DSP Arbitrage fund vs SBI Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
DSP Arbitrage fund and SBI Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, DSP Arbitrage fund (Direct) returned 7.2% a year and SBI Arbitrage Fund (Direct) returned 7.2% a year. DSP Arbitrage fund charges 1.17% a year and SBI Arbitrage Fund 1.47% (Direct plans). Their portfolios overlap 53.8%: they hold 148 of the same securities.
Which is better, DSP Arbitrage fund or SBI Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- SBI Arbitrage returned more over 5 years: 6.8% a year against 6.7%.
- SBI Arbitrage returned more over 3 years: 7.2% a year against 7.2%.
- DSP Arbitrage fund costs less: 1.17% a year against 1.47% (Direct plans).
- DSP Arbitrage fund swung less over 3 years: a standard deviation of 1.1% a year against 1.1%.
- DSP Arbitrage fund fell less in its worst fall since 29-01-2018: −0.6% against −0.7%.
- SBI Arbitrage holds more in large companies: 61.8% of the fund in large caps against 50.0%.
- SBI Arbitrage is the larger fund: ₹46,309 Cr against ₹6,720 Cr.
- Their portfolios overlap 53.8%: 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 | SBI Arbitrage Fund |
|---|---|---|
| Fund house | DSP Mutual Fund | SBI Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹6,720 Cr (30-09-2026) | ₹46,309 Cr (30-09-2026) |
| NAV | ₹16.99 (Direct) | ₹39.08 (Direct) |
| Expense ratio (Direct) | 1.17% | 1.47% |
| Expense ratio (Regular) | 1.81% | 1.99% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 25-01-2018 | 03-11-2006 |
| Minimum investment | ₹100 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Kaivalya Nadkarni, Karan Mundhra | Neeraj Kumar - Equity, Ardhendu Bhattacharya |
| 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 0.25%, if redeemed within 15 Days. |
DSP Arbitrage fund vs SBI 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% | -- |
| SBI Arbitrage Fund (Direct) | +0.56% | +1.53% | +3.22% | +6.59% | +7.24% | +6.83% | +6.24% |
| 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 SBI Arbitrage: Year-wise Returns
| Year | DSP Arbitrage fundDSP Arbitrage fund | SBI ArbitrageSBI Arbitrage |
|---|---|---|
| 2026to date | +5.29% | +5.39% |
| 2025 | +6.88% | +7.05% |
| 2024 | +8.18% | +8.11% |
| 2023 | +7.80% | +7.98% |
| 2022 | +4.68% | +5.09% |
| 2021 | +4.02% | +4.43% |
DSP Arbitrage fund vs SBI 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)
SBI 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% |
| SBI Arbitrage | 0.0 | 27.2 | 72.8 | 0.0 | 0.0 | 0.0 | 0.0 | 6.1% | 5.8% | 4.3% | 7.8% |
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 SBI 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% |
| SBI ArbitrageSBI Arbitrage Fund (Direct) | ₹10,60,000 | ₹14,21,852 | ₹3,61,852 | 6.5% |
DSP Arbitrage fundDSP Arbitrage fund (Direct)
SBI ArbitrageSBI 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 SBI 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) | SBI Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.49% | +6.59% |
| Standard deviation | 1.33% | 1.46% |
| Sharpe ratio | 0.93 | 0.92 |
| Sortino ratio | 1.46 | 1.41 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.5% (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) | SBI Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.18% | +7.24% |
| Standard deviation | 1.08% | 1.12% |
| Sharpe ratio | 1.07 | 1.09 |
| Sortino ratio | 1.65 | 1.66 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.5% (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) | SBI Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.68% | +6.83% |
| Standard deviation | 1.01% | 1.03% |
| Sharpe ratio | 0.88 | 1.01 |
| Sortino ratio | 1.33 | 1.53 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.5% (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) | SBI Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.22% | +6.84% |
| Standard deviation | 1.06% | 1.07% |
| Sharpe ratio | 0.85 | 0.74 |
| Sortino ratio | 1.25 | 1.11 |
| Maximum drawdown | −0.6% (25-03-2020) | −0.7% (25-03-2020) |
| 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)
SBI 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% |
| SBI Arbitrage Fund (Direct) | −0.7% | 16-03-2020 | 25-03-2020 | 15-04-2020 | 21 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.
