DSP Arbitrage fund vs UTI - Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
DSP Arbitrage fund and UTI - Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, DSP Arbitrage fund (Direct) returned 7.2% a year and UTI - Arbitrage Fund (Direct) returned 7.3% a year. DSP Arbitrage fund charges 1.17% a year and UTI - Arbitrage Fund 1.26% (Direct plans). Their portfolios overlap 49.6%: they hold 133 of the same securities.
Which is better, DSP Arbitrage fund or UTI - Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- UTI - Arbitrage returned more over 5 years: 6.7% a year against 6.7%.
- UTI - Arbitrage returned more over 3 years: 7.3% a year against 7.2%.
- DSP Arbitrage fund costs less: 1.17% a year against 1.26% (Direct plans).
- UTI - 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 −0.7%.
- UTI - Arbitrage is the larger fund: ₹10,900 Cr against ₹6,720 Cr.
- Their portfolios overlap 49.6%: 133 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 | UTI - Arbitrage Fund |
|---|---|---|
| Fund house | DSP Mutual Fund | UTI Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹6,720 Cr (30-09-2026) | ₹10,900 Cr (30-09-2026) |
| NAV | ₹16.99 (Direct) | ₹40.54 (Direct) |
| Expense ratio (Direct) | 1.17% | 1.26% |
| Expense ratio (Regular) | 1.81% | 1.81% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 25-01-2018 | 22-06-2006 |
| Minimum investment | ₹100 | Regular Plan-Growth- Rs.5000, Regular Plan - Growth-CanServe- Rs.5000, Regular Plan-Reinvestment of IDCW- Rs.5000, Regular Plan-Payout of IDCW- Rs.5000, Regular Plan-Payout of IDCW (Canserve)- Rs.5000, Direct Plan-Growth- Rs.5000, Direct Plan - Growth-Can |
| Lock in | None | None |
| Fund managers | Kaivalya Nadkarni, Karan Mundhra | Sharwan Kumar Goyal FM 1, Monish Lotia FM 2, Amit Sharma FM 3, Not Applicable FM 4 |
| 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 UTI - 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% | -- |
| UTI - Arbitrage Fund (Direct) | +0.52% | +1.50% | +3.20% | +6.59% | +7.29% | +6.74% | +6.32% |
| 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 UTI - Arbitrage: Year-wise Returns
| Year | DSP Arbitrage fundDSP Arbitrage fund | UTI - ArbitrageUTI - Arbitrage |
|---|---|---|
| 2026to date | +5.29% | +5.35% |
| 2025 | +6.88% | +7.05% |
| 2024 | +8.18% | +8.28% |
| 2023 | +7.80% | +7.77% |
| 2022 | +4.68% | +4.64% |
| 2021 | +4.02% | +4.46% |
DSP Arbitrage fund vs UTI - 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)
UTI - 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% |
| UTI - Arbitrage | 0.0 | 20.1 | 79.9 | 0.0 | 0.0 | 0.0 | 0.0 | 6.1% | 5.9% | 4.5% | 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 UTI - 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% |
| UTI - ArbitrageUTI - Arbitrage Fund (Direct) | ₹10,60,000 | ₹14,22,789 | ₹3,62,789 | 6.5% |
DSP Arbitrage fundDSP Arbitrage fund (Direct)
UTI - ArbitrageUTI - 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 UTI - 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) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.49% | +6.59% |
| Standard deviation | 1.33% | 1.25% |
| Sharpe ratio | 0.93 | 1.08 |
| Sortino ratio | 1.46 | 1.64 |
| 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) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.18% | +7.29% |
| Standard deviation | 1.08% | 1.03% |
| Sharpe ratio | 1.07 | 1.23 |
| Sortino ratio | 1.65 | 1.88 |
| 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) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.68% | +6.74% |
