Ranked On: 28 March 2024

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Uti Equity Savings Fund 1
16.51% 11.04% 10.57% % % 17.47% 11.96% 11.48% % % 4.69% -2.43% -3.80% 1.84% 0.96 0.39 0.75
Union Equity Savings Fund 2
13.19% 7.59% 8.37% % % 13.68% 8.18% 8.95% % % 4.19% -3.91% -3.97% -1.96% 1.09 0.01 0.00
Kotak Equity Savings Fund 3
18.24% 11.90% 10.84% 9.79% % 19.52% 13.06% 11.94% 10.78% % % % % %
Sundaram Equity Savings … 4
18.82% % % % % % % % % % % % % %
Hdfc Equity Savings Fund 5
16.67% 11.37% 10.59% 8.95% 9.90% 17.72% 12.37% 11.51% 10.06% 10.96% % % % %
Sbi Equity Savings Fund 6
18.44% 10.39% 10.87% 9.16% % 19.06% 10.99% 11.52% 10.12% % % % % %
Axis Equity Saver Fund 7
16.38% 9.41% 9.53% 8.81% % 17.88% 10.85% 10.97% 10.16% % % % % %
Mirae Asset Equity Savin… 8
15.96% 10.26% 11.75% % % 17.08% 11.36% 12.91% % % % % % %
Aditya Birla Sun Life Eq… 9
12.60% 7.28% 8.64% 6.83% % 13.38% 8.30% 9.66% 7.89% % 4.89% -7.05% -6.77% -1.98% 0.89 -0.04 -0.13
Invesco India Equity Sav… 10
19.24% 8.95% 8.57% % % 21.07% 10.72% 10.41% % % % % % %
Edelweiss Equity Savings… 11
15.55% 9.60% 10.06% 9.20% % 16.74% 10.97% 11.34% 10.41% % % % % %
Baroda Bnp Paribas Equit… 12
14.82% 8.42% % % % 15.98% 9.56% % % % % % % %
Tata Equity Savings Fund 13
14.71% 9.03% 8.89% 7.29% 7.81% 15.52% 10.06% 9.99% 8.38% 8.88% % % % %
Dsp Equity Savings Fund 14
14.59% 9.13% 9.23% 7.66% % 15.52% 10.20% 10.55% 9.07% % % % % %
Nippon India Equity Savi… 15
11.43% 8.80% 3.67% 3.50% % 12.40% 9.74% 4.55% 4.45% % % % % %
Franklin India Equity Sa… 16
12.43% 8.60% 8.18% % % 13.41% 9.85% 9.64% % % % % % %
Idfc Equity Savings Fund 17
10.38% 7.14% 7.71% 6.57% 6.62% 11.48% 8.25% 8.82% 7.66% 7.60% % % % %
Pgim India Equity Saving… 18
8.70% 7.09% 7.46% 6.92% % 9.55% 8.04% 8.53% 8.05% % % % % %

