| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
6.47 | 12.24 | 10.50 | 11.43 | 5.25 | -5.18 | -4.13 | 0.82 | 1.16 | 0.56 | 1.11 | ||
| 2 | |
10.56 | 14.40 | 7.32 | -10.71 | -6.59 | 3.65 | 1.00 | 0.43 | 1.07 | ||||
| 3 | |
7.19 | 12.20 | 10.32 | 10.60 | 3.45 | -2.42 | -2.94 | 2.43 | 0.72 | 0.81 | 1.56 | ||
| 4 | |
6.93 | 11.86 | 10.81 | 10.49 | 10.20 | 5.18 | -5.75 | -6.99 | 0.36 | 1.14 | 0.45 | 1.02 | |
| 5 | |
5.31 | 11.19 | 10.35 | 9.96 | 4.02 | -2.70 | -3.66 | 0.86 | 0.97 | 0.65 | 1.25 | ||
| 6 | |
7.41 | 10.52 | 8.07 | 8.95 | 9.07 | 2.86 | -1.00 | -1.86 | 1.31 | 0.62 | 0.78 | 1.36 | |
| 7 | |
6.59 | 11.92 | 9.71 | 10.12 | 9.72 | 5.18 | -5.36 | -4.38 | 1.56 | 0.94 | 0.52 | 1.07 | |
| 8 | |
4.92 | 10.71 | 10.27 | 9.78 | 10.76 | 4.23 | -4.49 | -3.29 | 0.36 | 0.98 | 0.55 | 1.09 | |
| 9 | |
5.78 | 10.85 | 8.49 | 4.96 | -5.13 | -4.45 | -0.71 | 1.12 | 0.40 | 0.84 | |||
| 10 | |
3.75 | 12.56 | 5.08 | -4.22 | -4.90 | 0.45 | 1.11 | 0.53 | 1.03 | ||||
| 11 | |
4.52 | 11.37 | 9.33 | 9.68 | 9.76 | 4.91 | -5.12 | -4.33 | -0.61 | 1.14 | 0.43 | 0.89 | |
| 12 | |
5.23 | 9.38 | 8.73 | 8.67 | 2.28 | -0.97 | -1.00 | 0.74 | 0.50 | 0.68 | 1.23 | ||
| 13 | |
5.08 | 9.56 | 8.28 | 4.40 | 5.82 | 3.36 | -3.04 | -2.01 | 0.28 | 0.68 | 0.48 | 0.95 | |
| 14 | |
3.65 | 10.71 | 9.42 | 9.57 | 3.59 | -1.69 | -2.45 | 0.77 | 0.80 | 0.73 | 1.16 | ||
| 15 | |
3.14 | 8.39 | 6.86 | 7.65 | 3.86 | -3.77 | -3.69 | -1.14 | 0.87 | 0.33 | 0.68 | ||
| 16 | |
4.71 | 8.54 | 7.69 | 7.95 | 7.35 | 2.01 | -0.47 | -1.34 | 0.14 | 0.45 | 0.55 | 1.00 | |
| 17 | |
4.21 | 7.31 | 7.60 | 7.74 | 8.01 | 2.17 | -0.83 | -1.66 | -0.73 | 0.49 | 0.30 | 0.63 | |
| 18 | |
0.99 | 11.21 | 8.58 | 8.72 | 5.76 | -5.90 | -6.06 | -1.15 | 1.16 | 0.32 | 0.68 |
Return Calculated On: 25 March 2026 | Ratios Calculated On: 27 February 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: 25 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
0.36
|
-0.40
|
-1.48
|
-1.10
|
1.30
|
6.87
|
9.87
|
7.25
|
8.06
|
8.06
|
|
| Baroda BNP Paribas Equity Savings Fund |
0.63
|
-0.56
|
-2.75
|
-3.00
|
-0.28
|
4.60
|
9.64
|
7.31
|
|
|
|
| WhiteOak Capital Equity Savings Fund |
0.59
|
-0.48
|
-2.19
|
-1.92
|
0.59
|
8.81
|
|
|
|
|
|
| Dsp Equity Savings Fund |
0.37
|
-0.84
|
-1.83
|
-1.89
|
-0.04
|
2.76
|
9.77
|
8.38
|
8.35
|
|
|
| Edelweiss Equity Savings Fund |
0.55
|
-0.35
|
-1.89
|
-1.66
|
0.30
|
6.14
|
11.06
|
9.06
|
9.38
|
|
|
| Franklin India Equity Savings Fund |
0.30
|
-0.37
|
-1.34
|
-0.99
|
0.60
|
4.39
|
8.46
|
7.63
|
7.38
|
|
|
| Hdfc Equity Savings Fund |
0.55
|
-0.71
|
-3.23
|
-2.73
|
-0.76
|
3.93
|
9.67
|
9.27
|
8.84
|
9.62
|
9.17
|
| HSBC Equity Savings Fund |
0.81
|
-0.41
|
-1.81
|
-0.74
|
-0.46
|
9.62
|
13.40
|
|
|
|
|
| Bandhan Equity Savings Fund |
0.43
|
-0.35
|
-1.62
|
-1.27
|
0.32
|
3.75
|
7.51
|
6.63
|
6.88
|
6.32
|
6.78
|
| Invesco India Equity Savings Fund |
0.69
|
-0.54
|
-2.89
|
-4.17
|
-4.99
|
-0.60
|
9.48
|
6.84
|
6.93
|
|
|
| Kotak Equity Savings Fund |
0.67
|
-0.63
|
-2.60
|
-3.02
|
-1.20
|
5.78
|
10.64
|
9.65
|
9.38
|
9.19
|
|
| LIC MF Equity Savings Fund |
0.80
|
-0.50
|
-1.99
|
-3.47
|
-3.02
|
3.43
|
|
|
|
|
|
| Mirae Asset Equity Savings Fund |
0.82
|
-0.87
|
-3.32
|
-2.62
|
-0.16
|
5.42
|
11.14
|
9.41
|
10.29
|
|
|
| quant Equity Savings Fund |
0.68
|
-1.23
|
-3.27
|
-2.10
|
-1.67
|
|
|
|
|
|
|
| Nippon India Equity Savings Fund |
0.43
|
-0.64
|
-2.18
|
-1.51
|
0.42
|
3.99
|
8.51
|
7.29
|
3.48
|
4.82
|
|
| Sbi Equity Savings Fund |
0.56
|
-0.07
|
-1.63
|
-1.20
|
0.42
|
6.00
|
11.32
|
9.12
|
9.49
|
8.78
|
|
| Sundaram Equity Savings Fund |
0.73
|
-0.90
|
-3.81
|
-4.28
|
-2.44
|
2.21
|
10.79
|
|
|
|
|
| Union Equity Savings Fund |
0.60
|
-0.60
|
-2.91
|
-2.51
|
-0.89
|
2.58
|
7.86
|
6.29
|
7.07
|
|
|
| Uti Equity Savings Fund |
0.65
|
-0.74
|
-3.00
|
-2.86
|
0.74
|
4.23
|
10.16
|
9.38
|
9.01
|
|
|
| Pgim India Equity Savings Fund |
0.37
|
-0.46
|
-1.89
|
-1.66
|
-0.04
|
3.43
|
6.48
|
6.68
|
6.74
|
6.91
|
|
| Axis Equity Savings Fund |
0.59
|
-0.63
|
-2.73
|
-2.95
|
-0.76
|
3.23
|
9.99
|
7.93
|
8.28
|
8.41
|
|
| Bajaj Finserv Equity Savings Fund |
0.33
|
-0.11
|
-0.72
|
0.05
|
1.52
|
|
|
|
|
|
|
As On: 25 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
0.36
|
-0.40
|
-1.45
|
-0.99
|
1.58
|
7.41
|
10.52
|
8.07
|
8.95
|
9.07
|
|
| Baroda BNP Paribas Equity Savings Fund |
0.64
|
-0.54
|
-2.67
|
-2.74
|
0.27
|
5.78
|
10.85
|
8.49
|
|
|
|
| WhiteOak Capital Equity Savings Fund |
0.60
|
-0.45
|
-2.09
|
-1.57
|
1.34
|
10.45
|
|
|
|
|
|
| Dsp Equity Savings Fund |
0.38
|
-0.83
|
-1.76
|
-1.69
|
0.39
|
3.65
|
10.71
|
9.42
|
9.57
|
|
|
| Edelweiss Equity Savings Fund |
0.56
|
-0.34
|
-1.82
|
-1.42
|
0.79
|
7.19
|
12.20
|
10.32
|
10.60
|
|
|
| Franklin India Equity Savings Fund |
0.30
|
-0.36
|
-1.29
|
-0.81
|
0.99
|
5.23
|
9.38
|
8.73
|
8.67
|
|
|
| Hdfc Equity Savings Fund |
0.55
|
-0.69
|
-3.16
|
