DSP Arbitrage fund vs Tata Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
DSP Arbitrage fund and Tata Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, DSP Arbitrage fund (Direct) returned 7.2% a year and Tata Arbitrage Fund (Direct) returned 7.4% a year. DSP Arbitrage fund charges 1.17% a year and Tata Arbitrage Fund 1.57% (Direct plans). Their portfolios overlap 50.8%: they hold 138 of the same securities.
Which is better, DSP Arbitrage fund or Tata Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Tata Arbitrage returned more over 5 years: 6.9% a year against 6.7%.
- Tata Arbitrage returned more over 3 years: 7.4% a year against 7.2%.
- DSP Arbitrage fund costs less: 1.17% a year against 1.57% (Direct plans).
- Tata Arbitrage swung less over 3 years: a standard deviation of 1.0% a year against 1.1%.
- Tata Arbitrage fell less in its worst fall since 19-12-2018: −0.6% against −0.6%.
- Tata Arbitrage is the larger fund: ₹24,539 Cr against ₹6,720 Cr.
- Their portfolios overlap 50.8%: 138 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 | Tata Arbitrage Fund |
|---|---|---|
| Fund house | DSP Mutual Fund | Tata Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹6,720 Cr (30-09-2026) | ₹24,539 Cr (30-09-2026) |
| NAV | ₹16.99 (Direct) | ₹16.46 (Direct) |
| Expense ratio (Direct) | 1.17% | 1.57% |
| Expense ratio (Regular) | 1.81% | 2.25% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 25-01-2018 | 18-12-2018 |
| Minimum investment | ₹100 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Kaivalya Nadkarni, Karan Mundhra | Sailesh Jain |
| 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 Tata 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% | -- |
| Tata Arbitrage Fund (Direct) | +0.50% | +1.52% | +3.24% | +6.77% | +7.43% | +6.90% | -- |
| 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.
DSP Arbitrage fund vs Tata Arbitrage: Year-wise Returns
| Year | DSP Arbitrage fundDSP Arbitrage fund | Tata ArbitrageTata Arbitrage |
|---|---|---|
| 2026to date | +5.29% | +5.46% |
| 2025 | +6.88% | +7.26% |
| 2024 | +8.18% | +8.36% |
| 2023 | +7.80% | +7.93% |
| 2022 | +4.68% | +4.86% |
| 2021 | +4.02% | +4.54% |
DSP Arbitrage fund vs Tata Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 1,198 of them, one for each trading day from 20-12-2021 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)
Tata Arbitrage Fund (Direct)
to
May 2022Mar 2020
to
Mar 2023Jan 2021
to
Jan 2024Nov 2021
to
Nov 2024Aug 2022
to
Aug 2025Jun 2023
to
Jun 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 | 28.0 | 72.0 | 0.0 | 0.0 | 0.0 | 0.0 | 6.1% | 6.1% | 4.3% | 7.7% |
| Tata Arbitrage | 0.0 | 5.5 | 94.5 | 0.0 | 0.0 | 0.0 | 0.0 | 6.4% | 6.3% | 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 19-12-2018. Past returns do not promise future returns.
DSP Arbitrage fund vs Tata 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 03-12-2018 to 30-10-2026: 95 instalments, ₹9,50,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| DSP Arbitrage fundDSP Arbitrage fund (Direct) | ₹9,50,000 | ₹12,34,001 | ₹2,84,001 | 6.5% |
| Tata ArbitrageTata Arbitrage Fund (Direct) | ₹9,50,000 | ₹12,48,492 | ₹2,98,492 | 6.8% |
DSP Arbitrage fundDSP Arbitrage fund (Direct)
Tata ArbitrageTata 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 Tata 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) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.49% | +6.77% |
| Standard deviation | 1.33% | 1.26% |
| Sharpe ratio | 0.93 | 1.21 |
| Sortino ratio | 1.46 | 1.89 |
| 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) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.18% | +7.43% |
