
UTI Arbitrage Fund(G)-Direct Plan
+6.75%
5Y annualised
+6.75%
5Y annualised
-0.09% 1D
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Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 26 Oct 2026
₹40.52
Min. SIP amount
₹500
Fund size (AUM)
10900 Cr
Expense ratio
0.3%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 26 Oct 2026
₹40.52
Min. SIP amount
₹500
Fund size (AUM)
10900 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
42.45%
Mid Cap
19.17%
Small Cap
4.28%
Others
34.11%
Sector Allocation
Bank
24.32%
Domestic Mutual Funds Units
21.90%
Certificate Of Deposit
11.19%
Finance
5.57%
Crude Oil
5.09%
Telecom
5.01%
Iron & Steel
4.31%
Healthcare
3.28%
Others
17.15%
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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Nippon India Arbitrage Fund(G)-Direct Plan
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FAQs
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