-2.51
|
-0.29
|
4.92
|
10.71
|
10.27
|
9.78
|
10.76
|
|
| HSBC Equity Savings Fund |
0.81
|
-0.40
|
-1.75
|
-0.54
|
-0.03
|
10.56
|
14.40
|
|
|
|
|
| Bandhan Equity Savings Fund |
0.43
|
-0.33
|
-1.55
|
-1.05
|
0.78
|
4.71
|
8.54
|
7.69
|
7.95
|
7.35
|
|
| Invesco India Equity Savings Fund |
0.69
|
-0.51
|
-2.78
|
-3.81
|
-4.24
|
0.99
|
11.21
|
8.58
|
8.72
|
|
|
| Kotak Equity Savings Fund |
0.67
|
-0.61
|
-2.52
|
-2.77
|
-0.67
|
6.93
|
11.86
|
10.81
|
10.49
|
10.20
|
|
| LIC MF Equity Savings Fund |
0.80
|
-0.48
|
-1.91
|
-3.22
|
-2.48
|
4.57
|
|
|
|
|
|
| Mirae Asset Equity Savings Fund |
0.82
|
-0.85
|
-3.25
|
-2.39
|
0.34
|
6.47
|
12.24
|
10.50
|
11.43
|
|
|
| quant Equity Savings Fund |
0.68
|
-1.20
|
-3.14
|
-1.68
|
-0.82
|
|
|
|
|
|
|
| Nippon India Equity Savings Fund |
0.43
|
-0.62
|
-2.10
|
-1.25
|
0.94
|
5.08
|
9.56
|
8.28
|
4.40
|
5.82
|
|
| Sbi Equity Savings Fund |
0.56
|
-0.06
|
-1.59
|
-1.06
|
0.70
|
6.59
|
11.92
|
9.71
|
10.12
|
9.72
|
|
| Sundaram Equity Savings Fund |
0.73
|
-0.87
|
-3.71
|
-3.94
|
-1.72
|
3.75
|
12.56
|
|
|
|
|
| Union Equity Savings Fund |
0.64
|
-0.57
|
-2.84
|
-2.41
|
-0.68
|
3.14
|
8.39
|
6.86
|
7.65
|
|
|
| Uti Equity Savings Fund |
0.65
|
-0.72
|
-2.93
|
-2.62
|
1.24
|
5.31
|
11.19
|
10.35
|
9.96
|
|
|
| Pgim India Equity Savings Fund |
0.37
|
-0.45
|
-1.84
|
-1.48
|
0.33
|
4.21
|
7.31
|
7.60
|
7.74
|
8.01
|
|
| Axis Equity Savings Fund |
0.60
|
-0.59
|
-2.67
|
-2.63
|
-0.16
|
4.52
|
11.37
|
9.33
|
9.68
|
9.76
|
|
| Bajaj Finserv Equity Savings Fund |
0.32
|
-0.10
|
-0.66
|
0.28
|
2.02
|
|
|
|
|
|
|
As On: 25 March 2026
As On: 25 March 2026
Performance Indicators
Calculated On: 27 February 2026
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund | -1.86 | -1.00 | -0.50 | 2.86 | 2.00 |
| Baroda Bnp Paribas Equity Savings Fund | -4.45 | -5.13 | -1.71 | 4.96 | 3.64 |
| Dsp Equity Savings Fund | -2.45 | -1.69 | -0.73 | 3.59 | 2.37 |
| Edelweiss Equity Savings Fund | -2.94 | -2.42 | -1.13 | 3.45 | 2.62 |
| Franklin India Equity Savings Fund | -1.00 | -0.97 | -0.34 | 2.28 | 1.60 |
| Hdfc Equity Savings Fund | -3.29 | -4.49 | -1.34 | 4.23 | 3.07 |
| Hsbc Equity Savings Fund | -6.59 | -10.71 | -3.56 | 7.32 | 6.08 |
| Bandhan Equity Savings Fund | -1.34 | -0.47 | -0.38 | 2.01 | 1.35 |
| Invesco India Equity Savings Fund | -6.06 | -5.90 | -2.29 | 5.76 | 4.25 |
| Kotak Equity Savings Fund | -6.99 | -5.75 | -1.81 | 5.18 | 4.07 |
