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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 701–750

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Kotak FMP Series 176 (1100 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.74
18 Jul 2018
7.3% 8.3% ₹63 Cr 0.00%
Regular 0.00%
beat peers in 100% of 3-yr windows1 windows — thin record
Reliance Dual Advantage Fixed Tenure Fund VI- Plan Ano recent NAV
Nippon Life India Asset Management Limited
Income ₹12.31
4 Aug 2017
8.9% — ₹63 Cr — not measured
Kotak FMP Series 243no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.44
11 Apr 2022
4.4% 7.7% ₹63 Cr 0.07%
Regular 0.35%
beat peers in 100% of 3-yr windows8 windows — thin record
Reliance Fixed Horizon Fund- XXVI- Series 9no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.95
16 Jul 2018
6.6% 7.7% ₹63 Cr 0.30%
Regular 0.47%
beat peers in 27% of 3-yr windows11 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 75 - 1100 Days Plan Tno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.76
22 Nov 2017
6.6% 8.4% ₹63 Cr — beat peers in 100% of 3-yr windows1 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 80 - 1253 Days Plan Jno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.64
29 Jul 2020
5.8% 6.8% ₹62 Cr 0.60%
Regular 0.67%
beat peers in 0% of 3-yr windows6 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 83 - 1111 Days Plan Yno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.70
6 Sep 2021
4.5% 8.2% ₹62 Cr 0.04%
Regular 0.23%
beat peers in 100% of 3-yr windows2 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 81 - 1162 Days Plan Pno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.40
22 Sep 2020
6.1% 7.0% ₹62 Cr 0.04%
Regular 0.05%
beat peers in 0% of 3-yr windows3 windows — thin record
Reliance Fixed Horizon Fund XXX - Series 14no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.43
4 Jun 2019
1.4% 6.8% ₹62 Cr 0.02%
Regular 0.05%
beat peers in 67% of 3-yr windows3 windows — thin record
Kotak FMP Series 183no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.40
10 Apr 2019
0.7% 6.5% ₹62 Cr 0.34%
Regular 0.59%
beat peers in 40% of 3-yr windows5 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-VIII (1153 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.60
4 May 2022
3.9% 7.5% ₹62 Cr 0.11%
Regular 0.36%
beat peers in 100% of 3-yr windows3 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 83 - 1107 Days Plan Qno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.68
22 Jul 2021
4.3% 8.1% ₹62 Cr 0.04%
Regular 0.15%
beat peers in 100% of 3-yr windows1 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 83 - 1100 Days Plan Sno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.44
5 Aug 2021
4.1% — ₹61 Cr 0.04%
Regular 0.26%
beat peers in 0% of 3-yr windows1 windows — thin record
Kotak FMP Series 246no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.90
22 Nov 2021
5.5% 8.4% ₹61 Cr 0.07%
Regular 0.50%
beat peers in 100% of 3-yr windows2 windows — thin record
Reliance Fixed Horizon Fund XXIX- Series 1no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.77
21 Aug 2018
7.0% 8.4% ₹61 Cr 0.04%
Regular 0.04%
beat peers in 100% of 3-yr windows1 windows — thin record
Reliance Fixed Horizon Fund XXXIX- Series 10no recent NAV
Nippon Life India Asset Management Limited
Income ₹10.36
26 Mar 2019
— — ₹61 Cr 0.10%
Regular 0.30%
not measured
HSBC Fixed Term Series 129 (1120 days plan)no recent NAV
HSBC Asset Management (India) Private Ltd.
Income ₹12.38
30 Jun 2020
8.0% 7.2% ₹61 Cr 0.10%
Regular 0.37%
beat peers in 0% of 3-yr windows1 windows — thin record
Reliance Fixed Horizon Fund XXXI- Series 11no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.09
20 Sep 2019
1.9% 6.4% ₹61 Cr 0.05%
Regular 0.05%
beat peers in 0% of 3-yr windows1 windows — thin record
Kotak FMP Series 245no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.70
8 Nov 2021
3.8% 7.9% ₹60 Cr 0.07%
Regular 0.35%
beat peers in 67% of 3-yr windows3 windows — thin record
Kotak FMP Series 248no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.39
4 May 2022
4.2% 7.8% ₹60 Cr 0.07%
Regular 0.40%
beat peers in 100% of 3-yr windows8 windows — thin record
ICICI Prudential Capital Protection Oriented Fund - Series VI - 1100 Days Plan Gno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.82
1 Sep 2017
7.1% — ₹60 Cr — beat peers in 0% of 3-yr windows1 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN XI (1161 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.64
10 May 2021
5.7% 7.9% ₹60 Cr 0.04%
Regular 0.09%
beat peers in 0% of 3-yr windows3 windows — thin record
ICICI Prudential Capital Protection Oriented Fund VII - PLAN H - 1284 Daysno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹13.08
12 Sep 2018
7.3% 8.5% ₹60 Cr 1.17%
Regular 2.25%
beat peers in 43% of 3-yr windows7 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 78 - 1115 Days Plan Xno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.68
16 Apr 2019
7.9% 8.0% ₹60 Cr 0.07%
Regular 0.17%
beat peers in 100% of 3-yr windows2 windows — thin record
Reliance Yearly Interval Fund - Series 6no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.89
24 Apr 2017
7.6% — ₹60 Cr — not measured
ICICI Prudential Fixed Maturity Plan - Series 81 - 1178 Days Plan Hno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.55
12 Aug 2020
6.6% 7.0% ₹60 Cr 0.04%
Regular 0.06%
beat peers in 0% of 3-yr windows4 windows — thin record
Reliance Fixed Horizon Fund XXXVIII- Series 4no recent NAV
Nippon Life India Asset Management Limited
Income ₹10.34
13 Dec 2018
— — ₹59 Cr 0.79%
Regular 1.00%
not measured
UTI - Capital Protection Oriented Scheme - Series IX-III (1389 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.66
3 Jun 2021
6.8% 7.5% ₹59 Cr 0.62%
Regular 1.08%
beat peers in 0% of 3-yr windows11 windows — thin record
HSBC Fixed Term Series 135 (1117 days plan)no recent NAV
HSBC Asset Management (India) Private Ltd.
