| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 13 | |
8.75 | 11.33 | 9.30 | 10.16 | 10.07 | 4.93 | -5.12 | -4.33 | -0.55 | 1.15 | 0.40 | 0.83 | |
| 1 | |
12.37 | 12.48 | 10.60 | 11.99 | 5.32 | -5.18 | -4.13 | 0.53 | 1.18 | 0.49 | 0.99 | ||
| 2 | |
11.00 | 11.99 | 10.86 | 10.88 | 10.44 | 5.20 | -5.75 | -6.99 | 0.31 | 1.15 | 0.42 | 0.94 | |
| 3 | |
10.69 | 12.20 | 10.24 | 10.90 | 3.47 | -2.42 | -2.94 | 2.38 | 0.73 | 0.75 | 1.48 | ||
| 4 | |
9.38 | 11.53 | 10.39 | 10.42 | 4.06 | -2.70 | -3.66 | 0.88 | 0.98 | 0.60 | 1.17 | ||
| 5 | |
9.52 | 10.18 | 7.87 | 9.22 | 9.34 | 2.89 | -1.00 | -1.71 | 1.11 | 0.63 | 0.69 | 1.22 | |
| 6 | |
8.60 | 12.50 | 5.05 | -4.22 | -4.90 | 0.76 | 1.11 | 0.53 | 1.02 | ||||
| 7 | |
10.20 | 10.94 | 8.81 | 4.95 | -5.13 | -4.45 | -0.37 | 1.11 | 0.39 | 0.83 | |||
| 8 | |
9.80 | 11.12 | 10.27 | 10.45 | 11.26 | 4.30 | -4.49 | -3.29 | 0.22 | 0.99 | 0.49 | 0.97 | |
| 10 | |
13.38 | 14.48 | 7.31 | -10.71 | -6.59 | 3.18 | 1.02 | 0.39 | 0.97 | ||||
| 11 | |
7.16 | 10.81 | 9.59 | 10.00 | 3.64 | -1.69 | -2.45 | 0.69 | 0.81 | 0.63 | 1.06 | ||
| 12 | |
10.24 | 11.76 | 9.46 | 10.40 | 9.98 | 5.18 | -5.36 | -4.38 | 1.75 | 0.94 | 0.50 | 1.04 | |
| 14 | |
7.30 | 9.35 | 8.55 | 9.02 | 2.34 | -0.97 | -1.46 | 0.63 | 0.51 | 0.57 | 1.10 | ||
| 15 | |
6.68 | 8.67 | 7.53 | 8.32 | 7.48 | 2.03 | -0.47 | -1.34 | 0.01 | 0.46 | 0.46 | 0.86 | |
| 16 | |
8.75 | 9.84 | 8.27 | 4.85 | 6.15 | 3.53 | -3.04 | -2.67 | -0.03 | 0.70 | 0.39 | 0.77 | |
| 17 | |
4.50 | 11.23 | 8.74 | 5.67 | -5.90 | -6.06 | -0.22 | 1.13 | 0.35 | 0.76 | |||
| 18 | |
7.06 | 7.73 | 7.58 | 8.29 | 2.21 | -0.83 | -1.66 | -0.97 | 0.50 | 0.21 | 0.46 | ||
| 19 | |
7.32 | 8.62 | 7.04 | 8.09 | 3.90 | -3.77 | -3.69 | -1.37 | 0.88 | 0.27 | 0.56 |
Return Calculated On: 05 March 2026 | Ratios Calculated On: 30 January 2026
1Y, 3Y, 5Y, 7Y, and 10Y returns are annualized (in %). All returns are calculated on a compounded annual growth rate (CAGR) basis for Direct Growth funds
Rating: 5 Stars (Best) to 1 Star (Worst) | Rank: 1 (Best) to 100 (Worst). Rating and Rank are based on the performance of the fund over the last 3 years.
Max DD: Maximum Drawdown (in %) | SD: Standard Deviation (in %) | VaR 1Y 95%: Value at Risk (in %) | Jensen's Alpha: (in %)
Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.
Data Source: www.amfiindia.com
For more details, visit AMFI India.
