DSP Arbitrage Fund - Direct Plan has delivered 31.44% absolute return over the last 5 years.
The average return for Arbitrage funds is 31.17% .
This fund ranks #17 in its category based on 5-year returns.
The largest portfolio holding is DSP SAVINGS FUND with a portfolio weight of 10.81% .
The fund currently owns more than 178 stocks.
The top 10 holdings account for 34.27% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.84% | 5.08% |
| 2 Year Return | 23.06% | 10.35% |
| 3 Year Return | 34.99% | 16.37% |
| 4 Year Return | 43.04% | 23.58% |
| 5 Year Return | 55.46% | 31.17% |
| 6 Year Return | N/A | 39.49% |
| 7 Year Return | N/A | 49.18% |
| Expense Ratio | 0.30% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Mutual Funds |
10.81%
|
|
| 2 | Energy |
4.60%
|
|
| 3 | Finance - Banks - Private Sector |
4.18%
|
|
| 4 | Communication Services |
3.15%
|
|
| 5 |
2.20%
|
||
| 6 | Financials |
2.12%
|
|
| 7 | Financials |
1.99%
|
|
| 8 | Communication Services |
1.83%
|
|
| 9 | Finance - Banks - Private Sector |
1.70%
|
|
| 10 | Consumer Staples |
1.69%
|
|
| 11 | Financials |
1.61%
|
|
| 12 | Financials |
1.47%
|
Minimum Purchase: ₹100
Exit Load: If the units redeemed or switched-out are upto 10% of the units (the limits) purchased or switched within 15 days from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 15 days from the days from the date of allotment: 0.25%. If units are redeemed or switched out on after 15 days from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
DSP Arbitrage Fund - Direct Plan is managed by DSP and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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