UTI Arbitrage Fund Regular Plan Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio-0.13
• Std Deviation 0.66%
• Tracking Error 0.00%

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.

The UTI Arbitrage Fund Regular Plan Growth has an AUM of 6143.71 crores & has delivered CAGR of 5.37% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 0.75%. The minimum investment in UTI Arbitrage Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

The top holdings of the fund include Cash Offset For Derivatives, UTI Money Market Dir Gr, Net Current Assets & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Construction Services, Oil & Gas Operations & Biotechnology & Drugs.

Some of the similar funds are UTI Arbitrage Fund Regular Plan Growth, Tata Arbitrage Fund Regular Growth, Bandhan Arbitrage Fund - Regular Plan - Growth, Axis Arbitrage Regular Growth, DSP Arbitrage Fund Growth. UTI Arbitrage Fund Regular Plan Growth has a sharpe ratio of -0.13 & a standard deviation of 0.66%.