Funds/Mutual funds
Mutual fund schemes
Direct plans only. Direct Growth when we can tell the option. Returns from daily AMFI NAV via MFAPI — not SEBI PMS TWRR. Research only.
AMFI NAV · data via MFAPI
CAGR, trailing 1Y/3Y/5Y, max drawdown, and Calmar from AMFI daily NAV via OpenStatz (252 trading days/year). Not SEBI PMS TWRR.
Direct plans only
- UTI ELSS Tax Saver Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 12.84%
- 1Y
- -6.82%
- 3Y
- 7.31%
- Max DD
- -35.06%
As of 2026-10-07
- UTI Fixed Term Income Fund Series XXXVI - I (1574 Days) - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 8.09%
- 1Y
- 5.80%
- 3Y
- 8.09%
- Max DD
- -0.60%
As of 2026-10-07
- UTI Floating Interest Rates Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 7.11%
- 1Y
- 6.23%
- 3Y
- 7.40%
- Max DD
- -1.46%
As of 2026-10-07
- UTI Focused Fund (30 stocks) - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 9.56%
- 1Y
- -4.58%
- 3Y
- 9.11%
- Max DD
- -19.32%
As of 2026-10-07
- UTI Income Plus Arbitrage Active Fund of Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 6.14%
- 1Y
- 5.53%
- 3Y
- Not reported
- Max DD
- -0.31%
As of 2026-10-07
- UTI Innovation Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 4.86%
- 1Y
- -5.24%
- 3Y
- Not reported
- Max DD
- -31.51%
As of 2026-10-07
- UTI Large & Mid Cap Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 14.26%
- 1Y
- -0.99%
- 3Y
- 13.74%
- Max DD
- -41.50%
As of 2026-10-07
- UTI Long Term Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 6.05%
- 1Y
- 0.47%
- 3Y
- 6.08%
- Max DD
- -5.68%
As of 2026-10-07
- UTI Medium Term Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 6.79%
- 1Y
- 4.27%
- 3Y
- 7.13%
- Max DD
- -5.31%
As of 2026-10-07
- UTI Medium to Long Term Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 6.98%
- 1Y
- 3.29%
- 3Y
- 6.80%
- Max DD
- -13.07%
As of 2026-10-07
- UTI Multi Asset Allocation Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 9.98%
- 1Y
- 1.19%
- 3Y
- 14.91%
- Max DD
- -25.02%
As of 2026-10-07
- UTI Multi Cap Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 4.24%
- 1Y
- 1.15%
- 3Y
- Not reported
- Max DD
- -14.06%
As of 2026-10-07
- UTI NIFTY SDL Plus AAA PSU Bond Apr 2028- 75:25 Index Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 7.92%
- 1Y
- 5.63%
- 3Y
- 7.92%
- Max DD
- -0.68%
As of 2026-10-07
- UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 14.33%
- 1Y
- -3.30%
- 3Y
- 9.61%
- Max DD
- -31.50%
As of 2026-10-07
- UTI Nifty 200 Quality 30 Index Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- -9.23%
- 1Y
- -8.18%
- 3Y
- Not reported
- Max DD
- -22.57%
As of 2026-10-07
- UTI Nifty 50 Index Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 11.38%
- 1Y
- -9.22%
- 3Y
- 5.92%
- Max DD
- -38.42%
As of 2026-10-07
- UTI Nifty 500 Value 50 Index Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 25.15%
- 1Y
- 3.45%
- 3Y
- 20.07%
- Max DD
- -22.63%
As of 2026-10-07
- UTI Nifty Alpha Low-Volatility 30 Index Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- -6.25%
- 1Y
- -5.62%
- 3Y
- Not reported
- Max DD
- -16.60%
As of 2026-10-07
- UTI Nifty India Manufacturing Index Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 12.96%
- 1Y
- 1.90%
- 3Y
- Not reported
- Max DD
- -12.15%
As of 2026-10-07
- UTI Nifty Midcap 150 Index Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 1.49%
- 1Y
- 1.49%
- 3Y
- Not reported
- Max DD
- -18.92%
As of 2026-10-07
- UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 7.75%
- 1Y
- -4.96%
- 3Y
- 7.51%
- Max DD
- -21.43%
As of 2026-10-07
- UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 10.98%
- 1Y
- 4.32%
- 3Y
- Not reported
- Max DD
- -17.37%
As of 2026-10-07
- UTI Nifty Private Bank Index Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 0.13%
- 1Y
- -1.41%
- 3Y
- Not reported
- Max DD
- -17.34%
As of 2026-10-07
- UTI Nifty50 Equal Weight Index Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 11.78%
- 1Y
- -4.05%
- 3Y
- 10.05%
- Max DD
- -18.12%
As of 2026-10-07
- UTI Nifty500 Shariah Index Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- Not reported
- 1Y
- Not reported
- 3Y
- Not reported
- Max DD
- -10.30%
As of 2026-10-07
- UTI Quant Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 0.91%
- 1Y
- -4.20%
- 3Y
- Not reported
- Max DD
- -14.48%
As of 2026-10-07
- UTI Retirement Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 8.37%
- 1Y
- -0.16%
- 3Y
- 8.52%
- Max DD
- -18.93%
As of 2026-10-07
- UTI Short Term Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 7.64%
- 1Y
- 5.10%
- 3Y
- 7.67%
- Max DD
- -13.16%
As of 2026-10-07
- UTI Small Cap Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 20.76%
- 1Y
- 4.65%
- 3Y
- 13.40%
- Max DD
- -22.34%
As of 2026-10-07
- UTI Ultra Short Term Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 7.74%
- 1Y
- 6.89%
- 3Y
- 7.65%
- Max DD
- -3.61%
As of 2026-10-07
- UTI Ultra Short to Short Term Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 7.24%
- 1Y
- 6.35%
- 3Y
- 7.58%
- Max DD
- -12.12%
As of 2026-10-07
- UTI Value Fund - Direct Plan - GrowthUTI Mutual FundDirect · Growth
- CAGR
- 13.25%
- 1Y
- -7.22%
- 3Y
- 11.14%
- Max DD
- -36.68%
As of 2026-10-07
- Union Active Momentum Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 2.15%
- 1Y
- 19.55%
- 3Y
- Not reported
- Max DD
- -26.57%
As of 2026-10-07
- Union Aggressive Hybrid Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 12.40%
- 1Y
- 1.28%
- 3Y
- 10.41%
- Max DD
- -15.12%
As of 2026-10-07
- Union Arbitrage Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 6.26%
- 1Y
- 6.89%
- 3Y
- 7.39%
- Max DD
- -0.59%
As of 2026-10-07
- Union Balanced Advantage Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 9.63%
- 1Y
- -0.14%
- 3Y
- 8.17%
- Max DD
- -23.78%
As of 2026-10-07
- Union Business Cycle Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 6.82%
- 1Y
- 1.76%
- 3Y
- Not reported
- Max DD
- -19.90%
As of 2026-10-07
- Union Children's Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 9.47%
- 1Y
- -0.95%
- 3Y
- Not reported
- Max DD
- -17.40%
As of 2026-10-07
- Union Consumption Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- Not reported
- 1Y
- Not reported
- 3Y
- Not reported
- Max DD
- -16.80%
As of 2026-10-07
- Union Corporate Bond Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 6.43%
- 1Y
- 3.82%
- 3Y
- 7.23%
- Max DD
- -5.71%
As of 2026-10-07
- Union Diversified Equity All Cap Active FOF - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 7.84%
- 1Y
- 8.08%
- 3Y
- Not reported
- Max DD
- -12.08%
As of 2026-10-07
- Union Dynamic Term Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 6.48%
- 1Y
- 0.28%
- 3Y
- 5.50%
- Max DD
- -6.77%
As of 2026-10-07
- Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 13.17%
- 1Y
- -2.50%
- 3Y
- 9.98%
- Max DD
- -35.36%
As of 2026-10-07
- Union Equity Savings Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 7.70%
- 1Y
- 2.78%
- 3Y
- 6.86%
- Max DD
- -14.38%
As of 2026-10-07
- Union Flexi Cap Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 13.14%
- 1Y
- -0.09%
- 3Y
- 10.88%
- Max DD
- -35.36%
As of 2026-10-07
- Union Focused Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 16.22%
- 1Y
- 4.27%
- 3Y
- 11.15%
- Max DD
- -33.96%
As of 2026-10-07
- Union Gilt Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 5.37%
- 1Y
- -0.32%
- 3Y
- 5.41%
- Max DD
- -6.49%
As of 2026-10-07
- Union Income Plus Arbitrage Active FOF - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 4.33%
- 1Y
- 4.31%
- 3Y
- Not reported
- Max DD
- -1.02%
As of 2026-10-07
- Union Innovation & Opportunities Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 18.34%
- 1Y
- 8.63%
- 3Y
- 18.64%
- Max DD
- -23.94%
As of 2026-10-07
- Union Large & Midcap Fund - Direct Plan - Growth OptionUnion Mutual FundDirect · Growth
- CAGR
- 17.16%
- 1Y
- 3.36%
- 3Y
- 12.95%
- Max DD
- -35.65%
As of 2026-10-07
| Scheme | CAGR | 1Y | 3Y | Max DD | As of | Actions |
|---|---|---|---|---|---|---|
| UTI ELSS Tax Saver Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 12.84% | -6.82% | 7.31% | -35.06% | 2026-10-07 | |
| UTI Fixed Term Income Fund Series XXXVI - I (1574 Days) - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 8.09% | 5.80% | 8.09% | -0.60% | 2026-10-07 | |
| UTI Floating Interest Rates Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 7.11% | 6.23% | 7.40% | -1.46% | 2026-10-07 | |
| UTI Focused Fund (30 stocks) - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 9.56% | -4.58% | 9.11% | -19.32% | 2026-10-07 | |
| UTI Income Plus Arbitrage Active Fund of Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 6.14% | 5.53% | Not reported | -0.31% | 2026-10-07 | |
| UTI Innovation Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 4.86% | -5.24% | Not reported | -31.51% | 2026-10-07 | |
| UTI Large & Mid Cap Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 14.26% | -0.99% | 13.74% | -41.50% | 2026-10-07 | |
| UTI Long Term Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 6.05% | 0.47% | 6.08% | -5.68% | 2026-10-07 | |
| UTI Medium Term Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 6.79% | 4.27% | 7.13% | -5.31% | 2026-10-07 | |
| UTI Medium to Long Term Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 6.98% | 3.29% | 6.80% | -13.07% | 2026-10-07 | |
| UTI Multi Asset Allocation Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 9.98% | 1.19% | 14.91% | -25.02% | 2026-10-07 | |
| UTI Multi Cap Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 4.24% | 1.15% | Not reported | -14.06% | 2026-10-07 | |
| UTI NIFTY SDL Plus AAA PSU Bond Apr 2028- 75:25 Index Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 7.92% | 5.63% | 7.92% | -0.68% | 2026-10-07 | |
| UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 14.33% | -3.30% | 9.61% | -31.50% | 2026-10-07 | |
| UTI Nifty 200 Quality 30 Index Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | -9.23% | -8.18% | Not reported | -22.57% | 2026-10-07 | |
| UTI Nifty 50 Index Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 11.38% | -9.22% | 5.92% | -38.42% | 2026-10-07 | |
| UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 25.15% | 3.45% | 20.07% | -22.63% | 2026-10-07 | |
| UTI Nifty Alpha Low-Volatility 30 Index Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | -6.25% | -5.62% | Not reported | -16.60% | 2026-10-07 | |
| UTI Nifty India Manufacturing Index Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 12.96% | 1.90% | Not reported | -12.15% | 2026-10-07 | |
| UTI Nifty Midcap 150 Index Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 1.49% | 1.49% | Not reported | -18.92% | 2026-10-07 | |
| UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 7.75% | -4.96% | 7.51% | -21.43% | 2026-10-07 | |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 10.98% | 4.32% | Not reported | -17.37% | 2026-10-07 | |
| UTI Nifty Private Bank Index Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 0.13% | -1.41% | Not reported | -17.34% | 2026-10-07 | |
