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ArbitrageregulargrowthLow📊 Nifty 50 Arbitrage Index

UTI Arbitrage Fund - Regular Plan - Growth Option

UTI Mutual Fund

#13 of 32 (1Y)

₹36.7666

0.07 (-0.18%)

NAV as of 29 May 2026

LowLow toModerateModerateModerately HighHighVery High
Riskometer
Low

Today's NAV — all variants

Regular · Growth

₹₹36.7666

0.07 (-0.18%)

29 May 2026

AMFI: 104075

Direct · Growth

₹₹39.3099

0.07 (-0.18%)

29 May 2026

AMFI: 120795

Regular · IDCW

₹₹20.7705

0.04 (-0.18%)

29 May 2026

AMFI: 104074

Direct · IDCW

₹₹22.9946

0.04 (-0.17%)

29 May 2026

AMFI: 120796

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.12%
1 Month+0.17%
3 Months+1.18%
6 Months+2.71%
1 Year+5.85%
3 Years (CAGR)+6.90%
5 Years (CAGR)+5.99%
10 Years (CAGR)+5.78%
Since Inception (Jun 2006)+6.77%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+5.61%
3 Year SIP+6.54%
5 Year SIP+6.46%
Since Inception (Jun 2006)+6.18%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,19,500

Invested

₹2,30,005

Value today

6.3%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹3,677

Value today

6.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹11,95,000

Withdrawn

₹13,76,612

Corpus left

+₹15,71,612 net gain — withdrew ₹11,95,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,39,486

Value today

1.4×

Multiple

Staying invested through that crash turned ₹1L into ₹1,39,486 — a 1.4× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹83,604

Regular plan

₹81,681

Direct earns ₹1,923 more on a ₹60K investment0.32% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseUTI Mutual Fund
CategoryArbitrage
Plan Typeregular
Optiongrowth
AUM₹10,789 Cr
Expense Ratio0.78%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNifty 50 Arbitrage Index
Launch Date29 Jun 2006
AMFI Code104075

Risk Metrics

Trailing 1 year, annualised

-0.03

Sharpe Ratio

Alpha

Beta

-0.04

Sortino

0.77%

Std Dev

-0.21%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Equity36 holdings · 44.3%
Security% NAV

HDFC BANK LIMITED

INE040A01034

5.63%

ICICI BANK LTD

INE090A01021

3.61%

RELIANCE INDUSTRIES LTD.

INE002A01018

2.86%

KOTAK MAHINDRA BANK LTD.

INE237A01036

2.80%

STATE BANK OF INDIA

INE062A01020

2.55%

BHARTI AIRTEL LTD.

INE397D01024

1.82%

ITC LTD.

INE154A01025

1.80%

ETERNAL LIMITED

INE758T01015

1.56%

JSW STEEL LTD.

INE019A01038

1.49%

STEEL AUTHORITY OF INDIA LTD.

INE114A01011

1.29%

JIO FINANCIAL SERVICES LTD

INE758E01017

1.11%

NMDC LTD.

INE584A01023

0.98%

DLF LTD.

INE271C01023

0.97%

COFORGE LTD

INE591G01025

0.95%

AUROBINDO PHARMA LTD.

INE406A01037

0.94%

LIC HOUSING FINANCE LTD.

INE115A01026

0.91%

PUNJAB NATIONAL BANK

INE160A01022

0.86%

GLENMARK PHARMACEUTICALS LTD.

INE935A01035

0.79%

RBL BANK LTD

INE976G01028

0.79%

CHOLAMANDALAM INVESTMENT & FIN

INE121A01024

0.78%

VODAFONE IDEA LTD

INE669E01016

0.76%

AXIS BANK LTD.

INE238A01034

0.73%

LARSEN & TOUBRO LTD.

INE018A01030

0.72%

TITAN COMPANY LTD.

INE280A01028

0.72%

DIVIS LABORATORIES LTD.

INE361B01024

0.64%

LAURUS LABS LTD.

INE947Q01028

0.63%

MANAPPURAM FINANCE LTD.

INE522D01027

0.63%

YES BANK LTD.

INE528G01035

0.62%

CROMPTON GREAVES CONSUMER ELEC

INE299U01018

0.61%

CONTAINER CORP. OF INDIA LTD

INE111A01025

0.61%

FEDERAL BANK LTD.

INE171A01029

0.58%

MARICO LTD

INE196A01026

0.54%

TATA STEEL LTD.

INE081A01020

0.54%

BHARAT HEAVY ELECTRICALS LTD.

INE257A01026

0.51%

GMR AIRPORTS LIMITED

INE776C01039

0.50%

INDUS TOWERS LIMITED

INE121J01017

0.48%
Debt11 holdings · 11.5%
Security% NAV

UNION BANK OF INDIA - 19/01/2027

INE692A16KU1

2.47%

CANARA BANK - 28/01/2027

INE476A16G28

1.80%

SMALL INDST. DEV. BANK OF INDIA - 09/02/2027

INE556F16CA6

1.79%

182 DAYS T-BILL - 11/06/2026

IN002025Y370

0.94%

AXIS BANK LTD - 14/01/2027

INE238AD6BW9

0.90%

CANARA BANK - 12/01/2027

INE476A16G02

0.90%

NABARD Mat - 26/02/2027

INE261F16AL4

0.89%

AXIS BANK - 12/06/2026

INE238AD6AU5

0.47%

Axis Bank Ltd - 13/01/2027

INE238AD6BV1

0.45%

KOTAK MAHINDRA PRIME LTD.

INE916D146J4

0.45%

EXPORT IMPORT BANK OF INDIA

INE514E14TC3

0.45%
Fund Units3 holdings · 21.7%
Security% NAV

MONEY MARKET FUND

INF789F01XV6

13.07%

UNITS UTI LIQUID FUND

INF789F01XQ6

6.35%

FLOATER FUND

INF789F1ACX5

2.23%

Performance Comparison

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Investment Objective

UTI Arbitrage Fund - Regular Plan - Growth Option aims to generate returns by exploiting price differentials between cash and derivatives markets. These funds offer equity taxation benefits with relatively low volatility, making them suitable as an alternative to liquid funds.

About This Fund

UTI Arbitrage Fund - Regular Plan - Growth Option is a Arbitrage mutual fund offered by UTI Mutual Fund. The fund has been operational for over 19 years. It manages assets worth ₹10,789 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty 50 Arbitrage Index. The current expense ratio is 0.78%.

Who Should Invest?

  • Conservative investors seeking capital preservation with modest returns
  • Investors with a short to medium investment horizon (6 months to 3 years)