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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 301–350

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
UTI FTIF Series XXV-I (1099 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹11.34
23 Jul 2019
−3.1% 4.2% ₹18 Cr — not measured
UTI - Fixed Term Income Fund Series XXX-X (1267 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.21
19 Apr 2022
4.2% 7.7% ₹18 Cr 0.16%
Regular 0.41%
beat peers in 100% of 3-yr windows6 windows — thin record
UTI - Capital Protection Oriented Scheme - Series VIII-III (1281 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.11
13 Apr 2020
2.4% 5.1% ₹17 Cr 0.63%
Regular 1.06%
beat peers in 0% of 3-yr windows7 windows — thin record
UTI - FTIF Series XXVI-Plan-III (1169 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.49
6 May 2020
7.6% 7.3% ₹17 Cr 0.29%
Regular 0.29%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI - Dual Advantage Fixed Term Fund Series IV-II (1278 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.28
28 Jul 2020
4.8% 5.7% ₹17 Cr 0.64%
Regular 1.08%
beat peers in 0% of 3-yr windows6 windows — thin record
UTI FTIF Series XXIV-X (1118 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.77
22 Apr 2019
7.6% 8.2% ₹17 Cr — not measured
UTI - Dual Advantage Fixed Term Fund Series IV-IV (1997 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹16.09
18 Aug 2022
4.9% 11.0% ₹17 Cr 0.65%
Regular 1.09%
beat peers in 73% of 3-yr windows30 windows — thin record
UTI - Fixed Term Income Fund Series XXX-VIII (1286 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.32
19 Apr 2022
4.1% 7.6% ₹17 Cr 0.09%
Regular 0.34%
beat peers in 100% of 3-yr windows7 windows — thin record
UTI FTIF Series XVI - X (369 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.96
29 Nov 2016
8.2% — ₹17 Cr — not measured
UTI - Capital Protection Oriented Scheme - Series VIII-IV (1996 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹14.86
28 Apr 2022
6.5% 8.3% ₹16 Cr 0.60%
Regular 1.09%
beat peers in 40% of 3-yr windows30 windows — thin record
UTI - Fixed Term Income Fund Series XXX-IX (1266 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.38
19 Apr 2022
13.5% 8.5% ₹16 Cr 0.21%
Regular 0.56%
beat peers in 67% of 3-yr windows6 windows — thin record
UTI - Regular Saving Fund (Segregated - 17022020)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Conservative Hybrid ₹4.08
27 Jan 2022
342.7% — ₹15 Cr — not measured
UTI Capital Protection Oriented Scheme Series VI-III (1098 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.58
1 Nov 2018
3.8% — ₹15 Cr — not measured
UTI - G-Sec Fund-Incomeno recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised — — — ₹15 Cr — not measured
UTI FTIF Series XVII -VIII (1096 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.07
23 Jan 2017
8.5% — ₹15 Cr — not measured
UTI FTIF Series XXI-XI (1112 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.79
3 Apr 2018
7.1% 8.3% ₹15 Cr — not measured
UTI FTIF Series XXII-II (1099 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.86
8 May 2018
7.5% — ₹14 Cr — not measured
Union Trigger Fund - Series 2no recent NAV
Union Asset Management Company Private Limited
Uncategorised ₹12.92
9 Jan 2018
25.8% — ₹14 Cr — not measured
UTI FTIF Series XX - VI (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.07
2 Nov 2017
8.1% — ₹14 Cr — not measured
UTI - Dual Advantage Fixed Term Fund Series II-V (1997 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹14.99
23 Jul 2021
16.4% 4.6% ₹13 Cr 0.60%
Regular 1.08%
beat peers in 13% of 3-yr windows30 windows — thin record
UTI FTIF Series XVIII - IX (733 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.85
5 Jun 2018
6.8% 7.7% ₹13 Cr — not measured
UTI - FTIF SERIES XXVIII - PLAN III (1203 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.90
15 Apr 2021
5.4% 5.5% ₹13 Cr 0.34%
Regular 0.61%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI - FTIF Series XXVI-Plan-II (1176 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.48
21 Apr 2020
7.7% 7.4% ₹12 Cr 0.16%
Regular 0.16%
beat peers in 0% of 3-yr windows3 windows — thin record
UTI Focussed Equity Fund - Series II (1102 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.05