| UTI Nifty50 Equal Weight Index Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 11.78% | -4.05% | 10.05% | -18.12% | 2026-10-07 | |
| UTI Nifty500 Shariah Index Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | Not reported | Not reported | Not reported | -10.30% | 2026-10-07 | |
| UTI Quant Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 0.91% | -4.20% | Not reported | -14.48% | 2026-10-07 | |
| UTI Retirement Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 8.37% | -0.16% | 8.52% | -18.93% | 2026-10-07 | |
| UTI Short Term Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 7.64% | 5.10% | 7.67% | -13.16% | 2026-10-07 | |
| UTI Small Cap Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 20.76% | 4.65% | 13.40% | -22.34% | 2026-10-07 | |
| UTI Ultra Short Term Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 7.74% | 6.89% | 7.65% | -3.61% | 2026-10-07 | |
| UTI Ultra Short to Short Term Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 7.24% | 6.35% | 7.58% | -12.12% | 2026-10-07 | |
| UTI Value Fund - Direct Plan - Growth UTI Mutual FundMFDirect · Growth | 13.25% | -7.22% | 11.14% | -36.68% | 2026-10-07 | |
| Union Active Momentum Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 2.15% | 19.55% | Not reported | -26.57% | 2026-10-07 | |
| Union Aggressive Hybrid Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 12.40% | 1.28% | 10.41% | -15.12% | 2026-10-07 | |
| Union Arbitrage Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 6.26% | 6.89% | 7.39% | -0.59% | 2026-10-07 | |
| Union Balanced Advantage Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 9.63% | -0.14% | 8.17% | -23.78% | 2026-10-07 | |
| Union Business Cycle Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 6.82% | 1.76% | Not reported | -19.90% | 2026-10-07 | |
| Union Children's Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 9.47% | -0.95% | Not reported | -17.40% | 2026-10-07 | |
| Union Consumption Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | Not reported | Not reported | Not reported | -16.80% | 2026-10-07 | |
| Union Corporate Bond Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 6.43% | 3.82% | 7.23% | -5.71% | 2026-10-07 | |
| Union Diversified Equity All Cap Active FOF - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 7.84% | 8.08% | Not reported | -12.08% | 2026-10-07 | |
| Union Dynamic Term Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 6.48% | 0.28% | 5.50% | -6.77% | 2026-10-07 | |
| Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 13.17% | -2.50% | 9.98% | -35.36% | 2026-10-07 | |
| Union Equity Savings Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 7.70% | 2.78% | 6.86% | -14.38% | 2026-10-07 | |
| Union Flexi Cap Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 13.14% | -0.09% | 10.88% | -35.36% | 2026-10-07 | |
| Union Focused Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 16.22% | 4.27% | 11.15% | -33.96% | 2026-10-07 | |
| Union Gilt Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 5.37% | -0.32% | 5.41% | -6.49% | 2026-10-07 | |
| Union Income Plus Arbitrage Active FOF - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 4.33% | 4.31% | Not reported | -1.02% | 2026-10-07 | |
| Union Innovation & Opportunities Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 18.34% | 8.63% | 18.64% | -23.94% | 2026-10-07 | |
| Union Large & Midcap Fund - Direct Plan - Growth Option Union Mutual FundMFDirect · Growth | 17.16% | 3.36% | 12.95% | -35.65% | 2026-10-07 |
1910 schemes · research only · not SEBI PMS TWRR · no most-bought ranks
Schemes with an AMFI NAV in the last year. Search still finds older plans.