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UTI Arbitrage Fund - Direct Plan - Growth Option

UTI · Arbitrage
Low
₹39.70
Current NAV
25 Jun 2026
7.1%
1Y Return
6.6%
3Y CAGR
5.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.11%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.41).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.41).
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.41
Sharpe Ratio
1.01
Beta
4.41
Alpha
1.57
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Fund Details
Fund House UTI
Category Arbitrage
AUM ₹6960 Cr
Expense Ratio 0.11%
Min SIP ₹500
Min Lumpsum ₹1000
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