| Mirae Asset Equity Savings Fund | -4.13 | -5.18 | -1.65 | 5.25 | 3.81 |
| Nippon India Equity Savings Fund | -2.01 | -3.04 | -0.86 | 3.36 | 2.37 |
| Sbi Equity Savings Fund | -4.38 | -5.36 | -1.28 | 5.18 | 3.87 |
| Sundaram Equity Savings Fund | -4.90 | -4.22 | -1.84 | 5.08 | 3.68 |
| Union Equity Savings Fund | -3.69 | -3.77 | -1.25 | 3.86 | 2.75 |
| Uti Equity Savings Fund | -3.66 | -2.70 | -1.05 | 4.02 | 2.91 |
| Pgim India Equity Savings Fund | -1.66 | -0.83 | -0.46 | 2.17 | 1.56 |
| Axis Equity Savings Fund | -4.33 | -5.12 | -1.59 | 4.91 | 3.57 |
Calculated On: 27 February 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 |
1.36
|
0.78
|
0.89
|
0.39
|
1.31
|
0.62 |
0.75
|
|
-1.24
|
-0.1300
|
| Baroda Bnp Paribas Equity Savings Fund |
0.84
|
0.40
|
0.67
|
0.43
|
-0.71
|
1.12 |
0.85
|
|
1.68
|
-0.3600
|
| Dsp Equity Savings Fund |
1.16
|
0.73
|
0.87
|
0.35
|
0.77
|
0.80 |
0.79
|
|
0.18
|
0.0900
|
| Edelweiss Equity Savings Fund |
1.56
|
0.81
|
0.92
|
0.40
|
2.43
|
0.72 |
0.70
|
|
0.08
|
1.6000
|
| Franklin India Equity Savings Fund |
1.23
|
0.68
|
0.79
|
0.41
|
0.74
|
0.50 |
0.76
|
|
-3.13
|
-0.9700
|
| Hdfc Equity Savings Fund |
1.09
|
0.55
|
0.73
|
0.42
|
0.36
|
0.98 |
0.88
|
|
1.04
|
0.4600
|
| Hsbc Equity Savings Fund |
1.07
|
0.43
|
0.67
|
0.47
|
3.65
|
1.00 |
0.29
|
|
3.11
|
4.1800
|
| Bandhan Equity Savings Fund |
1.00
|
0.55
|
0.75
|
0.39
|
0.14
|
0.45 |
0.83
|
|
-4.45
|
-1.1700
|
| Invesco India Equity Savings Fund |
0.68
|
0.32
|
0.62
|
0.42
|
-1.15
|
1.16 |
0.64
|
|
2.21
|
-0.3500
|
| Kotak Equity Savings Fund |
1.02
|
0.45
|
0.72
|
0.42
|
0.36
|
1.14 |
0.79
|
|
1.91
|
0.8600
|
| Mirae Asset Equity Savings Fund |
1.11
|
0.56
|
0.78
|
0.44
|
0.82
|
1.16 |
0.86
|
|
2.00
|
1.4500
|
| Nippon India Equity Savings Fund |
0.95
|
0.48
|
0.70
|
0.45
|
0.28
|
0.68 |
0.69
|
|
-0.30
|
-0.9400
|
| Sbi Equity Savings Fund |
1.07
|
0.52
|
0.75
|
0.41
|
1.56
|
0.94 |
0.54
|
|
1.93
|
1.2500
|
| Sundaram Equity Savings Fund |
1.03
|
0.53
|
0.79
|
0.39
|
0.45
|
1.11 |
0.76
|
|
1.84
|
1.2400
|
| Union Equity Savings Fund |
0.68
|
0.33
|
0.62
|
0.41
|
-1.14
|
0.87 |
0.86
|
|
0.43
|
-1.6800
|
| Uti Equity Savings Fund |
1.25
|
0.65
|
0.87
|
0.40
|
0.86
|
0.97 |
0.93
|
|
0.82
|
0.9300
|
| Pgim India Equity Savings Fund |
0.63
|
0.30
|
0.66
|
0.40
|
-0.73
|
0.49 |
0.88
|
|
-3.79
|
-2.8200
|
| Axis Equity Savings Fund |
0.89
|
0.43
|
0.68
|
0.42
|
-0.61
|
1.14 |
0.88
|
|
1.65
|
-0.1700
|