
- DSP Arbitrage fund swung less over 3 years: a standard deviation of 1.1% a year against 1.1%.
- Invesco India Arbitrage fell less in its worst fall since 29-01-2018: −0.5% against −0.6%.
- Invesco India Arbitrage is the larger fund: ₹30,396 Cr against ₹6,720 Cr.
- Their portfolios overlap 47.8%: 148 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 | Invesco India Arbitrage Fund |
|---|---|---|
| Fund house | DSP Mutual Fund | Invesco Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹6,720 Cr (30-09-2026) | ₹30,396 Cr (30-09-2026) |
| NAV | ₹16.99 (Direct) | ₹37.63 (Direct) |
| Expense ratio (Direct) | 1.17% | 2.20% |
| Expense ratio (Regular) | 1.81% | 2.87% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 25-01-2018 | 30-04-2007 |
| Minimum investment | ₹100 | Not available |
| Lock in | None | None |
| Fund managers | Kaivalya Nadkarni, Karan Mundhra | Deepak Gupta, Pradeep Sukte |
| 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 of 0.50% if redeemed within 15 days |
DSP Arbitrage fund vs Invesco India 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% | -- |
| Invesco India Arbitrage Fund (Direct) | +0.63% | +1.62% | +3.40% | +6.88% | +7.46% | +7.14% | +6.46% |
| 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 Invesco India Arbitrage: Year-wise Returns
| Year | DSP Arbitrage fundDSP Arbitrage fund | Invesco India ArbitrageInvesco India Arbitrage |
|---|---|---|
| 2026to date | +5.29% | +5.60% |
| 2025 | +6.88% | +7.17% |
| 2024 | +8.18% | +8.32% |
| 2023 | +7.80% | +8.07% |
| 2022 | +4.68% | +5.85% |
| 2021 | +4.02% | +4.15% |
DSP Arbitrage fund vs Invesco India 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)
Invesco India 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% |
| Invesco India Arbitrage | 0.0 | 9.8 | 90.2 | 0.0 | 0.0 | 0.0 | 0.0 | 6.3% | 6.0% | 4.8% | 8.0% |
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 Invesco India 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% |
| Invesco India ArbitrageInvesco India Arbitrage Fund (Direct) | ₹10,60,000 | ₹14,37,940 | ₹3,77,940 | 6.8% |
DSP Arbitrage fundDSP Arbitrage fund (Direct)
Invesco India ArbitrageInvesco India 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 Invesco India 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) | Invesco India Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.49% | +6.88% |
| Standard deviation | 1.33% | 1.35% |
| Sharpe ratio | 0.93 | 1.21 |
| Sortino ratio | 1.46 | 1.82 |
| 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) | Invesco India Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.18% | +7.46% |
| Standard deviation | 1.08% | 1.09% |
| Sharpe ratio | 1.07 | 1.32 |
| Sortino ratio | 1.65 | 2.01 |
| 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) | Invesco India Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.68% | +7.14% |
| Standard deviation | 1.01% | 1.00% |
| Sharpe ratio | 0.88 | 1.34 |
| Sortino ratio | 1.33 | 2.05 |
| 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) | Invesco India Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.22% | +6.95% |
| Standard deviation | 1.06% | 1.04% |
| Sharpe ratio | 0.85 | 0.87 |
| Sortino ratio | 1.25 | 1.29 |
| 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)
Invesco India 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% |
| Invesco India Arbitrage Fund (Direct) | −0.5% | 29-05-2020 | 03-06-2020 | 30-06-2020 | 27 days | −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)
Invesco India 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)
Invesco India 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)
