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Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

1,775 funds

ordered by size · showing 551–600

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Reliance Dual Advantage Fixed Tenure Fund II - Plan Cno recent NAV
Nippon Life India Asset Management Limited
Income ₹15.94
29 May 2015
— — ₹117 Cr — not measured
Nippon India Fixed Horizon Fund XXXIX- Series 9no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.33
10 May 2022
4.0% 7.7% ₹117 Cr 0.05%
Regular 0.30%
beat peers in 100% of 3-yr windows8 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 83 - 1113 Days Plan Eno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.73
30 Jun 2021
7.4% 8.2% ₹116 Cr 0.08%
Regular 0.34%
beat peers in 100% of 3-yr windows1 windows — thin record
Kotak Capital Protection Oriented Scheme Series 2no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.24
10 Dec 2018
4.8% — ₹115 Cr 1.00%
Regular 1.50%
beat peers in 0% of 3-yr windows1 windows — thin record
Reliance Dual Advantage Fixed Tenure Fund II - Plan Bno recent NAV
Nippon Life India Asset Management Limited
Income ₹15.25
28 Apr 2015
— — ₹114 Cr — not measured
ICICI Prudential Fixed Maturity Plan - Series 77 - 1132 Days Plan Ano recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.60
8 Jun 2018
5.5% 7.7% ₹114 Cr 0.10%
Regular 0.12%
beat peers in 50% of 3-yr windows2 windows — thin record
ICICI Prudential Fixed Maturity Plan-Series 69-693 Days Plan Dno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹13.06
19 Sep 2016
7.5% — ₹113 Cr — not measured
Reliance Fixed Horizon Fund - XXV - Series 28no recent NAV
Nippon Life India Asset Management Limited
Income ₹14.26
8 Jun 2018
7.0% 8.2% ₹112 Cr 0.62%
Regular 0.75%
beat peers in 100% of 3-yr windows10 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - XIII (1122 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.30
12 Aug 2021
13.9% 6.9% ₹109 Cr 0.16%
Regular 0.49%
beat peers in 0% of 3-yr windows2 windows — thin record
ICICI Prudential Fixed Maturity Plan-Series 63-3 Year Plan Hno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹13.02
5 May 2015
— — ₹109 Cr — not measured
ICICI Prudential Fixed Maturity Plan - Series 82 - 1223 Days Plan Eno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.70
24 May 2021
4.4% 8.1% ₹109 Cr 0.04%
Regular 0.15%
beat peers in 0% of 3-yr windows5 windows — thin record
Reliance Fixed Horizon Fund XXX- Series 20no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.18
10 Jun 2019
9.3% — ₹108 Cr 0.05%
Regular 0.25%
beat peers in 100% of 3-yr windows1 windows — thin record
Nippon India Dual Advantage Fixed Tenure Fund IX- Plan Fno recent NAV
Nippon Life India Asset Management Limited
Income ₹12.49
27 Sep 2019
6.7% 7.1% ₹108 Cr 0.88%
Regular 0.90%
beat peers in 0% of 3-yr windows2 windows — thin record
Kotak Fixed Maturity Plan Series 329 90 Daysno recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.19
19 Jun 2024
— — ₹107 Cr 0.10%
Regular 0.25%
not measured
Reliance Fixed Horizon Fund XXVIII- Series 10no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.91
25 Apr 2018
7.3% 8.4% ₹106 Cr — beat peers in 100% of 3-yr windows2 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 75 - 1246 Days Plan Uno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹13.94
25 Apr 2018
8.7% 10.1% ₹106 Cr — beat peers in 100% of 3-yr windows5 windows — thin record
Reliance Fixed Horizon Fund XXIX - Series 2no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.75
3 Sep 2018
7.1% 8.3% ₹106 Cr 0.02%
Regular 0.02%
beat peers in 100% of 3-yr windows2 windows — thin record
UTI - FTIF Series XXVI-Plan-V (1160 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.79
12 May 2020
8.8% 8.1% ₹106 Cr 0.25%
Regular 0.26%
beat peers in 67% of 3-yr windows3 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 75 - 1100 Days Plan Fno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.95
29 Aug 2017
7.1% — ₹106 Cr — not measured
Nippon India Fixed Horizon Fund XXXII- Series 4no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.20
19 Oct 2020
6.7% 6.5% ₹106 Cr 0.47%
Regular 0.47%
beat peers in 0% of 3-yr windows11 windows — thin record
UTI - Dual Advantage Fixed Term Fund Series II - I (1998 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹14.60
18 Feb 2021
12.1% 3.5% ₹105 Cr 0.61%
Regular 1.09%
beat peers in 30% of 3-yr windows30 windows — thin record
UTI - Capital Protection Oriented Scheme - Series VIII-II (1831 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹15.61
28 Sep 2021
13.7% 10.9% ₹105 Cr 0.61%
Regular 1.08%
beat peers in 36% of 3-yr windows25 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-IX (1168 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.96
7 Jun 2022
5.5% 8.3% ₹105 Cr 0.06%
Regular 0.41%
beat peers in 100% of 3-yr windows4 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - I (1134 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.48
25 May 2021
8.9% 7.9% ₹105 Cr 0.30%
Regular 0.62%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN IX (1168 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.67