| Standard deviation | 1.01% | 0.97% |
| Sharpe ratio | 0.88 | 0.97 |
| Sortino ratio | 1.33 | 1.47 |
| 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) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.22% | +6.76% |
| Standard deviation | 1.06% | 1.00% |
| Sharpe ratio | 0.85 | 0.72 |
| Sortino ratio | 1.25 | 1.06 |
| 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)
UTI - 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% |
| UTI - Arbitrage Fund (Direct) | −0.7% | 16-03-2020 | 25-03-2020 | 31-03-2020 | 6 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)
UTI - 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)
UTI - 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)
UTI - Arbitrage Fund (Direct)
DSP Arbitrage fund vs UTI - Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: DSP Arbitrage fund, September 2026; UTI - Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 49.6%
- Held by both
- 133
- Only in DSP Arbitrage fund
- 47
- Only in UTI - Arbitrage
- 23
| Security | % of DSP Arbitrage fund | % of UTI - Arbitrage |
|---|---|---|
| HDFC Bank Limited | 4.76% | 5.02% |
| Reliance Industries Limited | 4.63% | 4.78% |
| ICICI Bank Limited | 2.73% | 4.39% |
| Bharti Airtel Limited | 1.62% | 1.94% |
| Punjab National Bank | 1.62% | 1.57% |
| State Bank of India | 1.55% | 3.25% |
| Vodafone Idea Limited | 3.05% | 1.52% |
| Kotak Mahindra Bank Limited | 1.38% | 1.54% |
| Steel Authority of India Limited | 1.32% | 1.81% |
| JSW Steel Limited | 1.31% | 1.35% |
| ITC Limited | 1.69% | 1.30% |
| Canara Bank | 1.21% | 1.95% |
| Bharat Heavy Electricals Limited | 1.08% | 1.28% |
| Yes Bank Limited | 1.03% | 1.71% |
| Indus Towers Limited | 0.97% | 1.55% |
| Axis Bank Limited | 2.16% | 0.92% |
| Jio Financial Services Limited | 0.92% | 0.84% |
| Bandhan Bank Limited | 0.79% | 0.93% |
| IDFC First Bank Limited | 0.78% | 0.75% |
| Glenmark Pharmaceuticals Limited | 0.74% | 1.50% |
| Tata Steel Limited | 0.78% | 0.71% |
| LIC Housing Finance Limited | 0.70% | 0.71% |
| Bank of Baroda | 0.71% | 0.69% |
| Hindalco Industries Limited | 0.59% | 0.59% |
| Indian Hotels Co Limited | 0.56% | 0.61% |
| NMDC Limited | 0.49% | 1.34% |
| Manappuram Finance Limited | 0.47% | 1.15% |
| Divi's Laboratories Limited | 1.08% | 0.46% |
| Crompton Greaves Consumer Electricals Limited | 0.46% | 0.75% |
| Aditya Birla Capital Limited | 0.46% | 0.54% |
| Export-Import Bank Of India | 0.72% | 0.45% |
| Hindustan Unilever Limited | 0.54% | 0.44% |
| Small Industries Development Bank of India | 1.04% | 0.43% |
| Coal India Limited | 0.42% | 1.02% |
| Biocon Limited | 0.41% | 0.38% |
| Cholamandalam Investment and Finance Co Limited | 0.38% | 0.79% |
| Small Industries Development Bank of India | 0.36% | 1.79% |
| Hindustan Aeronautics Limited | 0.78% | 0.35% |
| Ashok Leyland Limited | 0.46% | 0.35% |
| Bajaj Finance Limited | 0.94% | 0.33% |
| APL Apollo Tubes Limited | 0.49% | 0.32% |
| Infosys Limited | 0.32% | 1.11% |
| Tata Power Co Limited | 0.93% | 0.31% |
| HDFC Life Insurance Co Limited | 0.43% | 0.31% |
| AU Small Finance Bank Limited | 0.31% | 0.51% |
| Life Insurance Corporation Of India | 0.30% | 1.03% |
| Swiggy Limited | 0.28% | 0.35% |
| Cummins India Limited | 0.27% | 0.41% |
| Varun Beverages Limited | 0.28% | 0.24% |
| NTPC Limited | 0.24% | 0.30% |
| Marico Limited | 0.44% | 0.18% |
| Aurobindo Pharma Limited | 0.38% | 0.18% |