| Standard deviation | 1.08% | 1.02% |
| Sharpe ratio | 1.07 | 1.39 |
| Sortino ratio | 1.65 | 2.16 |
| 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) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.68% | +6.90% |
| Standard deviation | 1.01% | 0.94% |
| Sharpe ratio | 0.88 | 1.17 |
| Sortino ratio | 1.33 | 1.80 |
| 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) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.22% | +6.55% |
| Standard deviation | 1.06% | 1.01% |
| Sharpe ratio | 0.85 | 1.32 |
| Sortino ratio | 1.25 | 2.01 |
| Maximum drawdown | −0.6% (25-03-2020) | −0.6% (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)
Tata 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% |
| Tata Arbitrage Fund (Direct) | −0.6% | 29-05-2020 | 03-06-2020 | 24-07-2020 | 51 days | −0.0% |
From daily values since 19-12-2018, 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)
Tata 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)
Tata 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)
Tata Arbitrage Fund (Direct)
DSP Arbitrage fund vs Tata Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: DSP Arbitrage fund, September 2026; Tata Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 50.8%
- Held by both
- 138
- Only in DSP Arbitrage fund
- 42
- Only in Tata Arbitrage
- 43
| Security | % of DSP Arbitrage fund | % of Tata Arbitrage |
|---|---|---|
| HDFC Bank Limited | 4.76% | 7.89% |
| Reliance Industries Limited | 4.63% | 4.28% |
| ICICI Bank Limited | 2.73% | 4.34% |
| Axis Bank Limited | 2.16% | 2.36% |
| Vodafone Idea Limited | 3.05% | 1.50% |
| Steel Authority of India Limited | 1.32% | 1.31% |
| Bharti Airtel Limited | 1.62% | 1.27% |
| State Bank of India | 1.55% | 1.21% |
| Canara Bank | 1.21% | 1.09% |
| Indus Towers Limited | 0.97% | 1.21% |
| Divi's Laboratories Limited | 1.08% | 0.92% |
| Jio Financial Services Limited | 0.92% | 1.20% |
| Bharat Heavy Electricals Limited | 1.08% | 0.90% |
| Adani Energy Solutions Limited | 1.12% | 0.85% |
| JSW Steel Limited | 1.31% | 0.84% |
| IDFC First Bank Limited | 0.78% | 0.75% |
| Tata Steel Limited | 0.78% | 0.74% |
| National Bank For Agriculture & Rural Development | 0.72% | 1.09% |
| Bharat Electronics Limited | 0.98% | 0.68% |
| Bandhan Bank Limited | 0.79% | 0.67% |
| Hindustan Aeronautics Limited | 0.78% | 0.61% |
| Adani Power Limited | 0.61% | 1.11% |
| Kotak Mahindra Bank Limited | 1.38% | 0.60% |
| Adani Enterprises Limited | 0.69% | 0.59% |
| Hindalco Industries Limited | 0.59% | 1.08% |
| Hindustan Unilever Limited | 0.54% | 0.83% |
| NMDC Limited | 0.49% | 0.74% |
| APL Apollo Tubes Limited | 0.49% | 0.53% |
| Manappuram Finance Limited | 0.47% | 0.70% |
| Punjab National Bank | 1.62% | 0.46% |
| Glenmark Pharmaceuticals Limited | 0.74% | 0.43% |
| HDFC Life Insurance Co Limited | 0.43% | 0.56% |
| Tata Motors Passenger Vehicles Limited | 0.42% | 0.67% |
| Coal India Limited | 0.42% | 1.00% |
| Biocon Limited | 0.41% | 0.47% |
| Yes Bank Limited | 1.03% | 0.40% |
| Bank of Baroda | 0.71% | 0.40% |
| Godrej Properties Limited | 0.40% | 0.49% |
| Crompton Greaves Consumer Electricals Limited | 0.46% | 0.39% |
| Power Finance Corporation Limited | 0.39% | 0.62% |
| Tata Power Co Limited | 0.93% | 0.36% |
| Indian Hotels Co Limited | 0.56% | 0.36% |
| National Bank For Agriculture & Rural Development | 0.36% | 1.49% |
| Small Industries Development Bank of India | 0.36% | 0.40% |
| Ashok Leyland Limited | 0.46% | 0.31% |
| Info Edge (India) Limited | 0.39% | 0.31% |
| Multi Commodity Exchange Of India Limited | 0.31% | 0.43% |
| Small Industries Development Bank of India | 0.73% | 0.30% |
| Aurobindo Pharma Limited | 0.38% | 0.30% |