Income ₹11.19
30 Jul 2021
4.2% 3.6% ₹59 Cr 0.10%
Regular 0.42%
beat peers in 0% of 3-yr windows1 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 82 - 1217 Days Plan Cno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.68
4 May 2021
5.2% 7.8% ₹59 Cr 0.04%
Regular 0.17%
beat peers in 0% of 3-yr windows5 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 71 - 366 Days Plan Cno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.88
28 Nov 2016
7.8% — ₹58 Cr — not measured
UTI - FTIF Series XXVI-Plan-VI (1146 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.46
5 May 2020
7.3% 7.2% ₹58 Cr 0.06%
Regular 0.06%
beat peers in 0% of 3-yr windows3 windows — thin record
Reliance Fixed Horizon Fund - XXII - Series 21no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.98
28 Aug 2015
— — ₹58 Cr — not measured
ICICI Prudential Fixed Maturity Plan - Series 77 - 1100 Days Plan Mno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹13.18
23 Jul 2018
8.0% 9.5% ₹58 Cr 0.01%
Regular 0.94%
beat peers in 100% of 3-yr windows1 windows — thin record
Reliance Dual Advantage Fixed Tenure Fund VIII- Plan Ano recent NAV
Nippon Life India Asset Management Limited
Income ₹12.48
16 Aug 2018
6.8% 8.0% ₹58 Cr 1.72%
Regular 2.47%
beat peers in 100% of 3-yr windows1 windows — thin record
ICICI Prudential Fixed Maturity Plan - Corporate Bond Series B - 1100 Daysno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹13.32
14 Aug 2017
7.7% — ₹58 Cr — not measured
UTI - Fixed Term Income fund - Series XXIX - XIV (1131 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.70
10 Aug 2021
4.1% 8.0% ₹58 Cr 0.04%
Regular 0.28%
beat peers in 100% of 3-yr windows2 windows — thin record
ICICI Prudential Capital Protection Oriented Fund III - PLAN E - 60 Monthsno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹17.60
2 Feb 2018
11.2% 8.3% ₹58 Cr — beat peers in 100% of 3-yr windows6 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN X (1153 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹10.97
4 May 2021
3.6% 3.0% ₹58 Cr 0.34%
Regular 0.66%
beat peers in 0% of 3-yr windows3 windows — thin record
Reliance Fixed Horizon Fund XXX - Series 4no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.85
8 Apr 2019
7.5% 8.1% ₹57 Cr 0.41%
Regular 0.73%
beat peers in 100% of 3-yr windows3 windows — thin record
Nippon India Fixed Horizon Fund XXXII- Series 9no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.75
21 Aug 2020
6.0% 6.9% ₹57 Cr 0.18%
Regular 0.18%
beat peers in 0% of 3-yr windows7 windows — thin record
ICICI Prudential Multiple Yield Fund - Series 2 - Plan Fno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹15.77
5 May 2015
— — ₹57 Cr — not measured
ICICI Prudential Fixed Maturity Plan - Series 87 - 1141 Days Plan Gno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.21
27 Apr 2023
5.2% 6.0% ₹57 Cr 0.25%
Regular 0.30%
beat peers in 50% of 3-yr windows2 windows — thin record
Reliance Fixed Horizon Fund - XXIV - Series 18no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.13
26 Sep 2016
7.8% — ₹57 Cr — not measured
ICICI Prudential Fixed Maturity Plan - Series 83 - 193 Days Plan Gno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹10.41
14 Dec 2018
— — ₹56 Cr 0.10%
Regular 0.33%
not measured
ICICI Prudential Fixed Maturity Plan - Series 81 - 1101 Days Plan Eno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.67
18 May 2020
9.1% 8.1% ₹56 Cr 0.07%
Regular 0.08%
beat peers in 0% of 3-yr windows1 windows — thin record
Reliance Fixed Horizon Fund - XXII - Series 23no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.86
16 Sep 2015
7.8% — ₹56 Cr — not measured
Nippon India Dual Advantage Fixed Tenure Fund X- Plan Bno recent NAV
Nippon Life India Asset Management Limited
Income ₹12.53
17 Aug 2020
3.3% 4.8% ₹56 Cr 0.82%
Regular 0.93%
beat peers in 11% of 3-yr windows9 windows — thin record
Reliance Dual Advantage Fixed Tenure Fund VI- Plan Fno recent NAV
Nippon Life India Asset Management Limited
Income ₹12.15
17 Nov 2017
6.7% 6.3% ₹56 Cr — beat peers in 0% of 3-yr windows1 windows — thin record
Kotak FMP Series 306no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.18
25 Apr 2023
— — ₹56 Cr 0.10%
Regular 0.20%
not measured

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.