What is the 5-year rolling return of UTI - Arbitrage Fund?

Across 2,152 overlapping 5-year holding periods between 23 January 2013 and 16 October 2026, the Direct plan of UTI - Arbitrage Fund returned an average of 6.33% a year, with a median of 6.21%. The best 5-year stretch returned 7.58% a year and the worst returned 5.39%.

Has UTI - Arbitrage Fund ever lost money over 5 years?

No. Every one of the 2,152 5-year holding periods in this fund's history ended in profit. The weakest returned 5.39% a year, for someone who invested on 12 December 2017. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of UTI - Arbitrage Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 6.33% a year on the Direct plan against 5.78% on the Regular plan, a difference of 0.55% a year.

What is the 1-year rolling return of UTI - Arbitrage Fund?

Across 3,136 overlapping 1-year holding periods between 23 January 2013 and 16 October 2026, the Direct plan of UTI - Arbitrage Fund returned an average of 6.74% a year, with a median of 6.79%. The best 1-year stretch returned 9.33% a year and the worst returned 3.61%.

What is the 3-year rolling return of UTI - Arbitrage Fund?

Across 2,645 overlapping 3-year holding periods between 23 January 2013 and 16 October 2026, the Direct plan of UTI - Arbitrage Fund returned an average of 6.54% a year, with a median of 6.65%. The best 3-year stretch returned 8.23% a year and the worst returned 4.45%.

What is the 7-year rolling return of UTI - Arbitrage Fund?

Across 1,656 overlapping 7-year holding periods between 23 January 2013 and 16 October 2026, the Direct plan of UTI - Arbitrage Fund returned an average of 6.30% a year, with a median of 6.20%. The best 7-year stretch returned 7.34% a year and the worst returned 5.75%.

What is the 10-year rolling return of UTI - Arbitrage Fund?

Across 918 overlapping 10-year holding periods between 23 January 2013 and 16 October 2026, the Direct plan of UTI - Arbitrage Fund returned an average of 6.44% a year, with a median of 6.47%. The best 10-year stretch returned 6.58% a year and the worst returned 6.31%.

UTI Mutual Fund

UTI - Arbitrage Fund — rolling returns

Arbitrage · NAV data as of 16 October 2026

3,379 daily NAV records since 23 January 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,152 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 23 January 2013 to 16 October 2026

Average rolling return

6.33%

Windows computed

2,152

Median return

6.21%

Standard deviation

0.63%

Best 5-year window

7.58%a year

Invested 7 Feb 2013 · exited 7 Feb 2018

Worst 5-year window

5.39%a year

Invested 12 Dec 2017 · exited 12 Dec 2022

Consistency — share of 5-year windows

Above 0%: 100.0% (2,152 of 2,152)
Above 8%: 0.0% (0 of 2,152)
Above 12%: 0.0% (0 of 2,152)
Above 15%: 0.0% (0 of 2,152)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 432 of 2,152 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for UTI - Arbitrage Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	6.74%	6.54%	6.33%	6.30%	6.44%
Median	6.79%	6.65%	6.21%	6.20%	6.47%
Minimum	3.61%	4.45%	5.39%	5.75%	6.31%
Maximum	9.33%	8.23%	7.58%	7.34%	6.58%
Std deviation	1.38%	1.00%	0.63%	0.42%	0.07%
Consistency
Above 0%	100.00%	100.00%	100.00%	100.00%	100.00%
Above 8%	24.01%	6.05%	0.00%	0.00%	0.00%
Above 12%	0.00%	0.00%	0.00%	0.00%	0.00%
Above 15%	0.00%	0.00%	0.00%	0.00%	0.00%
Coverage
Windows computed	3,136	2,645	2,152	1,656	918

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 0.55% a year more than Regular.

This fund's Regular plan has NAV going back to 6 July 2006, but its Direct plan only began on 23 January 2013. The 1,614 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for UTI - Arbitrage Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	6.33%	5.78%
Best window	7.58%from 7 Feb 2013	7.10%from 7 Feb 2013
Worst window	5.39%from 12 Dec 2017	4.83%from 12 Dec 2017
Windows computed	2,152	2,152

Common questions about UTI - Arbitrage Fund

What is the 5-year rolling return of UTI - Arbitrage Fund?: Across 2,152 overlapping 5-year holding periods between 23 January 2013 and 16 October 2026, the Direct plan of UTI - Arbitrage Fund returned an average of 6.33% a year, with a median of 6.21%. The best 5-year stretch returned 7.58% a year and the worst returned 5.39%.
Has UTI - Arbitrage Fund ever lost money over 5 years?: No. Every one of the 2,152 5-year holding periods in this fund's history ended in profit. The weakest returned 5.39% a year, for someone who invested on 12 December 2017. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of UTI - Arbitrage Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 6.33% a year on the Direct plan against 5.78% on the Regular plan, a difference of 0.55% a year.
What is the 1-year rolling return of UTI - Arbitrage Fund?: Across 3,136 overlapping 1-year holding periods between 23 January 2013 and 16 October 2026, the Direct plan of UTI - Arbitrage Fund returned an average of 6.74% a year, with a median of 6.79%. The best 1-year stretch returned 9.33% a year and the worst returned 3.61%.
What is the 3-year rolling return of UTI - Arbitrage Fund?: Across 2,645 overlapping 3-year holding periods between 23 January 2013 and 16 October 2026, the Direct plan of UTI - Arbitrage Fund returned an average of 6.54% a year, with a median of 6.65%. The best 3-year stretch returned 8.23% a year and the worst returned 4.45%.
What is the 7-year rolling return of UTI - Arbitrage Fund?: Across 1,656 overlapping 7-year holding periods between 23 January 2013 and 16 October 2026, the Direct plan of UTI - Arbitrage Fund returned an average of 6.30% a year, with a median of 6.20%. The best 7-year stretch returned 7.34% a year and the worst returned 5.75%.
What is the 10-year rolling return of UTI - Arbitrage Fund?: Across 918 overlapping 10-year holding periods between 23 January 2013 and 16 October 2026, the Direct plan of UTI - Arbitrage Fund returned an average of 6.44% a year, with a median of 6.47%. The best 10-year stretch returned 6.58% a year and the worst returned 6.31%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.