Return Calculated On: 07 May 2024

Ratios Calculated On: 28 March 2024





Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Equity Savings Fund 13512.0 12673.82 44452.8 40584.96 90798.0 74711.04 133392.0 109955.08
Baroda BNP Paribas Equity Savings Fund 13778.4 12898.12 45878.4 42016.93
DSP Equity Savings Fund 13750.8 12856.42 46789.2 41766.05 93306.0 77679.06 140775.6 114392.29
Edelweiss Equity Savings Fund 13866.0 12920.38 47390.4 42201.97 96912.0 78191.94 155509.2 117487.94
Franklin India Equity Savings Fund 13491.6 12666.95 46112.4 40878.54 88914.0 75610.38
HDFC Equity Savings Fund 14000.4 12991.63 49734.0 42953.47 99246.0 81537.54 153064.8 121324.31 308304.0 201699.24 778806.0 393510.6
IDFC Equity Savings Fund 13245.6 12576.42 44272.8 40308.41 86982.0 73341.96 131107.2 107776.45 227784.0 169651.2 480024.0 306771.66
Invesco India Equity Savings Fund 14308.8 13111.54 46551.6 42525.04 90504.0 76653.54
Kotak Equity Savings Fund 14188.8 13068.37 50439.6 43688.81 100368.0 81467.04 161490.0 122235.62
Mirae Asset Equity Savings Fund 13915.2 12900.47 48258.0 42430.39 104568.0 80911.56
Nippon India Equity Savings Fund 13371.6 12734.0 46364.4 41567.51 71862.0 73918.2 106898.4 101361.12
SBI Equity Savings Fund 14212.8 12925.02 48434.4 42943.28 100500.0 80805.06 155164.8 120717.74
Sundaram Equity Savings Fund 14258.4 13045.82
Tata Equity Savings Fund 13765.2 12916.67 46656.0 41890.14 91854.0 76783.38 137449.2 113410.33 254508.0 179897.28 517950.0 329157.54
Union Equity Savings Fund 13582.8 12747.0 44834.4 41054.76 89682.0 74653.38
UTI Equity Savings Fund 13981.2 12958.7 49294.8 43243.92 99180.0 81402.96
PGIM India Equity Savings Fund 13044.0 12532.7 44208.0 39932.35 85962.0 72992.46 134156.4 107958.56
Axis Equity Saver Fund 13965.6 12926.36 47152.8 41933.81 94602.0 77669.22 151653.6 116313.96

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Equity Savings Fund 13605.6 12716.51 45730.8 41129.17 95160.0 76591.08 142934.4 113952.64
Baroda BNP Paribas Equity Savings Fund 13917.6 12969.92 47347.2 42722.75
DSP Equity Savings Fund 13862.4 12915.06 48182.4 42351.12 99072.0 79950.54 154282.8 119600.04
Edelweiss Equity Savings Fund 14008.8 12989.71 49197.6 43003.87 102648.0 80774.46 167958.0 122876.38
Franklin India Equity Savings Fund 13609.2 12720.56 47714.4 41570.06 95040.0 78092.88
HDFC Equity Savings Fund 14126.4 13056.02 51076.8 43580.34 103452.0 83524.62 164346.0 125625.78 339612.0 213390.36
IDFC Equity Savings Fund 13377.6 12644.68 45658.8 40959.76 91548.0 75404.7 140775.6 112059.02 249648.0 179235.6
Invesco India Equity Savings Fund 14528.4 13223.15 48866.4 43608.92 98448.0 80111.76
Kotak Equity Savings Fund 14342.4 13147.63 52020.0 44438.83 105438.0 83799.84 172006.8 126946.85
Mirae Asset Equity Savings Fund 14049.6 12970.26 49719.6 43104.82 110088.0 83198.1
Nippon India Equity Savings Fund 13488.0 12796.44 47570.4 42152.51 74934.0 75624.48 113937.6 104553.29
SBI Equity Savings Fund 14287.2 12962.28 49219.2 43305.05 103488.0 82061.52 164934.0 123814.15
Tata Equity Savings Fund 13862.4 12966.73 47991.6 42450.59 96576.0 78769.86 147512.4 117702.9 280896.0 190216.68
Union Equity Savings Fund 13641.6 12776.57 45576.0 41371.16 92094.0 75692.52
UTI Equity Savings Fund 14096.4 13018.27 50522.4 43821.9 103314.0 83275.62
PGIM India Equity Savings Fund 13146.0 12586.8 45396.0 40451.29 90366.0 74859.42 144463.2 112050.12
Axis Equity Saver Fund 14145.6 13015.76 49032.0 42799.14 100980.0 80509.62 165412.8 122250.49

