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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 351–400

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
UTI FTIF Series XVIII - XV (366 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.80
5 Jun 2017
8.0% — ₹7 Cr — not measured
UTI FTIF Series XXIII-V (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.71
25 Oct 2018
7.2% 8.3% ₹7 Cr — not measured
UTI Capital Protection Oriented Scheme Series V-II (1135 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.82
10 Apr 2018
8.2% 8.3% ₹7 Cr — not measured
UTI FTIF Series XX - XVI (1100 Days) Growth Option Directno recent NAV
UNKNOWN
Uncategorised ₹13.07
26 Dec 2017
7.6% 9.3% ₹7 Cr — not measured
UTI FTIF Series XXI-VIII (1136 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.98
18 Apr 2018
7.3% 8.6% ₹7 Cr — not measured
UTI FTIF Series XXIII-XII (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.78
16 Jan 2019
7.8% 8.7% ₹7 Cr — not measured
UTI - FTIF SERIES XXVIII - PLAN V (1190 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.59
15 Apr 2021
5.0% 4.7% ₹7 Cr 0.28%
Regular 0.56%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI FTIF Series XVI - VIII (368 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.98
25 Oct 2016
8.3% — ₹6 Cr — not measured
UTI FTIF Series XVII -IX (466 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.20
15 May 2017
7.9% — ₹6 Cr — not measured
UTI Dual Advantage Fixed Term Fund Series I- II (1145 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.74
10 Apr 2018
7.3% 8.1% ₹6 Cr — not measured
UTI FTIF Series XVIII -VI (367 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.80
18 Apr 2017
8.0% — ₹6 Cr — not measured
UTI - Fixed Term Income Fund Series XXXII-I(1126 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.58
19 Jul 2022
4.9% 7.5% ₹6 Cr 0.13%
Regular 0.48%
beat peers in 100% of 3-yr windows2 windows — thin record
UTI - Fixed Term Income Fund Series XXX-XV (1223 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.94
19 Apr 2022
4.0% 7.6% ₹6 Cr 0.29%
Regular 0.54%
beat peers in 100% of 3-yr windows5 windows — thin record
UTI - Fixed Term Income Fund Series XXXII-II(1111 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.51
19 Jul 2022
4.1% 7.4% ₹6 Cr 0.12%
Regular 0.47%
beat peers in 100% of 3-yr windows1 windows — thin record
UTI - FTIF - Series XXVII - Plan I (1113 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.36
7 Jul 2020
7.8% 7.2% ₹6 Cr 0.18%
Regular 0.31%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI FTIF Series XXI-VII (1143 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.04
18 Apr 2018
7.4% 8.7% ₹6 Cr — not measured
UTI FTIF Series XXV-VII (1097 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹11.34
9 Oct 2019
−0.7% — ₹6 Cr — not measured
UTI - Bond Fund ( Segregated - 17022020 )no recent NAV
UTI Asset Mgmt. Co. Ltd.
Corporate Bond ₹7.35
27 Jan 2022
342.3% — ₹6 Cr 1.25%
Regular 1.62%
not measured
UTI - Fixed Term Income Fund Series XXXI-I (1209 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.89
19 Apr 2022
4.1% 7.7% ₹5 Cr 0.11%
Regular 0.36%
beat peers in 100% of 3-yr windows5 windows — thin record
UTI Capital Protection Oriented Scheme - Series IV-II (1104 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.72
3 Oct 2017
7.2% 8.3% ₹5 Cr — not measured
UTI Capital Protection Oriented Scheme - Series V-I (1163 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.72
5 Apr 2018
7.0% 8.0% ₹5 Cr — not measured
UTI FTIF Series XXIII-IV (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.73
17 Oct 2018
7.2% 8.4% ₹5 Cr — not measured
UTI - Dual Advantage Fixed Term Series III-II (1278 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹11.94
7 Jan 2020
−1.5% 4.5% ₹5 Cr — not measured
UTI - FTIF SERIES XXVIII - PLAN II (1210 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹11.51
6 Apr 2021
4.0% 4.0% ₹5 Cr 0.18%
Regular 0.44%
beat peers in 0% of 3-yr windows5 windows — thin record
UTI FTIF Series XVII -XVII (395 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.97
