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UTI Arbitrage Fund - Regular Plan - Growth Option

UTI · Arbitrage
Low
₹37.12
Current NAV
25 Jun 2026
6.7%
1Y Return
5.7%
3Y CAGR
5.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.32).
  • Very large asset base (AUM: ₹19,870 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Higher expense ratio (2.22%) which can affect compounding over long horizons.
  • 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
1.32
Sharpe Ratio
0.62
Beta
-1.18
Alpha
1.74
Sortino
Fund Details
Fund House UTI
Category Arbitrage
AUM ₹19870 Cr
Expense Ratio 2.22%
Min SIP ₹500
Min Lumpsum ₹1000
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