UTI Arbitrage Fund - Regular Plan - Growth Option

UTI Arbitrage Fund - Regular Plan - Growth Option holds up reasonably well within the Arbitrage category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 65/100.

Cost: At 1.3%, the expense ratio is meaningfully cheaper — about 17% below the Arbitrage category average of 1.57% (based on 88 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.37 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 0.89% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund.