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
17.31% 11.72% 10.47% % % 18.27% 12.65% 11.37% % % 4.69% -2.43% -3.80% 1.84% 0.96 0.39 0.75
Union Equity Savings Fund 2
14.20% 8.07% 8.36% % % 14.66% 8.65% 8.94% % % 4.19% -3.91% -3.97% -1.96% 1.09 0.01 0.00
Kotak Equity Savings Fund 3
19.54% 12.51% 10.91% 9.86% % 20.82% 13.68% 12.00% 10.86% % % % % %
Sundaram Equity Savings … 4
20.44% % % % % % % % % % % % % %
Hdfc Equity Savings Fund 5
17.58% 12.20% 10.48% 9.07% 9.96% 18.63% 13.20% 11.40% 10.18% 11.02% % % % %
Sbi Equity Savings Fund 6
19.14% 10.91% 10.72% 9.22% % 19.76% 11.50% 11.37% 10.18% % % % % %
Axis Equity Saver Fund 7
17.85% 9.93% 9.44% 8.86% % 19.29% 11.37% 10.87% 10.22% % % % % %
Mirae Asset Equity Savin… 8
16.88% 10.89% 11.70% % % 18.02% 12.00% 12.86% % % % % % %
Aditya Birla Sun Life Eq… 9
13.35% 7.56% 8.46% 6.88% % 14.19% 8.56% 9.49% 7.95% % 4.89% -7.05% -6.77% -1.98% 0.89 -0.04 -0.13
Invesco India Equity Sav… 10
20.61% 9.47% 8.63% % % 22.47% 11.25% 10.47% % % % % % %
Edelweiss Equity Savings… 11
16.25% 10.09% 10.04% 9.27% % 17.45% 11.47% 11.31% 10.48% % % % % %
Baroda Bnp Paribas Equit… 12
16.02% 8.74% % % % 17.19% 9.88% % % % % % % %
Tata Equity Savings Fund 13
15.45% 9.46% 8.81% 7.32% 7.83% 16.26% 10.50% 9.91% 8.41% 8.90% % % % %
Dsp Equity Savings Fund 14
15.48% 9.52% 9.12% 7.71% % 16.42% 10.60% 10.44% 9.13% % % % % %
Nippon India Equity Savi… 15
11.81% 9.33% 3.46% 3.52% % 12.79% 10.27% 4.32% 4.47% % % % % %
Franklin India Equity Sa… 16
13.00% 9.00% 8.07% % % 13.99% 10.25% 9.51% % % % % % %
Idfc Equity Savings Fund 17
10.73% 7.50% 7.53% 6.58% 6.64% 11.83% 8.62% 8.64% 7.67% 7.62% % % % %
Pgim India Equity Saving… 18
8.91% 7.54% 7.24% 6.89% % 9.77% 8.50% 8.31% 8.03% % % % % %

Return Calculated On: 03 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 13602.0 12713.06 44802.0 40645.4 90066.0 74880.84 133854.0 111742.6
Baroda BNP Paribas Equity Savings Fund 13922.4 13016.71 46281.6 42310.87
DSP Equity Savings Fund 13857.6 12931.01 47286.0 41958.61 92826.0 78023.76 141262.8 116488.68
Edelweiss Equity Savings Fund 13950.0 12998.09 48027.6 42394.97 96816.0 78580.08 156223.2 119709.24
Franklin India Equity Savings Fund 13560.0 12702.98 46616.4 40954.72 88428.0 75787.32
HDFC Equity Savings Fund 14109.6 13091.87 50850.0 43223.9 98778.0 82060.2 154232.4 123786.52 310044.0 202228.08 783360.0 389269.44
IDFC Equity Savings Fund 13287.6 12606.08 44726.4 40353.7 86268.0 73456.86 131224.8 109365.9 228144.0 171285.6 479754.0 306623.34
Invesco India Equity Savings Fund 14473.2 13258.24 47221.2 42899.0 90756.0 77360.22
Kotak Equity Savings Fund 14344.8 13212.52 51274.8 44106.84 100680.0 82288.74 162262.8 125162.1
Mirae Asset Equity Savings Fund 14025.6 12992.22 49082.4 42660.72 104352.0 81411.9
Nippon India Equity Savings Fund 13417.2 12769.14 47048.4 41624.28 71112.0 73945.86 107049.6 102616.08
SBI Equity Savings Fund 14296.8 13012.33 49107.6 43155.29 99816.0 81238.38 155719.2 123064.28
Sundaram Equity Savings Fund 14452.8 13184.66
Tata Equity Savings Fund 13854.0 12977.92 47217.6 42031.66 91524.0 77069.16 137760.0 115396.34 255036.0 180175.08 516762.0 325073.52
Union Equity Savings Fund 13704.0 12843.3 45435.6 41274.0 89658.0 75101.16
UTI Equity Savings Fund 14077.2 13010.94 50202.0 43369.24 98700.0 81652.02
PGIM India Equity Savings Fund 13069.2 12555.89 44769.6 39968.53 85092.0 73103.34 133912.8 109587.83
Axis Equity Saver Fund 14142.0 13037.86 47826.0 42182.78 94188.0 78158.76 152140.8 118688.39

