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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5 funds

ordered by size · names starting with U

Fund	Category	NAV	1 yr	3 yrs p.a.	Assets	Expense, Direct	How often it beat its category
UTI Retirement Fund UTI Asset Mgmt. Co. Ltd. · V Srivatsa, since Nov 2009	Retirement	—	1.4%	8.7%	₹4,714 Cr	1.16% Regular 1.63%	beat peers in 17% of 3-yr windows109 windows
UTI Children's Hybrid Fund UTI Asset Mgmt. Co. Ltd. · Sachin Trivedi, since Jun 2025	Children's	—	−1.1%	6.4%	₹4,407 Cr	1.52% Regular 1.63%	beat peers in 4% of 3-yr windows109 windows
UTI Children's Equity Fund UTI Asset Mgmt. Co. Ltd. · Sachin Trivedi, since Jun 2025	Children's	₹88.92 21 Sep 2026	−6.8%	7.4%	₹1,125 Cr	1.37% Regular 2.24%	beat peers in 65% of 3-yr windows109 windows
Union Retirement Fund Union Asset Management Company Private Limited · Pratik Dharmshi, since Dec 2024	Retirement	₹17.26 21 Sep 2026	3.9%	13.3%	₹209 Cr	1.37% Regular 2.69%	beat peers in 100% of 3-yr windows13 windows — thin record
Union Children's Fund Union Asset Management Company Private Limited · Parijat Agrawal, since Nov 2023	Children's	₹13.13 21 Sep 2026	1.2%	—	₹91 Cr	1.47% Regular 2.64%	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.