
UTI Arbitrage Fund(G)-Direct Plan
+6.68%
5Y annualised
+6.68%
5Y annualised
-0.04% 1D
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Buy, Hold or Sell?
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NAV : 17 Sep 2026
₹40.23
Min. SIP amount
₹500
Fund size (AUM)
11131 Cr
Expense ratio
0.3%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 17 Sep 2026
₹40.23
Min. SIP amount
₹500
Fund size (AUM)
11131 Cr
Expense ratio
0.3%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
43.31%
Mid Cap
19.85%
Small Cap
3.92%
Others
32.91%
Sector Allocation
Bank
24.03%
Domestic Mutual Funds Units
19.55%
Certificate Of Deposit
12.23%
Telecom
6.13%
Finance
5.84%
Iron & Steel
4.20%
Crude Oil
3.90%
Healthcare
3.65%
Others
18.22%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.25% on or before 15D, Nil after 15D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Sharwan Kumar Goyal
Present
Amit Sharma
Present
Monish Lotia
Present
Similar/Peer Fund Comparison
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FAQs
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