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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 101–150

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
UTI - FTIF - Series XXVI - Plan XV (1097 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.33
2 Jun 2020
7.8% — ₹24 Cr 0.23%
Regular 0.34%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-VI (1167 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.69
10 May 2022
3.9% 7.6% ₹23 Cr 0.09%
Regular 0.34%
beat peers in 100% of 3-yr windows3 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - XV (1124 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.66
10 Aug 2021
4.1% 8.0% ₹23 Cr 0.03%
Regular 0.27%
beat peers in 100% of 3-yr windows2 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN VII (1169 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.54
15 Apr 2021
6.1% 4.6% ₹22 Cr 0.28%
Regular 0.58%
beat peers in 0% of 3-yr windows3 windows — thin record
UTI - Dual Advantage Fixed Term Fund Series II-II (1997 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹14.07
5 Mar 2021
13.3% 2.8% ₹20 Cr 1.03%
Regular 1.16%
beat peers in 29% of 3-yr windows31 windows — thin record
UTI - Dual Advantage Fixed Term Fund Series III-I (1998 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹15.99
23 Aug 2021
18.4% 6.1% ₹19 Cr 0.60%
Regular 1.07%
beat peers in 10% of 3-yr windows30 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-III (1174 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.78
19 Apr 2022
4.0% 7.7% ₹19 Cr 0.18%
Regular 0.43%
beat peers in 100% of 3-yr windows3 windows — thin record
UTI - Capital Protection Oriented Scheme - Series X-II (1134 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.05
25 May 2021
6.8% 6.5% ₹19 Cr 0.68%
Regular 1.09%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI - Fixed Term Income Fund Series XXX-X (1267 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.21
19 Apr 2022
4.2% 7.7% ₹18 Cr 0.16%
Regular 0.41%
beat peers in 100% of 3-yr windows6 windows — thin record
UTI - Capital Protection Oriented Scheme - Series VIII-III (1281 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.11
13 Apr 2020
2.4% 5.1% ₹17 Cr 0.63%
Regular 1.06%
beat peers in 0% of 3-yr windows7 windows — thin record
UTI - FTIF Series XXVI-Plan-III (1169 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.49
6 May 2020
7.6% 7.3% ₹17 Cr 0.29%
Regular 0.29%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI - Dual Advantage Fixed Term Fund Series IV-II (1278 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.28
28 Jul 2020
4.8% 5.7% ₹17 Cr 0.64%
Regular 1.08%
beat peers in 0% of 3-yr windows6 windows — thin record
UTI - Dual Advantage Fixed Term Fund Series IV-IV (1997 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹16.09
18 Aug 2022
4.9% 11.0% ₹17 Cr 0.65%
Regular 1.09%
beat peers in 73% of 3-yr windows30 windows — thin record
UTI - Fixed Term Income Fund Series XXX-VIII (1286 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.32
19 Apr 2022
4.1% 7.6% ₹17 Cr 0.09%
Regular 0.34%
beat peers in 100% of 3-yr windows7 windows — thin record
UTI - Capital Protection Oriented Scheme - Series VIII-IV (1996 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹14.86
28 Apr 2022
6.5% 8.3% ₹16 Cr 0.60%
Regular 1.09%
beat peers in 40% of 3-yr windows30 windows — thin record
UTI - Fixed Term Income Fund Series XXX-IX (1266 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.38
19 Apr 2022
13.5% 8.5% ₹16 Cr 0.21%
Regular 0.56%
beat peers in 67% of 3-yr windows6 windows — thin record
UTI - Dual Advantage Fixed Term Fund Series II-V (1997 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹14.99
23 Jul 2021
16.4% 4.6% ₹13 Cr 0.60%
Regular 1.08%
beat peers in 13% of 3-yr windows30 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN III (1203 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.90
15 Apr 2021
5.4% 5.5% ₹13 Cr 0.34%
Regular 0.61%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI - FTIF Series XXVI-Plan-II (1176 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.48
21 Apr 2020
7.7% 7.4% ₹12 Cr 0.16%
Regular 0.16%
beat peers in 0% of 3-yr windows3 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN I (1230 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.51
6 Apr 2021
4.5% 4.0% ₹12 Cr 0.24%
Regular 0.48%
beat peers in 0% of 3-yr windows6 windows — thin record
UTI Annual Interval Fund - IIno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹33.75
25 Mar 2025
6.9% 6.4% ₹11 Cr 0.29%
Regular 0.39%
beat peers in 0% of 3-yr windows91 windows
UTI - FTIF - Series XXVI - Plan XII (1096 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.35
28 Apr 2020
7.7% — ₹10 Cr 0.18%
Regular 0.26%
not measured
UTI - FTIF - Series XXVI - Plan X (1107 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.37
28 Apr 2020
7.8% 7.3% ₹10 Cr 0.33%
Regular 0.39%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - VI (1135 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.75
6 Jul 2021
4.3% 8.2% ₹9 Cr 0.06%
Regular 0.16%
beat peers in 67% of 3-yr windows3 windows — thin record
