| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
8.84 | 12.01 | 10.60 | 10.95 | 3.48 | -2.42 | -2.94 | 3.73 | 0.73 | 0.79 | 1.53 | ||
| 2 | |
7.85 | 11.92 | 11.11 | 10.97 | 10.45 | 4.99 | -5.75 | -5.43 | 0.53 | 1.10 | 0.52 | 1.14 | |
| 3 | |
8.63 | 11.44 | 11.06 | 10.55 | 4.04 | -2.70 | -3.66 | 1.02 | 0.98 | 0.64 | 1.24 | ||
| 4 | |
8.95 | 9.93 | 8.56 | 9.29 | 9.29 | 2.99 | -1.43 | -2.85 | 2.64 | 0.65 | 0.64 | 1.19 | |
| 5 | |
9.12 | 11.77 | 11.14 | 11.98 | 5.38 | -5.18 | -4.70 | -0.85 | 1.20 | 0.49 | 0.98 | ||
| 6 | |
6.64 | 10.31 | 9.30 | 9.57 | 8.95 | 3.37 | -1.28 | -2.06 | 1.83 | 0.79 | 0.71 | 1.21 | |
| 7 | |
7.35 | 12.44 | 5.09 | -4.22 | -4.90 | -0.16 | 1.12 | 0.53 | 1.03 | ||||
| 8 | |
7.52 | 10.67 | 11.13 | 10.47 | 11.22 | 4.34 | -4.49 | -3.34 | -0.11 | 1.01 | 0.49 | 0.98 | |
| 9 | |
6.48 | 10.42 | 10.00 | 10.23 | 3.62 | -1.69 | -2.45 | 1.76 | 0.81 | 0.70 | 1.14 | ||
| 10 | |
4.98 | 13.83 | 7.29 | -10.71 | -6.59 | 3.27 | 1.01 | 0.41 | 1.02 | ||||
| 11 | |
7.85 | 10.91 | 8.90 | 4.95 | -5.13 | -4.45 | -1.00 | 1.11 | 0.42 | 0.88 | |||
| 12 | |
6.39 | 8.64 | 7.92 | 8.30 | 7.53 | 2.02 | -0.47 | -1.39 | 2.94 | 0.45 | 0.55 | 1.00 | |
| 13 | |
6.90 | 11.57 | 9.91 | 10.55 | 10.06 | 5.23 | -5.36 | -4.38 | 1.57 | 0.96 | 0.50 | 1.03 | |
| 14 | |
7.23 | 9.42 | 8.96 | 4.85 | 6.03 | 3.53 | -3.04 | -2.31 | 1.41 | 0.71 | 0.42 | 0.82 | |
| 15 | |
6.75 | 9.00 | 9.14 | 9.07 | 2.53 | -1.54 | -2.05 | 2.43 | 0.55 | 0.45 | 0.94 | ||
| 16 | |
6.33 | 11.06 | 9.75 | 10.22 | 9.99 | 4.94 | -5.12 | -4.88 | -1.46 | 1.15 | 0.42 | 0.87 | |
| 17 | |
6.20 | 7.58 | 8.02 | 8.30 | 2.16 | -0.83 | -1.15 | 1.87 | 0.49 | 0.30 | 0.63 | ||
| 18 | |
5.26 | 8.21 | 7.13 | 8.08 | 3.90 | -3.77 | -3.69 | -0.78 | 0.88 | 0.30 | 0.61 | ||
| 19 | |
3.33 | 11.90 | 9.36 | 5.66 | -5.90 | -6.06 | -0.90 | 1.13 | 0.38 | 0.81 |
Return Calculated On: 23 January 2026 | Ratios Calculated On: 31 December 2025
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: 23 January 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
-0.18
|
-0.66
|
-0.66
|
0.53
|
2.67
|
8.41
|
9.28
|
7.70
|
8.38
|
8.28
|
|
| Baroda BNP Paribas Equity Savings Fund |
-0.54
|
-1.20
|
-1.60
|
-0.61
|
0.85
|
6.63
|
9.71
|
7.72
|
|
|
|
| Dsp Equity Savings Fund |
-0.25
|
-0.77
|
-0.82
|
-0.41
|
0.76
|
5.54
|
9.47
|
8.93
|
8.98
|
|
|
| Edelweiss Equity Savings Fund |
-0.24
|
-0.85
|
-1.24
|
-0.59
|
