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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹10,500 Cr

Lock In Period

N/A

Expense Ratio

0.78

Benchmark

Nifty 50 Arbitrage

Exit Load

0.25% for redemption within 15 days.

Summary

Latest details for UTI Arbitrage Fund Growth include a ₹36.737 NAV as of Apr 17,2026 and returns since inception of 22.85%. Minimum investments start at SIP ₹500. The UTI Arbitrage Fund Growth AUM is ₹10,500 Cr, with a lock-in of N/A years, expense ratio of 0.78%, and benchmark Nifty 50 Arbitrage. Exit load is - 0.25% for redemption within 15 days.. In the growth review for 1M Month/Year, the fund recorded 0.59% returns, against a category average of 1.53% and a category best of 1.13%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.591.531.13
6M3.151.703.86
1Y6.106.287.70
3Y7.1016.8525.30

Portfolio Analysis

  • Equity: 59.98%
  • Debt: 40.02%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC BANK LIMITED5.63%
2. ICICI BANK LTD3.61%
3. KOTAK MAHINDRA BANK LTD.2.80%
4. RBL BANK LTD0.79%
5. AXIS BANK LTD.0.73%
6. YES BANK LTD.0.62%
7. FEDERAL BANK LTD.0.58%
8. BANDHAN BANK LTD.0.34%
9. IDFC FIRST BANK LTD0.33%
10. AU SMALL FINANCE BANK LTD0.30%
11. INDUSIND BANK0.12%

1. STATE BANK OF INDIA2.55%
2. PUNJAB NATIONAL BANK0.86%
3. BANK OF BARODA0.32%
4. CANARA BANK0.26%
5. BANK OF INDIA0.05%
6. UNION BANK OF INDIA0.01%

1. AUROBINDO PHARMA LTD.0.94%
2. GLENMARK PHARMACEUTICALS LTD.0.79%
3. DIVIS LABORATORIES LTD.0.64%
4. LAURUS LABS LTD.0.63%
5. SUN PHARMACEUTICALS INDUSTRIES0.41%
6. BIOCON LTD.0.26%
7. ZYDUS LIFESCIENCES LTD0.24%
8. CIPLA LTD.0.05%
9. LUPIN LTD.0.02%
10. DR REDDYS LABORATORIES LTD.0.01%
11. ALKEM LABORATORIES LTD0.01%
12. TORRENT PHARMACEUTICALS LTD.0.01%

1. JSW STEEL LTD.1.49%
2. STEEL AUTHORITY OF INDIA LTD.1.29%
3. TATA STEEL LTD.0.54%

1. RELIANCE INDUSTRIES LTD.2.86%
2. HINDUSTAN PETROLEUM CORPN. LTD0.09%
3. BHARAT PETROLEUM CORPN LTD.0.06%
4. INDIAN OIL CORPORATION LTD.0.02%

1. BHARTI AIRTEL LTD.1.82%
2. VODAFONE IDEA LTD0.76%

1. CHOLAMANDALAM INVESTMENT & FIN0.78%
2. MANAPPURAM FINANCE LTD.0.63%
3. BAJAJ FINANCE LTD.0.26%
4. SHRIRAM FINANCE LTD0.25%

1. ITC LTD.1.80%

1. ETERNAL LIMITED1.56%
2. FSN E-COMMERCE VENTURES(NYKAA)0.14%
3. SWIGGY LTD0.04%

1. LIC HOUSING FINANCE LTD.0.91%
2. PNB HOUSING FINANCE LTD.0.33%
3. SAMMAAN CAPITAL LTD0.33%

1. DLF LTD.0.97%
2. GODREJ PROPERTIES LTD.0.19%
3. LODHA DEVELOPERSLIMITED0.16%
4. PHOENIX MILLS LTD0.08%
5. PRESTIGE ESTATES PROJECTS LTD0.04%

1. COFORGE LTD0.95%
2. KPIT TECHNOLOGIES LTD0.09%
3. MPHASIS LTD0.06%
4. TATA TECHNOLOGIES LTD0.04%
5. TATA CONSULTANCY SERVICES LTD.0.01%

1. JIO FINANCIAL SERVICES LTD1.11%

1. NMDC LTD.0.98%
2. COAL INDIA LTD.0.06%

1. GRASIM INDUSTRIES LTD.0.42%
2. ULTRATECH CEMENT LTD.0.41%
3. AMBUJA CEMENTS LTD.0.13%
4. DALMIA BHARAT LTD0.08%

1. BHARAT HEAVY ELECTRICALS LTD.0.51%
2. INOX WIND LTD0.28%
3. SUZLON ENERGY LTD.0.24%

About Fund

UTI Arbitrage Fund Growth managed by UTI Mutual Fund,is a Arbitrage Fundsscheme with Assets Under Management of ₹10,500 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 0.78. 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
This FundHDFC Arbitrage Fund - Wholesale Plan Growth323776.93 CR0.85
This FundICICI Prudential Equity - Arbitrage Fund Growth431341.62 CR0.88
This FundInvesco India Arbitrage Fund Growth326370.1 CR1.06
This FundSBI Arbitrage Opportunities Fund Growth541059.15 CR0.9
This FundUTI Arbitrage Fund Growth510499.51 CR0.78
Fund Name1Y3Y
This FundHDFC Arbitrage Fund - Wholesale Plan Growth5.989822.5667
This FundICICI Prudential Equity - Arbitrage Fund Growth6.028322.6098
This FundInvesco India Arbitrage Fund Growth6.061622.7031
This FundSBI Arbitrage Opportunities Fund Growth6.104822.837
This FundUTI Arbitrage Fund Growth6.102722.851

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 0.78. 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 : 0.59%
  • 6 Months : 3.15%
  • 1 Year : 6.10%
  • 3 Years : 7.10%
Returns of UTI Arbitrage Fund Growth are updated daily based on NAV of ₹ 36.737 as on Apr 17,2026. Since inception, the return has been 22.85%.

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 ₹10,500 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.
Min Inv Amount: ₹500