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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.

15 funds

ordered by size · names starting with U

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
UTI Nifty 50 ETF
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Jul 2018
Equity ETF — −6.1% −50.3% ₹72,214 Cr 0.00%
Regular 0.05%
beat peers in 58% of 3-yr windows97 windows
UTI BSE Sensex ETF
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Jul 2018
Equity ETF — −8.0% 5.3% ₹56,225 Cr 0.00%
Regular 0.06%
beat peers in 61% of 3-yr windows97 windows
UTI Nifty Bank ETF
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Sep 2020
Equity ETF — 2.6% 8.8% ₹3,152 Cr 0.00%
Regular 0.19%
beat peers in 22% of 3-yr windows37 windows
UTI - Nifty Next 50 Exchange Traded Fund
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Jul 2018
Equity ETF — 3.9% 17.7% ₹2,289 Cr 0.00%
Regular 0.18%
beat peers in 42% of 3-yr windows74 windows
UTI - Gold Exchange Traded Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since May 2025
Gold ETF — 36.3% 36.3% ₹1,874 Cr 0.00%
Regular 0.59%
beat peers in 50% of 3-yr windows109 windows
UTI Silver Exchange Traded Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since May 2025
Silver ETF — 75.5% 46.0% ₹729 Cr 0.00%
Regular 0.59%
beat peers in 0% of 3-yr windows6 windows — thin record
Union Gold ETF
Union Asset Management Company Private Limited · Vinod Malviya, since Feb 2025
Gold ETF — 35.2% — ₹281 Cr 0.49%
Regular 0.00%
not measured
UTI - BSE Sensex Next 50 Exchange Traded Fund
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Feb 2019
Equity ETF — 2.1% 16.3% ₹33 Cr 0.00%
Regular 0.31%
beat peers in 58% of 3-yr windows55 windows
UTI Nifty 1D Rate Liquid ETF
UTI Asset Mgmt. Co. Ltd.
Debt ETF ₹1,008.82
21 Sep 2026
— — ₹26 Cr — not measured
UTI Nifty Midcap 150 Exchange Traded Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Aug 2023
Equity ETF — 5.2% 15.5% ₹13 Cr 0.00%
Regular 0.29%
beat peers in 100% of 3-yr windows1 windows — thin record
UTI Nifty 500 Exchange Traded Fund
UTI Asset Mgmt. Co. Ltd.
Equity ETF — — — ₹9 Cr 0.00%
Regular 7.39%
not measured
UTI Nifty IT ETF
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Jan 2024
Equity ETF — −17.1% — ₹6 Cr 0.00%
Regular 0.30%
not measured
UTI Nifty 5 yr Benchmark G-Sec ETF
UTI Asset Mgmt. Co. Ltd. · Jaydeep Bhowal, since Jan 2024
Debt ETF — 4.5% — ₹2 Cr 0.00%
Regular 0.23%
not measured
UTI Nifty 10 yr Benchmark G-Sec ETF
UTI Asset Mgmt. Co. Ltd. · Jaydeep Bhowal, since Jan 2024
Debt ETF — 1.6% — ₹1 Cr 0.00%
Regular 0.30%
not measured
UTI BSE India Sector Leaders Exchange Traded Fund
UTI Asset Mgmt. Co. Ltd.
Equity ETF — — — — 0.00%
Regular 0.24%
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.