1.96
|
7.76
|
10.85
|
9.34
|
9.73
|
|
|
| Franklin India Equity Savings Fund |
-0.13
|
-0.31
|
-0.33
|
0.25
|
1.81
|
5.91
|
8.04
|
8.01
|
7.74
|
|
|
| Hdfc Equity Savings Fund |
-0.33
|
-0.98
|
-1.08
|
-0.23
|
1.50
|
6.49
|
9.64
|
10.13
|
9.52
|
10.07
|
9.36
|
| HSBC Equity Savings Fund |
-0.32
|
-1.03
|
-2.36
|
-2.68
|
1.52
|
4.08
|
12.83
|
|
|
|
|
| Bandhan Equity Savings Fund |
-0.07
|
-0.40
|
-0.36
|
0.44
|
1.79
|
5.42
|
7.60
|
6.85
|
7.25
|
6.51
|
6.95
|
| Invesco India Equity Savings Fund |
-0.34
|
-0.78
|
-1.37
|
-2.71
|
-2.90
|
1.69
|
10.16
|
7.61
|
|
|
|
| Kotak Equity Savings Fund |
-0.72
|
-1.74
|
-1.96
|
-0.99
|
1.63
|
6.67
|
10.71
|
9.94
|
9.86
|
9.44
|
|
| Mirae Asset Equity Savings Fund |
-0.48
|
-1.26
|
-1.34
|
-0.31
|
0.98
|
8.05
|
10.67
|
10.04
|
10.84
|
|
|
| Nippon India Equity Savings Fund |
-0.21
|
-0.55
|
-0.54
|
0.45
|
1.63
|
6.12
|
8.37
|
7.97
|
3.93
|
5.02
|
|
| Sbi Equity Savings Fund |
-0.24
|
-0.57
|
-0.71
|
-0.54
|
-0.07
|
6.31
|
10.98
|
9.31
|
9.92
|
9.09
|
|
| Sundaram Equity Savings Fund |
-0.36
|
-1.01
|
-1.79
|
-1.28
|
0.12
|
5.75
|
10.65
|
|
|
|
|
| Tata Equity Savings Fund |
-0.15
|
-0.59
|
-0.80
|
0.29
|
1.43
|
5.98
|
9.57
|
8.38
|
8.57
|
7.91
|
7.66
|
| Union Equity Savings Fund |
-0.29
|
-0.88
|
-1.57
|
-1.05
|
0.12
|
4.77
|
7.70
|
6.56
|
7.49
|
|
|
| Uti Equity Savings Fund |
-0.28
|
-0.89
|
-0.97
|
1.04
|
2.90
|
7.50
|
10.43
|
10.09
|
9.59
|
|
|
| Pgim India Equity Savings Fund |
-0.19
|
-0.64
|
-0.75
|
-0.12
|
1.20
|
5.40
|
6.74
|
7.08
|
7.28
|
|
|
| Axis Equity Saver Fund |
-0.31
|
-1.10
|
-1.62
|
-0.80
|
0.95
|
5.02
|
9.67
|
8.34
|
8.82
|
8.63
|
|
As On: 23 January 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
-0.20
|
-0.63
|
-0.59
|
0.68
|
2.90
|
8.95
|
9.93
|
8.56
|
9.29
|
9.29
|
|
| Baroda BNP Paribas Equity Savings Fund |
-0.54
|
-1.18
|
-1.51
|
-0.33
|
1.42
|
7.85
|
10.91
|
8.90
|
|
|
|
| Dsp Equity Savings Fund |
-0.25
|
-0.75
|
-0.75
|
-0.18
|
1.21
|
6.48
|
10.42
|
10.00
|
10.23
|
|
|
| Edelweiss Equity Savings Fund |
-0.24
|
-0.83
|
-1.16
|
-0.34
|
2.46
|
8.84
|
12.01
|
10.60
|
10.95
|
|
|
| Franklin India Equity Savings Fund |
-0.13
|
-0.29
|
-0.27
|
0.45
|
2.22
|
6.75
|
9.00
|
9.14
|
9.07
|
|
|
| Hdfc Equity Savings Fund |
-0.33
|
-0.96
|
-1.00
|
0.00
|
1.98
|
7.52
|
10.67
|
11.13
|
10.47
|
11.22
|
|
| HSBC Equity Savings Fund |
-0.32
|
-1.02
|
-2.29
|
-2.47
