UTI Arbitrage Fund Growth Return

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  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

UTI Arbitrage Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹11,132 Cr

Lock In Period

N/A

Expense Ratio

1.87

Exit Load

0.25% for redemption within 15 days.

Benchmark

Nifty 50 Arbitrage

UTI Arbitrage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.33-0.851.13
6M2.884.063.86
1Y6.054.437.71
3Y6.8014.5724.26

Portfolio Analysis

  • Equity: 67.05%
  • Debt: 32.95%
  • Others
As on: 2026-08-31
View allocation % by

1. HDFC BANK LIMITED4.60%
2. ICICI BANK LTD3.04%
3. KOTAK MAHINDRA BANK LTD.2.71%
4. YES BANK LTD.1.93%
5. AXIS BANK LTD.1.12%
6. BANDHAN BANK LTD.0.90%
7. AU SMALL FINANCE BANK LTD0.68%
8. IDFC FIRST BANK LTD0.59%
9. FEDERAL BANK LTD.0.20%
10. RBL BANK LTD0.12%

1. STATE BANK OF INDIA3.44%
2. CANARA BANK2.02%
3. PUNJAB NATIONAL BANK1.64%
4. BANK OF BARODA0.54%
5. UNION BANK OF INDIA0.25%
6. BANK OF INDIA0.21%
7. INDIAN BANK0.01%
8. BANK OF MAHARASHTRA0.00%

1. BHARTI AIRTEL LTD.2.75%
2. VODAFONE IDEA LTD1.66%

1. STEEL AUTHORITY OF INDIA LTD.2.07%
2. JSW STEEL LTD.1.43%
3. TATA STEEL LTD.0.50%

1. RELIANCE INDUSTRIES LTD.3.53%
2. INDIAN OIL CORPORATION LTD.0.22%
3. HINDUSTAN PETROLEUM CORPN. LTD0.12%
4. BHARAT PETROLEUM CORPN LTD.0.03%

1. GLENMARK PHARMACEUTICALS LTD.1.64%
2. BIOCON LTD.0.42%
3. DIVIS LABORATORIES LTD.0.40%
4. LAURUS LABS LTD.0.35%
5. AUROBINDO PHARMA LTD.0.14%
6. LUPIN LTD.0.13%
7. ZYDUS LIFESCIENCES LTD0.08%
8. TORRENT PHARMACEUTICALS LTD.0.06%
9. MANKIND PHARMA LTD0.02%
10. ALKEM LABORATORIES LTD0.02%
11. CIPLA LTD.0.01%
12. SUN PHARMACEUTICALS INDUSTRIES0.00%

1. MANAPPURAM FINANCE LTD.1.22%
2. CHOLAMANDALAM INVESTMENT & FIN1.09%
3. BAJAJ FINANCE LTD.0.30%
4. MUTHOOT FINANCE LTD.0.25%
5. SHRIRAM FINANCE LTD0.00%
6. SBI CARDS & PAYMENTS SERVICES0.00%

1. NMDC LTD.1.48%
2. COAL INDIA LTD.0.68%
3. VEDANTA LTD0.06%

1. INDUS TOWERS LIMITED1.72%

1. BHARAT HEAVY ELECTRICALS LTD.1.46%
2. INOX WIND LTD0.08%
3. SUZLON ENERGY LTD.0.05%

1. ITC LTD.1.36%

1. HDFC LIFE INSURANCE COMPANY LI0.61%
2. LIC OF INDIA0.50%
3. ICICI PRUDENTIAL LIFE INSURA L0.11%
4. SBI LIFE INSURANCE COMPANY LTD0.05%

1. ADITYA BIRLA CAPITAL LTD0.60%
2. MAX FINANCIAL SERVICES LTD.0.48%
3. ANGEL ONE LTD0.09%
4. COMPUTER AGE MANAGEMENT SERV0.02%
5. MOTILAL OSWAL FINANCIAL SERVIC0.00%

1. ETERNAL LIMITED1.11%
2. FSN E-COMMERCE VENTURES(NYKAA)0.00%

1. BHARAT ELECTRONICS LTD.0.61%
2. HINDUSTAN AERONAUTICS LTD0.50%
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About Fund UTI Arbitrage Fund Growth

UTI Arbitrage Fund Growth managed by UTI Mutual Fund,is a Arbitrage Fundsscheme with Assets Under Management of ₹11,132 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 1.87. Under the expert guidance of Sharwan Kumar Goyal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sharwan Kumar Goyal

Mr. Sharwan Kumar Goyal holds B.Com, CFA and MMS. He began his career with UTI in June 2006 and has 12 years of overall experience in Risk / portfolio management. Presently he is working as Fund Manager for Overseas Investment.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
HDFC Arbitrage Fund - Wholesale Plan Growth325,509 CR0.85
Invesco India Arbitrage Fund Growth530,617 CR2.97
UTI Arbitrage Fund Growth411,131 CR1.87
Kotak Arbitrage Fund - Growth475,712 CR2.98
Fund Name1Y3Y
This FundHDFC Arbitrage Fund - Wholesale Plan Growth6.062321.6159
This FundInvesco India Arbitrage Fund Growth6.16421.7711
This FundUTI Arbitrage Fund Growth6.04821.8352
This FundKotak Arbitrage Fund - Growth6.122822.0478

UTI Arbitrage Fund Growth FAQs

UTI Arbitrage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Arbitrage Fund Growth is 1.87. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Arbitrage Fund Growth’s fund performance is as follows:
  • 1 Month : 0.33%
  • 6 Months : 2.88%
  • 1 Year : 6.05%
  • 3 Years : 6.80%
Returns of UTI Arbitrage Fund Growth are updated daily based on NAV of ₹ 37.6484 as on Sep 25,2026. Since inception, the return has been 21.84%.

You can invest in UTI Arbitrage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Arbitrage Fund Growth is ₹11,132 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Arbitrage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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