FAQ : UTI Arbitrage Fund - Regular Plan - Growth

UTI Arbitrage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 7.52 5.38 5.21 5.7
Average Rolling Returns(%) 6.30 6.26 6.59 6.92

The Current NAV of UTI Arbitrage Fund - Regular Plan - Growth is ₹32.05.

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of UTI Arbitrage Fund - Regular Plan - Growth is currently ₹4,677 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and Vedanta and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 28% of fund’s portfolio respectively.

Top three sectors of UTI Arbitrage Fund - Regular Plan - Growth fund are BFSI, Others and Miscellaneous accounting for 54% 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 31.27 and PB ratio is 4.92

The asset allocation of UTI Arbitrage Fund - Regular Plan - Growth is Stocks : 70.64%, Debt : 16.39% and Gold : 12.97%

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

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