| Canara Bank | 0.36% | 0.30% |
| Life Insurance Corporation Of India | 0.30% | 0.42% |
| LIC Housing Finance Limited | 0.70% | 0.29% |
| Adani Green Energy Limited | 0.29% | 0.87% |
| Infosys Limited | 0.32% | 0.28% |
| Varun Beverages Limited | 0.28% | 0.85% |
| TVS Motor Co Limited | 0.28% | 0.63% |
| Bajaj Finance Limited | 0.94% | 0.27% |
| Cummins India Limited | 0.27% | 0.91% |
| ITC Limited | 1.69% | 0.26% |
| Marico Limited | 0.44% | 0.25% |
| NTPC Limited | 0.24% | 0.50% |
| National Bank For Agriculture & Rural Development | 1.44% | 0.20% |
| Bank of Baroda | 0.36% | 0.20% |
| Small Industries Development Bank of India | 0.36% | 0.20% |
| Shriram Finance Limited | 0.31% | 0.19% |
| Union Bank Of India | 0.28% | 0.19% |
| Indian Energy Exchange Limited | 0.21% | 0.19% |
| Apollo Hospitals Enterprise Limited | 0.20% | 0.19% |
| IndusInd Bank Limited | 0.18% | 0.52% |
| Bank of India | 0.17% | 0.24% |
| NBCC (India) Limited | 0.52% | 0.16% |
| Mahindra & Mahindra Limited | 0.52% | 0.15% |
| GMR Airports Limited | 0.63% | 0.14% |
| Swiggy Limited | 0.28% | 0.14% |
| Container Corporation Of India Limited | 0.14% | 0.25% |
| HDFC Asset Management Co Limited | 0.14% | 0.56% |
| Oil & Natural Gas Corporation Limited | 0.14% | 0.17% |
| Max Financial Services Limited | 0.13% | 0.16% |
| Patanjali Foods Limited | 0.13% | 0.22% |
| Coforge Limited | 0.12% | 0.58% |
| PB Fintech Limited | 0.17% | 0.11% |
| Fortis Healthcare Limited | 0.12% | 0.11% |
| Muthoot Finance Limited | 0.11% | 0.18% |
| National Bank For Agriculture & Rural Development | 0.36% | 0.10% |
| Cholamandalam Investment and Finance Co Limited | 0.38% | 0.09% |
| Tata Consumer Products Limited | 0.32% | 0.09% |
| Ultratech Cement Limited | 0.26% | 0.09% |
| Ge Vernova T&D India Limited | 0.09% | 0.19% |
| Indian Oil Corporation Limited | 0.09% | 0.74% |
| Interglobe Aviation Limited | 0.09% | 0.09% |
| Aditya Birla Capital Limited | 0.46% | 0.08% |
| Maruti Suzuki India Limited | 0.12% | 0.08% |
| Kalyan Jewellers India Limited | 0.08% | 0.30% |
| AU Small Finance Bank Limited | 0.31% | 0.07% |
| Torrent Pharmaceuticals Limited | 0.07% | 0.17% |
| Larsen & Toubro Limited | 0.47% | 0.06% |
| Asian Paints Limited | 0.26% | 0.06% |
| Phoenix Mills Limited | 0.21% | 0.06% |
| JSW Energy Limited | 0.06% | 0.40% |
| Federal Bank Limited | 0.06% | 0.33% |
| Lupin Limited | 0.06% | 0.12% |
| Cipla Limited | 0.26% | 0.05% |
| RBL Bank Limited | 0.18% | 0.05% |
| Central Depository Services (India) Limited | 0.08% | 0.05% |
| Samvardhana Motherson International Limited | 0.05% | 0.22% |
| Hindustan Zinc Limited | 0.07% | 0.04% |
| National Aluminium Co Limited | 0.04% | 0.04% |
| Mphasis Limited | 0.04% | 0.11% |
| PG Electroplast Limited | 0.04% | 0.08% |
| ICICI Lombard General Insurance Co Limited | 0.04% | 0.28% |
| Bajaj Finserv Limited | 0.04% | 0.08% |
| Dabur India Limited | 0.05% | 0.03% |
| Supreme Industries Limited | 0.03% | 0.09% |
| Radico Khaitan Limited | 0.03% | 0.03% |
| Eicher Motors Limited | 0.37% | 0.02% |
| Titan Co Limited | 0.27% | 0.02% |
| PNB Housing Finance Limited | 0.23% | 0.02% |
| Godrej Consumer Products Limited | 0.10% | 0.02% |
| Vedanta Limited | 0.03% | 0.02% |
| Bharat Petroleum Corporation Limited | 0.02% | 0.16% |
| GAIL (India) Limited | 0.02% | 0.02% |
| Delhivery Limited | 0.02% | 0.05% |
| Computer Age Management Services Limited | 0.02% | 0.05% |
| Jindal Steel Limited | 0.02% | 0.16% |
| Sun Pharmaceutical Industries Limited | 0.26% | 0.01% |
| Sagility Limited | 0.26% | 0.01% |
| Laurus Labs Limited | 0.07% | 0.01% |
| Tata Consultancy Services Limited | 0.04% | 0.01% |
| Nestle India Limited | 0.03% | 0.01% |