|
1.96
|
4.98
|
13.83
|
|
|
|
|
| Bandhan Equity Savings Fund |
-0.07
|
-0.38
|
-0.28
|
0.67
|
2.26
|
6.39
|
8.64
|
7.92
|
8.30
|
7.53
|
|
| Invesco India Equity Savings Fund |
-0.34
|
-0.75
|
-1.23
|
-2.32
|
-2.12
|
3.33
|
11.90
|
9.36
|
|
|
|
| Kotak Equity Savings Fund |
-0.72
|
-1.72
|
-1.87
|
-0.72
|
2.19
|
7.85
|
11.92
|
11.11
|
10.97
|
10.45
|
|
| Mirae Asset Equity Savings Fund |
-0.48
|
-1.24
|
-1.25
|
-0.06
|
1.48
|
9.12
|
11.77
|
11.14
|
11.98
|
|
|
| Nippon India Equity Savings Fund |
-0.20
|
-0.53
|
-0.45
|
0.72
|
2.16
|
7.23
|
9.42
|
8.96
|
4.85
|
6.03
|
|
| Sbi Equity Savings Fund |
-0.23
|
-0.56
|
-0.66
|
-0.40
|
0.21
|
6.90
|
11.57
|
9.91
|
10.55
|
10.06
|
|
| Sundaram Equity Savings Fund |
-0.35
|
-0.99
|
-1.67
|
-0.91
|
0.89
|
7.35
|
12.44
|
|
|
|
|
| Tata Equity Savings Fund |
-0.15
|
-0.58
|
-0.75
|
0.44
|
1.75
|
6.64
|
10.31
|
9.30
|
9.57
|
8.95
|
|
| Union Equity Savings Fund |
-0.34
|
-0.90
|
-1.57
|
-0.96
|
0.34
|
5.26
|
8.21
|
7.13
|
8.08
|
|
|
| Uti Equity Savings Fund |
-0.28
|
-0.88
|
-0.88
|
1.30
|
3.42
|
8.63
|
11.44
|
11.06
|
10.55
|
|
|
| Pgim India Equity Savings Fund |
-0.19
|
-0.63
|
-0.68
|
0.07
|
1.58
|
6.20
|
7.58
|
8.02
|
8.30
|
|
|
| Axis Equity Saver Fund |
-0.31
|
-1.09
|
-1.51
|
-0.47
|
1.59
|
6.33
|
11.06
|
9.75
|
10.22
|
9.99
|
|
As On: 23 January 2026
As On: 23 January 2026
Performance Indicators
Calculated On: 31 December 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund | -2.85 | -1.43 | -0.86 | 2.99 | 2.12 |
| Baroda Bnp Paribas Equity Savings Fund | -4.45 | -5.13 | -1.43 | 4.95 | 3.65 |
| Dsp Equity Savings Fund | -2.45 | -1.69 | -0.80 | 3.62 | 2.40 |
| Edelweiss Equity Savings Fund | -2.94 | -2.42 | -1.17 | 3.48 | 2.64 |
| Franklin India Equity Savings Fund | -2.05 | -1.54 | -0.65 | 2.53 | 1.86 |
| Hdfc Equity Savings Fund | -3.34 | -4.49 | -1.53 | 4.34 | 3.16 |
| Hsbc Equity Savings Fund | -6.59 | -10.71 | -2.82 | 7.29 | 6.03 |
| Bandhan Equity Savings Fund | -1.39 | -0.47 | -0.39 | 2.02 | 1.36 |
| Invesco India Equity Savings Fund | -6.06 | -5.90 | -2.16 | 5.66 | 4.20 |
| Kotak Equity Savings Fund | -5.43 | -5.75 | -1.52 | 4.99 | 3.88 |
| Mirae Asset Equity Savings Fund | -4.70 | -5.18 | -2.36 | 5.38 | 3.90 |
| Nippon India Equity Savings Fund | -2.31 | -3.04 | -1.02 | 3.53 | 2.46 |
| Sbi Equity Savings Fund | -4.38 | -5.36 | -1.37 | 5.23 | 3.90 |
