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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.

550 funds

ordered by size · names starting with U · showing 151–200

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
UTI - FTIF - Series XXVII - Plan VI (1113 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.30
15 Sep 2020
6.2% 4.1% ₹146 Cr 0.09%
Regular 0.29%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI Multi Cap Fundno recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹14.25
2 May 2018
14.6% 10.5% ₹138 Cr — not measured
UTI Contra Fundno recent NAV
UTI Asset Mgmt. Co. Ltd.
Growth — — — ₹137 Cr — not measured
UTI Smart Woman Savings Planno recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹38.41
2 May 2018
8.3% 9.0% ₹135 Cr — not measured
UTI FTIF Series XVI - III (368 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.20
14 Sep 2016
8.1% — ₹122 Cr — not measured
UTI FTIF Series XVIII -II (1825 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹15.58
19 Mar 2019
6.1% 7.9% ₹119 Cr — not measured
UTI - Long Term Advantage Fund Series Vno recent NAV
UTI Asset Mgmt. Co. Ltd.
ELSS ₹15.47
24 Sep 2021
71.9% 17.7% ₹111 Cr 1.35%
Regular 1.44%
beat peers in 0% of 3-yr windows19 windows — thin record
UTI FTIF Series XXV-VI (1098 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹11.36
24 Sep 2019
−1.4% 4.3% ₹110 Cr — not measured
UTI - Long Term Advantage Fund Series IVno recent NAV
UTI Asset Mgmt. Co. Ltd.
ELSS ₹16.50
24 Sep 2021
72.5% 17.7% ₹109 Cr 1.31%
Regular 1.43%
beat peers in 0% of 3-yr windows21 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - XIII (1122 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.30
12 Aug 2021
13.9% 6.9% ₹109 Cr 0.16%
Regular 0.49%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI FTIF Series XXIV-VI (1181 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.91
27 May 2019
8.1% 8.0% ₹106 Cr — not measured
UTI - FTIF Series XXVI-Plan-V (1160 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.79
12 May 2020
8.8% 8.1% ₹106 Cr 0.25%
Regular 0.26%
beat peers in 67% of 3-yr windows3 windows — thin record
UTI - Dual Advantage Fixed Term Fund Series II - I (1998 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹14.60
18 Feb 2021
12.1% 3.5% ₹105 Cr 0.61%
Regular 1.09%
beat peers in 30% of 3-yr windows30 windows — thin record
UTI - Capital Protection Oriented Scheme - Series VIII-II (1831 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹15.61
28 Sep 2021
13.7% 10.9% ₹105 Cr 0.61%
Regular 1.08%
beat peers in 36% of 3-yr windows25 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-IX (1168 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.96
7 Jun 2022
5.5% 8.3% ₹105 Cr 0.06%
Regular 0.41%
beat peers in 100% of 3-yr windows4 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - I (1134 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.48
25 May 2021
8.9% 7.9% ₹105 Cr 0.30%
Regular 0.62%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN IX (1168 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.67
4 May 2021
5.8% 7.9% ₹105 Cr 0.05%
Regular 0.10%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI Capital Protection Oriented Scheme - Series IV - I (1103 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.88
31 Jul 2017
7.8% — ₹105 Cr — not measured
UTI FTIF Series XVII - I (369 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.88
13 Dec 2016
7.8% — ₹102 Cr — not measured
UTI Fixed Term Income Fund - Series XXXV-I (1260Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.74
27 Apr 2026
6.0% 7.0% ₹102 Cr 0.22%
Regular 0.54%
beat peers in 0% of 3-yr windows6 windows — thin record
UTI - FTIF Series XXVI-Plan-VIII (1154 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.45
26 May 2020
6.9% 7.2% ₹98 Cr 0.04%
Regular 0.08%
beat peers in 0% of 3-yr windows3 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-II (1222 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.19
24 May 2022
6.0% 8.4% ₹98 Cr 0.10%
Regular 0.45%
beat peers in 100% of 3-yr windows5 windows — thin record
UTI FTIF Series XXIII-VII (1098 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.62
29 Oct 2018
7.1% 8.1% ₹95 Cr — not measured
UTI-FTIF Series-XII Plan VIII (1098 Days)no recent NAV