As On: 05 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
0.26
|
-0.57
|
-0.26
|
-0.09
|
2.84
|
9.00
|
9.52
|
7.02
|
8.32
|
8.33
|
|
| Baroda BNP Paribas Equity Savings Fund |
0.54
|
-1.18
|
-1.10
|
-1.61
|
1.57
|
8.97
|
9.73
|
7.62
|
|
|
|
| Dsp Equity Savings Fund |
0.06
|
-0.52
|
-0.31
|
-0.63
|
1.65
|
6.23
|
9.86
|
8.54
|
8.77
|
|
|
| Edelweiss Equity Savings Fund |
0.38
|
-0.79
|
-0.35
|
0.04
|
1.98
|
9.61
|
11.06
|
8.98
|
9.68
|
|
|
| Franklin India Equity Savings Fund |
0.16
|
-0.41
|
-0.28
|
-0.04
|
1.96
|
6.45
|
8.41
|
7.44
|
7.72
|
|
|
| Hdfc Equity Savings Fund |
0.41
|
-1.06
|
-0.51
|
-0.54
|
2.25
|
8.76
|
10.09
|
9.27
|
9.50
|
10.11
|
9.43
|
| HSBC Equity Savings Fund |
0.57
|
-0.93
|
0.45
|
0.44
|
0.97
|
12.42
|
13.47
|
|
|
|
|
| Bandhan Equity Savings Fund |
0.17
|
-0.56
|
-0.12
|
-0.11
|
1.40
|
5.71
|
7.64
|
6.48
|
7.25
|
6.45
|
6.89
|
| Invesco India Equity Savings Fund |
0.24
|
-1.02
|
-1.76
|
-3.19
|
-3.10
|
2.85
|
9.50
|
7.00
|
|
|
|
| Kotak Equity Savings Fund |
0.29
|
-1.16
|
-0.52
|
-1.55
|
1.89
|
9.79
|
10.78
|
9.70
|
9.76
|
9.43
|
|
| Mirae Asset Equity Savings Fund |
0.56
|
-1.15
|
-0.50
|
-0.12
|
2.81
|
11.26
|
11.38
|
9.50
|
10.84
|
|
|
| Nippon India Equity Savings Fund |
0.36
|
-0.65
|
-0.29
|
0.19
|
2.38
|
7.62
|
8.79
|
7.28
|
3.92
|
5.14
|
|
| Sbi Equity Savings Fund |
0.23
|
-0.89
|
-0.63
|
-0.64
|
1.22
|
9.63
|
11.17
|
8.86
|
9.78
|
9.03
|
|
| Sundaram Equity Savings Fund |
0.41
|
-1.43
|
-1.50
|
-2.23
|
0.31
|
6.99
|
10.72
|
|
|
|
|
| Union Equity Savings Fund |
0.41
|
-1.10
|
-0.64
|
-0.76
|
1.43
|
6.78
|
8.11
|
6.47
|
7.51
|
|
|
| Uti Equity Savings Fund |
0.50
|
-1.15
|
-0.98
|
-0.58
|
3.47
|
8.25
|
10.51
|
9.42
|
9.46
|
|
|
| Pgim India Equity Savings Fund |
0.29
|
-0.62
|
-0.23
|
-0.25
|
1.48
|
6.26
|
6.90
|
6.65
|
7.28
|
|
|
| Axis Equity Saver Fund |
0.40
|
-1.06
|
-0.93
|
-1.28
|
1.17
|
7.42
|
9.95
|
7.90
|
8.76
|
8.71
|
|
As On: 05 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
0.28
|
-0.51
|
-0.24
|
0.08
|
3.09
|
9.52
|
10.18
|
7.87
|
9.22
|
9.34
|
|
| Baroda BNP Paribas Equity Savings Fund |
0.54
|
-1.16
|
-1.02
|
-1.34
|
2.13
|
10.20
|
10.94
|
8.81
|
|
|
|
| Dsp Equity Savings Fund |
0.06
|
-0.50
|
-0.25
|
-0.42
|
2.09
|
7.16
|
10.81
|
9.59
|
10.00
|
|
|
| Edelweiss Equity Savings Fund |
0.38
|
-0.77
|
-0.28
|
0.28
|
2.48
|
10.69
|
12.20
|
10.24
|
10.90
|
|
|
| Franklin India Equity Savings Fund |