| Sundaram Equity Savings Fund | -4.90 | -4.22 | -1.88 | 5.09 | 3.68 |
| Tata Equity Savings Fund | -2.06 | -1.28 | -0.61 | 3.37 | 2.28 |
| Union Equity Savings Fund | -3.69 | -3.77 | -1.10 | 3.90 | 2.76 |
| Uti Equity Savings Fund | -3.66 | -2.70 | -1.11 | 4.04 | 2.94 |
| Pgim India Equity Savings Fund | -1.15 | -0.83 | -0.42 | 2.16 | 1.53 |
| Axis Equity Saver Fund | -4.88 | -5.12 | -1.61 | 4.94 | 3.59 |
Calculated On: 31 December 2025
| 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 |
1.19
|
0.64
|
0.82
|
0.38
|
2.64
|
0.65 |
0.76
|
|
0.87
|
-0.4100
|
| Baroda Bnp Paribas Equity Savings Fund |
0.88
|
0.42
|
0.68
|
0.43
|
-1.00
|
1.11 |
0.85
|
|
0.76
|
-0.1000
|
| Dsp Equity Savings Fund |
1.14
|
0.70
|
0.86
|
0.35
|
1.76
|
0.81 |
0.80
|
|
0.85
|
0.1300
|
| Edelweiss Equity Savings Fund |
1.53
|
0.79
|
0.91
|
0.40
|
3.73
|
0.73 |
0.71
|
|
0.98
|
1.6000
|
| Franklin India Equity Savings Fund |
0.94
|
0.45
|
0.71
|
0.40
|
2.43
|
0.55 |
0.74
|
|
0.78
|
-1.3700
|
| Hdfc Equity Savings Fund |
0.98
|
0.49
|
0.70
|
0.41
|
-0.11
|
1.01 |
0.88
|
|
0.80
|
0.1500
|
| Hsbc Equity Savings Fund |
1.02
|
0.41
|
0.65
|
0.47
|
3.27
|
1.01 |
0.30
|
|
0.81
|
3.8600
|
| Bandhan Equity Savings Fund |
1.00
|
0.55
|
0.75
|
0.39
|
2.94
|
0.45 |
0.84
|
|
0.80
|
-1.0700
|
| Invesco India Equity Savings Fund |
0.81
|
0.38
|
0.66
|
0.43
|
-0.90
|
1.13 |
0.63
|
|
0.74
|
0.4300
|
| Kotak Equity Savings Fund |
1.14
|
0.52
|
0.74
|
0.43
|
0.53
|
1.10 |
0.80
|
|
0.85
|
1.3400
|
| Mirae Asset Equity Savings Fund |
0.98
|
0.49
|
0.74
|
0.43
|
-0.85
|
1.20 |
0.88
|
|
0.80
|
0.9200
|
| Nippon India Equity Savings Fund |
0.82
|
0.42
|
0.67
|
0.46
|
1.41
|
0.71 |
0.67
|
|
0.74
|
-1.1700
|
| Sbi Equity Savings Fund |
1.03
|
0.50
|
0.74
|
0.41
|
1.57
|
0.96 |
0.56
|
|
0.81
|
1.1400
|
| Sundaram Equity Savings Fund |
1.03
|
0.53
|
0.79
|
0.39
|
-0.16
|
1.12 |
0.77
|
|
0.81
|
1.2900
|
| Tata Equity Savings Fund |
1.21
|
0.71
|
0.89
|
0.43
|
1.83
|
0.79 |
0.89
|
|
0.87
|
0.2200
|
| Union Equity Savings Fund |
0.61
|
0.30
|
0.60
|
0.41
|
-0.78
|
0.88 |
0.87
|
|
0.67
|
-1.8800
|
| Uti Equity Savings Fund |
1.24
|
0.64
|
0.86
|
0.40
|
1.02
|
0.98 |
0.94
|
|
0.88
|
1.0000
|
| Pgim India Equity Savings Fund |
0.63
|
0.30
|
0.66
|
0.40
|
1.87
|
0.49 |
0.89
|
|
0.68
|
-2.7700
|
| Axis Equity Saver Fund |
0.87
|
0.42
|
0.67
|
0.42
|
-1.46
|
1.15 |
0.89
|
|
0.76
|
-0.2200
|