UNKNOWN
Uncategorised ₹12.98
7 Sep 2015
— — ₹93 Cr — not measured
UTI - Fixed Term Income fund - Series XXIX - III (1131 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.40
22 Jun 2021
8.0% 4.3% ₹93 Cr 0.22%
Regular 0.54%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI FTIF Series XXIV-VII (1182 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.90
4 Jun 2019
8.2% 8.0% ₹92 Cr — not measured
UTI FTIF Series XXII-III (1099 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.84
24 May 2018
7.5% 8.6% ₹89 Cr — not measured
UTI FTIF Series XXII-XIII (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.03
16 Aug 2018
7.9% 9.2% ₹89 Cr — not measured
UTI - Fixed Term Income Fund Series XXX-XII (1254 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.16
4 May 2022
4.3% 7.9% ₹87 Cr 0.04%
Regular 0.34%
beat peers in 100% of 3-yr windows6 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - II (1118 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.42
25 May 2021
4.8% 4.7% ₹87 Cr 0.34%
Regular 0.67%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI FTIF Series XII - X ( 1096 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.82
28 Sep 2015
8.6% — ₹84 Cr — not measured
UTI - FTIF - Series XXVI - Plan XIII (1124 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.63
2 Jun 2020
8.6% 7.9% ₹84 Cr 0.11%
Regular 0.19%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI FTIF Series XXIV-VIII (1184 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.88
13 Jun 2019
8.1% 8.0% ₹84 Cr — not measured
UTI - Capital Protection Oriented Scheme - Series - IV - III (1105 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.85
5 Dec 2017
9.4% — ₹80 Cr — not measured
UTI Capital Protection Oriented Scheme Series VII-V (1281 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.80
3 Dec 2019
6.6% 6.6% ₹76 Cr — not measured
UTI FTIF Series XVI - I (366 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.16
29 Aug 2016
8.0% — ₹76 Cr — not measured
UTI - FTIF Series XXVI-Plan-VII (1140 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.72
12 May 2020
8.9% 8.1% ₹73 Cr 0.22%
Regular 0.26%
beat peers in 67% of 3-yr windows3 windows — thin record
UTI - Focussed Equity Fund - Series I ( 2195 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Growth ₹15.37
7 Sep 2020
13.5% 3.0% ₹73 Cr 1.38%
Regular 1.42%
beat peers in 46% of 3-yr windows37 windows
UTI FTIF Series XXIV-IX (1183 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.85
25 Jun 2019
8.0% 7.9% ₹73 Cr — not measured
UTI - G-Sec Fundno recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised — — — ₹70 Cr — not measured
UTI FTIF Series XVII - IV (531 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.87
28 Dec 2016
7.8% — ₹68 Cr — not measured
UTI FTIF Series XIX - XX (1099 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.12
7 Sep 2017
7.9% — ₹67 Cr — not measured
UTI - FTIF Series XXIV - XIV (1831 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹14.67
7 Jun 2021
4.8% 8.2% ₹67 Cr 0.06%
Regular 0.06%
beat peers in 24% of 3-yr windows25 windows — thin record
UTI - MISno recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹36.26
2 May 2018
5.9% 8.0% ₹64 Cr — not measured
UTI - Fixed Term Income fund - Series XXIX - VII (1135 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.54
15 Jul 2021
4.5% 7.6% ₹63 Cr 0.09%
Regular 0.34%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI Energy Fundno recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹10.58
3 Mar 2016
−15.6% — ₹63 Cr — not measured
UTI Energy Fund-Income Optionno recent NAV
UNKNOWN
Uncategorised — −15.6% — ₹63 Cr — not measured
UTI - Fixed Term Income Fund Series XXXI-VIII (1153 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.60
4 May 2022
3.9% 7.5% ₹62 Cr 0.11%
Regular 0.36%
beat peers in 100% of 3-yr windows3 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN XI (1161 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.64
10 May 2021
5.7% 7.9% ₹60 Cr 0.04%
Regular 0.09%
beat peers in 0% of 3-yr windows3 windows — thin record
UTI FTIF Series XXV-IV (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹11.42
12 Sep 2019
−1.1% — ₹59 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.