0.16
|
-0.40
|
-0.23
|
0.15
|
2.37
|
7.30
|
9.35
|
8.55
|
9.02
|
|
|
| Hdfc Equity Savings Fund |
0.41
|
-1.05
|
-0.44
|
-0.31
|
2.73
|
9.80
|
11.12
|
10.27
|
10.45
|
11.26
|
|
| HSBC Equity Savings Fund |
0.57
|
-0.91
|
0.52
|
0.65
|
1.40
|
13.38
|
14.48
|
|
|
|
|
| Bandhan Equity Savings Fund |
0.17
|
-0.54
|
-0.05
|
0.12
|
1.86
|
6.68
|
8.67
|
7.53
|
8.32
|
7.48
|
|
| Invesco India Equity Savings Fund |
0.25
|
-0.99
|
-1.64
|
-2.82
|
-2.33
|
4.50
|
11.23
|
8.74
|
|
|
|
| Kotak Equity Savings Fund |
0.29
|
-1.14
|
-0.44
|
-1.29
|
2.44
|
11.00
|
11.99
|
10.86
|
10.88
|
10.44
|
|
| Mirae Asset Equity Savings Fund |
0.56
|
-1.13
|
-0.43
|
0.13
|
3.32
|
12.37
|
12.48
|
10.60
|
11.99
|
|
|
| Nippon India Equity Savings Fund |
0.37
|
-0.63
|
-0.21
|
0.46
|
2.91
|
8.75
|
9.84
|
8.27
|
4.85
|
6.15
|
|
| Sbi Equity Savings Fund |
0.23
|
-0.88
|
-0.58
|
-0.50
|
1.51
|
10.24
|
11.76
|
9.46
|
10.40
|
9.98
|
|
| Sundaram Equity Savings Fund |
0.41
|
-1.41
|
-1.39
|
-1.88
|
1.06
|
8.60
|
12.50
|
|
|
|
|
| Union Equity Savings Fund |
0.40
|
-1.11
|
-0.62
|
-0.67
|
1.66
|
7.32
|
8.62
|
7.04
|
8.09
|
|
|
| Uti Equity Savings Fund |
0.51
|
-1.13
|
-0.91
|
-0.34
|
3.99
|
9.38
|
11.53
|
10.39
|
10.42
|
|
|
| Pgim India Equity Savings Fund |
0.29
|
-0.60
|
-0.17
|
-0.06
|
1.86
|
7.06
|
7.73
|
7.58
|
8.29
|
|
|
| Axis Equity Saver Fund |
0.39
|
-1.04
|
-0.81
|
-0.97
|
1.79
|
8.75
|
11.33
|
9.30
|
10.16
|
10.07
|
|
As On: 05 March 2026
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
6.16
|
7.91
|
7.58
|
8.17
|
7.77
|
|
| Baroda BNP Paribas Equity Savings Fund |
3.64
|
7.21
|
7.88
|
|
|
|
| Dsp Equity Savings Fund |
2.92
|
7.39
|
8.09
|
8.84
|
|
|
| Edelweiss Equity Savings Fund |
5.68
|
8.96
|
9.20
|
9.62
|
|
|
| Franklin India Equity Savings Fund |
|
|
|
|
|
|
| Hdfc Equity Savings Fund |
4.84
|
7.42
|
8.50
|
9.58
|
9.21
|
9.29
|
| HSBC Equity Savings Fund |
7.85
|
9.99
|
|
|
|
|
| Bandhan Equity Savings Fund |
3.63
|
6.08
|
6.45
|
7.03
|
6.75
|
6.71
|
| Invesco India Equity Savings Fund |
-3.58
|
4.78
|
6.52
|
|
|
|
| Kotak Equity Savings Fund |
4.71
|
8.00
|
9.29
|
9.85
|
9.49
|
|
| Mirae Asset Equity Savings Fund |
6.28
|
8.91
|
9.34
|
10.38
|
|
|
| Nippon India Equity Savings Fund |
4.94
|
6.35
|
7.13
|
6.89
|
5.35
|
|
| Sbi Equity Savings Fund |
4.11
|
7.48
|
8.58
|
9.52
|
9.09
|
|
| Sundaram Equity Savings Fund |
1.40
|
7.20
|
|
|
|
|
| Union Equity Savings Fund |
