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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.

159 funds

ordered by size · names starting with U · showing 51–100

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
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
UTI - Fixed Term Income fund - Series XXIX - III (1131 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.40
22 Jun 2021
8.0% 4.3% ₹93 Cr 0.22%
Regular 0.54%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI - Fixed Term Income Fund Series XXX-XII (1254 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.16
4 May 2022
4.3% 7.9% ₹87 Cr 0.04%
Regular 0.34%
beat peers in 100% of 3-yr windows6 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - II (1118 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.42
25 May 2021
4.8% 4.7% ₹87 Cr 0.34%
Regular 0.67%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - FTIF - Series XXVI - Plan XIII (1124 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.63
2 Jun 2020
8.6% 7.9% ₹84 Cr 0.11%
Regular 0.19%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI - FTIF Series XXVI-Plan-VII (1140 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.72
12 May 2020
8.9% 8.1% ₹73 Cr 0.22%
Regular 0.26%
beat peers in 67% of 3-yr windows3 windows — thin record
UTI - FTIF Series XXIV - XIV (1831 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹14.67
7 Jun 2021
4.8% 8.2% ₹67 Cr 0.06%
Regular 0.06%
beat peers in 24% of 3-yr windows25 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - VII (1135 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.54
15 Jul 2021
4.5% 7.6% ₹63 Cr 0.09%
Regular 0.34%
beat peers in 0% of 3-yr windows2 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
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
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
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
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
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
UTI - Fixed Term Income fund - Series XXIX - V (1113 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.53
22 Jun 2021
7.1% 4.8% ₹54 Cr 0.34%
Regular 0.67%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN IV (1204 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.64
15 Apr 2021
6.0% 7.8% ₹51 Cr 0.04%
Regular 0.08%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - VIII (1127 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.77
15 Jul 2021
4.5% 8.3% ₹50 Cr 0.05%
Regular 0.29%
beat peers in 100% of 3-yr windows2 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - IX (1109 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹10.97
15 Jul 2021
14.6% 3.0% ₹50 Cr 0.22%
Regular 0.55%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-XIII (1127 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.70
7 Jun 2022
5.1% 7.7% ₹49 Cr 0.27%
Regular 0.62%
beat peers in 100% 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
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
UTI - Fixed Term Income Fund Series XXXIII-I (1135 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.17
25 Apr 2023
5.3% 6.1% ₹42 Cr 0.09%
Regular 0.34%
beat peers in 50% of 3-yr windows2 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-XII (1148 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.75
7 Jun 2022
5.3% 7.9% ₹42 Cr 0.05%
Regular 0.40%
beat peers in 100% of 3-yr windows3 windows — thin record
UTI - Fixed Term Income Fund Series XXX-XI (1246 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.26
26 Apr 2022
6.0% 8.4% ₹42 Cr 0.10%
Regular 0.45%
beat peers in 100% of 3-yr windows5 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN VIII (1171 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.64
15 Apr 2021
6.1% 7.9% ₹40 Cr 0.07%
Regular 0.11%
beat peers in 0% of 3-yr windows3 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-IV (1204 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.15
24 May 2022
5.8% 8.3% ₹40 Cr 0.16%
Regular 0.51%
beat peers in 100% of 3-yr windows4 windows — thin record
UTI - Fixed Term Income Fund Series XXX-V (1135 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.79
26 Oct 2021
3.8% 8.3% ₹40 Cr 0.05%
Regular 0.29%
beat peers in 100% of 3-yr windows2 windows — thin record
UTI - Dual Advantage Fixed Term Fund Series IV-I (1279 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.45
9 Jun 2020
4.2% 6.2% ₹39 Cr 0.68%
Regular 1.09%
beat peers in 0% of 3-yr windows7 windows — thin record
