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The scheme seeks 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.

Arbitrage funds invest in equity shares and derivatives and earn their returns through price differential between a stock and its futures. By investing in these funds, you can expect to earn better returns than what you would get from a bank account.

Arbitrage funds keep their equity investments fully hedged, which basically means that their returns are not impacted by the day-to-day ups and downs of the stock market. The risk of incurring a loss in these funds is low but they do not guarantee returns or safety of capital.

Retail investors can avoid these funds altogether. We believe thatliquid fundsare a better alternative with a somewhat similar risk-return payoff but better liquidity.

If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.

If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.

No tax is to be paid as long as you continue to hold the units.

Dividends paid by the mutual fund scheme are taxed at the rate of 10% (effectively 11.648%, including surcharge and cess). This is known as Dividend Distribution Tax (DDT). Though the investor does not pay this tax directly, it is deducted from the dividend income before passing on to the investor.

The Risk Measures have been calculated using calendar month returns for the last three years.

Highest grade ratings: Sovereign, AAA, A1+/P1+, AA+

: A-, BBB+, BBB, BBB-, BB+, A3 and lower

Barclays Investments & Loans 176-D 28/05/2020

National Bank Agr. Rur. Devp 313-D 08/06/2020

Cholamandalam Invest. & Fin. 364-D 12/06/2020

Indicates an increase or decrease or no change in holding since last portfolio

Indicates an increase or decrease or no change in holding since last portfolio

Experience:He has been associated with the Dept. of Fund Management of UTI for the past 4 years.

UTI Liquid Cash Fund – Regular Plan- since Jul 2017

UTI Money Market Fund – Regular Plan- since Jul 2017

UTI Overnight Fund – Regular Plan- since May 2018

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The scheme seeks 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.

SWP Facility gets introduced in Four Schemes of UTI Mutual Fund

Benchmark Change in Three Schemes of UTI Mutual Fund

Dividend Announced in Two Schemes of UTI Mutual Fund

Address:UTI Tower, GN Block, Bandra-Kurla Complex, Bandra (East), Mumbai – 400051

Registrar & Transfer Agent: KFin Technologies Pvt Ltd.

Address:Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Hyderabad – 500034