3.13
|
5.72
|
6.39
|
7.04
|
|
|
| Uti Equity Savings Fund |
5.36
|
7.84
|
8.96
|
9.76
|
|
|
| Pgim India Equity Savings Fund |
3.61
|
5.76
|
6.09
|
6.83
|
|
|
| Axis Equity Saver Fund |
3.10
|
6.92
|
7.64
|
8.44
|
8.43
|
|
As On: 05 March 2026
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
6.72
|
8.48
|
8.29
|
8.98
|
8.65
|
|
| Baroda BNP Paribas Equity Savings Fund |
4.82
|
8.43
|
9.09
|
|
|
|
| Dsp Equity Savings Fund |
3.82
|
8.34
|
9.05
|
9.92
|
|
|
| Edelweiss Equity Savings Fund |
6.73
|
10.06
|
10.39
|
10.84
|
|
|
| Franklin India Equity Savings Fund |
5.14
|
7.47
|
8.06
|
8.98
|
|
|
| Hdfc Equity Savings Fund |
5.85
|
8.46
|
9.53
|
10.59
|
10.26
|
|
| HSBC Equity Savings Fund |
8.78
|
10.97
|
|
|
|
|
| Bandhan Equity Savings Fund |
4.59
|
7.08
|
7.48
|
8.09
|
7.81
|
|
| Invesco India Equity Savings Fund |
-2.02
|
6.50
|
8.25
|
|
|
|
| Kotak Equity Savings Fund |
5.86
|
9.21
|
10.49
|
11.02
|
10.58
|
|
| Mirae Asset Equity Savings Fund |
7.35
|
10.01
|
10.43
|
11.50
|
|
|
| Nippon India Equity Savings Fund |
6.05
|
7.43
|
8.17
|
7.88
|
6.30
|
|
| Sbi Equity Savings Fund |
4.70
|
8.07
|
9.17
|
10.14
|
9.83
|
|
| Sundaram Equity Savings Fund |
2.95
|
8.92
|
|
|
|
|
| Union Equity Savings Fund |
3.65
|
6.26
|
6.94
|
7.60
|
|
|
| Uti Equity Savings Fund |
6.44
|
8.90
|
9.98
|
10.75
|
|
|
| Pgim India Equity Savings Fund |
4.39
|
6.59
|
6.94
|
7.77
|
|
|
| Axis Equity Saver Fund |
4.39
|
8.27
|
9.02
|
9.85
|
9.81
|
|
Performance Indicators
Calculated On: 30 January 2026
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund | -1.71 | -1.00 | -0.52 | 2.89 | 2.02 |
| Baroda Bnp Paribas Equity Savings Fund | -4.45 | -5.13 | -1.44 | 4.95 | 3.64 |
| Dsp Equity Savings Fund | -2.45 | -1.69 | -0.70 | 3.64 | 2.42 |
| Edelweiss Equity Savings Fund | -2.94 | -2.42 | -0.93 | 3.47 | 2.64 |
| Franklin India Equity Savings Fund | -1.46 | -0.97 | -0.35 | 2.34 | 1.67 |
| Hdfc Equity Savings Fund | -3.29 | -4.49 | -1.21 | 4.30 | 3.12 |
| Hsbc Equity Savings Fund | -6.59 | -10.71 | -3.56 | 7.31 | 6.04 |
| Bandhan Equity Savings Fund | -1.34 | -0.47 | -0.32 | 2.03 | 1.37 |
| Invesco India Equity Savings Fund | -6.06 | -5.90 | -2.65 | 5.67 | 4.21 |
| Kotak Equity Savings Fund | -6.99 | -5.75 | -1.53 | 5.20 | 4.06 |
| Mirae Asset Equity Savings Fund | -4.13 | -5.18 | -1.79 | 5.32 | 3.84 |
| Nippon India Equity Savings Fund | -2.67 | -3.04 | -0.83 | 3.53 | 2.46 |
