Should I invest in DSP Income Plus Arbitrage Omni FoF?

We don't give personal investment advice. DSP Income Plus Arbitrage Omni FoF - Regular 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: 19.1%. 5-year CAGR: -0.06%.

DSP

DSP Income Plus Arbitrage Omni FoF - Regular Plan - IDCW

Latest NAV

₹16.2683

As of

2 Jun 2026

2,771 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	-0.01%	-3.73%	+3.72	69 / 100	Q3
1W	+0.12%	-4.70%	+4.82	24 / 100	Q1
2W	+0.24%	-4.26%	+4.49	21 / 100	Q1
1M	+0.12%	-2.40%	+2.52	68 / 100	Q3
3M	+0.30%	-4.89%	+5.19	40 / 97	Q2
6M	-3.99%	+3.08%	-7.06	73 / 89	Q4
YTD	-4.25%	-1.15%	-3.10	74 / 90	Q4
1Y	-2.02%	+22.24%	-24.26	62 / 77	Q4
2Y	+1.31%	+18.69%	-17.38	39 / 50	Q4
3Y	+3.42%	+15.32%	-11.90	34 / 41	Q4
4Y	+2.75%	+11.96%	-9.21	29 / 35	Q4
5Y	-0.06%	+8.32%	-8.39	27 / 27	Q4
7Y	+4.50%	+10.07%	-5.57	12 / 18	Q3
10Y	+4.38%	+8.25%	-3.87	11 / 17	Q3
Inception	+4.18%	+11.30%	-7.12	63 / 100	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	-4.25%	+3.46%	-7.71	73 / 85
2025	+0.83%	+34.91%	-34.07	45 / 55
2024	+6.71%	+12.37%	-5.66	36 / 42
2023	+8.16%	+13.03%	-4.87	21 / 41
2022	-11.39%	+2.29%	-13.68	29 / 29
2021	+1.91%	+7.04%	-5.13	23 / 28
2020	+21.20%	+12.72%	+8.48	5 / 19
2019	+18.28%	+9.51%	+8.76	5 / 18
2018	-1.06%	+1.67%	-2.73	14 / 18
2017	+4.94%	+7.26%	-2.32	9 / 17
2016	+4.41%	+6.52%	-2.10	11 / 17

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

+4.88%

132 windows

min -16.4% · max 25.8%

80% positive

3-Year rolling

+4.99%

107 windows

min -1.7% · max 13.9%

87% positive

5-Year rolling

+5.27%

83 windows

min -0.1% · max 9.7%

99% positive

7-Year rolling

+5.20%

59 windows

min 3.7% · max 8.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

7.48%

3-year · annualised

Sharpe ratio

-0.38

vs risk-free 6.5%

Sortino ratio

-0.57

Downside-only deviation

Max drawdown

-9.09%

Feb 2025 → Apr 2026

% positive months

66.7%

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 - Regular Plan	HDFC	₹9.5833	3 Jun 2026
Nippon India Income Plus Arbitrage Active Fund of Fund - Regular Plan- IDCW Payout	Nippon India	₹10.4558	3 Jun 2026
SBI Gold Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹45.0142	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹42.9749	3 Jun 2026
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - IDCW	Bandhan	₹26.3543	3 Jun 2026
Quantum Diversified Equity All Cap Active FOF - Regular Plan IDCW	Quantum	₹80.0140	2 Jun 2026
Aditya Birla Sun Life Gold Fund-REGULAR - IDCW	Aditya Birla Sun Life	₹44.7132	3 Jun 2026
Motilal Oswal Gold and Silver Passive Fund of Funds(Regular Plan)	Motilal Oswal	₹32.1843	3 Jun 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Regular Plan - IDCW	Mirae Asset	₹11.2810	3 Jun 2026
Kotak Income Plus Arbitrage Omni FOF-Regular Plan-IDCW	Kotak	₹12.8701	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹16.2683
1 Jun 2026	₹16.2697
29 May 2026	₹16.2494
27 May 2026	₹16.2522
26 May 2026	₹16.2485
25 May 2026	₹16.2447
22 May 2026	₹16.2180
21 May 2026	₹16.2142
20 May 2026	₹16.2222
19 May 2026	₹16.2300

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 02 Jun 2026, the NAV of DSP Income Plus Arbitrage Omni FoF - Regular Plan - IDCW is ₹16.2683. It's a Fund of Funds - Domestic from DSP, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

DSP Income Plus Arbitrage Omni FoF - Regular Plan - IDCW has NAV history starting from 25 Aug 2014, a track record of about 11 years 9 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 - Regular 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 - Regular Plan - IDCW has delivered a absolute return of -2.02% — -24.26 pp behind the Fund of Funds - Domestic category average of 22.24%. The fund ranks #62 of 77 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, DSP Income Plus Arbitrage Omni FoF - Regular Plan - IDCW has delivered a CAGR of 3.42% — -11.9 pp behind the Fund of Funds - Domestic category average of 15.32%. The fund ranks #34 of 41 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, DSP Income Plus Arbitrage Omni FoF - Regular Plan - IDCW has delivered a CAGR of -0.06% — -8.39 pp behind the Fund of Funds - Domestic category average of 8.32%. The fund ranks #27 of 27 in its category — the bottom (Q4) quartile.

₹1 lakh invested in DSP Income Plus Arbitrage Omni FoF - Regular Plan - IDCW exactly 10 years ago would be worth approximately ₹153,511 today — a multiplier of 1.54×, based on the 10-year CAGR of 4.38%. The category average over the same window would have grown ₹1 lakh to ₹220,889.

A ₹10,000 monthly SIP in DSP Income Plus Arbitrage Omni FoF - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹621,324 today. That's an XIRR (money-weighted annualised return) of 1.38%.

A ₹10,000 monthly SIP for 10 years in DSP Income Plus Arbitrage Omni FoF - Regular Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,413,586 (multiplier 1.18×). XIRR: 3.22%. 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 - Regular Plan - IDCW ranks #27 out of 27 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 8.32%; this fund delivered -0.06%.

The worst peak-to-trough decline DSP Income Plus Arbitrage Omni FoF - Regular Plan - IDCW has experienced over the last 5-year window is 19.08% — 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 - Regular Plan - IDCW averaged 5.27% (best 9.68%, worst -0.06%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is -0.64 — negative risk-adjusted performance.

In calendar year 2025, DSP Income Plus Arbitrage Omni FoF - Regular Plan - IDCW returned 0.83% — lagging the Fund of Funds - Domestic category average of 34.91% by 34.07 pp. It ranked #45 of 55 in its category that year.

DSP Income Plus Arbitrage Omni FoF - Regular 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 - Regular 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: 19.1%. 5-year CAGR: -0.06%.

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