As On: 07 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
-0.15%
-0.05%
0.35%
2.26%
5.67%
12.60%
7.28%
8.64%
6.83%
%
%
Baroda BNP Paribas Equity Savings Fund
-0.38%
-0.77%
-0.02%
2.18%
8.91%
14.82%
8.42%
%
%
%
%
DSP Equity Savings Fund
-0.21%
-0.26%
0.40%
2.80%
8.24%
14.59%
9.13%
9.23%
7.66%
%
%
Edelweiss Equity Savings Fund
-0.33%
-0.49%
0.45%
2.28%
8.23%
15.55%
9.60%
10.06%
9.20%
%
%
Franklin India Equity Savings Fund
-0.09%
-0.12%
0.05%
1.90%
5.71%
12.43%
8.60%
8.18%
%
%
%
HDFC Equity Savings Fund
-0.39%
-0.62%
-0.25%
1.93%
9.84%
16.67%
11.37%
10.59%
8.95%
9.90%
10.26%
IDFC Equity Savings Fund
-0.09%
-0.09%
-0.01%
1.62%
5.31%
10.38%
7.14%
7.71%
6.57%
6.62%
6.76%
Invesco India Equity Savings Fund
-0.54%
-0.90%
0.47%
3.01%
10.37%
19.24%
8.95%
8.57%
%
%
%
Kotak Equity Savings Fund
-0.35%
-0.98%
-0.20%
1.90%
10.56%
18.24%
11.90%
10.84%
9.79%
%
%
Mirae Asset Equity Savings Fund
-0.33%
-0.60%
0.04%
1.93%
8.91%
15.96%
10.26%
11.75%
%
%
%
Nippon India Equity Savings Fund
-0.11%
-0.14%
0.46%
1.98%
7.19%
11.43%
8.80%
3.67%
3.50%
%
%
SBI Equity Savings Fund
-0.15%
-0.54%
0.16%
1.52%
7.57%
18.44%
10.39%
10.87%
9.16%
%
%
Sundaram Equity Savings Fund
-0.52%
-0.95%
0.20%
3.20%
9.55%
18.82%
%
%
%
%
%
Tata Equity Savings Fund
-0.23%
-0.41%
0.21%
2.56%
9.06%
14.71%
9.03%
8.89%
7.29%
7.81%
7.30%
Union Equity Savings Fund
-0.38%
-0.58%
-0.32%
1.37%
7.47%
13.19%
7.59%
8.37%
%
%
%
UTI Equity Savings Fund
-0.20%
-0.25%
0.24%
2.28%
9.00%
16.51%
11.04%
10.57%
%
%
%
PGIM India Equity Savings Fund
-0.12%
-0.12%
0.06%
1.65%
4.95%
8.70%
7.09%
7.46%
6.92%
%
%
Axis Equity Saver Fund
-0.40%
-0.64%
-0.35%
1.37%
9.15%
16.38%
9.41%
9.53%
8.81%
%
%

As On: 07 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
-0.14%
-0.05%
0.41%
2.38%
5.99%
13.38%
8.30%
9.66%
7.89%
%
%
Baroda BNP Paribas Equity Savings Fund
-0.38%
-0.76%
0.06%
2.43%
9.45%
15.98%
9.56%
%
%
%
%
DSP Equity Savings Fund
-0.21%
-0.25%
0.47%
3.01%
8.69%
15.52%
10.20%
10.55%
9.07%
%
%
Edelweiss Equity Savings Fund
-0.33%
-0.48%
0.53%
2.49%
8.74%
16.74%
10.97%
11.34%
10.41%
%
%
Franklin India Equity Savings Fund
-0.09%
-0.11%
0.11%
2.10%
6.09%
13.41%
9.85%
9.64%
%
%
%
HDFC Equity Savings Fund
-0.39%
-0.61%
-0.18%
2.15%
10.33%
17.72%
12.37%
11.51%
10.06%
10.96%
%
IDFC Equity Savings Fund
-0.09%
-0.07%
0.07%
1.86%
5.83%
11.48%
8.25%
8.82%
7.66%
7.60%
%
Invesco India Equity Savings Fund
-0.54%
-0.88%
0.59%
3.40%
11.22%
21.07%
10.72%
10.41%
%
%
%
Kotak Equity Savings Fund
-0.34%
-0.96%
-0.11%
2.17%
11.17%
19.52%
13.06%
11.94%
10.78%
%
%
Mirae Asset Equity Savings Fund
-0.33%
-0.59%
0.12%
2.18%
9.44%
17.08%
11.36%
12.91%
%
%
%
Nippon India Equity Savings Fund
-0.10%
-0.12%
0.54%
2.21%
7.67%
12.40%
9.74%
4.55%
4.45%
%
%
SBI Equity Savings Fund
-0.14%
-0.53%
0.20%
1.65%
7.85%
19.06%
10.99%
11.52%
10.12%
%
%
Tata Equity Savings Fund
-0.23%
-0.40%
0.26%
2.73%
9.44%
15.52%
10.06%
9.99%
8.38%
8.88%
%
Union Equity Savings Fund
-0.37%
-0.56%
-0.31%
1.52%
7.72%
13.68%
8.18%
8.95%
%
%
%
UTI Equity Savings Fund
-0.20%
-0.24%
0.31%
2.49%
9.45%
17.47%
11.96%
11.48%
%
%
%
PGIM India Equity Savings Fund
-0.12%
-0.11%
0.13%
1.85%
5.36%
9.55%
8.04%
8.53%
8.05%
%
%
Axis Equity Saver Fund
-0.40%
-0.62%
-0.27%
1.68%
9.83%
17.88%
10.85%
10.97%
10.16%
%
%

