UTI Arbitrage Fund - Regular Plan - IDCW

UTI Arbitrage Fund - Regular Plan - IDCW is a scheme launched by UTI Mutual Fund on June 29, 2006, and falls under the Arbitrage Funds fund category. It currently manages an AUM of Rs 9,167.09 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 0.74% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  UTI Arbitrage Fund - Regular Plan - IDCW trailing returns over different times are 6.65% (1 year), 7.19% (3 year) and 5% (5 year). The average annual return of this fund stands at 5.49%.