| PNB Housing Finance Limited | 0.23% | 0.18% |
| IndusInd Bank Limited | 0.18% | 0.32% |
| Union Bank Of India | 0.28% | 0.17% |
| Power Finance Corporation Limited | 0.39% | 0.16% |
| Eicher Motors Limited | 0.37% | 0.15% |
| Tata Consumer Products Limited | 0.32% | 0.15% |
| Container Corporation Of India Limited | 0.14% | 0.23% |
| HDFC Asset Management Co Limited | 0.14% | 0.29% |
| RBL Bank Limited | 0.18% | 0.13% |
| Max Financial Services Limited | 0.13% | 0.26% |
| Titan Co Limited | 0.27% | 0.12% |
| Maruti Suzuki India Limited | 0.12% | 0.17% |
| Coforge Limited | 0.12% | 0.21% |
| GMR Airports Limited | 0.63% | 0.11% |
| Info Edge (India) Limited | 0.39% | 0.11% |
| TVS Motor Co Limited | 0.28% | 0.11% |
| Muthoot Finance Limited | 0.11% | 0.21% |
| Apollo Hospitals Enterprise Limited | 0.20% | 0.09% |
| Bank of India | 0.17% | 0.09% |
| Patanjali Foods Limited | 0.13% | 0.09% |
| Ge Vernova T&D India Limited | 0.09% | 0.31% |
| Indian Oil Corporation Limited | 0.09% | 0.19% |
| Astral Limited | 0.24% | 0.08% |
| Kalyan Jewellers India Limited | 0.08% | 0.18% |
| Fortis Healthcare Limited | 0.12% | 0.07% |
| Central Depository Services (India) Limited | 0.08% | 0.07% |
| Torrent Pharmaceuticals Limited | 0.07% | 0.11% |
| Laurus Labs Limited | 0.07% | 0.19% |
| Mahindra & Mahindra Limited | 0.52% | 0.06% |
| Asian Paints Limited | 0.26% | 0.06% |
| PB Fintech Limited | 0.17% | 0.06% |
| UPL Limited | 0.16% | 0.06% |
| Inox Wind Limited | 0.06% | 0.08% |
| JSW Energy Limited | 0.06% | 0.16% |
| Federal Bank Limited | 0.06% | 0.36% |
| Lupin Limited | 0.06% | 0.18% |
| NBCC (India) Limited | 0.52% | 0.05% |
| Larsen & Toubro Limited | 0.47% | 0.05% |
| Tata Motors Passenger Vehicles Limited | 0.42% | 0.05% |
| Shriram Finance Limited | 0.31% | 0.05% |
| Samvardhana Motherson International Limited | 0.05% | 0.17% |
| Bharat Electronics Limited | 0.98% | 0.04% |
| Hitachi Energy India Limited | 0.17% | 0.04% |
| Interglobe Aviation Limited | 0.09% | 0.04% |
| Angel One Limited | 0.08% | 0.04% |
| Mphasis Limited | 0.04% | 0.09% |
| Sun Pharmaceutical Industries Limited | 0.26% | 0.03% |
| Sagility Limited | 0.26% | 0.03% |
| Hero MotoCorp Limited | 0.09% | 0.03% |
| National Aluminium Co Limited | 0.04% | 0.03% |
| Avenue Supermarts Limited | 0.03% | 0.03% |
| Supreme Industries Limited | 0.03% | 0.07% |
| Nestle India Limited | 0.03% | 0.04% |
| Radico Khaitan Limited | 0.03% | 0.03% |
| Adani Power Limited | 0.61% | 0.02% |
| Multi Commodity Exchange Of India Limited | 0.31% | 0.02% |
| Cipla Limited | 0.26% | 0.02% |
| SBI Cards and Payment Services Limited | 0.05% | 0.02% |
| Tata Consultancy Services Limited | 0.04% | 0.02% |
| Zydus Lifesciences Limited | 0.03% | 0.02% |
| Vedanta Limited | 0.03% | 0.02% |
| Bharat Petroleum Corporation Limited | 0.02% | 0.06% |
| Delhivery Limited | 0.02% | 0.05% |
| Voltas Limited | 0.02% | 0.02% |
| Computer Age Management Services Limited | 0.02% | 0.09% |
| Jindal Steel Limited | 0.02% | 0.11% |
| Eternal Limited | 0.02% | 0.38% |
| KEI Industries Limited | 0.02% | 0.07% |
| Bajaj Auto Limited | 0.02% | 0.13% |
| Adani Energy Solutions Limited | 1.12% | 0.01% |
| Ultratech Cement Limited | 0.26% | 0.01% |
| Hindustan Zinc Limited | 0.07% | 0.01% |
| PG Electroplast Limited | 0.04% | 0.01% |
| GAIL (India) Limited | 0.02% | 0.01% |
| Suzlon Energy Limited | 0.01% | 0.75% |
| Pidilite Industries Limited | 0.01% | 0.03% |
| Solar Industries India Limited | 0.01% | 0.02% |