As On: 07 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
10.55%
7.94%
8.70%
7.57%
%
%
Baroda BNP Paribas Equity Savings Fund
14.13%
10.29%
%
%
%
%
DSP Equity Savings Fund
13.47%
9.89%
10.27%
8.68%
%
%
Edelweiss Equity Savings Fund
14.49%
10.60%
10.53%
9.42%
%
%
Franklin India Equity Savings Fund
10.44%
8.43%
9.18%
%
%
%
HDFC Equity Savings Fund
15.64%
11.81%
12.22%
10.32%
10.02%
9.75%
IDFC Equity Savings Fund
9.01%
7.48%
7.96%
7.01%
6.73%
6.76%
Invesco India Equity Savings Fund
17.57%
11.12%
9.73%
%
%
%
Kotak Equity Savings Fund
16.88%
12.98%
12.18%
10.53%
%
%
Mirae Asset Equity Savings Fund
14.17%
10.96%
11.91%
%
%
%
Nippon India Equity Savings Fund
11.51%
9.56%
8.28%
5.29%
%
%
SBI Equity Savings Fund
14.57%
11.79%
11.85%
10.18%
%
%
Sundaram Equity Savings Fund
16.51%
%
%
%
%
%
Tata Equity Savings Fund
14.43%
10.09%
9.80%
8.44%
7.85%
7.61%
Union Equity Savings Fund
11.72%
8.72%
8.67%
%
%
%
UTI Equity Savings Fund
15.11%
12.27%
12.15%
%
%
%
PGIM India Equity Savings Fund
8.32%
6.85%
7.77%
7.05%
%
%
Axis Equity Saver Fund
14.59%
10.16%
10.26%
9.14%
%
%

As On: 07 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
11.23%
8.84%
9.70%
8.57%
%
%
Baroda BNP Paribas Equity Savings Fund
15.29%
11.44%
%
%
%
%
DSP Equity Savings Fund
14.41%
10.84%
11.42%
9.92%
%
%
Edelweiss Equity Savings Fund
15.61%
11.89%
11.84%
10.68%
%
%
Franklin India Equity Savings Fund
11.30%
9.57%
10.48%
%
%
%
HDFC Equity Savings Fund
16.68%
12.81%
13.19%
11.30%
11.08%
%
IDFC Equity Savings Fund
10.09%
8.56%
9.07%
8.10%
7.78%
%
Invesco India Equity Savings Fund
19.38%
12.85%
11.51%
%
%
%
Kotak Equity Savings Fund
18.16%
14.16%
13.32%
11.59%
%
%
Mirae Asset Equity Savings Fund
15.29%
12.05%
13.03%
%
%
%
Nippon India Equity Savings Fund
12.51%
10.51%
9.19%
6.16%
%
%
SBI Equity Savings Fund
15.17%
12.37%
12.48%
10.89%
%
%
Tata Equity Savings Fund
15.24%
11.00%
10.83%
9.48%
8.91%
%
Union Equity Savings Fund
12.19%
9.24%
9.23%
%
%
%
UTI Equity Savings Fund
16.07%
13.19%
13.07%
%
%
%
PGIM India Equity Savings Fund
9.17%
7.72%
8.78%
8.10%
%
%
Axis Equity Saver Fund
16.03%
11.56%
11.71%
10.54%
%
%