UTI Arbitrage Fund Regular Plan Growth

Hybrid
Arbitrage
Low Risk
5.41%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Mar 2024₹32.00
Min. SIP amountNot Supported
Rating4
Fund size₹4,676.66Cr

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 returns7.7%5.4%5.2%6.8%
Category average7.5%5.2%5.0%NA
Rank with in category566NA
Understand terms

Holdings (260)

NameSectorInstrumentAssets
UTI Money Market Fund Direct-Growth
NAMutual Fund12.97%
FinancialEquity5.35%
EnergyEquity3.87%
Metals & MiningEquity3.38%
FinancialEquity2.86%
EnergyEquity2.54%
FinancialEquity2.52%
CommunicationEquity2.12%
ICICI Securities Ltd.
FinancialCP2.11%
ICICI Securities Ltd.
FinancialCP2.01%
See All

Expense ratio, exit load and tax

Expense ratio: 0.92%

Inclusive of GST

Exit load

Exit load of 0.25%, if redeemed within 15 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

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

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
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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