1 Jan 2018
27.8% 9.2% ₹12 Cr — not measured
UTI FTIF Series XVI - IX (368 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.97
10 Nov 2016
8.2% — ₹12 Cr — not measured
Union KBC Capital Protection Oriented Fund - Series 3no recent NAV
Union Asset Management Company Private Limited
Uncategorised ₹12.74
21 Jul 2016
−1.5% — ₹12 Cr — not measured
UTI FTIF Series XXV-VIII (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹11.45
29 Oct 2019
−0.3% 4.6% ₹12 Cr — not measured
UTI - FTIF SERIES XXVIII - PLAN I (1230 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.51
6 Apr 2021
4.5% 4.0% ₹12 Cr 0.24%
Regular 0.48%
beat peers in 0% of 3-yr windows6 windows — thin record
UTI - Variable Investment Scheme-Income Optionno recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised — — — ₹12 Cr — not measured
UTI Annual Interval Fund - IIno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹33.75
25 Mar 2025
6.9% 6.4% ₹11 Cr 0.29%
Regular 0.39%
beat peers in 0% of 3-yr windows91 windows
UTI FTIF Series XXIII-VI (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.73
9 Nov 2018
7.3% — ₹11 Cr — not measured
UTI FTIF Series XXIV-V (1132 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.79
22 Apr 2019
7.4% 8.1% ₹11 Cr — not measured
UTI FTIF Series XX - V (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.13
23 Oct 2017
8.1% 9.3% ₹11 Cr — not measured
UTI - Dual Advantage Fixed Term Series III-III (1102 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹10.98
5 Aug 2019
−5.7% — ₹11 Cr — not measured
UTI FTIF Series XXII-I (1099 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.85
24 Apr 2018
7.6% 8.8% ₹11 Cr — not measured
UTI - FTIF - Series XXVI - Plan XII (1096 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.35
28 Apr 2020
7.7% — ₹10 Cr 0.18%
Regular 0.26%
not measured
UTI FTIF Series XXIII-XIII (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.82
1 Feb 2019
8.0% — ₹10 Cr — not measured
UTI - FTIF - Series XXVI - Plan X (1107 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.37
28 Apr 2020
7.8% 7.3% ₹10 Cr 0.33%
Regular 0.39%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI FTIF Series XXII-IX (1099 Days)no recent NAV
UNKNOWN
Uncategorised ₹12.75
2 Jul 2018
7.1% — ₹10 Cr — not measured
UTI - Fixed Term Income fund - Series XXIX - VI (1135 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.75
6 Jul 2021
4.3% 8.2% ₹9 Cr 0.06%
Regular 0.16%
beat peers in 67% of 3-yr windows3 windows — thin record
UTI FTIF Series XXI-XV (1103 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.88
17 Apr 2018
7.6% 8.8% ₹9 Cr — not measured
UTI Quarterly Interval Fund - Ino recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹34.09
25 Mar 2025
6.5% 6.3% ₹9 Cr 0.65%
Regular 0.51%
beat peers in 2% of 3-yr windows91 windows
UTI Quarterly Interval Fund - IIIno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹31.22
25 Mar 2025
6.8% 6.5% ₹8 Cr 0.07%
Regular 0.37%
beat peers in 2% of 3-yr windows91 windows
UTI - FTIF - Series XXVI - Plan IX(1113 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.38
28 Apr 2020
7.9% 7.3% ₹8 Cr 0.34%
Regular 0.38%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI FTIF Series XVI - VII (366 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.07
17 Oct 2016
8.2% — ₹8 Cr — not measured
UTI - FTIF - Series XXVI - Plan XI (1105 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.36
28 Apr 2020
7.8% 7.3% ₹8 Cr 0.34%
Regular 0.39%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI Capital Protection Oriented Scheme Series VII-I (1098 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.99
15 Jan 2019
4.0% 9.2% ₹8 Cr — not measured
UTI FTIF Series XIX - VII (1095 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.18
10 Jul 2017
8.3% — ₹8 Cr — not measured
UTI Fixed Term Income Fund - Series XXXV-III (1176 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.48
15 Apr 2026
6.0% 7.0% ₹8 Cr 0.19%
Regular 0.52%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI FTIF Series XX - III (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.18
23 Jan 2018
8.3% — ₹8 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.