UTI Arbitrage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.58 | 5.44 | 5.23 | 5.69 |
Average Rolling Returns(%) | 6.31 | 6.26 | 6.58 | 6.91 |
The Current NAV of UTI Arbitrage Fund - Regular Plan - Growth is ₹32.26.
It is better to invest in a fund with a longer track record as UTI Arbitrage Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty 50 Arbitrage returns, as Funds portfolio is significantly different.
UTI Arbitrage Fund - Regular Plan - Growth fund’s expense ratio is 0.92%
The process for redemption is
The AUM of UTI Arbitrage Fund - Regular Plan - Growth is currently ₹4,549 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and Vedanta and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 31% of fund’s portfolio respectively.
Top three sectors of UTI Arbitrage Fund - Regular Plan - Growth fund are BFSI, Others and Construction & Infrastructure accounting for 55% of the total portfolio.
Since this is a Hybrid - Arbitrage Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of UTI Arbitrage Fund - Regular Plan - Growth Fund is Hybrid - Arbitrage Fund.
Sharwan Kumar Goyal and Amit Sharma manage the UTI Arbitrage Fund - Regular Plan - Growth Fund.
UTI Arbitrage Fund - Regular Plan - Growth current PE ratio is 31.02 and PB ratio is 4.84
The asset allocation of UTI Arbitrage Fund - Regular Plan - Growth is Stocks : 75.11%, Debt : 11.45% and Gold : 13.43%
The minimum SIP amount for UTI Arbitrage Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Arbitrage Fund - Regular Plan - Growth is 0.25% on or before 15 days, Nil after 15 days