Funds similar to UTI Arbitrage Fund Direct-Growth in the Hybrid: Arbitrage category include Kotak Arbitrage Fund Direct-Growth, SBI Arbitrage Opportunities Fund Direct-Growth, and ICICI Prudential Arbitrage Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

What is the rank of UTI Arbitrage Fund Direct-Growth in its category?

On a 3-year return basis UTI Arbitrage Fund Direct-Growth is ranked 8 out of 25 funds in the Hybrid: Arbitrage category as of 16 Jul 2026. On a 5-year return basis it ranks 12 out of 24. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

How does UTI Arbitrage Fund Direct-Growth's expense ratio compare to similar funds?

UTI Arbitrage Fund Direct-Growth has an expense ratio of 1.29%. The peers Kotak Arbitrage Fund Direct-Growth has an expense ratio of 2.34% and SBI Arbitrage Opportunities Fund Direct-Growth has 1.48%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

How does UTI Arbitrage Fund Direct-Growth's AUM compare to similar funds?

UTI Arbitrage Fund Direct-Growth has an AUM of ₹11,324.1 crore. The peers Kotak Arbitrage Fund Direct-Growth has an AUM of ₹72,409.4 crore and SBI Arbitrage Opportunities Fund Direct-Growth has ₹45,923.1 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Which fund has the best 3-year returns in the Hybrid: Arbitrage?

The top performing fund in the Hybrid: Arbitrage category on a 3-year basis is Kotak Arbitrage Fund Direct-Growth with a CAGR of 7.64% as of 16 Jul 2026. UTI Arbitrage Fund Direct-Growth has delivered 7.49% CAGR over the same period, ranking 8 out of 25 funds. You can view and compare the full category ranking on sharpely.

How does UTI Arbitrage Fund Direct-Growth rank in risk-adjusted returns vs peers?

On a risk-adjusted basis, UTI Arbitrage Fund Direct-Growth has a Sharpe ratio of 2.73 compared to the Hybrid: Arbitrage average of 2.57 as of 16 Jul 2026. It ranks 12 out of 25 funds in its category on Sharpe ratio.