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UTI Arbitrage Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.29 | 30.27 | 3.97 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.68 | 32.73 | 3.30 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.25% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| Nifty 50 Arbitrage |
About Arbitrage Fund
Arbirtage funds are the hybrid funds as they have sizeable exposure to debt markets. These fund leverages the price differential in the cash and cash derivatives markets to generate returns.
Peers & Comparison
HybridArbitrage Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Arbitrage Fund | 8.29% | 6.85% | 6.77% |
| Kotak Equity Arbitrage Fund | 8.51% | 7.15% | 7.10% |
| SBI Arbitrage Opportunities Fund | 8.17% | 7.01% | 6.83% |
| ICICI Pru Equity-Arbitrage Fund | 8.31% | 6.88% | 7.04% |
Price Comparison
Compare UTI Arbitrage Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- Reliance Industries Ltd3M change : 2.60 %
Holdings
4.60 %
2.60 % - Bank of Baroda Ltd3M change : 0.30 %
Holdings
2.84 %
0.30 % - Indusind Bank Ltd3M change : 0.71 %
Holdings
2.33 %
0.71 %
AMC Profile
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
66
Total AUM
₹ 2,18,131.89 Cr.
Fund Manager Profile
Sharwan Kumar Goyal
AUM: ₹46,213.18 Cr.
|
Exp: 10yrs
Amit Sharma
AUM: ₹47,734.49 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%