| Eternal Limited | 0.02% | 0.01% |
| KEI Industries Limited | 0.02% | 0.01% |
| One 97 Communications Limited | 0.02% | 0.01% |
| Suzlon Energy Limited | 0.01% | 0.10% |
| DLF Limited | 0.01% | 0.03% |
| Pidilite Industries Limited | 0.01% | 0.02% |
| Solar Industries India Limited | 0.01% | 0.05% |
| Bharat Forge Limited | 0.01% | 0.10% |
| Tube Investments of India Limited | 0.01% | 0.09% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 50.8% means 50.8% 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% |
| Small Industries Development Bank of India | 1.04% |
| 364 DAYS T-BILL 04032027 | 0.94% |
Largest holdings only in Tata Arbitrage Fund
| Security | % of fund |
|---|---|
| TATA MONEY MARKET FUND | 12.05% |
| ** - SMALL INDUST DEVLOP BANK OF INDIA - CD - 23/10/2026 | 2.03% |
| ** - NATIONAL BANK FOR FINANCING INFRASTRUCTURE AND DEVELOPMENT - CD - 12/03/2027 | 1.38% |
| ** - SMALL INDUST DEVLOP BANK OF INDIA - CD - 25/03/2027 | 1.38% |
| ** - SMALL INDUST DEVLOP BANK OF INDIA - CD - 14/01/2027 | 1.20% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | DSP Arbitrage fund | Tata Arbitrage |
|---|---|---|
| Equity | 66.9% | 64.8% |
| Debt | 19.3% | 21.7% |
| Cash and others | 13.8% | 13.5% |
Market cap of stocks
| Market cap | DSP Arbitrage fund | Tata Arbitrage |
|---|---|---|
| Large Cap | 50.0% | 50.0% |
| Mid Cap | 12.8% | 12.1% |
| Small Cap | 4.2% | 2.7% |
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 | Tata Arbitrage |
|---|---|---|
| Banks | 19.9% | 21.6% |
| Telecom - Services | 5.6% | 4.0% |
| Petroleum Products | 4.7% | 5.2% |
| Finance | 5.0% | 3.7% |
| Power | 3.3% | 4.1% |
| Ferrous Metals | 3.4% | 3.0% |
| Pharmaceuticals & Biotechnology | 3.4% | 2.5% |
The six largest sectors of each fund's stocks, % of the fund.
DSP Arbitrage fund vs Tata Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | DSP Arbitrage fund | Tata Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.17% | 1.57% |
| Base expense ratio (Direct) | 0.31% | 0.26% |
| Total expense ratio (Regular) | 1.81% | 2.25% |
| 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 Tata Arbitrage Fund: Frequently Asked Questions
What is the difference between DSP Arbitrage fund and Tata Arbitrage Fund?
Both are Arbitrage funds, run by DSP Mutual Fund and Tata Mutual Fund. Their portfolios overlap 50.8%. DSP Arbitrage fund charges 1.17% a year and Tata Arbitrage Fund 1.57%.
Which has given higher returns, DSP Arbitrage fund or Tata Arbitrage Fund?
Over 1 year: DSP Arbitrage fund +6.49%, Tata Arbitrage Fund +6.77%. Over 3 years: DSP Arbitrage fund +7.18% a year, Tata Arbitrage Fund +7.43% a year. Over 5 years: DSP Arbitrage fund +6.68% a year, Tata Arbitrage Fund +6.90% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, DSP Arbitrage fund or Tata Arbitrage Fund?
DSP Arbitrage fund charges less: 1.17% a year against 1.57%. These are the Direct plans' total expense ratios reported to AMFI.
How much do DSP Arbitrage fund and Tata Arbitrage Fund overlap?
50.8%. They hold 138 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 Tata Arbitrage Fund?
On SEBI's riskometer, DSP Arbitrage fund is rated Low and Tata Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.08% and 1.02% a year.
Which is better for SIP, DSP Arbitrage fund or Tata 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 ₹7,34,060 in Tata 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 Tata Arbitrage Fund?
Yes. 50.8% 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 Tata Arbitrage Fund?
DSP Arbitrage fund: Kaivalya Nadkarni, Karan Mundhra. Tata Arbitrage Fund: Sailesh Jain.
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.