UTI - Fixed Term Income Fund Series XXX-IV (1125 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.87
26 Oct 2021
6.7% 8.7% ₹37 Cr 0.34%
Regular 0.66%
beat peers in 100% of 3-yr windows1 windows — thin record
UTI - FTIF - Series XXVI - Plan XIV (1105 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.35
2 Jun 2020
7.8% 7.2% ₹37 Cr 0.22%
Regular 0.32%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI - Dual Advantage Fixed Term Fund Series V - I (1103 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.78
21 Sep 2020
4.5% 5.6% ₹36 Cr 0.66%
Regular 1.09%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-VII (1155 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.87
10 May 2022
5.4% 8.3% ₹35 Cr 0.06%
Regular 0.41%
beat peers in 100% of 3-yr windows3 windows — thin record
UTI - FTIF SERIES XXVII - PLAN X (1118 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.14
24 Nov 2020
5.8% 6.7% ₹33 Cr 0.06%
Regular 0.31%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - FTIF - Series XXVII - Plan IV (1113 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.28
11 Aug 2020
7.1% 7.0% ₹33 Cr 0.10%
Regular 0.27%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI - FTIF - Series XXVII - Plan VII (1104 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.25
15 Sep 2020
6.8% 7.1% ₹33 Cr 0.06%
Regular 0.27%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - Capital Protection Oriented Scheme - Series IX-II (1462 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.88
8 Jun 2021
7.2% 7.7% ₹32 Cr 0.63%
Regular 1.08%
beat peers in 0% of 3-yr windows13 windows — thin record
UTI Fixed Term Income Fund - Series XXXV-II (1223 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.59
15 Apr 2026
6.1% 7.1% ₹32 Cr 0.21%
Regular 0.53%
beat peers in 0% of 3-yr windows5 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-XIV (1111 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.63
7 Jun 2022
5.1% 7.8% ₹30 Cr 0.17%
Regular 0.52%
beat peers in 100% of 3-yr windows2 windows — thin record
UTI - Fixed Term Income Fund Series XXX-VI (1107 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.31
26 Oct 2021
10.0% 7.2% ₹30 Cr 0.34%
Regular 0.69%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - XI (1112 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.29
15 Jul 2021
4.7% 3.9% ₹29 Cr 0.10%
Regular 0.35%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - FTIF SERIES XXVII - PLAN IX (1160 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.31
24 Nov 2020
4.0% 3.9% ₹28 Cr 0.05%
Regular 0.45%
beat peers in 0% of 3-yr windows3 windows — thin record
UTI - FTIF - Series XXVII - Plan V (1097 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.25
11 Aug 2020
7.2% — ₹28 Cr 0.08%
Regular 0.26%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - Dual Advantage Fixed Term Fund Series IV-III (1279 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.35
11 Aug 2020
5.0% 5.9% ₹27 Cr 0.66%
Regular 1.09%
beat peers in 0% of 3-yr windows7 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-XV (1099 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.55
7 Jun 2022
5.3% — ₹27 Cr 0.12%
Regular 0.47%
beat peers in 100% of 3-yr windows1 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-V (1174 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.07
10 May 2022
5.8% 8.7% ₹27 Cr 0.09%
Regular 0.44%
beat peers in 100% of 3-yr windows4 windows — thin record
UTI - Fixed Term Income Fund Series XXX-XIII (1224 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.15
19 Apr 2022
6.1% 8.5% ₹26 Cr 0.21%
Regular 0.56%
beat peers in 100% of 3-yr windows5 windows — thin record
UTI - Fixed Term Income Fund Series XXX-XIV (1209 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.13
19 Apr 2022
6.3% 8.6% ₹26 Cr 0.15%
Regular 0.50%
beat peers in 100% of 3-yr windows5 windows — thin record
UTI - Capital Protection Oriented Scheme - Series IX-I (1467 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.86
4 May 2021
7.5% 6.8% ₹26 Cr 0.62%
Regular 1.09%
beat peers in 0% of 3-yr windows13 windows — thin record
Union Medium Duration Fundno recent NAV
Union Asset Management Company Private Limited · Anindya Sarkar, since Aug 2020
Medium Duration ₹12.59
29 Jan 2025
8.0% 5.7% ₹25 Cr 0.63%
Regular 0.86%
not measured
UTI - Fixed Term Income Fund Series XXXI-X (1168 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.68
30 May 2022
4.0% 7.4% ₹25 Cr 0.05%
Regular 0.30%
beat peers in 100% of 3-yr windows3 windows — thin record

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.