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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 201–250

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
UTI - Capital Protection Oriented Scheme - Series IX-III (1389 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.66
3 Jun 2021
6.8% 7.5% ₹59 Cr 0.62%
Regular 1.08%
beat peers in 0% of 3-yr windows11 windows — thin record
UTI - FTIF Series XXVI-Plan-VI (1146 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.46
5 May 2020
7.3% 7.2% ₹58 Cr 0.06%
Regular 0.06%
beat peers in 0% of 3-yr windows3 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - XIV (1131 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.70
10 Aug 2021
4.1% 8.0% ₹58 Cr 0.04%
Regular 0.28%
beat peers in 100% of 3-yr windows2 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN X (1153 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹10.97
4 May 2021
3.6% 3.0% ₹58 Cr 0.34%
Regular 0.66%
beat peers in 0% of 3-yr windows3 windows — thin record
UTI FTIF Series XIX - XV (1101 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.10
16 Aug 2017
7.9% — ₹57 Cr — not measured
UTI Capital Protection Oriented Scheme Series VII-IV (1278 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.84
5 Nov 2019
6.3% 6.7% ₹55 Cr — not measured
UTI FTIF Series XX - I (1099 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.16
21 Sep 2017
8.2% 9.5% ₹54 Cr — not measured
UTI - Fixed Term Income fund - Series XXIX - V (1113 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.53
22 Jun 2021
7.1% 4.8% ₹54 Cr 0.34%
Regular 0.67%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI FTIF Series XXIV-XV (1099 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.61
18 Jun 2019
7.8% 8.0% ₹53 Cr — not measured
UTI FTIF Series XXIV-XIII (1097 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.49
28 May 2019
7.0% 7.7% ₹52 Cr — not measured
UTI Capital Protection Oriented Scheme Series VIII-I (1278 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.72
18 Feb 2020
6.7% 6.8% ₹52 Cr — not measured
UTI FTIF Series XVI - IV (369 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.12
29 Sep 2016
7.7% — ₹52 Cr — not measured
UTI - FTIF SERIES XXVIII - PLAN IV (1204 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.64
15 Apr 2021
6.0% 7.8% ₹51 Cr 0.04%
Regular 0.08%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI FTIF Series XXV-II (1097 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹11.31
6 Aug 2019
−2.5% — ₹51 Cr — not measured
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 - Fixed Term Income fund - Series XXIX - VIII (1127 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.77
15 Jul 2021
4.5% 8.3% ₹50 Cr 0.05%
Regular 0.29%
beat peers in 100% of 3-yr windows2 windows — thin record
UTI - Fixed Term Income fund - Series XXIX - IX (1109 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹10.97
15 Jul 2021
14.6% 3.0% ₹50 Cr 0.22%
Regular 0.55%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-XIII (1127 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.70
7 Jun 2022
5.1% 7.7% ₹49 Cr 0.27%
Regular 0.62%
beat peers in 100% of 3-yr windows2 windows — thin record
UTI FTIF Series XXIII-XV (1176 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.88
25 Apr 2019
7.9% 7.9% ₹46 Cr — not measured
UTI - FTIF SERIES XXVIII - PLAN XIV (1147 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.56
10 May 2021
5.6% 7.9% ₹44 Cr 0.10%
Regular 0.15%
beat peers in 0% of 3-yr windows3 windows — thin record
UTI - FTIF SERIES XXVIII - PLAN VI (1190 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.63
15 Apr 2021
6.0% 7.9% ₹44 Cr 0.04%
Regular 0.08%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI FTIF Series XXV-V (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.43
30 Aug 2019
7.9% 7.5% ₹43 Cr — not measured
UTI - Fixed Term Income Fund Series XXXIII-I (1135 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.17
25 Apr 2023
5.3% 6.1% ₹42 Cr 0.09%
Regular 0.34%
beat peers in 50% of 3-yr windows2 windows — thin record
UTI FTIF Series XXIII-I (1098 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.81
14 Sep 2018
7.3% 8.5% ₹42 Cr — not measured
UTI - Fixed Term Income Fund Series XXXI-XII (1148 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.75
7 Jun 2022
5.3% 7.9% ₹42 Cr 0.05%
Regular 0.40%
beat peers in 100% of 3-yr windows3 windows — thin record
