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UTI Income Plus Arbitrage Active Fund of Fund - Direct Plan - Growth Option

UTI · Arbitrage
Low
₹10.79
Current NAV
25 Jun 2026
5.9%
1Y Return
5.4%
3Y CAGR
6.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.94%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.54).
  • Very large asset base (AUM: ₹22,590 Cr) indicating high investor trust and liquidity.
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
1.04
Sharpe Ratio
1.54
Beta
6.54
Alpha
1.39
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Fund Details
Fund House UTI
Category Arbitrage
AUM ₹22590 Cr
Expense Ratio 0.94%
Min SIP ₹500
Min Lumpsum ₹1000
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