ANVESHAN Create account

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.

Narrow by number

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 401–450

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
UTI-FMP-Yearly Series March 2014no recent NAV
UNKNOWN
Uncategorised ₹13.79
3 May 2018
7.0% 7.8% ₹2 Cr — not measured
UTI - FTIF Series XXV-Plan-XII (1198 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹12.60
7 Apr 2020
7.4% 7.3% ₹2 Cr 0.23%
Regular 0.23%
beat peers in 0% of 3-yr windows5 windows — thin record
UTI - FIIF Annual Interval Plan IVno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹27.67
11 May 2022
3.3% 4.0% ₹2 Cr 0.07%
Regular 0.17%
beat peers in 23% of 3-yr windows57 windows
UTI Dual Advantage Fixed Term Fund Series I-IV (1099 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.74
3 Apr 2018
7.8% — ₹2 Cr — not measured
UTI Fixed Income Interval Fundno recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹24.95
25 Feb 2019
7.7% 7.2% ₹2 Cr — not measured
UTI Quarterly Interval Fund - IIno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹30.62
25 Mar 2025
6.3% 6.2% ₹2 Cr 0.85%
Regular 0.66%
beat peers in 5% of 3-yr windows91 windows
UTI FTIF Series XIX - III (368 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.68
26 Jun 2018
6.8% 7.8% ₹2 Cr — not measured
UTI FTIF Series XVII -XX (369 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.89
5 Apr 2017
8.0% — ₹2 Cr — not measured
UTI FTIF Series XVIII - XI (1095 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹14.10
29 May 2018
6.9% 8.1% ₹2 Cr — not measured
UTI FTIF Series XVII -XVIII (796 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹14.07
5 Jun 2018
6.6% 7.6% ₹2 Cr — not measured
UTI FTIF Series XXI-X (1112 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.88
3 Apr 2018
7.3% 8.6% ₹2 Cr — not measured
UTI FTIF Series XVII -XI (430 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.02
5 Apr 2017
8.2% — ₹2 Cr — not measured
UTI FTIF Series XXI-III (1158 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.09
3 Apr 2018
7.5% 8.9% ₹2 Cr — not measured
UTI - FIIF Sr-2 Quarterly Interval Plan VIIno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹25.17
11 May 2022
2.6% 3.1% ₹2 Cr 0.78%
Regular 0.98%
beat peers in 0% of 3-yr windows57 windows
UTI - FIIF Annual Interval Plan IIno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹28.87
11 May 2022
3.3% 4.0% ₹2 Cr 0.06%
Regular 0.16%
beat peers in 4% of 3-yr windows57 windows
UTI - FIIF Sr-2 Quarterly Interval Plan IVno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹25.57
11 May 2022
3.1% 3.5% ₹1 Cr 0.32%
Regular 0.52%
beat peers in 0% of 3-yr windows57 windows
UTI FTIF Series XIX - XII (366 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.81
18 Jul 2017
7.6% — ₹1 Cr — not measured
UTI - FIIF Quarterly Interval Plan IIIno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹28.42
11 May 2022
3.5% 3.8% ₹1 Cr 0.06%
Regular 0.26%
beat peers in 4% of 3-yr windows57 windows
UTI Dual Advantage Fixed Term Fund Series I-III (1111 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.65
3 Apr 2018
7.2% 8.0% ₹1 Cr — not measured
UTI - FIIF Monthly Interval Plan Ino recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹27.35
11 May 2022
2.6% 3.1% ₹1 Cr 0.80%
Regular 1.00%
beat peers in 0% of 3-yr windows57 windows
UTI FTIF Series XVII -XIX (398 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.92
5 Apr 2017
8.3% — ₹1 Cr — not measured
UTI FTIF Series XXI-XIV (1103 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.94
3 Apr 2018
7.5% 8.9% ₹1 Cr — not measured
UTI FTIF Series XVII - XIII (369 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.98
24 Apr 2018
6.9% 7.7% ₹1 Cr — not measured