UTI - Fixed Term Income Fund Series XXX-XI (1246 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.26
26 Apr 2022
6.0% 8.4% ₹42 Cr 0.10%
Regular 0.45%
beat peers in 100% of 3-yr windows5 windows — thin record
UTI FTIF Series XXV-III (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹11.61
27 Aug 2019
−0.2% 5.0% ₹42 Cr — not measured
UTI FTIF Series XV -X (368 DAYS)no recent NAV
UNKNOWN
Uncategorised ₹13.08
23 Aug 2016
7.9% — ₹41 Cr — not measured
UTI - FTIF SERIES XXVIII - PLAN VIII (1171 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.64
15 Apr 2021
6.1% 7.9% ₹40 Cr 0.07%
Regular 0.11%
beat peers in 0% of 3-yr windows3 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-IV (1204 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.15
24 May 2022
5.8% 8.3% ₹40 Cr 0.16%
Regular 0.51%
beat peers in 100% of 3-yr windows4 windows — thin record
UTI - Fixed Term Income Fund Series XXX-V (1135 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.79
26 Oct 2021
3.8% 8.3% ₹40 Cr 0.05%
Regular 0.29%
beat peers in 100% of 3-yr windows2 windows — thin record
Union Asset Allocation Fund - Moderate Planno recent NAV
Union Asset Management Company Private Limited
Uncategorised ₹16.45
20 Mar 2019
5.4% 7.6% ₹39 Cr — not measured
UTI - Dual Advantage Fixed Term Fund Series IV-I (1279 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.45
9 Jun 2020
4.2% 6.2% ₹39 Cr 0.68%
Regular 1.09%
beat peers in 0% of 3-yr windows7 windows — thin record
UTI FTIF Series XXII-XV (1098Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.99
30 Aug 2018
7.8% — ₹39 Cr — not measured
UTI FTIF Series XVI - II (1100 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.26
31 Aug 2016
7.6% — ₹39 Cr — not measured
UTI FTIF Series XXIV-XII (1099 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.57
14 May 2019
— — ₹38 Cr — not measured
UTI - Fixed Term Income Fund Series XXX-IV (1125 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.87
26 Oct 2021
6.7% 8.7% ₹37 Cr 0.34%
Regular 0.66%
beat peers in 100% of 3-yr windows1 windows — thin record
UTI - FTIF - Series XXVI - Plan XIV (1105 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.35
2 Jun 2020
7.8% 7.2% ₹37 Cr 0.22%
Regular 0.32%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI FTIF Series XIX - XIX (1101 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.10
31 Aug 2017
8.0% — ₹37 Cr — not measured
UTI - Dual Advantage Fixed Term Fund Series V - I (1103 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.78
21 Sep 2020
4.5% 5.6% ₹36 Cr 0.66%
Regular 1.09%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI FTIF Series XXII-XI (1098 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.72
12 Jul 2018
7.2% — ₹35 Cr — not measured
UTI - Fixed Term Income Fund Series XXXI-VII (1155 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.87
10 May 2022
5.4% 8.3% ₹35 Cr 0.06%
Regular 0.41%
beat peers in 100% of 3-yr windows3 windows — thin record
UTI FTIF Series XV -VIII (368 DAYS)no recent NAV
UNKNOWN
Uncategorised ₹13.09
9 Aug 2016
8.1% — ₹34 Cr — not measured
UTI FTIF Series XIX - XI (366 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.76
12 Jul 2017
7.7% — ₹34 Cr — not measured
UTI Capital Protection Oriented Scheme - Series VI-I (1098 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.92
28 Aug 2018
8.9% 8.9% ₹34 Cr — not measured
UTI - FTIF SERIES XXVII - PLAN X (1118 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.14
24 Nov 2020
5.8% 6.7% ₹33 Cr 0.06%
Regular 0.31%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - FTIF - Series XXVII - Plan IV (1113 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.28
11 Aug 2020
7.1% 7.0% ₹33 Cr 0.10%
Regular 0.27%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI - FTIF - Series XXVII - Plan VII (1104 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.25
15 Sep 2020
6.8% 7.1% ₹33 Cr 0.06%
Regular 0.27%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI FTIF Series XXIII-VIII (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.72
27 Nov 2018
7.2% 8.3% ₹32 Cr — not measured
UTI - Capital Protection Oriented Scheme - Series IX-II (1462 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.88
8 Jun 2021
7.2% 7.7% ₹32 Cr 0.63%
Regular 1.08%
beat peers in 0% of 3-yr windows13 windows — thin record

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.