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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.

22 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 Index Fund
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Jul 2018
Index Funds ₹164.89
21 Sep 2026
−6.3% 6.9% ₹29,204 Cr 0.25%
Regular 0.37%
beat peers in 79% of 3-yr windows109 windows
UTI Nifty 200 Momentum 30 Index Fund
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Mar 2021
Equity Funds ₹21.05
21 Sep 2026
−1.8% 10.5% ₹8,381 Cr 0.89%
Regular 1.36%
beat peers in 80% of 3-yr windows30 windows — thin record
UTI - Nifty Next 50 Index Fund
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Jun 2018
Equity Funds ₹26.80
21 Sep 2026
3.7% 17.4% ₹7,136 Cr 0.42%
Regular 0.87%
beat peers in 100% of 3-yr windows30 windows — thin record
UTI Nifty 500 Value 50 Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since May 2023
Equity Funds ₹21.79
21 Sep 2026
9.0% 21.5% ₹797 Cr 0.75%
Regular 1.21%
beat peers in 100% of 3-yr windows5 windows — thin record
UTI Nifty 200 Quality 30 Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Sep 2024
Equity Funds ₹8.66
21 Sep 2026
−5.4% ₹546 Cr 0.67%
Regular 1.12%
not measured
UTI BSE Low Volatility Index Fund
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Mar 2022
Equity Funds ₹15.71
21 Sep 2026
−7.5% 7.0% ₹477 Cr 0.51%
Regular 0.95%
beat peers in 16% of 3-yr windows19 windows — thin record
UTI CRISIL SDL Maturity April 2033 Index Fund
UTI Asset Mgmt. Co. Ltd. · Jaydeep Bhowal, since Nov 2025
Debt Funds ₹13.03
21 Sep 2026
4.9% 7.0% ₹271 Cr 0.17%
Regular 0.40%
beat peers in 30% of 3-yr windows10 windows — thin record
UTI Nifty Midcap 150 Quality 50 Index Fund
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Apr 2022
Equity Funds ₹14.06
21 Sep 2026
−3.7% 8.2% ₹246 Cr 0.69%
Regular 1.11%
beat peers in 0% of 3-yr windows18 windows — thin record
UTI Nifty Private Bank Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Sep 2024
Equity Funds ₹10.17
21 Sep 2026
1.7% ₹222 Cr 0.56%
Regular 1.04%
not measured
UTI BSE Sensex Index Fund
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Jan 2022
Equity Funds ₹13.54
21 Sep 2026
−8.1% 5.1% ₹196 Cr 0.23%
Regular 0.31%
beat peers in 0% of 3-yr windows20 windows — thin record
UTI Nifty50 Equal Weight Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Jun 2023
Equity Funds ₹14.86
21 Sep 2026
−0.4% 11.2% ₹150 Cr 0.44%
Regular 0.89%
beat peers in 25% of 3-yr windows4 windows — thin record
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Feb 2025
Equity Funds ₹11.72
21 Sep 2026
4.3% ₹124 Cr 0.82%
Regular 1.31%
not measured
UTI Nifty 500 Index Fund
UTI Asset Mgmt. Co. Ltd.
Equity Funds ₹9.72
21 Sep 2026
₹110 Cr 44.60%
Regular 45.31%
not measured
UTI Nifty500 Shariah Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Feb 2026
Equity Funds ₹9.95
21 Sep 2026
₹86 Cr 0.76%
Regular 1.22%
not measured
UTI Nifty Alpha Low-Volatility 30 Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Nov 2024
Equity Funds ₹9.58
21 Sep 2026
−2.0% ₹75 Cr 0.82%
Regular 1.24%
not measured
UTI Nifty Midcap 150 Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Nov 2024
Equity Funds ₹10.95
21 Sep 2026
4.9% ₹74 Cr 0.66%
Regular 1.09%
not measured
UTI CRISIL SDL Maturity June 2027 Index Fund
UTI Asset Mgmt. Co. Ltd. · Jaydeep Bhowal, since Nov 2025
Debt Funds ₹13.02
21 Sep 2026
6.0% 7.5% ₹65 Cr 0.20%
Regular 0.42%
beat peers in 44% of 3-yr windows9 windows — thin record
UTI NIFTY SDL Plus AAA PSU Bond Apr 2028- 75 25 Index Fund
UTI Asset Mgmt. Co. Ltd. · Jaydeep Bhowal, since Nov 2025
Debt Funds ₹13.00
21 Sep 2026
5.9% 7.5% ₹33 Cr 0.26%
Regular 0.42%
beat peers in 29% of 3-yr windows7 windows — thin record
UTI Nifty India Manufacturing Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Feb 2025
Equity Funds ₹12.41
21 Sep 2026
5.5% ₹30 Cr 0.70%
Regular 1.12%
not measured
UTI BSE Housing Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Jun 2023
Equity Funds ₹13.55
21 Sep 2026
−11.2% 7.2% ₹24 Cr 0.62%
Regular 1.05%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI NIFTY SDL Plus AAA PSU Bond Apr 2026 75 25 Index Fundno recent NAV
UTI Asset Mgmt. Co. Ltd. · Jaydeep Bhowal, since Nov 2025
Index Funds ₹12.53
30 Apr 2026
6.1% 7.1% ₹50 Cr 0.22%
Regular 0.46%
beat peers in 0% of 3-yr windows3 windows — thin record
UTI BSE India Sector Leaders Index Fundno recent NAV
UTI Asset Mgmt. Co. Ltd.
Equity Funds 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.