13 Apr 2017
8.3% — ₹5 Cr — not measured
UTI FTIF Series XXII-VIII (1099 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.81
13 Jul 2018
7.4% — ₹5 Cr — not measured
UTI FTIF Series XXIV-II (1142 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.93
16 Apr 2019
8.0% 8.3% ₹5 Cr — not measured
UTI - FTIF - Series XXVII - Plan III (1096 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.31
7 Jul 2020
7.8% — ₹5 Cr 0.22%
Regular 0.37%
beat peers in 0% of 3-yr windows1 windows — thin record
UTI - FTIF Series XXV-Plan-X (1229 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.62
7 Apr 2020
7.5% 7.4% ₹4 Cr 0.06%
Regular 0.06%
beat peers in 0% of 3-yr windows5 windows — thin record
UTI - FTIF Series XXVI-Plan-I (1182 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.48
7 Apr 2020
7.5% 7.3% ₹4 Cr 0.22%
Regular 0.22%
beat peers in 0% of 3-yr windows4 windows — thin record
UTI - FTIF SERIES XXVII - PLAN VIII (1117 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.29
13 Oct 2020
6.5% 7.0% ₹4 Cr 0.13%
Regular 0.35%
beat peers in 0% of 3-yr windows2 windows — thin record
Union Fixed Maturity Plan - Series 13 (1114 Days)no recent NAV
Union Asset Management Company Private Limited
Income ₹12.31
15 Apr 2026
6.0% 6.9% ₹4 Cr 0.25%
Regular 0.54%
beat peers in 0% of 3-yr windows2 windows — thin record
UTI Capital Protection Oriented Scheme Series VI-II ( 1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.66
5 Oct 2018
6.4% — ₹4 Cr — not measured
UTI - FTIF Series XXV-Plan-XI (1211 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.59
7 Apr 2020
7.5% 7.3% ₹4 Cr 0.22%
Regular 0.22%
beat peers in 0% of 3-yr windows5 windows — thin record
UTI FTIF Series XVIII - X (366 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.74
29 May 2018
6.9% 7.8% ₹4 Cr — not measured
UTI FTIF Series XVIII -VII (368 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.75
15 May 2018
7.0% 7.8% ₹4 Cr — not measured
UTI - Fixed Term Income fund - Series XXIX - IV (1422 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹13.50
5 Apr 2022
4.2% 7.3% ₹4 Cr 0.06%
Regular 0.25%
beat peers in 100% of 3-yr windows12 windows — thin record
UTI FTIF Series XXIII-II (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.75
3 Oct 2018
7.2% — ₹4 Cr — not measured
UTI FTIF Series XXI-VI (1145 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.04
10 Apr 2018
7.5% 8.8% ₹3 Cr — not measured
UTI FTIF Series XVIII - XII (366 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.71
29 May 2018
6.8% 7.8% ₹3 Cr — not measured
UTI FTIF Series XIX - X (367 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.76
6 Jul 2017
7.7% — ₹3 Cr — not measured
UTI - Dual Advantage Fixed Term Fund Series II-III (1998 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹15.73
8 Apr 2021
16.6% 5.9% ₹3 Cr 1.03%
Regular 1.16%
beat peers in 32% of 3-yr windows31 windows — thin record
UTI FTIF Series XVIII - XIII(366 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.71
5 Jun 2018
6.8% 7.8% ₹3 Cr — not measured
UTI FTIF Series XXI - I (1100 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.99
9 Jan 2018
7.8% — ₹3 Cr — not measured
Union Short Term Fundno recent NAV
Union Asset Management Company Private Limited
Uncategorised ₹1,663.25
18 Jan 2019
6.5% 6.3% ₹3 Cr — not measured
UTI-Long Term Advantage Fund Series -IIno recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹30.53
2 Apr 2018
11.8% 8.7% ₹3 Cr — not measured
Union Capital Protection Oriented Fund - Series 6no recent NAV
Union Asset Management Company Private Limited
Uncategorised ₹11.30
3 Apr 2018
7.9% — ₹3 Cr — not measured
Union KBC Capital Protection Oriented Fund - Series 4no recent NAV
Union Asset Management Company Private Limited
Uncategorised ₹12.34
7 Jul 2016
0.0% — ₹2 Cr — not measured
UTI FTIF Series XIX - IV (366 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.67
26 Jun 2018
6.9% 7.8% ₹2 Cr — not measured
UTI FTIF Series XVIII -III (367 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.91
18 Apr 2017
7.8% — ₹2 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.