UTI FTIF Series XX - II (1103 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.17
3 Oct 2017
8.3% — ₹1 Cr — not measured
UTI FTIF Series XXIII-XIV (1145 Days)no recent NAV
UNKNOWN
Uncategorised ₹12.89
3 Apr 2019
7.6% 8.3% ₹1 Cr — not measured
UTI FTIF Series XVII -XIV (423 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.92
24 Apr 2018
6.9% 7.7% ₹1 Cr — not measured
UTI FTIF Series XXI-IV (1146 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.07
3 Apr 2018
7.5% 8.9% ₹1 Cr — not measured
UTI FTIF Series XXI-XII (1106 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.93
3 Apr 2018
7.5% 8.8% ₹1 Cr — not measured
UTI FTIF Series XVII -VII (465 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹14.08
15 May 2018
7.0% 7.8% ₹1 Cr — not measured
UTI - FIIF Monthly Interval Plan IIno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹26.27
11 May 2022
2.6% 3.1% ₹1 Cr 0.81%
Regular 1.01%
beat peers in 0% of 3-yr windows57 windows
UTI - Variable Investment Schemeno recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised — — — ₹1 Cr — not measured
UTI FTIF Series XXIV-XVII (1098 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹12.63
2 Jul 2019
8.3% — ₹1 Cr — not measured
UTI F I I Fno recent NAV
UNKNOWN
Uncategorised ₹20.73
15 Oct 2018
6.7% 7.4% ₹1 Cr — not measured
UTI FTIF Series XVIII -I (400 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.84
3 May 2018
7.1% 7.8% ₹1 Cr — not measured
UTI-FTIF Series-XII Plan VIII (1098 Days) - Maturity Dividend Optionno recent NAV
UNKNOWN
Uncategorised — — — ₹1 Cr — not measured
UTI FTIF Series XVIII -V (370 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.75
24 Apr 2018
6.9% 7.9% ₹1 Cr — not measured
UTI FTIF Series XIX- I (369 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.76
26 Jun 2018
7.0% 7.9% ₹0 Cr — not measured
UTI FTIF Series XVII -X (1152 DAYS)no recent NAV
UNKNOWN
Uncategorised ₹13.95
17 Apr 2018
6.9% 7.7% ₹0 Cr — not measured
UTI FTIF Series XVII - XII (1148 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹14.22
17 Apr 2018
6.7% 7.7% ₹0 Cr — not measured
UTI - Medium Term Fund (Segregated - 17022020)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Medium Duration ₹0.37
27 Jan 2022
342.7% — ₹0 Cr — not measured
UTI FTIF Series XVIII - VIII ( 366 days )no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.75
15 May 2018
7.0% 7.8% ₹0 Cr — not measured
UTI - FIIF Half Yearly Plan Ino recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹26.63
11 May 2022
2.7% 3.1% ₹0 Cr 0.81%
Regular 1.01%
beat peers in 2% of 3-yr windows57 windows
UTI FTIF Series XX - XVII (1102 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.04
1 Jan 2018
7.6% — ₹0 Cr — not measured
UTI Fixed Interval Income Fundno recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹19.25
31 Dec 2018
7.0% 7.5% ₹0 Cr — not measured
UTI FTIF Series XIX - V (1095 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹14.11
3 Jul 2018
7.0% 8.2% ₹0 Cr — not measured
UTI FTIF Series XVII -XVI (367 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹14.03
17 Apr 2018
7.8% 8.0% ₹0 Cr — not measured
UTI FTIF Series XIX - VI (366 Days)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.66
3 Jul 2018
6.9% 7.8% ₹0 Cr — not measured
UTI - FIIF Half Yearly Plan IIno recent NAV
UTI Asset Mgmt. Co. Ltd.
Income ₹26.08
11 May 2022
2.9% 2.8% ₹0 Cr 0.70%
Regular 0.90%
beat peers in 7% of 3-yr windows57 windows
UTI FTIF Series XVIII -IV (366 DAYS)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Uncategorised ₹13.81
3 May 2018
6.8% 7.7% ₹0 Cr — not measured
UTI FTIF Series XVIII -II (1825 DAYS)-Flexi Div Optionno recent NAV
UNKNOWN
Uncategorised — −27.3% −5.2% ₹0 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.