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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 251–300

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
UTI FTIF Series XIX- II (368 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.80
12 Jun 2017
7.9% — ₹32 Cr — not measured
UTI Fixed Term Income Fund - Series XXXV-II (1223 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.59
15 Apr 2026
6.1% 7.1% ₹32 Cr 0.21%
Regular 0.53%
beat peers in 0% of 3-yr windows5 windows — thin record
UTI - Focussed Equity Fund - Series VI (1150 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Growth ₹13.73
7 Apr 2021
67.6% 11.8% ₹31 Cr 0.90%
Regular 1.39%
beat peers in 100% of 3-yr windows3 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-XIV (1111 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.63
7 Jun 2022
5.1% 7.8% ₹30 Cr 0.17%
Regular 0.52%
beat peers in 100% of 3-yr windows2 windows — thin record
UTI - Fixed Term Income Fund Series XXX-VI (1107 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.31
26 Oct 2021
10.0% 7.2% ₹30 Cr 0.34%
Regular 0.69%
beat peers in 0% of 3-yr windows1 windows — thin record
Union Capital Protection Oriented Fund - Series 5no recent NAV
Union Asset Management Company Private Limited
Uncategorised ₹12.31
6 Feb 2017
5.3% — ₹30 Cr — not measured
UTI FTIF Series XVI - V (731 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.08
15 Sep 2016
8.0% — ₹29 Cr — not measured
UTI - Fixed Term Income fund - Series XXIX - XI (1112 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.29
15 Jul 2021
4.7% 3.9% ₹29 Cr 0.10%
Regular 0.35%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI FTIF Series XXII-VII (1098 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.89
28 Jun 2018
7.3% — ₹28 Cr — not measured
UTI FTIF Series XIX - IX (369 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.77
6 Jul 2017
7.7% — ₹28 Cr — not measured
UTI - FTIF SERIES XXVII - PLAN IX (1160 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.31
24 Nov 2020
4.0% 3.9% ₹28 Cr 0.05%
Regular 0.45%
beat peers in 0% of 3-yr windows3 windows — thin record
UTI FTIF Series XXV-IX (1098 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹11.30
13 Nov 2019
−0.8% — ₹28 Cr — not measured
UTI - FTIF - Series XXVII - Plan V (1097 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.25
11 Aug 2020
7.2% — ₹28 Cr 0.08%
Regular 0.26%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI FTIF Series XX - XI (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.98
6 Dec 2017
7.5% — ₹27 Cr — not measured
UTI - Dual Advantage Fixed Term Fund Series IV-III (1279 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.35
11 Aug 2020
5.0% 5.9% ₹27 Cr 0.66%
Regular 1.09%
beat peers in 0% of 3-yr windows7 windows — thin record
UTI FTIF Series XXIII-X (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.80
26 Dec 2018
7.7% 8.5% ₹27 Cr — not measured
UTI - Fixed Term Income Fund Series XXXI-XV (1099 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.55
7 Jun 2022
5.3% — ₹27 Cr 0.12%
Regular 0.47%
beat peers in 100% of 3-yr windows1 windows — thin record
UTI FTIF Series XXIV-XI (1098 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.54
25 Apr 2019
6.8% 7.9% ₹27 Cr — not measured
UTI - Fixed Term Income Fund Series XXXI-V (1174 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.07
10 May 2022
5.8% 8.7% ₹27 Cr 0.09%
Regular 0.44%
beat peers in 100% of 3-yr windows4 windows — thin record
UTI- Rajiv Gandhi Equity Saving Schemeno recent NAV
UNKNOWN
Uncategorised ₹13.51
21 Mar 2016
−9.9% — ₹27 Cr — not measured
UTI - Fixed Term Income Fund Series XXX-XIII (1224 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.15
19 Apr 2022
6.1% 8.5% ₹26 Cr 0.21%
Regular 0.56%
beat peers in 100% of 3-yr windows5 windows — thin record
UTI Capital Protection Oriented Scheme Series VII-II (1281 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.09
3 Sep 2019
2.9% 6.9% ₹26 Cr — not measured
UTI - Fixed Term Income Fund Series XXX-XIV (1209 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.13
19 Apr 2022
6.3% 8.6% ₹26 Cr 0.15%
Regular 0.50%
beat peers in 100% of 3-yr windows5 windows — thin record
UTI - FTIF Series XXII-V (1099 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.84
14 Jun 2018
7.4% 8.8% ₹26 Cr — not measured
UTI - Capital Protection Oriented Scheme - Series IX-I (1467 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.86
