Arbitrage Fund comparison
UTI Arbitrage Fund vs Tata Arbitrage Fund
Over the last 3 years, UTI Arbitrage Fund returned 6.8% a year versus 6.6% for Tata Arbitrage Fund. The category average was 5.1%. In its deepest fall over the same period, UTI Arbitrage Fund dropped 0.1% versus 0.1% for Tata Arbitrage Fund. Qonfido rates UTI Arbitrage Fund Premier and Tata Arbitrage Fund Premier within the Arbitrage Fund peer group.
Ratings and metrics as of
At a glance
Higher 3-year return
About level
Smaller worst fall
About level
Smoother ride (higher Sharpe)
UTI Arbitrage Fund
Head-to-head
Swap either fund or add a third to see how they line up.
UTI Arbitrage
Arbitrage Fund
2/4
rounds won
Tata Arbitrage
Arbitrage Fund
1/4
rounds won
Round by round
Three questions in one shape. A bigger triangle = stronger all round.
- UTI Arbitrage
- Tata Arbitrage
Growth
Who grew money faster?
Average yearly return over the last 3 years.
6.8%✓6.6%Dip protection
Who fell less in the worst dip?
Biggest fall from a peak in the period. Smaller hurts less.
-0.1%-0.1%✓Smooth ride
Who gave a smoother ride?
Return earned for every unit of ups and downs. Higher is smoother.
1.65✓1.54
Qonfido rating
Quality vs peers in the same category. Premier is the top tier.
Same tier
What matters most to you?
Quick take for “Balanced”
UTI Arbitrage comes out ahead — it grew money faster and gave a smoother ride for the return.
Based on the last 3 years of data. A starting point for research, not advice.
What could your money become?
If each fund repeated its last 3 years. Drag to try.
You’d put in ₹12.00 L. UTI Arbitrage ends about ₹12,477 ahead — that’s roughly 1 months of your SIP.
Illustration only. Past returns rarely repeat exactly.
Key numbers
| Metric | UTI Arbitrage Fund | Tata Arbitrage Fund |
|---|---|---|
| Qonfido rating | Premier | Premier |
| 3Y return (CAGR) | 6.8% | 6.6% |
| Worst fall (max drawdown) | 0.1% | 0.1% |
| Sharpe ratio (3Y) | 1.65 | 1.54 |
| Beta (3Y) | 0.55 | 0.52 |
| Fund size (AUM) | ₹4,254 Cr | ₹5,925 Cr |
| Category average 3Y return | 5.1% | |
Frequently asked questions
Which is better, UTI Arbitrage Fund or Tata Arbitrage Fund?
Neither fund is better for every investor. Based on data as of 11 Oct 2026. Over the last 3 years, UTI Arbitrage Fund returned 6.8% a year versus 6.6% for Tata Arbitrage Fund. The category average was 5.1%. In its deepest fall over the same period, UTI Arbitrage Fund dropped 0.1% versus 0.1% for Tata Arbitrage Fund. Qonfido rates UTI Arbitrage Fund Premier and Tata Arbitrage Fund Premier within the Arbitrage Fund peer group. Which fits depends on your goal, time horizon and comfort with falls. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
Which has given higher returns, UTI Arbitrage Fund or Tata Arbitrage Fund?
Based on data as of 11 Oct 2026. Over the last 3 years, UTI Arbitrage Fund returned 6.8% a year versus 6.6% for Tata Arbitrage Fund. The category average was 5.1%. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
Which is less risky, UTI Arbitrage Fund or Tata Arbitrage Fund?
Based on data as of 11 Oct 2026. In its deepest fall over the same period, UTI Arbitrage Fund dropped 0.1% versus 0.1% for Tata Arbitrage Fund. Sharpe ratio, a measure of return per unit of volatility, was 1.65 for UTI Arbitrage Fund and 1.54 for Tata Arbitrage Fund. Lower falls and a higher Sharpe ratio point to a smoother past ride, not a guarantee.
What is the Qonfido rating of UTI Arbitrage Fund and Tata Arbitrage Fund?
Qonfido rates UTI Arbitrage Fund Premier and Tata Arbitrage Fund Premier within the Arbitrage Fund peer group. Ratings compare funds with their category peers on risk-adjusted consistency and are explained on the Qonfido rating methodology page.
Should I invest in both UTI Arbitrage Fund and Tata Arbitrage Fund?
Both funds sit in the Arbitrage Fund category, so their portfolios can overlap and holding both may add limited diversification. Review holdings overlap, costs and your overall allocation before combining them. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
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Comparisons are educational research support only. They are not personalised investment advice, suitability assessments, or predictions of returns. Mutual fund investments are subject to market risks. Read scheme documents and consider your goals, horizon, and risk tolerance before investing.