Invesco India Arbitrage Fund (Direct)
DSP Arbitrage fund vs Invesco India Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: DSP Arbitrage fund, September 2026; Invesco India Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 47.8%
- Held by both
- 148
- Only in DSP Arbitrage fund
- 32
- Only in Invesco India Arbitrage
- 46
| Security | % of DSP Arbitrage fund | % of Invesco India Arbitrage |
|---|---|---|
| HDFC Bank Limited | 4.76% | 5.58% |
| Reliance Industries Limited | 4.63% | 3.48% |
| ICICI Bank Limited | 2.73% | 4.55% |
| Vodafone Idea Limited | 3.05% | 2.20% |
| Axis Bank Limited | 2.16% | 2.20% |
| Bharti Airtel Limited | 1.62% | 2.16% |
| State Bank of India | 1.55% | 1.99% |
| Canara Bank | 1.21% | 1.52% |
| Divi's Laboratories Limited | 1.08% | 1.08% |
| Punjab National Bank | 1.62% | 1.03% |
| Yes Bank Limited | 1.03% | 1.38% |
| Jio Financial Services Limited | 0.92% | 1.46% |
| Tata Steel Limited | 0.78% | 1.57% |
| IDFC First Bank Limited | 0.78% | 1.77% |
| Indus Towers Limited | 0.97% | 0.77% |
| LIC Housing Finance Limited | 0.70% | 0.64% |
| ITC Limited | 1.69% | 0.61% |
| Adani Power Limited | 0.61% | 2.11% |
| Indian Hotels Co Limited | 0.56% | 0.60% |
| Hindustan Unilever Limited | 0.54% | 0.78% |
| Kotak Mahindra Bank Limited | 1.38% | 0.52% |
| Bank of Baroda | 0.71% | 0.50% |
| NMDC Limited | 0.49% | 0.71% |
| APL Apollo Tubes Limited | 0.49% | 1.77% |
| Manappuram Finance Limited | 0.47% | 0.53% |
| Crompton Greaves Consumer Electricals Limited | 0.46% | 0.55% |
| Tata Motors Passenger Vehicles Limited | 0.42% | 0.55% |
| Coal India Limited | 0.42% | 1.47% |
| Biocon Limited | 0.41% | 0.64% |
| Godrej Properties Limited | 0.40% | 0.45% |
| Power Finance Corporation Limited | 0.39% | 1.77% |
| Marico Limited | 0.44% | 0.38% |
| Bajaj Finance Limited | 0.94% | 0.32% |
| Adani Enterprises Limited | 0.69% | 0.32% |
| National Bank For Agriculture & Rural Development | 0.36% | 0.32% |
| Infosys Limited | 0.32% | 1.01% |
| Tata Consumer Products Limited | 0.32% | 0.36% |
| Multi Commodity Exchange Of India Limited | 0.31% | 1.55% |
| Life Insurance Corporation Of India | 0.30% | 0.43% |
| Hindustan Aeronautics Limited | 0.78% | 0.28% |
| Swiggy Limited | 0.28% | 0.34% |
| Varun Beverages Limited | 0.28% | 0.80% |
| Union Bank Of India | 0.28% | 0.32% |
| Cummins India Limited | 0.27% | 0.77% |
| Bandhan Bank Limited | 0.79% | 0.25% |
| Bharat Heavy Electricals Limited | 1.08% | 0.24% |
| Astral Limited | 0.24% | 0.28% |
| NTPC Limited | 0.24% | 0.24% |
| Mahindra & Mahindra Limited | 0.52% | 0.23% |
| Info Edge (India) Limited | 0.39% | 0.23% |
| TVS Motor Co Limited | 0.28% | 0.23% |
| PNB Housing Finance Limited | 0.23% | 0.39% |
| Steel Authority of India Limited | 1.32% | 0.22% |
| Hindalco Industries Limited | 0.59% | 0.22% |
| Shriram Finance Limited | 0.31% | 0.22% |
| Adani Energy Solutions Limited | 1.12% | 0.21% |
| Bharat Electronics Limited | 0.98% | 0.21% |
| Tata Power Co Limited | 0.93% | 0.21% |
| Indian Energy Exchange Limited | 0.21% | 0.28% |
| Ashok Leyland Limited | 0.46% | 0.20% |
| Eicher Motors Limited | 0.37% | 0.19% |
| AU Small Finance Bank Limited | 0.31% | 0.19% |
| Glenmark Pharmaceuticals Limited | 0.74% | 0.18% |
| HDFC Life Insurance Co Limited | 0.43% | 0.18% |
| Asian Paints Limited | 0.26% | 0.18% |
| RBL Bank Limited | 0.18% | 0.38% |
| Aditya Birla Capital Limited | 0.46% | 0.17% |
| Bank of India | 0.17% | 0.26% |
| PB Fintech Limited | 0.17% | 0.52% |
| Aurobindo Pharma Limited | 0.38% | 0.16% |
| UPL Limited | 0.16% | 0.27% |
