Scheme Overview
DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth
| Category: Fund of Funds-Overseas |
| Launch Date: 21-08-2014 |
| Asset Class: Equity |
| Benchmark: MSCI All Country World Total Return Index |
| Expense Ratio: 0.99% As on ( 31-03-2025) |
| Status: Open Ended for subscription |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 114.56 Cr As on ( 31-03-2025) |
| Turn over: |
21.1356
0 ( 0.0028% )
7.25%
MSCI All Country World Total Return Index8.74%
PERFORMANCE of DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 02-05-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth | 11.91 | 9.63 | 9.51 | 7.03 | 7.25 |
| Benchmark | - | - | - | - | - |
| Fund of Funds-Overseas | 9.39 | 10.39 | 10.92 | 6.44 | 8.05 |
Yearly Performance (%)
Fund Managers
Kedar Karnik, Laukik Bagwe, Jay Kothari
Investment Objective
The scheme seeks capital appreciation by investing predominantly in units of BlackRock Global Funds - Global Allocation Fund (BGF - GAF). The Scheme may also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. It may also invest a certain portion of its corpus in money market securities and/ or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements.
RETURNS CALCULATOR for DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth | 9.79 | -0.1 | - | - | - | - |
| Fund of Funds-Overseas | - | - | - | - | - | - |
