NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

DSP Arbitrage Fund Growth for NRI [14.43]

Min Investment

100

Fund Size

5,971.16 Cr

Expense Ratio

1.0%

Exit Load

0.25%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

14.43

0.01%

NAV as on 18 Dec 24, 12:00 AM

low risk

arbitrage fund

equity

NAV as on 18 Dec 24, 12:00 AM

low risk

arbitrage fund

equity

7.49%p.a.

Last 1Y

6.15%p.a.

Last 3Y

5.18%p.a.

Last 5Y

5.44%p.a.

Since Inception

About DSP Arbitrage Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the DSP Arbitrage Fund Growth scheme from DSP Asset Managers Private Limited. It is a Arbitrage Fund mutual fund scheme that predominantly invests in Arbitrage Fund stocks of companies. Launched on Jan 2018, DSP Arbitrage Fund Growth is Arbitrage Fund fund of its category with 5,971.16 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Arbitrage Fund funds.

  • DSP Arbitrage Fund Growth delivered 7.5% annual returns during the last year. It has delivered 5.4% average annual returns since the fund was launched.
  • DSP Arbitrage Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The investment objective of the Scheme is to generate income through arbitrage opportunities between cash and derivative market and arbitrage opportunities within the derivative market. Investments may also be made in debt & money market instruments.

Top 10 Holdings

DSP Savings Dir Gr

11.48%

Future on Reliance Industries Ltd

3.72%

Reliance Industries Ltd

3.70%

Future on Vodafone Idea Ltd

2.30%

Vodafone Idea Ltd

2.28%

Vedanta Limited Dec24**

2.20%

Vedanta Ltd

2.19%

Future on Bank of Baroda

2.14%

Bank of Baroda

2.13%

Future on Kotak Mahindra Bank Ltd

1.85%

Fund Managers

  1. Karan Mundhra (Aug 2024 - Present)
  2. Kaivalya Nadkarni (Oct 2024 - Present)

Key Information

View Scheme Document

DSP Arbitrage Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on DSP Arbitrage Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in DSP Arbitrage Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in DSP Arbitrage Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions