SBI Arbitrage Fund vs UTI - Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
SBI Arbitrage Fund and UTI - Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, SBI Arbitrage Fund (Direct) returned 7.2% a year and UTI - Arbitrage Fund (Direct) returned 7.3% a year. SBI Arbitrage Fund charges 1.47% a year and UTI - Arbitrage Fund 1.26% (Direct plans). Their portfolios overlap 47.2%: they hold 138 of the same securities.
Which is better, SBI Arbitrage or UTI - Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- SBI Arbitrage returned more over 5 years: 6.8% a year against 6.7%.
- UTI - Arbitrage returned more over 3 years: 7.3% a year against 7.2%.
- UTI - Arbitrage costs less: 1.26% a year against 1.47% (Direct plans).
- UTI - Arbitrage swung less over 3 years: a standard deviation of 1.0% a year against 1.1%.
- SBI Arbitrage fell less in its worst fall since 23-01-2013: −0.7% against −0.7%.
- SBI Arbitrage holds more in large companies: 61.8% of the fund in large caps against 46.3%.
- SBI Arbitrage is the larger fund: ₹46,309 Cr against ₹10,900 Cr.
- Their portfolios overlap 47.2%: 138 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | SBI Arbitrage Fund | UTI - Arbitrage Fund |
|---|---|---|
| Fund house | SBI Mutual Fund | UTI Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹46,309 Cr (30-09-2026) | ₹10,900 Cr (30-09-2026) |
| NAV | ₹39.08 (Direct) | ₹40.54 (Direct) |
| Expense ratio (Direct) | 1.47% | 1.26% |
| Expense ratio (Regular) | 1.99% | 1.81% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 03-11-2006 | 22-06-2006 |
| Minimum investment | ₹5,000 | Regular Plan-Growth- Rs.5000, Regular Plan - Growth-CanServe- Rs.5000, Regular Plan-Reinvestment of IDCW- Rs.5000, Regular Plan-Payout of IDCW- Rs.5000, Regular Plan-Payout of IDCW (Canserve)- Rs.5000, Direct Plan-Growth- Rs.5000, Direct Plan - Growth-Can |
| Lock in | None | None |
| Fund managers | Neeraj Kumar - Equity, Ardhendu Bhattacharya | Sharwan Kumar Goyal FM 1, Monish Lotia FM 2, Amit Sharma FM 3, Not Applicable FM 4 |
| Exit load | Exit load of 0.25%, if redeemed within 15 Days. | Exit load of 0.25%, if redeemed within 15 days. |
SBI Arbitrage vs UTI - Arbitrage: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| SBI Arbitrage Fund (Direct) | +0.56% | +1.53% | +3.22% | +6.59% | +7.24% | +6.83% | +6.24% |
| UTI - Arbitrage Fund (Direct) | +0.52% | +1.50% | +3.20% | +6.59% | +7.29% | +6.74% | +6.32% |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | +7.18% | +6.68% | +6.31% |
Category average: the average of the 39 Arbitrage funds, same plan type.
SBI Arbitrage vs UTI - Arbitrage: Year-wise Returns
| Year | SBISBI Arbitrage | UTI -UTI - Arbitrage |
|---|---|---|
| 2026to date | +5.39% | +5.35% |
| 2025 | +7.05% | +7.05% |
| 2024 | +8.11% | +8.28% |
| 2023 | +7.98% | +7.77% |
| 2022 | +5.09% | +4.64% |
| 2021 | +4.43% | +4.46% |
SBI Arbitrage vs UTI - Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,660 of them, one for each trading day from 25-01-2016 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
SBI Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
to
Dec 2016Oct 2015
to
Oct 2018Aug 2017
to
Aug 2020Jun 2019
to
Jun 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SBI Arbitrage | 0.0 | 14.5 | 85.5 | 0.0 | 0.0 | 0.0 | 0.0 | 6.5% | 6.6% | 4.3% | 8.7% |
| UTI - Arbitrage | 0.0 | 10.8 | 89.2 | 0.0 | 0.0 | 0.0 | 0.0 | 6.5% | 6.7% | 4.5% | 8.2% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 23-01-2013. Past returns do not promise future returns.
SBI Arbitrage vs UTI - Arbitrage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 14-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| SBI ArbitrageSBI Arbitrage Fund (Direct) | ₹16,60,000 | ₹26,50,956 | ₹9,90,956 | 6.5% |
| UTI - ArbitrageUTI - Arbitrage Fund (Direct) | ₹16,60,000 | ₹26,58,100 | ₹9,98,100 | 6.5% |
SBI ArbitrageSBI Arbitrage Fund (Direct)
UTI - ArbitrageUTI - Arbitrage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
SBI Arbitrage vs UTI - Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | SBI Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.59% | +6.59% |
| Standard deviation | 1.46% | 1.25% |
| Sharpe ratio | 0.92 | 1.08 |
| Sortino ratio | 1.41 | 1.64 |
| Maximum drawdown | −0.5% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | SBI Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.24% | +7.29% |
| Standard deviation | 1.12% | 1.03% |
| Sharpe ratio | 1.09 | 1.23 |
| Sortino ratio | 1.66 | 1.88 |
| Maximum drawdown | −0.5% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | SBI Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.83% | +6.74% |
| Standard deviation | 1.03% | 0.97% |
| Sharpe ratio | 1.01 | 0.97 |
| Sortino ratio | 1.53 | 1.47 |
| Maximum drawdown | −0.5% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | SBI Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.84% | +6.76% |
| Standard deviation | 1.07% | 1.00% |
| Sharpe ratio | 0.74 | 0.72 |
| Sortino ratio | 1.11 | 1.06 |
| Maximum drawdown | −0.7% (25-03-2020) | −0.7% (25-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 14-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
SBI Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| SBI Arbitrage Fund (Direct) | −0.7% | 16-03-2020 | 25-03-2020 | 15-04-2020 | 21 days | −0.1% |
| UTI - Arbitrage Fund (Direct) | −0.7% | 16-03-2020 | 25-03-2020 | 31-03-2020 | 6 days | −0.0% |
From daily values since 23-01-2013, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
SBI Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
SBI Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
SBI Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
SBI Arbitrage vs UTI - Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: SBI Arbitrage Fund, September 2026; UTI - Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 47.2%
- Held by both
- 138
- Only in SBI Arbitrage
- 58
- Only in UTI - Arbitrage
- 18
| Security | % of SBI Arbitrage | % of UTI - Arbitrage |
|---|---|---|
| HDFC Bank Ltd. | 4.92% | 5.02% |
| Reliance Industries Ltd. | 5.58% | 4.78% |
| State Bank of India | 3.68% | 3.25% |
| ICICI Bank Ltd. | 2.75% | 4.39% |
| Bharti Airtel Ltd. | 2.39% | 1.94% |
| JSW Steel Ltd. | 1.58% | 1.35% |
| Vodafone Idea Ltd. | 1.10% | 1.52% |
| ITC Ltd. | 0.93% | 1.30% |
| Axis Bank Ltd. | 2.31% | 0.92% |
| Coal India Ltd. | 0.90% | 1.02% |
| Canara Bank | 0.89% | 1.95% |
| Kotak Mahindra Bank Ltd. | 0.85% | 1.54% |
| Punjab National Bank | 0.78% | 1.57% |
| Jio Financial Services Ltd. | 0.77% | 0.84% |
| IDFC First Bank Ltd. | 0.73% | 0.75% |
| Bharat Heavy Electricals Ltd. | 0.72% | 1.28% |
| Tata Steel Ltd. | 1.59% | 0.71% |
| Bank of Baroda | 0.78% | 0.69% |
| The Indian Hotels Company Ltd. | 0.70% | 0.61% |
| Indus Towers Ltd. | 0.61% | 1.55% |
| Infosys Ltd. | 0.59% | 1.11% |
| Hindalco Industries Ltd. | 0.54% | 0.59% |
| Cholamandalam Investment & Finance Co. Ltd. | 0.49% | 0.79% |
| Glenmark Pharmaceuticals Ltd. | 0.48% | 1.50% |
| Divi's Laboratories Ltd. | 1.09% | 0.46% |
| Steel Authority of India Ltd. | 0.46% | 1.81% |
| Manappuram Finance Ltd. | 0.45% | 1.15% |
| Hindustan Unilever Ltd. | 0.56% | 0.44% |
| NMDC Ltd. | 0.42% | 1.34% |
| Cummins India Ltd. | 0.41% | 0.41% |
| Life Insurance Corporation of India | 0.38% | 1.03% |
| Biocon Ltd. | 0.37% | 0.38% |
| The Federal Bank Ltd. | 0.74% | 0.36% |
| Hindustan Aeronautics Ltd. | 1.16% | 0.35% |
| Bajaj Finance Ltd. | 1.57% | 0.33% |
| Ambuja Cements Ltd. | 0.59% | 0.32% |
| IndusInd Bank Ltd. | 0.43% | 0.32% |
| APL Apollo Tubes Ltd. | 0.38% | 0.32% |
| Crompton Greaves Consumer Electricals Ltd. | 0.32% | 0.75% |
| Tata Power Company Ltd. | 0.64% | 0.31% |
| Aditya Birla Capital Ltd. | 0.31% | 0.54% |
| NTPC Ltd. | 0.55% | 0.30% |
| HDFC Asset Management Co. Ltd. | 0.36% | 0.29% |
| Varun Beverages Ltd. | 0.76% | 0.24% |
| Coforge Ltd. | 0.32% | 0.21% |
| Swiggy Ltd. | 0.21% | 0.35% |
| AU Small Finance Bank Ltd. | 0.21% | 0.51% |
| Indian Oil Corporation Ltd. | 0.56% | 0.19% |
| Bandhan Bank Ltd. | 0.19% | 0.93% |
| HDFC Life Insurance Company Ltd. | 0.19% | 0.31% |
| Kalyan Jewellers India Ltd. | 0.46% | 0.18% |
| Aurobindo Pharma Ltd. | 0.34% | 0.18% |
| Laurus Labs Ltd. | 0.18% | 0.19% |
| Samvardhana Motherson International Ltd. | 0.71% | 0.17% |
| Maruti Suzuki India Ltd. | 0.60% | 0.17% |
| Union Bank of India | 0.37% | 0.17% |
| GE Vernova T&D India Ltd. | 0.17% | 0.31% |
| Power Finance Corporation Ltd. | 0.88% | 0.16% |
| Muthoot Finance Ltd. | 0.16% | 0.21% |
| Eternal Ltd. | 0.16% | 0.38% |
| Tata Consumer Products Ltd. | 0.62% | 0.15% |
| Eicher Motors Ltd. | 0.35% | 0.15% |
| Suzlon Energy Ltd. | 0.15% | 0.75% |
| Container Corporation of India Ltd. | 0.15% | 0.23% |
| JSW Energy Ltd. | 0.14% | 0.16% |
| Ashok Leyland Ltd. | 0.14% | 0.35% |
| Bajaj Auto Ltd. | 0.27% | 0.13% |
| RBL Bank Ltd. | 0.14% | 0.13% |
| Titan Company Ltd. | 0.32% | 0.12% |
| LIC Housing Finance Ltd. | 0.12% | 0.71% |
| PNB Housing Finance Ltd. | 0.12% | 0.18% |
| GMR Airports Ltd. | 0.40% | 0.11% |
| Info Edge (India) Ltd. | 0.39% | 0.11% |
| Torrent Pharmaceuticals Ltd. | 0.32% | 0.11% |
| TVS Motor Company Ltd. | 0.17% | 0.11% |
| Jindal Steel Ltd. | 0.16% | 0.11% |
| Bharat Forge Ltd. | 0.11% | 0.13% |
| Lupin Ltd. | 0.10% | 0.18% |
| Apollo Hospitals Enterprise Ltd. | 0.27% | 0.09% |
| Bank of India | 0.22% | 0.09% |
| Patanjali Foods Ltd. | 0.21% | 0.09% |
| Mphasis Ltd. | 0.15% | 0.09% |
| Max Financial Services Ltd. | 0.09% | 0.26% |
| Marico Ltd. | 0.09% | 0.18% |
| Astral Ltd. | 0.13% | 0.08% |
| Inox Wind Ltd. | 0.09% | 0.08% |
| Persistent Systems Ltd. | 0.08% | 0.10% |
| KEI Industries Ltd. | 0.20% | 0.07% |
| Fortis Healthcare Ltd. | 0.16% | 0.07% |
| Central Depository Services (I) Ltd. | 0.14% | 0.07% |
| Supreme Industries Ltd. | 0.08% | 0.07% |
| Mahindra & Mahindra Ltd. | 0.44% | 0.06% |
| Asian Paints Ltd. | 0.09% | 0.06% |
| Bharat Petroleum Corporation Ltd. | 0.09% | 0.06% |
| UPL Ltd. | 0.09% | 0.06% |
| PB Fintech Ltd. | 0.07% | 0.06% |
| Bosch Ltd. | 0.06% | 0.06% |
| Larsen & Toubro Ltd. | 0.87% | 0.05% |
| Tata Motors Passenger Vehicles Ltd. | 0.52% | 0.05% |
| Shriram Finance Ltd. | 0.45% | 0.05% |
| NBCC (India) Ltd. | 0.17% | 0.05% |
| Hindustan Petroleum Corporation Ltd. | 0.12% | 0.05% |
| Delhivery Ltd. | 0.11% | 0.05% |
| Bharat Electronics Ltd. | 1.36% | 0.04% |
| Hitachi Energy India Ltd. | 0.27% | 0.04% |
| Interglobe Aviation Ltd. | 0.10% | 0.04% |
| Alkem Laboratories Ltd. | 0.09% | 0.04% |
| ABB India Ltd. | 0.04% | 0.09% |
| FSN E-Commerce Ventures Ltd. | 0.04% | 0.07% |
| Angel One Ltd. | 0.04% | 0.04% |
| Avenue Supermarts Ltd. | 0.30% | 0.03% |
| Sun Pharmaceutical Industries Ltd. | 0.22% | 0.03% |
| National Aluminium Company Ltd. | 0.09% | 0.03% |
| Polycab India Ltd. | 0.09% | 0.03% |
| Hero MotoCorp Ltd. | 0.06% | 0.03% |
| Radico Khaitan Ltd. | 0.04% | 0.03% |
| Grasim Industries Ltd. | 0.03% | 0.09% |
| Nestle India Ltd. | 0.03% | 0.04% |
| Adani Power Ltd. | 1.03% | 0.02% |
| Multi Commodity Exchange of India Ltd. | 0.41% | 0.02% |
| Solar Industries India Ltd. | 0.38% | 0.02% |
| Tata Consultancy Services Ltd. | 0.20% | 0.02% |
| SRF Ltd. | 0.19% | 0.02% |
| Cipla Ltd. | 0.13% | 0.02% |
| Vedanta Ltd. | 0.11% | 0.02% |
| Voltas Ltd. | 0.09% | 0.02% |
| Tube Investments of India Ltd. | 0.06% | 0.02% |
| SBI Cards & Payment Services Ltd. | 0.03% | 0.02% |
| Zydus Lifesciences Ltd. | 0.02% | 0.02% |
| Sagility Ltd. | 0.02% | 0.03% |
| Pidilite Industries Ltd. | 0.02% | 0.03% |
| Computer Age Management Services Ltd. | 0.02% | 0.09% |
| Adani Energy Solutions Ltd. | 0.81% | 0.01% |
| Ultratech Cement Ltd. | 0.42% | 0.01% |
| Hindustan Zinc Ltd. | 0.17% | 0.01% |
| GAIL (India) Ltd. | 0.06% | 0.01% |
| Trent Ltd. | 0.05% | 0.01% |
| PG Electroplast Ltd. | 0.04% | 0.01% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 47.2% means 47.2% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in SBI Arbitrage Fund
| Security | % of fund |
|---|---|
| SBI Liquid Fund - DIRECT PLAN -Growth Option | 7.25% |
| SBI Money Market Fund - Direct Plan - Growth Option | 7.06% |
| HDFC Bank Ltd. | 2.54% |
| Adani Enterprises Ltd. | 1.41% |
| Bank of Baroda | 1.06% |
Largest holdings only in UTI - Arbitrage Fund
| Security | % of fund |
|---|---|
| MF UNITS UTI-MONEY MARKET FUND | 19.58% |
| MF UNITS UTI - FLOATER FUND | 2.31% |
| CD - CANARA BANK - 28/01/2027 | 2.24% |
| CD - SMALL INDST. DEV. BANK OF INDIA - 09/02/2027 | 1.79% |
| EQ - YES BANK LTD. | 1.71% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | SBI Arbitrage | UTI - Arbitrage |