DSP Arbitrage fund (Direct)
SBI 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)
SBI 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)
SBI Arbitrage Fund (Direct)
DSP Arbitrage fund vs SBI Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: DSP Arbitrage fund, September 2026; SBI Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 53.8%
- Held by both
- 148
- Only in DSP Arbitrage fund
- 32
- Only in SBI Arbitrage
- 48
| Security | % of DSP Arbitrage fund | % of SBI Arbitrage |
|---|---|---|
| HDFC Bank Limited | 4.76% | 4.92% |
| Reliance Industries Limited | 4.63% | 5.58% |
| ICICI Bank Limited | 2.73% | 2.75% |
| Axis Bank Limited | 2.16% | 2.31% |
| Bharti Airtel Limited | 1.62% | 2.39% |
| State Bank of India | 1.55% | 3.68% |
| JSW Steel Limited | 1.31% | 1.58% |
| Vodafone Idea Limited | 3.05% | 1.10% |
| Divi's Laboratories Limited | 1.08% | 1.09% |
| Bharat Electronics Limited | 0.98% | 1.36% |
| Bajaj Finance Limited | 0.94% | 1.57% |
| ITC Limited | 1.69% | 0.93% |
| Canara Bank | 1.21% | 0.89% |
| Kotak Mahindra Bank Limited | 1.38% | 0.85% |
| Adani Energy Solutions Limited | 1.12% | 0.81% |
| Punjab National Bank | 1.62% | 0.78% |
| Hindustan Aeronautics Limited | 0.78% | 1.16% |
| Tata Steel Limited | 0.78% | 1.59% |
| Jio Financial Services Limited | 0.92% | 0.77% |
| IDFC First Bank Limited | 0.78% | 0.73% |
| Bharat Heavy Electricals Limited | 1.08% | 0.72% |
| Bank of Baroda | 0.71% | 0.78% |
| Adani Enterprises Limited | 0.69% | 1.41% |
| Tata Power Co Limited | 0.93% | 0.64% |
| Indus Towers Limited | 0.97% | 0.61% |
| Adani Power Limited | 0.61% | 1.03% |
| Indian Hotels Co Limited | 0.56% | 0.70% |
| Hindalco Industries Limited | 0.59% | 0.54% |
| Hindustan Unilever Limited | 0.54% | 0.56% |
| Glenmark Pharmaceuticals Limited | 0.74% | 0.48% |
| Larsen & Toubro Limited | 0.47% | 0.87% |
| Steel Authority of India Limited | 1.32% | 0.46% |
| Manappuram Finance Limited | 0.47% | 0.45% |
| Mahindra & Mahindra Limited | 0.52% | 0.44% |
| NMDC Limited | 0.49% | 0.42% |
| Tata Motors Passenger Vehicles Limited | 0.42% | 0.52% |
| Coal India Limited | 0.42% | 0.90% |
| GMR Airports Limited | 0.63% | 0.40% |
| Power Finance Corporation Limited | 0.39% | 0.88% |
| Info Edge (India) Limited | 0.39% | 0.39% |
| APL Apollo Tubes Limited | 0.49% | 0.38% |
| Cholamandalam Investment and Finance Co Limited | 0.38% | 0.49% |
| Biocon Limited | 0.41% | 0.37% |
| Punjab National Bank | 0.36% | 0.47% |
| Eicher Motors Limited | 0.37% | 0.35% |
| Aurobindo Pharma Limited | 0.38% | 0.34% |
| Crompton Greaves Consumer Electricals Limited | 0.46% | 0.32% |
| Infosys Limited | 0.32% | 0.59% |
| Tata Consumer Products Limited | 0.32% | 0.62% |
| Aditya Birla Capital Limited | 0.46% | 0.31% |
| Shriram Finance Limited | 0.31% | 0.45% |
| Multi Commodity Exchange Of India Limited | 0.31% | 0.41% |
| Life Insurance Corporation Of India | 0.30% | 0.38% |
| Adani Green Energy Limited | 0.29% | 0.99% |
| Varun Beverages Limited | 0.28% | 0.76% |
| Union Bank Of India | 0.28% | 0.37% |
| Titan Co Limited | 0.27% | 0.32% |
| Cummins India Limited | 0.27% | 0.41% |
| Ultratech Cement Limited | 0.26% | 0.42% |
| Adani Ports and Special Economic Zone Limited | 0.25% | 0.46% |
| Godrej Properties Limited | 0.40% | 0.24% |
| NTPC Limited | 0.24% | 0.55% |
| Sun Pharmaceutical Industries Limited | 0.26% | 0.22% |
| AU Small Finance Bank Limited | 0.31% | 0.21% |
| Swiggy Limited | 0.28% | 0.21% |
| Apollo Hospitals Enterprise Limited | 0.20% | 0.27% |
| Bandhan Bank Limited | 0.79% | 0.19% |
| HDFC Life Insurance Co Limited | 0.43% | 0.19% |
| IndusInd Bank Limited | 0.18% | 0.43% |
| NBCC (India) Limited | 0.52% | 0.17% |
| TVS Motor Co Limited | 0.28% | 0.17% |
| Hitachi Energy India Limited | 0.17% | 0.27% |
| Bank of India | 0.17% | 0.22% |
| Ashok Leyland Limited | 0.46% | 0.14% |
| RBL Bank Limited | 0.18% | 0.14% |
| Container Corporation Of India Limited | 0.14% | 0.15% |
| HDFC Asset Management Co Limited | 0.14% | 0.36% |
| Oil & Natural Gas Corporation Limited | 0.14% | 0.14% |
| Cipla Limited | 0.26% | 0.13% |
| Astral Limited | 0.24% | 0.13% |
| Patanjali Foods Limited | 0.13% | 0.21% |
| LIC Housing Finance Limited | 0.70% | 0.12% |
| PNB Housing Finance Limited | 0.23% | 0.12% |
| Fortis Healthcare Limited | 0.12% | 0.16% |
| Maruti Suzuki India Limited | 0.12% | 0.60% |
| Coforge Limited | 0.12% | 0.32% |
| Muthoot Finance Limited | 0.11% | 0.16% |
| Godrej Consumer Products Limited | 0.10% | 0.14% |
| Marico Limited | 0.44% | 0.09% |
| Asian Paints Limited | 0.26% | 0.09% |
| Phoenix Mills Limited | 0.21% | 0.09% |
| UPL Limited | 0.16% | 0.09% |
| Max Financial Services Limited | 0.13% | 0.09% |
| Ge Vernova T&D India Limited | 0.09% | 0.17% |
| Indian Oil Corporation Limited | 0.09% | 0.56% |
| Interglobe Aviation Limited | 0.09% | 0.10% |
| Kalyan Jewellers India Limited | 0.08% | 0.46% |
| Central Depository Services (India) Limited | 0.08% | 0.14% |
| PB Fintech Limited | 0.17% | 0.07% |
| Hindustan Zinc Limited | 0.07% | 0.17% |
| Torrent Pharmaceuticals Limited | 0.07% | 0.32% |
| Laurus Labs Limited | 0.07% | 0.18% |
| Hero MotoCorp Limited | 0.09% | 0.06% |
| Inox Wind Limited | 0.06% | 0.09% |
| JSW Energy Limited | 0.06% | 0.14% |
| Federal Bank Limited | 0.06% | 0.74% |
| Lupin Limited | 0.06% | 0.10% |
| Indian Energy Exchange Limited | 0.21% | 0.05% |
| Dabur India Limited | 0.05% | 0.18% |
| Samvardhana Motherson International Limited | 0.05% | 0.71% |
| Angel One Limited | 0.08% | 0.04% |
| National Aluminium Co Limited | 0.04% | 0.09% |
| Oil India Limited | 0.04% | 0.07% |
| Mphasis Limited | 0.04% | 0.15% |
| PG Electroplast Limited | 0.04% | 0.04% |
| Tata Consultancy Services Limited | 0.04% | 0.20% |
| ICICI Lombard General Insurance Co Limited | 0.04% | 0.11% |
| Bajaj Finserv Limited | 0.04% | 0.08% |
| SBI Cards and Payment Services Limited | 0.05% | 0.03% |
| SBI Life Insurance Co Limited | 0.03% | 0.07% |
| Avenue Supermarts Limited | 0.03% | 0.30% |
| Supreme Industries Limited | 0.03% | 0.08% |
| Vedanta Limited | 0.03% | 0.11% |
| Nestle India Limited | 0.03% | 0.03% |
| Power Grid Corporation of India Limited | 0.03% | 0.13% |
| United Spirits Limited | 0.03% | 0.06% |
| Radico Khaitan Limited | 0.03% | 0.04% |
| Sagility Limited | 0.26% | 0.02% |
| Zydus Lifesciences Limited | 0.03% | 0.02% |
| Bharat Petroleum Corporation Limited | 0.02% | 0.09% |
| GAIL (India) Limited | 0.02% | 0.06% |
| Delhivery Limited | 0.02% | 0.11% |
| Voltas Limited | 0.02% | 0.09% |
| Computer Age Management Services Limited | 0.02% | 0.02% |
| Jindal Steel Limited | 0.02% | 0.16% |
| Eternal Limited | 0.02% | 0.16% |
| KEI Industries Limited | 0.02% | 0.20% |
| Bajaj Auto Limited | 0.02% | 0.27% |
| One 97 Communications Limited | 0.02% | 0.21% |
| Petronet LNG Limited | 0.02% | 0.01% |
| Suzlon Energy Limited | 0.01% | 0.15% |
