returns_5yr
float64 -4.1
23.2
| fund_age_yr
int64 1
17
| min_lumpsum
int64 0
25k
| expense_ratio
float64 0
2.59
| min_sip
int64 0
2k
| sortino
float64 -1.04
12.6
| fund_size_cr
float64 2.38
57.1k
| sd
float64 0.27
77.7
| rating
int64 0
5
| sharpe
float64 -0.82
3.52
| risk_level
int64 1
6
| beta
float64 -31.86
5.04
| category
stringclasses 5
values | alpha
float64 -13.36
27.2
| fund_manager
stringlengths 6
25
| amc_name
stringclasses 37
values | returns_1yr
float64 -19.7
131
| returns_3yr
float64 3.3
71.4
| scheme_name
stringlengths 12
57
| train
int64 0
0
| sub_category
stringclasses 38
values |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
8.9 | 10 | 5,000 | 2.02 | 1,000 | 2.68 | 5.12 | 16.22 | 3 | 1.32 | 6 | 0.56 | Equity | 3.64 | Neha Raichura | Taurus Mutual Fund | -0.7 | 25.3 | Taurus Infrastructure Fund | 0 | Sectoral / Thematic Mutual Funds |
7.6 | 10 | 5,000 | 0.44 | 1,000 | 1.64 | 30 | 17.24 | 1 | 0.94 | 6 | 0.96 | Equity | -5.6 | Ankit Tikmany | Taurus Mutual Fund | -2.5 | 19.5 | Taurus Largecap Equity Fund | 0 | Large Cap Mutual Funds |
12.3 | 10 | 5,000 | 0.44 | 1,000 | 3.29 | 2.38 | 16.42 | 0 | 1.33 | 6 | 0.98 | Other | -0.33 | Ramneek Kundra | Taurus Mutual Fund | 1.2 | 25.8 | Taurus Nifty 50 Index Fund | 0 | Index Funds |
10.6 | 10 | 500 | 1.73 | 500 | 2.62 | 59 | 13.7 | 3 | 1.47 | 6 | 0.76 | Equity | 2.15 | Ramneek Kundra | Taurus Mutual Fund | 6.8 | 24.4 | Taurus Tax Shield – Direct Growth | 0 | ELSS Mutual Funds |
14.5 | 10 | 5,000 | 1.3 | 500 | 3.87 | 1,350 | 13.41 | 0 | 2.26 | 6 | 0.7 | Equity | 13.72 | Anand Radhakrishnan | Franklin Templeton Mutual Fund | 8.3 | 37.7 | Templeton India Equity Income Fund | 0 | Dividend Yield Funds |
12.3 | 10 | 5,000 | 0.91 | 500 | 3.73 | 845 | 18.7 | 3 | 1.76 | 6 | 0.98 | Equity | 10.68 | Anand Radhakrishnan | Franklin Templeton Mutual Fund | 13.1 | 39.4 | Templeton India Value Fund | 0 | Value Funds |
10.2 | 5 | 1,000 | 0.94 | 500 | 4.24 | 1,679 | 9.99 | 3 | 1.36 | 3 | 0.64 | Hybrid | 1.73 | Parijat Agrawal | Union Mutual Fund | 3.6 | 18.3 | Union Balanced Advantage Fund | 0 | Dynamic Asset Allocation or Balanced Advantage |
6 | 10 | 1,000 | 1.29 | 1,000 | 0.05 | 92 | 2.89 | 1 | 0.04 | 3 | 1.41 | Debt | -0.29 | Parijat Agrawal | Union Mutual Fund | 2.6 | 4.7 | Union Dynamic Bond Fund | 0 | Dynamic Bond |
12.9 | 10 | 1,000 | 1.06 | 500 | 3.37 | 1,337 | 16.05 | 4 | 1.43 | 6 | 0.92 | Equity | 1.28 | Sanjay Bembalkar | Union Mutual Fund | 0.6 | 27.7 | Union Flexi Cap Fund | 0 | Flexi Cap Funds |
