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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.

240 funds

ordered by size · names starting with R · showing 201–240

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Reliance Dual Advantage Fixed Tenure Fund VII- Plan Ano recent NAV
Nippon Life India Asset Management Limited
Income ₹12.18
3 Jan 2018
19.9% 7.4% ₹3 Cr beat peers in 0% of 3-yr windows2 windows — thin record
Reliance Fixed Horizon Fund - XXV - Series 12no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.18
26 Apr 2017
7.7% ₹3 Cr not measured
Reliance Fixed Horizon Fund - XXVI - Series 29no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.83
21 Jul 2017
7.2% ₹3 Cr not measured
Reliance Dual Advantage Fixed Tenure Fund III - Plan Cno recent NAV
Nippon Life India Asset Management Limited
Income ₹16.75
29 Jul 2019
5.3% 7.5% ₹3 Cr 0.20%
Regular 1.00%
beat peers in 35% of 3-yr windows23 windows — thin record
Reliance Interval Fund III- Series 1no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.55
5 Oct 2017
7.1% 7.8% ₹3 Cr beat peers in 0% of 3-yr windows2 windows — thin record
Reliance Fixed Horizon Fund- XXVI- Series 6no recent NAV
Nippon Life India Asset Management Limited
Income ₹14.02
16 Jul 2018
6.7% 7.8% ₹3 Cr 0.06%
Regular 0.20%
beat peers in 45% of 3-yr windows11 windows — thin record
Reliance Dual Advantage Fixed Tenure Fund V - Plan Bno recent NAV
Nippon Life India Asset Management Limited
Income ₹12.50
7 Apr 2017
5.8% ₹2 Cr not measured
Reliance Fixed Horizon Fund XXVI- Series 22no recent NAV
Nippon Life India Asset Management Limited
Income ₹12.81
23 May 2017
7.7% ₹2 Cr not measured
Reliance Fixed Horizon Fund - XXIII - Series 8no recent NAV
Nippon Life India Asset Management Limited
Income ₹14.01
7 Apr 2017
10.5% ₹2 Cr not measured
Reliance Fixed Horizon Fund XXVII- Series 15no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.20
4 Apr 2018
7.3% 8.6% ₹2 Cr beat peers in 100% of 3-yr windows5 windows — thin record
Reliance Fixed Horizon Fund - XXIV - Series 13no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.32
4 Oct 2016
7.6% ₹2 Cr not measured
Reliance Yearly Interval Fund - Series 5no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.90
6 Apr 2017
7.4% ₹2 Cr not measured
Reliance Dual Advantage Fixed Tenure Fund VII- Plan Dno recent NAV
Nippon Life India Asset Management Limited
Income ₹11.99
28 Mar 2018
12.1% 5.9% ₹1 Cr beat peers in 0% of 3-yr windows1 windows — thin record
Reliance Dual Advantage Fixed Tenure Fund IV - Plan Ano recent NAV
Nippon Life India Asset Management Limited
Income ₹16.86
30 Jul 2019
4.9% 6.8% ₹1 Cr 0.35%
Regular 0.62%
beat peers in 17% of 3-yr windows23 windows — thin record
Reliance Fixed Horizon Fund - XXV - Series 26no recent NAV
Nippon Life India Asset Management Limited
Income ₹14.13
16 Jul 2018
6.7% 7.6% ₹1 Cr 0.06%
Regular 0.20%
beat peers in 18% of 3-yr windows11 windows — thin record
Reliance Fixed Horizon Fund - XXIV - Series 11no recent NAV
Nippon Life India Asset Management Limited
Income ₹14.99
2 Jul 2018
7.1% 7.8% ₹1 Cr 0.03%
Regular 0.37%
beat peers in 36% of 3-yr windows11 windows — thin record
Reliance Fixed Horizon Fund - XXV - Series 35no recent NAV
Nippon Life India Asset Management Limited
Income ₹15.61
29 Mar 2019
7.7% 8.1% ₹1 Cr 0.03%
Regular 0.15%
beat peers in 100% of 3-yr windows19 windows — thin record
Reliance Fixed Horizon Fund - XXIII - Series 12no recent NAV
Nippon Life India Asset Management Limited
Income ₹13.80
14 Jul 2017
7.4% ₹0 Cr not measured
Reliance Fixed Horizon Fund - XXIV - Series 25no recent NAV
Nippon Life India Asset Management Limited
Income ₹14.28
2 Jul 2018
6.5% 7.5% ₹0 Cr 1.39%
Regular 1.71%
beat peers in 0% of 3-yr windows11 windows — thin record
Reliance Fixed Horizon Fund - XXIV - Series 4no recent NAV
Nippon Life India Asset Management Limited
Income ₹15.03
2 Jul 2018
7.0% 7.8% ₹0 Cr 0.02%
Regular 0.05%
beat peers in 45% of 3-yr windows11 windows — thin record
Reliance Fixed Horizon Fund - XXIV - Series 15no recent NAV
Nippon Life India Asset Management Limited
Income ₹15.03
2 Jul 2018
7.1% 7.8% ₹0 Cr 0.03%
Regular 0.37%
beat peers in 45% of 3-yr windows11 windows — thin record
Reliance Fixed Horizon Fund - XLI - Series 13no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Horizon Fund - XLI - Series 3no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Horizon Fund - XLI - Series 5no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Horizon Fund - XLI - Series 6no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Horizon Fund - XLI - Series 7no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Horizon Fund - XLI - Series 9no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Horizon Fund - XXXX - Series 10no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Horizon Fund - XXXX - Series 13no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Horizon Fund - XXXX - Series 18no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Horizon Fund - XXXX - Series 20no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Horizon Fund - XXXX - Series 9no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Horizon Fund XXXII- Series 3no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Horizon Fund XXXIX- Series 12no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Horizon Fund XXXIX- Series 13no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Horizon Fund XXXVII- Series 2no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Reliance Fixed Term Schemeno recent NAV
Nippon Life India Asset Management Limited
Gilt not measured
Reliance Interval Fund I - Half yearly Interval Fund - Series 1no recent NAV
Nippon Life India Asset Management Limited
Income not measured
Religare Fixed Maturity Plan - Series II - Plan A to F - Plan C (15 Months)no recent NAV
Invesco Asset Management (India) Private Limited
Income not measured
Religare Invesco Monthly Income Planno recent NAV
Invesco Asset Management (India) Private Limited
Income 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.