UTI Quarterly Interval Fund - Ino recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹34.09
25 Mar 2025
6.5% 6.3% ₹9 Cr 0.65%
Regular 0.51%
beat peers in 2% of 3-yr windows91 windows
UTI Quarterly Interval Fund - IIIno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹31.22
25 Mar 2025
6.8% 6.5% ₹8 Cr 0.07%
Regular 0.37%
beat peers in 2% of 3-yr windows91 windows
UTI - FTIF - Series XXVI - Plan IX(1113 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.38
28 Apr 2020
7.9% 7.3% ₹8 Cr 0.34%
Regular 0.38%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - FTIF - Series XXVI - Plan XI (1105 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.36
28 Apr 2020
7.8% 7.3% ₹8 Cr 0.34%
Regular 0.39%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI Fixed Term Income Fund - Series XXXV-III (1176 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.48
15 Apr 2026
6.0% 7.0% ₹8 Cr 0.19%
Regular 0.52%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN V (1190 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.59
15 Apr 2021
5.0% 4.7% ₹7 Cr 0.28%
Regular 0.56%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI - Fixed Term Income Fund Series XXXII-I(1126 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.58
19 Jul 2022
4.9% 7.5% ₹6 Cr 0.13%
Regular 0.48%
beat peers in 100% of 3-yr windows2 windows — thin record
UTI - Fixed Term Income Fund Series XXX-XV (1223 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.94
19 Apr 2022
4.0% 7.6% ₹6 Cr 0.29%
Regular 0.54%
beat peers in 100% of 3-yr windows5 windows — thin record
UTI - Fixed Term Income Fund Series XXXII-II(1111 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.51
19 Jul 2022
4.1% 7.4% ₹6 Cr 0.12%
Regular 0.47%
beat peers in 100% of 3-yr windows1 windows — thin record
UTI - FTIF - Series XXVII - Plan I (1113 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.36
7 Jul 2020
7.8% 7.2% ₹6 Cr 0.18%
Regular 0.31%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI - Bond Fund ( Segregated - 17022020 )no recent NAV
UTI Asset Mgmt. Co. Ltd.
Corporate Bond ₹7.35
27 Jan 2022
342.3% — ₹6 Cr 1.25%
Regular 1.62%
not measured
UTI - Fixed Term Income Fund Series XXXI-I (1209 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.89
19 Apr 2022
4.1% 7.7% ₹5 Cr 0.11%
Regular 0.36%
beat peers in 100% of 3-yr windows5 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN II (1210 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.51
6 Apr 2021
4.0% 4.0% ₹5 Cr 0.18%
Regular 0.44%
beat peers in 0% of 3-yr windows5 windows — thin record
UTI - FTIF - Series XXVII - Plan III (1096 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.31
7 Jul 2020
7.8% — ₹5 Cr 0.22%
Regular 0.37%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - FTIF Series XXV-Plan-X (1229 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.62
7 Apr 2020
7.5% 7.4% ₹4 Cr 0.06%
Regular 0.06%
beat peers in 0% of 3-yr windows5 windows — thin record
UTI - FTIF Series XXVI-Plan-I (1182 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.48
7 Apr 2020
7.5% 7.3% ₹4 Cr 0.22%
Regular 0.22%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI - FTIF SERIES XXVII - PLAN VIII (1117 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.29
13 Oct 2020
6.5% 7.0% ₹4 Cr 0.13%
Regular 0.35%
beat peers in 0% of 3-yr windows2 windows — thin record
Union Fixed Maturity Plan - Series 13 (1114 Days)no recent NAV
Union Asset Management Company Private Limited
Income ₹12.31
15 Apr 2026
6.0% 6.9% ₹4 Cr 0.25%
Regular 0.54%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI - FTIF Series XXV-Plan-XI (1211 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.59
7 Apr 2020
7.5% 7.3% ₹4 Cr 0.22%
Regular 0.22%
beat peers in 0% of 3-yr windows5 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - IV (1422 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.50
5 Apr 2022
4.2% 7.3% ₹4 Cr 0.06%
Regular 0.25%
beat peers in 100% of 3-yr windows12 windows — thin record
UTI - Dual Advantage Fixed Term Fund Series II-III (1998 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹15.73
8 Apr 2021
16.6% 5.9% ₹3 Cr 1.03%
Regular 1.16%
beat peers in 32% of 3-yr windows31 windows — thin record
UTI - FTIF Series XXV-Plan-XII (1198 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.60
7 Apr 2020
7.4% 7.3% ₹2 Cr 0.23%
Regular 0.23%
beat peers in 0% of 3-yr windows5 windows — thin record
UTI - FIIF Annual Interval Plan IVno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹27.67
11 May 2022
3.3% 4.0% ₹2 Cr 0.07%
Regular 0.17%
beat peers in 23% of 3-yr windows57 windows
UTI Quarterly Interval Fund - IIno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹30.62
25 Mar 2025
6.3% 6.2% ₹2 Cr 0.85%
Regular 0.66%
beat peers in 5% of 3-yr windows91 windows
UTI - FIIF Sr-2 Quarterly Interval Plan VIIno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹25.17
11 May 2022
2.6% 3.1% ₹2 Cr 0.78%
Regular 0.98%
beat peers in 0% of 3-yr windows57 windows
UTI - FIIF Annual Interval Plan IIno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹28.87
11 May 2022
3.3% 4.0% ₹2 Cr 0.06%
Regular 0.16%
beat peers in 4% of 3-yr windows57 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.