4 May 2021
5.8% 7.9% ₹105 Cr 0.05%
Regular 0.10%
beat peers in 0% of 3-yr windows4 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 76 - 1134 Days Plan Yno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.74
23 May 2018
6.9% 8.2% ₹105 Cr — beat peers in 100% of 3-yr windows2 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 75 - 1100 Days Plan Hno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.93
12 Sep 2017
7.2% — ₹104 Cr — beat peers in 100% of 3-yr windows1 windows — thin record
Kotak FMP Series 194no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹11.79
14 May 2019
— — ₹104 Cr 0.85%
Regular 1.00%
beat peers in 0% of 3-yr windows1 windows — thin record
Reliance Fixed Horizon Fund- XXVI- Series 19no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.84
23 May 2017
7.6% — ₹104 Cr — not measured
Nippon India Fixed Horizon Fund XXXVIII- Series 2no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.64
26 May 2022
11.9% 8.2% ₹104 Cr 0.12%
Regular 0.32%
beat peers in 45% of 3-yr windows11 windows — thin record
ICICI Prudential Capital Protection Oriented Fund IV - PLAN G - 60 Monthsno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹16.80
17 Dec 2018
2.6% 8.0% ₹103 Cr 0.86%
Regular 2.33%
beat peers in 88% of 3-yr windows16 windows — thin record
Kotak FMP Series 234no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.01
20 Sep 2021
6.7% 9.1% ₹103 Cr 0.07%
Regular 0.30%
beat peers in 100% of 3-yr windows3 windows — thin record
Nippon India Fixed Horizon Fund XXXV- Series 15no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.73
10 May 2021
5.8% 8.0% ₹103 Cr 0.03%
Regular 0.03%
beat peers in 0% of 3-yr windows5 windows — thin record
UTI Fixed Term Income Fund - Series XXXV-I (1260Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.74
27 Apr 2026
6.0% 7.0% ₹102 Cr 0.22%
Regular 0.54%
beat peers in 0% of 3-yr windows6 windows — thin record
Axis Fixed Term Plan - Series 113 (1228 Days)no recent NAV
Axis Asset Management Co. Ltd.
Income ₹12.69
30 Jul 2026
6.2% 7.2% ₹102 Cr 0.12%
Regular 0.36%
beat peers in 100% of 3-yr windows5 windows — thin record
Nippon India Fixed Horizon Fund XXXVIII- Series 7no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.75
23 Aug 2021
5.8% 8.3% ₹101 Cr 0.03%
Regular 0.28%
beat peers in 100% of 3-yr windows1 windows — thin record
Reliance Dual Advantage Fixed Tenure Fund V- Plan Hno recent NAV
Nippon Life India Asset Management Limited
Income ₹12.18
16 Jun 2017
4.9% — ₹101 Cr — not measured
Kotak FMP Series 220no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.83
19 May 2021
7.5% 8.5% ₹101 Cr 0.07%
Regular 0.30%
beat peers in 100% of 3-yr windows2 windows — thin record
ICICI Prudential Fixed Maturity Plan -Series 76 -1185 Days Plan Hno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹13.60
27 Apr 2018
7.4% 9.9% ₹101 Cr — beat peers in 100% of 3-yr windows3 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 78 - 1170 Days Plan Ino recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.95
8 May 2019
7.9% 8.0% ₹99 Cr 0.07%
Regular 0.16%
beat peers in 75% of 3-yr windows4 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 75 - 1100 Days Plan Nno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.85
1 Nov 2017
7.0% 8.7% ₹99 Cr — beat peers in 100% of 3-yr windows2 windows — thin record
Reliance Fixed Horizon Fund XXXVI- Series 4no recent NAV
Nippon Life India Asset Management Limited
Income ₹10.39
3 Sep 2018
— — ₹99 Cr 0.40%
Regular 0.71%
not measured
ICICI Prudential Fixed Maturity Plan-Series 72-483 Days Plan Jno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹13.38
27 Jul 2017
7.5% — ₹99 Cr — not measured
Reliance Dual Advantage Fixed Tenure Fund VIII- Plan Bno recent NAV
Nippon Life India Asset Management Limited
Income ₹12.54
6 Sep 2018
6.5% — ₹98 Cr 2.08%
Regular 2.18%
beat peers in 100% of 3-yr windows1 windows — thin record
UTI - FTIF Series XXVI-Plan-VIII (1154 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.45
26 May 2020
6.9% 7.2% ₹98 Cr 0.04%
Regular 0.08%
beat peers in 0% of 3-yr windows3 windows — thin record
Kotak FMP Series 326no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.39
18 Jun 2024
— — ₹98 Cr 0.10%
Regular 0.25%
not measured
UTI - Fixed Term Income Fund Series XXXI-II (1222 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.19
24 May 2022
6.0% 8.4% ₹98 Cr 0.10%
Regular 0.45%
beat peers in 100% of 3-yr windows5 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 88 - Plan Uno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹10.16
13 Jun 2023
— — ₹97 Cr 0.10%
Regular 0.20%
not measured
Reliance Fixed Horizon Fund XXVIII- Series 18no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.23
12 Jun 2018
8.1% 9.6% ₹97 Cr 0.02%
Regular 0.27%
beat peers in 100% of 3-yr windows2 windows — thin record
Nippon India Yearly Interval Fund - Series 1no recent NAV
Nippon Life India Asset Management Limited
Income ₹18.45
23 Feb 2021
5.8% 7.2% ₹97 Cr 0.06%
Regular 0.16%
beat peers in 7% of 3-yr windows42 windows

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.