| Bharat Forge Limited | 0.01% | 0.13% |
| Alkem Laboratories Limited | 0.01% | 0.04% |
| Page Industries Limited | 0.01% | 0.11% |
| Tube Investments of India Limited | 0.01% | 0.02% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 49.6% means 49.6% 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% |
| Indian Bank | 2.83% |
| National Bank For Agriculture & Rural Development | 1.44% |
| 364 DAYS T-BILL 04032027 | 0.94% |
Largest holdings only in UTI - Arbitrage Fund
| Security | % of fund |
|---|---|
| MF UNITS UTI-MONEY MARKET FUND | 19.58% |
| MF UNITS UTI - FLOATER FUND | 2.31% |
| CD - CANARA BANK - 28/01/2027 | 2.24% |
| CD - AXIS BANK LTD - 14/01/2027 | 1.35% |
| CD - UNION BANK OF INDIA - 19/01/2027 | 1.35% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | DSP Arbitrage fund | UTI - Arbitrage |
|---|---|---|
| Equity | 66.9% | 65.9% |
| Debt | 19.3% | 11.2% |
| Cash and others | 13.8% | 22.9% |
Market cap of stocks
| Market cap | DSP Arbitrage fund | UTI - Arbitrage |
|---|---|---|
| Large Cap | 50.0% | 46.3% |
| Mid Cap | 12.8% | 15.3% |
| Small Cap | 4.2% | 4.3% |
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 | UTI - Arbitrage |
|---|---|---|
| Banks | 19.9% | 24.3% |
| Telecom - Services | 5.6% | 5.0% |
| Petroleum Products | 4.7% | 5.1% |
| Finance | 5.0% | 5.0% |
| Ferrous Metals | 3.4% | 4.0% |
| Pharmaceuticals & Biotechnology | 3.4% | 3.1% |
The six largest sectors of each fund's stocks, % of the fund.
DSP Arbitrage fund vs UTI - Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | DSP Arbitrage fund | UTI - Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.17% | 1.26% |
| Base expense ratio (Direct) | 0.31% | 0.26% |
| Total expense ratio (Regular) | 1.81% | 1.81% |
| Base expense ratio (Regular) | 0.85% | 0.73% |
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 UTI - Arbitrage Fund: Frequently Asked Questions
What is the difference between DSP Arbitrage fund and UTI - Arbitrage Fund?
Both are Arbitrage funds, run by DSP Mutual Fund and UTI Mutual Fund. Their portfolios overlap 49.6%. DSP Arbitrage fund charges 1.17% a year and UTI - Arbitrage Fund 1.26%.
Which has given higher returns, DSP Arbitrage fund or UTI - Arbitrage Fund?
Over 1 year: DSP Arbitrage fund +6.49%, UTI - Arbitrage Fund +6.59%. Over 3 years: DSP Arbitrage fund +7.18% a year, UTI - Arbitrage Fund +7.29% a year. Over 5 years: DSP Arbitrage fund +6.68% a year, UTI - Arbitrage Fund +6.74% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, DSP Arbitrage fund or UTI - Arbitrage Fund?
DSP Arbitrage fund charges less: 1.17% a year against 1.26%. These are the Direct plans' total expense ratios reported to AMFI.
How much do DSP Arbitrage fund and UTI - Arbitrage Fund overlap?
49.6%. They hold 133 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 UTI - Arbitrage Fund?
On SEBI's riskometer, DSP Arbitrage fund is rated Low and UTI - Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.08% and 1.03% a year.
Which is better for SIP, DSP Arbitrage fund or UTI - 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 ₹7,31,173 in UTI - 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 UTI - Arbitrage Fund?
Yes. 49.6% 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 UTI - Arbitrage Fund?
DSP Arbitrage fund: Kaivalya Nadkarni, Karan Mundhra. UTI - Arbitrage Fund: Sharwan Kumar Goyal FM 1, Monish Lotia FM 2, Amit Sharma FM 3, Not Applicable FM 4.
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.