| Titan Co Limited | 0.27% | 0.14% |
| Container Corporation Of India Limited | 0.14% | 0.58% |
| HDFC Asset Management Co Limited | 0.14% | 0.32% |
| Cholamandalam Investment and Finance Co Limited | 0.38% | 0.13% |
| Sagility Limited | 0.26% | 0.13% |
| Phoenix Mills Limited | 0.21% | 0.13% |
| Patanjali Foods Limited | 0.13% | 0.48% |
| Larsen & Toubro Limited | 0.47% | 0.12% |
| Fortis Healthcare Limited | 0.12% | 0.31% |
| Maruti Suzuki India Limited | 0.12% | 0.37% |
| Coforge Limited | 0.12% | 0.46% |
| Adani Green Energy Limited | 0.29% | 0.11% |
| Muthoot Finance Limited | 0.11% | 0.21% |
| Hitachi Energy India Limited | 0.17% | 0.10% |
| NBCC (India) Limited | 0.52% | 0.09% |
| Oil & Natural Gas Corporation Limited | 0.14% | 0.09% |
| Ge Vernova T&D India Limited | 0.09% | 0.58% |
| Indian Oil Corporation Limited | 0.09% | 0.60% |
| Interglobe Aviation Limited | 0.09% | 0.16% |
| JSW Steel Limited | 1.31% | 0.08% |
| Ultratech Cement Limited | 0.26% | 0.08% |
| Kalyan Jewellers India Limited | 0.08% | 0.11% |
| Central Depository Services (India) Limited | 0.08% | 0.19% |
| Hindustan Zinc Limited | 0.07% | 0.35% |
| Torrent Pharmaceuticals Limited | 0.07% | 0.40% |
| Laurus Labs Limited | 0.07% | 0.19% |
| GMR Airports Limited | 0.63% | 0.06% |
| Inox Wind Limited | 0.06% | 0.14% |
| JSW Energy Limited | 0.06% | 0.18% |
| Federal Bank Limited | 0.06% | 0.78% |
| Lupin Limited | 0.06% | 0.30% |
| SBI Cards and Payment Services Limited | 0.05% | 0.10% |
| Samvardhana Motherson International Limited | 0.05% | 0.30% |
| Sun Pharmaceutical Industries Limited | 0.26% | 0.04% |
| Adani Ports and Special Economic Zone Limited | 0.25% | 0.04% |
| Apollo Hospitals Enterprise Limited | 0.20% | 0.04% |
| National Aluminium Co Limited | 0.04% | 0.09% |
| Oil India Limited | 0.04% | 0.16% |
| Mphasis Limited | 0.04% | 0.32% |
| Bank Of Maharashtra | 0.04% | 0.05% |
| PG Electroplast Limited | 0.04% | 0.28% |
| Tata Consultancy Services Limited | 0.04% | 0.67% |
| ICICI Lombard General Insurance Co Limited | 0.04% | 0.18% |
| Bajaj Finserv Limited | 0.04% | 0.06% |
| Cipla Limited | 0.26% | 0.03% |
| IndusInd Bank Limited | 0.18% | 0.03% |
| Dabur India Limited | 0.05% | 0.03% |
| SBI Life Insurance Co Limited | 0.03% | 0.08% |
| Supreme Industries Limited | 0.03% | 0.12% |
| Vedanta Limited | 0.03% | 0.18% |
| Nestle India Limited | 0.03% | 0.13% |
| Power Grid Corporation of India Limited | 0.03% | 0.06% |
| United Spirits Limited | 0.03% | 0.05% |
| Radico Khaitan Limited | 0.03% | 0.13% |
| Max Financial Services Limited | 0.13% | 0.02% |
| Godrej Consumer Products Limited | 0.10% | 0.02% |
| Angel One Limited | 0.08% | 0.02% |
| Zydus Lifesciences Limited | 0.03% | 0.02% |
| Bharat Petroleum Corporation Limited | 0.02% | 0.12% |
| GAIL (India) Limited | 0.02% | 0.12% |
| Delhivery Limited | 0.02% | 0.31% |
| Voltas Limited | 0.02% | 0.18% |
| Computer Age Management Services Limited | 0.02% | 0.50% |
| Jindal Steel Limited | 0.02% | 0.39% |
| Eternal Limited | 0.02% | 0.03% |
| KEI Industries Limited | 0.02% | 0.15% |
| Bajaj Auto Limited | 0.02% | 0.31% |
| One 97 Communications Limited | 0.02% | 0.20% |
| Hero MotoCorp Limited | 0.09% | 0.01% |
| Avenue Supermarts Limited | 0.03% | 0.01% |
| Suzlon Energy Limited | 0.01% | 0.24% |
| Pidilite Industries Limited | 0.01% | 0.12% |
| Solar Industries India Limited | 0.01% | 0.03% |
| Bharat Forge Limited | 0.01% | 0.33% |
| Alkem Laboratories Limited | 0.01% | 0.19% |
| Page Industries Limited | 0.01% | 0.06% |
| Tube Investments of India Limited | 0.01% | 0.09% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 47.8% means 47.8% 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% |