9.9 | 6 | 1,000 | 1.8 | 1,000 | 3.13 | 230 | 16.41 | 2 | 1.24 | 6 | 0.97 | Equity | -1.55 | Hardick Bora | Union Mutual Fund | 0.1 | 24.3 | Union Largecap Fund | 0 | Large Cap Mutual Funds |
4.6 | 10 | 5,000 | 0.07 | 2,000 | 5.48 | 1,688 | 0.38 | 4 | 1 | 2 | 0.76 | Debt | 1.4 | Devesh Thacker | Union Mutual Fund | 5.7 | 4.4 | Union Liquid Fund | 0 | Liquid Mutual Funds |
12.8 | 10 | 500 | 1.62 | 500 | 3.97 | 573 | 15.89 | 4 | 1.49 | 6 | 0.92 | Equity | 2.09 | Sanjay Bembalkar | Union Mutual Fund | 2.3 | 28.5 | Union Long Term Equity Fund | 0 | ELSS Mutual Funds |
12.8 | 9 | 1,000 | 1.35 | 500 | 3.63 | 710 | 17.48 | 3 | 1.77 | 6 | 0.75 | Equity | 5.81 | Hardick Bora | Union Mutual Fund | -0.1 | 37.1 | Union Small Cap Fund | 0 | Small Cap Mutual Funds |
5.5 | 10 | 5,000 | 0.34 | 500 | 1.45 | 3,532 | 0.68 | 3 | 1.11 | 1 | 0.5 | Hybrid | 1.42 | Rajeev Gupta | UTI Mutual Fund | 5.4 | 4.7 | UTI-Arbitrage Fund | 0 | Arbitrage Mutual Funds |
5.6 | 9 | 500 | 0.24 | 500 | 3.32 | 524 | 3.44 | 1 | 0.94 | 3 | -1.51 | Debt | 1.2 | Anurag Mittal | UTI Mutual Fund | 11 | 7.9 | UTI-Banking & PSU Debt Fund | 0 | Banking and PSU Mutual Funds |
6.7 | 10 | 5,000 | 1.39 | 500 | 2.17 | 824 | 24.46 | 1 | 0.98 | 6 | 0.94 | Equity | 1.05 | Amit Premchandani | UTI Mutual Fund | 8.2 | 24.4 | UTI-Banking and Financial Services Fund | 0 | Sectoral / Thematic Mutual Funds |
4.4 | 10 | 500 | 1.29 | 500 | 3.55 | 285 | 6.12 | 5 | 0.96 | 3 | 0.72 | Debt | 5.68 | Amandeep Chopra | UTI Mutual Fund | 12 | 10.4 | UTI-Bond Fund | 0 | Medium to Long Duration Funds |
10.1 | 10 | 1,000 | 1.52 | 500 | 3 | 685 | 16.2 | 0 | 0.95 | 6 | 0.94 | Solution Oriented | -0.7 | Vetri Subramaniam | UTI Mutual Fund | -3.3 | 24.1 | UTI-CCF Investment Plan – Direct Growth | 0 | Childrens Funds |
10.2 | 10 | 5,000 | 1.68 | 500 | 3.56 | 1,506 | 17.02 | 2 | 1.58 | 6 | 0.96 | Equity | 4.97 | V Srivatsa | UTI Mutual Fund | 4.1 | 30.7 | UTI-Core Equity Fund | 0 | Large & Mid Cap Funds |
-0.9 | 10 | 500 | 0.81 | 500 | 0.68 | 438 | 10.47 | 4 | 0.41 | 4 | -2.54 | Debt | 0.94 | Ritesh Nambiar | UTI Mutual Fund | 5 | 8.3 | UTI-Credit Risk Fund | 0 | Credit Risk Funds |
11.3 | 10 | 5,000 | 1.45 | 500 | 2.93 | 2,786 | 14.96 | 0 | 1.41 | 6 | 0.82 | Equity | 1.9 | Swati Kulkarni | UTI Mutual Fund | -1.5 | 26.8 | UTI-Dividend Yield Fund | 0 | Dividend Yield Funds |
6.3 | 10 | 500 | 0.81 | 500 | 4.4 | 469 | 6.76 | 3 | 0.96 | 3 | 0.56 | Debt | 6.35 | Sudhir Agrawal | UTI Mutual Fund | 12.5 | 11 | UTI-Dynamic Bond Fund | 0 | Dynamic Bond |
12.2 | 10 | 5,000 | 0.9 | 500 | 2.36 | 23,944 | 17.47 | 4 | 1.14 | 6 | 0.97 | Equity | -2.88 | Ajay Tyagi | UTI Mutual Fund | -9 | 22.5 | UTI-Flexi Cap Fund | 0 | Flexi Cap Funds |
7.3 | 10 | 500 | 0.67 | 500 | 0.55 | 517 | 2.8 | 3 | 0.38 | 3 | 0.55 | Debt | 0.47 | Sudhir Agrawal | UTI Mutual Fund | 5 | 5 | UTI-Gilt Fund | 0 | Gilt Mutual Funds |
12 | 10 | 5,000 | 1.47 | 500 | 1.99 | 655 | 20.55 | 0 | 0.91 | 6 | 0.94 | Equity | 1.12 | V Srivatsa | UTI Mutual Fund | -9 | 22 | UTI-Healthcare Fund | 0 | Sectoral / Thematic Mutual Funds |
9.8 | 10 | 1,000 | 1.34 | 500 | 3.63 | 4,286 | 12.55 | 3 | 1.69 | 6 | 0.84 | Hybrid | 5.77 | V Srivatsa | UTI Mutual Fund | 5.3 | 25.8 | UTI-Hybrid Equity Fund | 0 | Aggressive Hybrid Mutual Funds |
8.4 | 10 | 5,000 | 1.8 | 500 | 2.29 | 436 | 13.74 | 1 | 1.09 | 6 | 0.71 | Equity | -1.44 | Vishal Chopda | UTI Mutual Fund | -0.5 | 18 | UTI-India Consumer Fund | 0 | Sectoral / Thematic Mutual Funds |
9.4 | 10 | 5,000 | 1.92 | 500 | 2.9 | 1,445 | 17.99 | 2 | 1.38 | 6 | 0.67 | Equity | 3.52 | Sachin Trivedi | UTI Mutual Fund | 12.9 | 28 | UTI-Infrastructure Fund | 0 | Sectoral / Thematic Mutual Funds |
5.3 | 10 | 500 | 0.14 | 0 | 4.83 | 31,463 | 0.38 | 4 | 0.98 | 2 | 0.77 | Debt | 1.41 | Amandeep Chopra | UTI Mutual Fund | 5.7 | 4.4 | UTI-Liquid – Cash Plan – Direct Growth | 0 | Liquid Mutual Funds |
10.9 | 10 | 500 | 0.95 | 500 | 2.98 | 2,797 | 16.16 | 3 | 1.31 | 6 | 0.92 | Equity | -0.52 | Vetri Subramaniam | UTI Mutual Fund | -2.9 | 24.5 | UTI-Long Term Equity Fund | 0 | ELSS Mutual Funds |
11.5 | 10 | 100 | 0.97 | 500 | 3.28 | 10,312 | 15.87 | 4 | 1.29 | 6 | 0.93 | Equity | -0.57 | Karthikraj Lakshmanan | UTI Mutual Fund | -2 | 24.2 | UTI-Mastershare – Direct Growth | 0 | Large Cap Mutual Funds |
4.6 | 8 | 500 | 1 | 500 | 0.47 | 54 | 3.04 | 2 | 0.35 | 3 | 0.8 | Debt | 0.85 | Sunil Patil | UTI Mutual Fund | 3.7 | 5.4 | UTI-Medium Term Fund | 0 | Medium Duration Funds |
11.4 | 10 | 5,000 | 0.99 | 500 | 3.49 | 7,077 | 16.43 | 3 | 1.65 | 6 | 0.89 | Equity | 1.03 | Ankit Agarwal | UTI Mutual Fund | 0.4 | 31.1 | UTI-Mid Cap Fund | 0 | Mid Cap Mutual Funds |
7.9 | 10 | 5,000 | 1.24 | 500 | 2.91 | 2,366 | 12.33 | 0 | 1.14 | 6 | 0.62 | Equity | -0.64 | Swati Kulkarni | UTI Mutual Fund | 3.3 | 18.1 | UTI-MNC Fund | 0 | Sectoral / Thematic Mutual Funds |
6.2 | 10 | 500 | 0.2 | 500 | 5.01 | 7,897 | 0.59 | 4 | 1.98 | 3 | 1.18 | Debt | 2.75 | Amit Sharma | UTI Mutual Fund | 5.6 | 5.3 | UTI-Money Market Fund | 0 | Money Market Funds |
7.5 | 10 | 5,000 | 1.04 | 500 | 2.87 | 860 | 9.98 | 2 | 1.28 | 6 | 0.64 | Hybrid | 1.01 | Sharwan Kumar Goyal | UTI Mutual Fund | 4.9 | 16.5 | UTI-Multi Asset Fund | 0 | Multi Asset Allocation Mutual Funds |
12 | 10 | 5,000 | 0.2 | 500 | 3.49 | 9,475 | 16.8 | 3 | 1.31 | 6 | 1 | Other | -0.6 | Sharwan Kumar Goyal | UTI Mutual Fund | 0.9 | 26.2 | UTI-Nifty 50 Index Fund | 0 | Index Funds |
4.6 | 10 | 500 | 0.07 | 500 | 0.12 | 5,600 | 0.34 | 3 | 0.02 | 1 | 0.44 | Debt | 0.6 | Amit Sharma | UTI Mutual Fund | 5.4 | 3.9 | UTI-Overnight Fund | 0 | Overnight Mutual Funds |
7.2 | 10 | 5,000 | 1.2 | 500 | 4.07 | 1,544 | 5.1 | 3 | 1.7 | 4 | 0.73 | Hybrid | 3.42 | Amandeep Chopra | UTI Mutual Fund | 3.7 | 13.5 | UTI-Regular Savings Fund | 0 | Conservative Hybrid Mutual Funds |
7.5 | 10 | 500 | 1.05 | 500 | 3.59 | 3,687 | 6.72 | 0 | 1.88 | 5 | 0.45 | Solution Oriented | 4.37 | Sunil Patil | UTI Mutual Fund | 5.2 | 17.2 | UTI-Retirement Benefit Pension Plan – Direct | 0 | Retirement Funds |
5.4 | 10 | 500 | 0.33 | 500 | 4.4 | 2,269 | 2.91 | 5 | 1.33 | 3 | 0.82 | Debt | 4.95 | Sudhir Agrawal | UTI Mutual Fund | 5 | 8.5 | UTI-Short Term Income Fund | 0 | Short Duration Funds |
5.1 | 10 | 5,000 | 1.03 | 500 | 3.56 | 1,908 | 18.98 | 0 | 1.57 | 6 | 0.83 | Equity | 10.26 | Sachin Trivedi | UTI Mutual Fund | 14.1 | 32.9 | UTI-Transportation & Logistics Fund | 0 | Sectoral / Thematic Mutual Funds |
4.8 | 10 | 500 | 0.33 | 500 | 6.28 | 2,565 | 2.63 | 5 | 1.14 | 2 | 0.14 | Debt | 3.18 | Anurag Mittal | UTI Mutual Fund | 5.2 | 7.3 | UTI-Treasury Advantage Fund | 0 | Low Duration Funds |
5.7 | 10 | 500 | 0.44 | 500 | 7.6 | 2,130 | 1.51 | 5 | 1.3 | 3 | 0.49 | Debt | 2.62 | Ritesh Nambiar | UTI Mutual Fund | 5.4 | 6.1 | UTI-Ultra Short Term Fund | 0 | Ultra Short Duration Funds |
6.2 | 10 | 15,000 | 0.96 | 500 | 2.47 | 5,068 | 7.06 | 0 | 1.29 | 4 | 0.44 | Hybrid | 0.92 | Amandeep Chopra | UTI Mutual Fund | -0.7 | 13.1 | UTI-Unit Linked Insurance Plan – Direct | 0 | Dynamic Asset Allocation or Balanced Advantage |
12.2 | 10 | 5,000 | 1.16 | 500 | 3.21 | 6,740 | 15.62 | 4 | 1.48 | 6 | 0.9 | Equity | 2.73 | Vetri Subramaniam | UTI Mutual Fund | 1.7 | 27.2 | UTI-Value Opportunities Fund | 0 | Value Funds |
13.3 | 4 | 500 | 0.22 | 500 | -0.42 | 14 | 0.39 | 1 | -0.07 | 1 | 0.72 | Debt | 0.93 | Piyush Baranwal | WhiteOak Capital Mutual Fund | 1.7 | 32.4 | WhiteOak Capital Overnight Fund | 0 | Overnight Mutual Funds |