| DLF Limited | 0.01% | 0.05% |
| Pidilite Industries Limited | 0.01% | 0.02% |
| Solar Industries India Limited | 0.01% | 0.38% |
| Bharat Forge Limited | 0.01% | 0.11% |
| Alkem Laboratories Limited | 0.01% | 0.09% |
| ICICI Prudential Life Insurance Co Limited | 0.01% | 0.04% |
| Tube Investments of India Limited | 0.01% | 0.06% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 53.8% means 53.8% 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 SBI Arbitrage Fund
| Security | % of fund |
|---|---|
| SBI Liquid Fund - DIRECT PLAN -Growth Option | 7.25% |
| SBI Money Market Fund - Direct Plan - Growth Option | 7.06% |
| HDFC Bank Ltd. | 2.54% |
| Bank of Baroda | 1.06% |
| Union Bank of India | 1.06% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | DSP Arbitrage fund | SBI Arbitrage |
|---|---|---|
| Equity | 66.9% | 77.2% |
| Debt | 19.3% | 6.5% |
| Cash and others | 13.8% | 16.4% |
Market cap of stocks
| Market cap | DSP Arbitrage fund | SBI Arbitrage |
|---|---|---|
| Large Cap | 50.0% | 61.8% |
| Mid Cap | 12.8% | 13.2% |
| Small Cap | 4.2% | 2.1% |
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 | SBI Arbitrage |
|---|---|---|
| Banks | 19.9% | 20.0% |
| Petroleum Products | 4.7% | 6.3% |
| Finance | 5.0% | 5.7% |
| Telecom - Services | 5.6% | 4.1% |
| Power | 3.3% | 4.3% |
| Ferrous Metals | 3.4% | 3.8% |
| Pharmaceuticals & Biotechnology | 3.4% | 3.4% |
The six largest sectors of each fund's stocks, % of the fund.
DSP Arbitrage fund vs SBI Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | DSP Arbitrage fund | SBI Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.17% | 1.47% |
| Base expense ratio (Direct) | 0.31% | 0.34% |
| Total expense ratio (Regular) | 1.81% | 1.99% |
| Base expense ratio (Regular) | 0.85% | 0.78% |
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 SBI Arbitrage Fund: Frequently Asked Questions
What is the difference between DSP Arbitrage fund and SBI Arbitrage Fund?
Both are Arbitrage funds, run by DSP Mutual Fund and SBI Mutual Fund. Their portfolios overlap 53.8%. DSP Arbitrage fund charges 1.17% a year and SBI Arbitrage Fund 1.47%.
Which has given higher returns, DSP Arbitrage fund or SBI Arbitrage Fund?
Over 1 year: DSP Arbitrage fund +6.49%, SBI Arbitrage Fund +6.59%. Over 3 years: DSP Arbitrage fund +7.18% a year, SBI Arbitrage Fund +7.24% a year. Over 5 years: DSP Arbitrage fund +6.68% a year, SBI Arbitrage Fund +6.83% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, DSP Arbitrage fund or SBI Arbitrage Fund?
DSP Arbitrage fund charges less: 1.17% a year against 1.47%. These are the Direct plans' total expense ratios reported to AMFI.
How much do DSP Arbitrage fund and SBI Arbitrage Fund overlap?
53.8%. 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 SBI Arbitrage Fund?
On SEBI's riskometer, DSP Arbitrage fund is rated Low and SBI Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.08% and 1.12% a year.
Which is better for SIP, DSP Arbitrage fund or SBI 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 ₹7,31,848 in SBI Arbitrage Fund (XIRR 7.1% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both DSP Arbitrage fund and SBI Arbitrage Fund?
Yes. 53.8% 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 SBI Arbitrage Fund?
DSP Arbitrage fund: Kaivalya Nadkarni, Karan Mundhra. SBI Arbitrage Fund: Neeraj Kumar - Equity, Ardhendu Bhattacharya.
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.