| Indian Bank | 2.83% |
| National Bank For Agriculture & Rural Development | 1.44% |
| Small Industries Development Bank of India | 1.04% |
Largest holdings only in Invesco India Arbitrage Fund
| Security | % of fund |
|---|---|
| Invesco India Money Market Fund - Direct Plan - Growth | 5.52% |
| Invesco India Liquid Fund - Direct Plan - Growth | 5.22% |
| HDFC Bank Limited 2027 | 1.28% |
| Ambuja Cements Limited | 1.26% |
| Bank of Baroda 2027 | 0.96% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | DSP Arbitrage fund | Invesco India Arbitrage |
|---|---|---|
| Equity | 66.9% | 79.6% |
| Debt | 19.3% | 5.8% |
| Cash and others | 13.8% | 14.6% |
Market cap of stocks
| Market cap | DSP Arbitrage fund | Invesco India Arbitrage |
|---|---|---|
| Large Cap | 50.0% | 53.9% |
| Mid Cap | 12.8% | 20.6% |
| Small Cap | 4.2% | 5.0% |
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 | Invesco India Arbitrage |
|---|---|---|
| Banks | 19.9% | 23.3% |
| Finance | 5.0% | 6.1% |
| Telecom - Services | 5.6% | 5.1% |
| Petroleum Products | 4.7% | 4.4% |
| IT - Software | 0.5% | 3.6% |
| Ferrous Metals | 3.4% | 2.3% |
| Pharmaceuticals & Biotechnology | 3.4% | 3.2% |
The six largest sectors of each fund's stocks, % of the fund.
DSP Arbitrage fund vs Invesco India Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | DSP Arbitrage fund | Invesco India Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.17% | 2.20% |
| Base expense ratio (Direct) | 0.31% | 0.34% |
| Total expense ratio (Regular) | 1.81% | 2.87% |
| Base expense ratio (Regular) | 0.85% | 0.91% |
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 Invesco India Arbitrage Fund: Frequently Asked Questions
What is the difference between DSP Arbitrage fund and Invesco India Arbitrage Fund?
Both are Arbitrage funds, run by DSP Mutual Fund and Invesco Mutual Fund. Their portfolios overlap 47.8%. DSP Arbitrage fund charges 1.17% a year and Invesco India Arbitrage Fund 2.20%.
Which has given higher returns, DSP Arbitrage fund or Invesco India Arbitrage Fund?
Over 1 year: DSP Arbitrage fund +6.49%, Invesco India Arbitrage Fund +6.88%. Over 3 years: DSP Arbitrage fund +7.18% a year, Invesco India Arbitrage Fund +7.46% a year. Over 5 years: DSP Arbitrage fund +6.68% a year, Invesco India Arbitrage Fund +7.14% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, DSP Arbitrage fund or Invesco India Arbitrage Fund?
DSP Arbitrage fund charges less: 1.17% a year against 2.20%. These are the Direct plans' total expense ratios reported to AMFI.
How much do DSP Arbitrage fund and Invesco India Arbitrage Fund overlap?
47.8%. They hold 148 of the same securities, the largest shared ones being HDFCBANK, RELIANCE, ICICIBANK. From each fund's latest monthly portfolio.
Which is riskier, DSP Arbitrage fund or Invesco India Arbitrage Fund?
On SEBI's riskometer, DSP Arbitrage fund is rated Low and Invesco India Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.08% and 1.09% a year.
Which is better for SIP, DSP Arbitrage fund or Invesco India 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 ₹7,35,975 in Invesco India Arbitrage Fund (XIRR 7.3% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both DSP Arbitrage fund and Invesco India Arbitrage Fund?
Yes. 47.8% 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 Invesco India Arbitrage Fund?
DSP Arbitrage fund: Kaivalya Nadkarni, Karan Mundhra. Invesco India Arbitrage Fund: Deepak Gupta, Pradeep Sukte.
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.