Should I invest in DSP Income Plus Arbitrage Omni FoF?

We don't give personal investment advice. DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.7%. 5-year CAGR: 1.83%.

DSP

DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW

Latest NAV

₹18.4431

As of

17 Jul 2026

2,803 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.02%	-0.15%	+0.17	63 / 125	Q3
1W	-0.04%	-4.47%	+4.43	46 / 130	Q2
2W	-0.08%	-5.11%	+5.03	59 / 130	Q2
1M	+0.72%	-5.39%	+6.12	47 / 130	Q2
3M	+1.72%	-4.67%	+6.39	57 / 130	Q2
6M	-1.82%	-5.19%	+3.36	88 / 122	Q3
YTD	-1.94%	-2.99%	+1.05	89 / 120	Q3
1Y	+0.26%	+12.27%	-12.01	82 / 111	Q3
2Y	+1.00%	+6.29%	-5.29	55 / 84	Q3
3Y	+5.26%	+6.43%	-1.17	56 / 73	Q4
4Y	+5.92%	+5.33%	+0.59	48 / 68	Q3
5Y	+1.83%	-0.23%	+2.06	43 / 55	Q4
7Y	+5.61%	-3.52%	+9.13	24 / 38	Q3
10Y	+5.51%	-6.57%	+12.09	23 / 34	Q3
Inception	+5.24%	+8.45%	-3.21	89 / 130	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-1.94%	+1.22%	-3.16	88 / 114
2025	+1.30%	+30.86%	-29.56	66 / 83
2024	+12.92%	+13.06%	-0.14	36 / 69
2023	+8.25%	+14.87%	-6.62	42 / 68
2022	-10.90%	-5.59%	-5.32	54 / 59
2021	+2.57%	+10.93%	-8.37	37 / 51
2020	+21.80%	+10.64%	+11.16	10 / 39
2019	+19.08%	+9.45%	+9.63	8 / 34
2018	-0.73%	+1.74%	-2.46	23 / 35
2017	+5.22%	+9.33%	-4.11	19 / 32
2016	+4.68%	+7.23%	-2.55	21 / 31

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+5.91%

133 windows

min -14.9% · max 32.5%

80% positive

3-Year rolling

+5.95%

109 windows

min -1.1% · max 14.2%

95% positive

5-Year rolling

+6.12%

85 windows

min 1.2% · max 11.2%

100% positive

7-Year rolling

+6.04%

60 windows

min 4.3% · max 8.2%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

8.12%

3-year · annualised

Sharpe ratio

-0.12

vs risk-free 6.5%

Sortino ratio

-0.16

Downside-only deviation

Max drawdown

-9.07%

Feb 2025 → Mar 2025

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
HDFC Diversified Equity All Cap Active FOF - IDCW - Direct Plan	HDFC	₹10.2128	17 Jul 2026
Nippon India Diversified Equity Flexicap Passive FoF- DIRECT Plan - IDCW Option	Nippon India	₹21.4179	17 Jul 2026
SBI Dynamic Asset Allocation Active FoF- Direct Plan- Income Cum Distribution Capital Withdrawal Option	SBI	₹10.3233	17 Jul 2026
ICICI Prudential BSE 500 ETF FOF - Direct Plan - IDCW	ICICI Prudential	₹15.9520	17 Jul 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹40.6301	17 Jul 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - IDCW	Bandhan	₹36.8685	17 Jul 2026
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct - IDCW	Aditya Birla Sun Life	₹42.7073	17 Jul 2026
Motilal Oswal Gold and Silver Passive Fund of Funds(Direct Plan)	Motilal Oswal	₹28.6857	17 Jul 2026
Franklin India Dynamic Asset Allocation Active Fund of funds - Direct - IDCW	Franklin India	₹49.0060	17 Jul 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Direct Plan - IDCW	Mirae Asset	₹11.7230	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹18.4431
16 Jul 2026	₹18.4391
15 Jul 2026	₹18.4299
14 Jul 2026	₹18.4255
13 Jul 2026	₹18.4519
10 Jul 2026	₹18.4502
9 Jul 2026	₹18.4353
8 Jul 2026	₹18.4309
7 Jul 2026	₹18.4628
6 Jul 2026	₹18.4655

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW is ₹18.4431. It's a Fund of Funds - Domestic from DSP, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW has NAV history starting from 25 Aug 2014, a track record of about 11 years 10 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW is managed by DSP. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW has delivered a absolute return of 0.26% — -12.01 pp behind the Fund of Funds - Domestic category average of 12.27%. The fund ranks #82 of 111 in its category — the third (Q3) quartile.

Over the trailing 3-year window, DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW has delivered a CAGR of 5.26% — -1.17 pp behind the Fund of Funds - Domestic category average of 6.43%. The fund ranks #56 of 73 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW has delivered a CAGR of 1.83% — +2.06 pp ahead of the Fund of Funds - Domestic category average of -0.23%. The fund ranks #43 of 55 in its category — the bottom (Q4) quartile.

₹1 lakh invested in DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW exactly 10 years ago would be worth approximately ₹171,048 today — a multiplier of 1.71×, based on the 10-year CAGR of 5.51%. The category average over the same window would have grown ₹1 lakh to ₹50,679.

A ₹10,000 monthly SIP in DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹658,717 today. That's an XIRR (money-weighted annualised return) of 3.69%.

A ₹10,000 monthly SIP for 10 years in DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,529,609 (multiplier 1.27×). XIRR: 4.74%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW ranks #43 out of 55 funds in the Fund of Funds - Domestic category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is -0.23%; this fund delivered 1.83%.

The worst peak-to-trough decline DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW has experienced over the last 5-year window is 18.74% — its NAV fell from a high on 16 Dec 2021 to a low on 13 Oct 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW averaged 6.12% (best 11.20%, worst 1.23%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.46 — negative risk-adjusted performance.

In calendar year 2025, DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW returned 1.30% — lagging the Fund of Funds - Domestic category average of 30.86% by 29.56 pp. It ranked #66 of 83 in its category that year.

DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. DSP Income Plus Arbitrage Omni FoF - Direct Plan - IDCW is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.7%. 5-year CAGR: 1.83%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.