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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Expense at most % Size from ₹ cr Size to ₹ cr Same lead manager for at least years

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.

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159 funds

ordered by size · names starting with U · showing 151–159

Fund	Category	NAV	1 yr	3 yrs p.a.	Assets	Expense, Direct	How often it beat its category
UTI - FIIF Sr-2 Quarterly Interval Plan IVno recent NAV UTI Asset Mgmt. Co. Ltd.	Income	₹25.57 11 May 2022	3.1%	3.5%	₹1 Cr	0.32% Regular 0.52%	beat peers in 0% of 3-yr windows57 windows
UTI - FIIF Quarterly Interval Plan IIIno recent NAV UTI Asset Mgmt. Co. Ltd.	Income	₹28.42 11 May 2022	3.5%	3.8%	₹1 Cr	0.06% Regular 0.26%	beat peers in 4% of 3-yr windows57 windows
UTI - FIIF Monthly Interval Plan Ino recent NAV UTI Asset Mgmt. Co. Ltd.	Income	₹27.35 11 May 2022	2.6%	3.1%	₹1 Cr	0.80% Regular 1.00%	beat peers in 0% of 3-yr windows57 windows
UTI - FIIF Monthly Interval Plan IIno recent NAV UTI Asset Mgmt. Co. Ltd.	Income	₹26.27 11 May 2022	2.6%	3.1%	₹1 Cr	0.81% Regular 1.01%	beat peers in 0% of 3-yr windows57 windows
UTI - Medium Term Fund (Segregated - 17022020)no recent NAV UTI Asset Mgmt. Co. Ltd.	Medium Duration	₹0.37 27 Jan 2022	342.7%	—	₹0 Cr	—	not measured
UTI - FIIF Half Yearly Plan Ino recent NAV UTI Asset Mgmt. Co. Ltd.	Income	₹26.63 11 May 2022	2.7%	3.1%	₹0 Cr	0.81% Regular 1.01%	beat peers in 2% of 3-yr windows57 windows
UTI - FIIF Half Yearly Plan IIno recent NAV UTI Asset Mgmt. Co. Ltd.	Income	₹26.08 11 May 2022	2.9%	2.8%	₹0 Cr	0.70% Regular 0.90%	beat peers in 7% of 3-yr windows57 windows
UTI - Medium Term Fund (Segregated - 07072020)no recent NAV UTI Asset Mgmt. Co. Ltd.	Medium Duration	₹0.23 7 Jul 2020	—	—	₹0 Cr	—	not measured
UTI - Medium Term Fund ( Segregated - 06032020)no recent NAV UTI Asset Mgmt. Co. Ltd.	Medium Duration	—	—	—	₹0 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.