4 May 2021
7.5% 6.8% ₹26 Cr 0.62%
Regular 1.09%
beat peers in 0% of 3-yr windows13 windows — thin record
UTI Capital Protection Oriented Scheme Series VII-III (1279 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.05
16 Sep 2019
5.3% 6.9% ₹25 Cr — not measured
Union Medium Duration Fundno recent NAV
Union Asset Management Company Private Limited · Anindya Sarkar, since Aug 2020
Medium Duration ₹12.59
29 Jan 2025
8.0% 5.7% ₹25 Cr 0.63%
Regular 0.86%
not measured
UTI FTIF Series XX - VII (1103 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.06
20 Nov 2017
7.7% 9.2% ₹25 Cr — not measured
UTI - Fixed Term Income Fund Series XXXI-X (1168 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.68
30 May 2022
4.0% 7.4% ₹25 Cr 0.05%
Regular 0.30%
beat peers in 100% of 3-yr windows3 windows — thin record
UTI - MIS-Incomeno recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised — −2.3% −0.1% ₹24 Cr — not measured
UTI FTIF series XXII-X (1098 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.73
5 Jul 2018
7.1% — ₹24 Cr — not measured
UTI FTIF Series XIX - XVIII (1105 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.10
23 Aug 2017
7.8% — ₹24 Cr — not measured
UTI - FTIF - Series XXVI - Plan XV (1097 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.33
2 Jun 2020
7.8% — ₹24 Cr 0.23%
Regular 0.34%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - Focussed Equity Fund - Series IV (1104 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Growth ₹10.64
6 Oct 2020
9.9% 2.0% ₹23 Cr 1.05%
Regular 1.39%
beat peers in 100% of 3-yr windows2 windows — thin record
UTI - Fixed Term Income Fund Series XXXI-VI (1167 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.69
10 May 2022
3.9% 7.6% ₹23 Cr 0.09%
Regular 0.34%
beat peers in 100% of 3-yr windows3 windows — thin record
UTI FTIF Series XXIII-IX (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.73
12 Dec 2018
7.2% — ₹23 Cr — not measured
UTI - Fixed Term Income fund - Series XXIX - XV (1124 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.66
10 Aug 2021
4.1% 8.0% ₹23 Cr 0.03%
Regular 0.27%
beat peers in 100% of 3-yr windows2 windows — thin record
UTI FTIF Series XX - XII (1103 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.06
18 Dec 2017
7.7% 9.3% ₹23 Cr — not measured
UTI - FTIF SERIES XXVIII - PLAN VII (1169 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.54
15 Apr 2021
6.1% 4.6% ₹22 Cr 0.28%
Regular 0.58%
beat peers in 0% of 3-yr windows3 windows — thin record
UTI FTIF Series XXII-IV (1098 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.83
31 May 2018
7.4% — ₹20 Cr — not measured
UTI - Dual Advantage Fixed Term Fund Series II-II (1997 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹14.07
5 Mar 2021
13.3% 2.8% ₹20 Cr 1.03%
Regular 1.16%
beat peers in 29% of 3-yr windows31 windows — thin record
UTI - Dual Advantage Fixed Term Fund Series III-I (1998 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹15.99
23 Aug 2021
18.4% 6.1% ₹19 Cr 0.60%
Regular 1.07%
beat peers in 10% of 3-yr windows30 windows — thin record
UTI FTIF Series XVIII - XIV(368 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.84
5 Jun 2017
8.1% — ₹19 Cr — not measured
UTI - Fixed Term Income Fund Series XXXI-III (1174 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.78
19 Apr 2022
4.0% 7.7% ₹19 Cr 0.18%
Regular 0.43%
beat peers in 100% of 3-yr windows3 windows — thin record
UTI - Capital Protection Oriented Scheme - Series X-II (1134 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.05
25 May 2021
6.8% 6.5% ₹19 Cr 0.68%
Regular 1.09%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI FTIF Series XX - IX (1104 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.05
27 Nov 2017
7.7% 9.2% ₹18 Cr — not measured
UTI Dual Advantage Fixed Term Fund Series I-V (1099 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.79
3 May 2018
7.6% — ₹18 Cr — not measured
UTI FTIF Series XX - XVI (1100 Days) Growth Optionno recent NAV
UNKNOWN
Uncategorised ₹12.83
26 Dec 2017
7.0% 8.6% ₹18 Cr — not measured
UTI Dual Advantage Fixed Term Fund Series I -I (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.99
16 Jan 2018
10.7% 9.0% ₹18 Cr — not measured
UTI FTIF Series XXII-XII (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.84
31 Jul 2018
7.2% 8.6% ₹18 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.