|---|---|---|
| Equity | 77.2% | 65.9% |
| Debt | 6.5% | 11.2% |
| Cash and others | 16.4% | 22.9% |
Market cap of stocks
| Market cap | SBI Arbitrage | UTI - Arbitrage |
|---|---|---|
| Large Cap | 61.8% | 46.3% |
| Mid Cap | 13.2% | 15.3% |
| Small Cap | 2.1% | 4.3% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | SBI Arbitrage | UTI - Arbitrage |
|---|---|---|
| Banks | 20.0% | 24.3% |
| Petroleum Products | 6.3% | 5.1% |
| Finance | 5.7% | 5.0% |
| Telecom - Services | 4.1% | 5.0% |
| Power | 4.3% | 0.8% |
| Ferrous Metals | 3.8% | 4.0% |
| Pharmaceuticals & Biotechnology | 3.4% | 3.1% |
The six largest sectors of each fund's stocks, % of the fund.
SBI Arbitrage vs UTI - Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | SBI Arbitrage Fund | UTI - Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.47% | 1.26% |
| Base expense ratio (Direct) | 0.34% | 0.26% |
| Total expense ratio (Regular) | 1.99% | 1.81% |
| Base expense ratio (Regular) | 0.78% | 0.73% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare SBI Arbitrage with
SBI Arbitrage Fund vs UTI - Arbitrage Fund: Frequently Asked Questions
What is the difference between SBI Arbitrage Fund and UTI - Arbitrage Fund?
Both are Arbitrage funds, run by SBI Mutual Fund and UTI Mutual Fund. Their portfolios overlap 47.2%. SBI Arbitrage Fund charges 1.47% a year and UTI - Arbitrage Fund 1.26%.
Which has given higher returns, SBI Arbitrage Fund or UTI - Arbitrage Fund?
Over 1 year: SBI Arbitrage Fund +6.59%, UTI - Arbitrage Fund +6.59%. Over 3 years: SBI Arbitrage Fund +7.24% a year, UTI - Arbitrage Fund +7.29% a year. Over 5 years: SBI Arbitrage Fund +6.83% a year, UTI - Arbitrage Fund +6.74% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, SBI Arbitrage Fund or UTI - Arbitrage Fund?
UTI - Arbitrage Fund charges less: 1.26% a year against 1.47%. These are the Direct plans' total expense ratios reported to AMFI.
How much do SBI Arbitrage Fund and UTI - Arbitrage Fund overlap?
47.2%. They hold 138 of the same securities, the largest shared ones being HDFCBANK, RELIANCE, SBIN. From each fund's latest monthly portfolio.
Which is riskier, SBI Arbitrage Fund or UTI - Arbitrage Fund?
On SEBI's riskometer, SBI Arbitrage Fund is rated Low and UTI - Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.12% and 1.03% a year.
Which is better for SIP, SBI Arbitrage Fund or UTI - Arbitrage Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,31,848 in SBI Arbitrage Fund (XIRR 7.1% a year) and ₹7,31,173 in UTI - Arbitrage Fund (XIRR 7.1% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both SBI Arbitrage Fund and UTI - Arbitrage Fund?
Yes. 47.2% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages SBI Arbitrage Fund and UTI - Arbitrage Fund?
SBI Arbitrage Fund: Neeraj Kumar - Equity, Ardhendu Bhattacharya. UTI - Arbitrage Fund: Sharwan Kumar Goyal FM 1, Monish Lotia FM 2, Amit Sharma FM 3, Not Applicable FM 4.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.