Mr Sharwan Kumar Goyal FM 1,Mr. Amit Sharma FM 2,Not Applicable FM 3,Not Applicable FM 4
Investment Objective
The objective of the scheme is to generate capital appreciation through arbitrage opportunities between cash and derivative market and arbitrage opportunities within the derivative segment and by deployment of surplus cash in debt securities and money market instruments.
However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Benchmark
NIFTY 50 Arbitrage TRI
Expense Ratio
0.75% As on (30-04-2025)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
7,307.43 Cr As on (30-05-2025)
PERFORMANCE of UTI Arbitrage Fund - Regular Plan - Growth Option
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of UTI Arbitrage Fund - Regular Plan - Growth Option