| Sbi Equity Savings Fund | -4.38 | -5.36 | -1.28 | 5.18 | 3.87 |
| Sundaram Equity Savings Fund | -4.90 | -4.22 | -1.79 | 5.05 | 3.65 |
| None | -2.10 | -1.28 | -0.55 | 3.39 | 2.29 |
| Union Equity Savings Fund | -3.69 | -3.77 | -1.10 | 3.90 | 2.75 |
| Uti Equity Savings Fund | -3.66 | -2.70 | -0.96 | 4.06 | 2.96 |
| Pgim India Equity Savings Fund | -1.66 | -0.83 | -0.40 | 2.21 | 1.57 |
| Axis Equity Saver Fund | -4.33 | -5.12 | -1.61 | 4.93 | 3.58 |
Calculated On: 30 January 2026
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
1.22
|
0.69
|
0.87
|
0.39
|
1.11
|
0.63 |
0.77
|
|
-1.31
|
-0.1500
|
| Baroda Bnp Paribas Equity Savings Fund |
0.83
|
0.39
|
0.68
|
0.43
|
-0.37
|
1.11 |
0.85
|
|
1.67
|
-0.0900
|
| Dsp Equity Savings Fund |
1.06
|
0.63
|
0.85
|
0.35
|
0.69
|
0.81 |
0.80
|
|
0.18
|
0.1000
|
| Edelweiss Equity Savings Fund |
1.48
|
0.75
|
0.91
|
0.40
|
2.38
|
0.73 |
0.72
|
|
0.03
|
1.6700
|
| Franklin India Equity Savings Fund |
1.10
|
0.57
|
0.78
|
0.40
|
0.63
|
0.51 |
0.76
|
|
-3.11
|
-0.8800
|
| Hdfc Equity Savings Fund |
0.97
|
0.49
|
0.71
|
0.41
|
0.22
|
0.99 |
0.88
|
|
1.05
|
0.3600
|
| Hsbc Equity Savings Fund |
0.97
|
0.39
|
0.65
|
0.47
|
3.18
|
1.02 |
0.30
|
|
3.12
|
3.7500
|
| Bandhan Equity Savings Fund |
0.86
|
0.46
|
0.74
|
0.39
|
0.01
|
0.46 |
0.85
|
|
-4.58
|
-1.0800
|
| Invesco India Equity Savings Fund |
0.76
|
0.35
|
0.66
|
0.42
|
-0.22
|
1.13 |
0.64
|
|
2.20
|
0.4300
|
| Kotak Equity Savings Fund |
0.94
|
0.42
|
0.70
|
0.42
|
0.31
|
1.15 |
0.80
|
|
1.91
|
0.7800
|
| Mirae Asset Equity Savings Fund |
0.99
|
0.49
|
0.75
|
0.43
|
0.53
|
1.18 |
0.88
|
|
2.02
|
1.1700
|
| Nippon India Equity Savings Fund |
0.77
|
0.39
|
0.67
|
0.46
|
-0.03
|
0.70 |
0.66
|
|
-0.11
|
-1.0800
|
| Sbi Equity Savings Fund |
1.04
|
0.50
|
0.75
|
0.41
|
1.75
|
0.94 |
0.55
|
|
1.93
|
1.4900
|
| Sundaram Equity Savings Fund |
1.02
|
0.53
|
0.80
|
0.39
|
0.76
|
1.11 |
0.78
|
|
1.82
|
1.5100
|
| None |
1.13
|
0.65
|
0.88
|
0.43
|
0.72
|
0.80 |
0.90
|
|
-0.24
|
0.2200
|
| Union Equity Savings Fund |
0.56
|
0.27
|
0.59
|
0.41
|
-1.37
|
0.88 |
0.87
|
|
0.40
|
-1.8400
|
| Uti Equity Savings Fund |
1.17
|
0.60
|
0.86
|
0.40
|
0.88
|
0.98 |
0.93
|
|
0.83
|
0.9800
|
| Pgim India Equity Savings Fund |
0.46
|
0.21
|
0.64
|
0.40
|
-0.97
|
0.50 |
0.90
|
|
-3.88
|
-2.8600
|
| Axis Equity Saver Fund |
0.83
|
0.40
|
0.67
|
0.42
|
-0.55
|
1.15 |
0.89
|
|
1.65
|
-0.1400
|