UTI Arbitrage Fund Regular Plan Growth

Hybrid
Arbitrage
Low Risk
4.09%
3Y annualised
-0.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Feb 2023₹29.50
Min. SIP amountNot Supported
Rating4
Fund size₹3,579.96Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Arbitrage
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.3%4.1%4.9%6.7%
Category average4.2%3.8%4.6%NA
Rank with in category1586NA
Understand terms

Holdings (87)

NameSectorInstrumentAssets
Ambuja Cements Ltd.ConstructionEquity4.3%
Reserve Bank of India
FinancialT-Bills4.1%
Adani Ports and Special Economic Zone Ltd.ServicesEquity4.0%
Reliance Industries Ltd.EnergyEquity3.7%
Kotak Mahindra Bank Ltd.FinancialEquity3.2%
Tata Consultancy Services Ltd.TechnologyEquity3.0%
Bajaj Finance Ltd.FinancialEquity2.9%
Adani Enterprises Ltd.ServicesEquity2.8%
Tata Power Company Ltd.EnergyEquity2.7%
Housing Development Finance Corporation Ltd.FinancialCP2.7%
See All

Expense ratio, exit load and tax

Expense ratio: 0.93%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 0.25% will be charged for redemption within 21 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Sharwan Kumar Goyal
Jan 2021 - Present
View details

Education
Mr.Goyal is B.Com, CFA and MMS.
Experience
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Also manages these schemes

Amit Sharma
Jul 2018 - Present
View details

Education
Mr. Sharma is a B.Com, CA, FRM
Experience
He has been associated with the Dept. of Fund Management of UTI for the past 5 years.
Also manages these schemes

Deepesh Agarwal
May 2022 - Present
View details

Education
Mr. Agarwal is B.Com, C.A and CFA.
Experience
Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, 'GN' Block,Bandra-Kurla Complex,Bandra (East), Mumbai 400051
Phone
022- 66786666 / 66786354 / 1800-22-1230
Launch Date
14 Nov 2002
Website
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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