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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 801–850

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Kotak FMP Series 327no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.22
22 Apr 2024
— — ₹48 Cr 0.07%
Regular 0.22%
not measured
Nippon India Fixed Horizon Fund XXXV- Series 13no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.72
10 May 2021
5.7% 7.9% ₹47 Cr 0.05%
Regular 0.05%
beat peers in 0% of 3-yr windows5 windows — thin record
ICICI Prudential Fixed Maturity Plan-Series 72-500 Days Plan Eno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹13.36
27 Jul 2017
7.5% — ₹47 Cr — not measured
ICICI Prudential Capital Protection Oriented Fund V - PLAN B - 1100 Daysno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹13.83
7 Feb 2017
8.1% — ₹47 Cr — not measured
Tata Income Fundno recent NAV
Tata Asset Management Limited
Medium to Long Duration ₹72.20
23 Sep 2022
0.8% 5.9% ₹47 Cr 0.00%
Regular 0.00%
not measured
Reliance Fixed Horizon Fund- XXVI- Series 12no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.81
24 Apr 2017
7.7% — ₹47 Cr — not measured
ICICI Prudential Fixed Maturity Plan - Series 75 - 1100 Days Plan Ono recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.87
24 Oct 2017
7.2% 8.7% ₹47 Cr — beat peers in 100% of 3-yr windows1 windows — thin record
ICICI Prudential Interval Fund - Series VII - Annual Interval Plan - Cno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹13.80
12 Mar 2018
6.7% 7.8% ₹47 Cr — beat peers in 0% of 3-yr windows7 windows — thin record
ICICI Prudential Capital Protection Oriented Fund VII - PLAN G - 1285 Daysno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.72
29 Aug 2018
5.3% 7.3% ₹47 Cr 1.12%
Regular 2.25%
beat peers in 0% of 3-yr windows7 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 79 - 1106 Days Plan Mno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.37
30 Aug 2019
8.0% 7.3% ₹47 Cr 0.04%
Regular 0.31%
beat peers in 0% of 3-yr windows1 windows — thin record
HDFC FMP 1126D March 2019 (1)no recent NAV
HDFC Asset Management Company Limited
Income ₹12.60
11 Apr 2022
4.2% 7.6% ₹47 Cr 0.05%
Regular 0.07%
beat peers in 100% of 3-yr windows2 windows — thin record
Reliance Dual Advantage Fixed Tenure Fund II - Plan Dno recent NAV
Nippon Life India Asset Management Limited
Income ₹14.58
3 Aug 2015
— — ₹47 Cr — not measured
ICICI Prudential Fixed Maturity Plan-Series 69-1821 Days Plan Hno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹15.73
27 Aug 2018
6.8% 7.9% ₹47 Cr 0.01%
Regular 0.02%
beat peers in 100% of 3-yr windows12 windows — thin record
Nippon India Fixed Horizon Fund XXXVIII- Series 11no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.97
22 Oct 2021
7.3% 9.0% ₹47 Cr 0.35%
Regular 0.36%
beat peers in 100% of 3-yr windows3 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 78 -95 Days Plan Mno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹10.22
27 May 2016
— — ₹47 Cr — not measured
ICICI Prudential Capital Protection Oriented Fund II - Series IX - 36 Monthsno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹14.47
1 Jun 2015
— — ₹46 Cr — not measured
Reliance Fixed Horizon Fund - XXIV - Series 5no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.86
22 Aug 2016
6.6% — ₹46 Cr — not measured
ICICI Prudential Fixed Maturity Plan - Series 81 - 1195 Days Plan Dno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.59
4 Aug 2020
6.5% 7.0% ₹46 Cr 0.04%
Regular 0.05%
beat peers in 0% of 3-yr windows4 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 79 - 1118 Days Plan Kno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.42
30 Aug 2019
7.9% 7.4% ₹46 Cr 0.03%
Regular 0.40%
beat peers in 0% of 3-yr windows1 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 80 - 1233 Days Plan Ono recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.67
29 Jul 2020
6.2% 6.9% ₹46 Cr 0.23%
Regular 0.26%
beat peers in 0% of 3-yr windows5 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 81 - 1116 Days Plan Ino recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.53
1 Jun 2020
8.0% 7.6% ₹45 Cr 0.04%
Regular 0.05%
beat peers in 0% of 3-yr windows2 windows — thin record
ICICI Prudential Fixed Maturity Plan-Series 68-745 Days Plan Fno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.92
19 Sep 2016
7.5% — ₹45 Cr — not measured
Nippon India Fixed Horizon Fund XXXVI- Series 5no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.28
30 Sep 2021
7.9% 9.1% ₹45 Cr 0.30%
Regular 0.55%
beat peers in 100% of 3-yr windows7 windows — thin record
ICICI Prudential Capital Protection Oriented Fund IV - PLAN E - 36 Monthsno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹14.03
27 Oct 2016
7.1% — ₹45 Cr — not measured
ICICI Prudential Capital Protection Oriented Fund IX - PLAN B - 1103 Daysno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.30
9 Nov 2018
4.2% — ₹45 Cr 0.05%
Regular 2.25%
beat peers in 0% of 3-yr windows1 windows — thin record
ICICI Prudential Multiple Yield Fund - Series 8 - 1103 Days Plan Fno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.33
16 Feb 2018
7.5% 7.2% ₹44 Cr — beat peers in 0% of 3-yr windows1 windows — thin record
Nippon India Fixed Horizon Fund - XXXX - Series 2no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.11
29 Apr 2022
4.0% 7.8% ₹44 Cr 0.05%
Regular 0.30%
beat peers in 100% of 3-yr windows5 windows — thin record
Reliance Fixed Horizon Fund XXXVII- Series 8no recent NAV
Nippon Life India Asset Management Limited
Income ₹10.42
3 Dec 2018
— — ₹44 Cr 0.00%
Regular 0.22%
not measured
Nippon India Fixed Horizon Fund - XXXX - Series 12no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.24
30 May 2022
12.2% 8.6% ₹44 Cr 0.08%
Regular 0.68%
beat peers in 100% of 3-yr windows4 windows — thin record
ICICI Prudential Multiple Yield Fund- Series 6 -1100 Days Plan Fno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹13.45
31 May 2017
9.3% — ₹44 Cr — not measured
Reliance Dual Advantage Fixed Tenure Fund III - Plan Bno recent NAV
Nippon Life India Asset Management Limited
Income ₹14.50
18 May 2016
8.5% — ₹44 Cr — not measured
Reliance Dual Advantage Fixed Tenure Fund VI- Plan Eno recent NAV
Nippon Life India Asset Management Limited
Income ₹11.77
7 Nov 2017
9.4% 5.1% ₹44 Cr — beat peers in 0% of 3-yr windows2 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN XIV (1147 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.56
10 May 2021
5.6% 7.9% ₹44 Cr 0.10%
Regular 0.15%
beat peers in 0% of 3-yr windows3 windows — thin record
Kotak FMP Series 242no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.77
18 Oct 2021
3.9% 8.3% ₹44 Cr 0.07%
Regular 0.30%
beat peers in 100% of 3-yr windows3 windows — thin record
Reliance Fixed Horizon Fund XXVII- Series 8no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.91
18 Oct 2017
7.3% 8.7% ₹44 Cr — beat peers in 100% of 3-yr windows1 windows — thin record
Reliance Fixed Horizon Fund - XXV - Series 4no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.87
14 Dec 2016
7.9% — ₹44 Cr — not measured
UTI - FTIF SERIES XXVIII - PLAN VI (1190 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.63
15 Apr 2021
6.0% 7.9% ₹44 Cr 0.04%
Regular 0.08%
beat peers in 0% of 3-yr windows4 windows — thin record
Nippon India Fixed Horizon Fund XXXVII- Series 3no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.18
8 Nov 2021
6.1% 8.7% ₹44 Cr 0.03%
Regular 0.24%
beat peers in 100% of 3-yr windows7 windows — thin record
ICICI Prudential Fixed Maturity Plan - Series 80 - 1150 Days Plan Nno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹12.87
8 May 2020
8.4% 8.2% ₹43 Cr 0.45%
Regular 0.51%
beat peers in 67% of 3-yr windows3 windows — thin record
Reliance Fixed Horizon Fund - XXIV - Series 10no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.07
2 Sep 2016
7.8% — ₹43 Cr — not measured
Kotak FMP Series 247no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.45
28 Apr 2022
4.2% 7.8% ₹43 Cr 0.07%
Regular 0.35%
beat peers in 100% of 3-yr windows7 windows — thin record
Nippon India Fixed Horizon Fund XXXIX- Series 6no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.46
29 Apr 2022
4.1% 7.8% ₹43 Cr 0.05%
Regular 0.20%
beat peers in 100% of 3-yr windows8 windows — thin record
Nippon India Dual Advantage Fixed Tenure Fund X- Plan Ano recent NAV
Nippon Life India Asset Management Limited
Income ₹12.43
13 Aug 2020
2.1% 4.5% ₹43 Cr 0.89%
Regular 0.93%
beat peers in 10% of 3-yr windows10 windows — thin record
ICICI Prudential Fixed Maturity Plan-Series 72-1092 Days Plan Fno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹13.40
28 Apr 2017
7.6% — ₹43 Cr — not measured
Reliance Fixed Horizon Fund XXX - Series 13no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.72
12 Apr 2019
7.5% 8.0% ₹43 Cr 0.43%
Regular 0.74%
beat peers in 100% of 3-yr windows2 windows — thin record
Reliance Fixed Horizon Fund XXVI- Series 26no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.22
12 Jun 2017
8.0% — ₹43 Cr — not measured
Reliance Dual Advantage Fixed Tenure Fund IV - Plan Dno recent NAV
Nippon Life India Asset Management Limited
Income ₹13.49
10 Nov 2016
7.4% — ₹43 Cr — not measured
Reliance Fixed Horizon Fund - XXIV - Series 6no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.23
19 Sep 2016
7.6% — ₹43 Cr — not measured
ICICI Prudential Fixed Maturity Plan - Series 78 - 95 Days Plan Kno recent NAV
ICICI Prudential Asset Management Company Limited
Income ₹10.41
16 Aug 2016
— — ₹43 Cr — not measured
Reliance Dual Advantage Fixed Tenure Fund IV - Plan Bno recent NAV
Nippon Life India Asset Management Limited
Income ₹13.54
9 Sep 2016
3.6% — ₹43 Cr — 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.