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 13702.8 12755.98 46065.6 41190.52 94428.0 76765.2 143505.6 115832.81
Baroda BNP Paribas Equity Savings Fund 14062.8 13089.16 47757.6 43019.03
DSP Equity Savings Fund 13970.4 12989.86 48704.4 42547.28 98562.0 80307.54 154845.6 121835.7
Edelweiss Equity Savings Fund 14094.0 13067.82 49863.6 43201.4 102540.0 81176.34 168730.8 125231.23
Franklin India Equity Savings Fund 13678.8 12756.98 48243.6 41649.48 94518.0 78280.98
HDFC Equity Savings Fund 14235.6 13156.52 52225.2 43853.72 102954.0 84057.24 165622.8 128195.51 341496.0 213837.0
IDFC Equity Savings Fund 13419.6 12674.33 46134.0 41005.73 90816.0 75523.14 140901.6 113737.26 250032.0 180959.4
Invesco India Equity Savings Fund 14696.4 13371.17 49572.0 43992.58 98712.0 80851.92
Kotak Equity Savings Fund 14498.4 13292.53 52884.0 44863.16 105756.0 84643.5 172821.6 130008.82
Mirae Asset Equity Savings Fund 14162.4 13062.71 50569.2 43339.5 109854.0 83714.52
Nippon India Equity Savings Fund 13534.8 12831.71 48276.0 42209.78 74148.0 75650.64 114105.6 105866.12
SBI Equity Savings Fund 14371.2 13049.83 49906.8 43518.78 102780.0 82501.86 165564.0 126241.5
Tata Equity Savings Fund 13951.2 13028.3 48574.8 42595.02 96228.0 79065.66 147856.8 119797.61 281496.0 190440.48
Union Equity Savings Fund 13759.2 12868.75 46173.6 41587.88 92058.0 76137.84
UTI Equity Savings Fund 14192.4 13070.66 51458.4 43948.69 102816.0 83529.78
PGIM India Equity Savings Fund 13172.4 12610.01 45979.2 40488.3 89448.0 74974.8 144211.2 113770.61
Axis Equity Saver Fund 14314.8 13123.24 49734.0 43035.8 100524.0 80982.3 166000.8 124729.33

As On: 03 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.05%
0.10%
0.71%
2.47%
5.95%
13.35%
7.56%
8.46%
6.88%
%
%
Baroda BNP Paribas Equity Savings Fund
-0.16%
0.13%
0.98%
3.21%
10.24%
16.02%
8.74%
%
%
%
%
DSP Equity Savings Fund
0.07%
0.22%
1.38%
3.55%
9.18%
15.48%
9.52%
9.12%
7.71%
%
%
Edelweiss Equity Savings Fund
-0.13%
0.15%
0.98%
2.94%
9.08%
16.25%
10.09%
10.04%
9.27%
%
%
Franklin India Equity Savings Fund
-0.04%
-0.05%
0.51%
2.07%
6.14%
13.00%
9.00%
8.07%
%
%
%
HDFC Equity Savings Fund
-0.12%
-0.10%
0.57%
2.81%
10.90%
17.58%
12.20%
10.48%
9.07%
9.96%
10.30%
IDFC Equity Savings Fund
-0.06%
-0.10%
0.30%
1.78%
5.55%
10.73%
7.50%
7.53%
6.58%
6.64%
6.75%
Invesco India Equity Savings Fund
-0.09%
0.31%
1.90%
4.24%
11.91%
20.61%
9.47%
8.63%
%
%
%
Kotak Equity Savings Fund
-0.14%
0.16%
1.01%
3.12%
11.70%
19.54%
12.51%
10.91%
9.86%
%
%
Mirae Asset Equity Savings Fund
-0.14%
-0.09%
0.96%
2.88%
10.00%
16.88%
10.89%
11.70%
%
%
%
Nippon India Equity Savings Fund
-0.06%
-0.10%
0.84%
2.44%
7.58%
11.81%
9.33%
3.46%
3.52%
%
%
SBI Equity Savings Fund
-0.18%
-0.05%
0.90%
2.46%
8.56%
19.14%
10.91%
10.72%
9.22%
%
%
Sundaram Equity Savings Fund
-0.21%
-0.25%
1.29%
4.70%
11.04%
20.44%
%
%
%
%
%
Tata Equity Savings Fund
-0.16%
-0.01%
0.84%
2.95%
9.68%
15.45%
9.46%
8.81%
7.32%
7.83%
7.28%
Union Equity Savings Fund
-0.13%
-0.06%
0.58%
2.23%
8.33%
14.20%
8.07%
8.36%
%
%
%
UTI Equity Savings Fund
-0.10%
-0.03%
0.80%
2.57%
9.63%
17.31%
11.72%
10.47%
%
%
%
PGIM India Equity Savings Fund
-0.11%
-0.14%
0.37%
1.85%
5.21%
8.91%
7.54%
7.24%
6.89%
%
%
Axis Equity Saver Fund
-0.15%
-0.15%
0.45%
2.34%
10.24%
17.85%
9.93%
9.44%
8.86%
%
%

As On: 03 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.05%
0.14%
0.78%
2.62%
6.24%
14.19%
8.56%
9.49%
7.95%
%
%
Baroda BNP Paribas Equity Savings Fund
-0.16%
0.14%
1.07%
3.46%
10.79%
17.19%
9.88%
%
%
%
%
DSP Equity Savings Fund
0.07%
0.22%
1.45%
3.75%
9.64%
16.42%
10.60%
10.44%
9.13%
%
%
Edelweiss Equity Savings Fund
-0.12%
0.16%
1.06%
3.15%
9.59%
17.45%
11.47%
11.31%
10.48%
%
%
Franklin India Equity Savings Fund
-0.04%
-0.04%
0.58%
2.26%
6.52%
13.99%
10.25%
9.51%
%
%
%
HDFC Equity Savings Fund
-0.11%
-0.09%
0.65%
3.02%
11.39%
18.63%
13.20%
11.40%
10.18%
11.02%
%
IDFC Equity Savings Fund
-0.05%
-0.09%
0.39%
2.02%
6.07%
11.83%
8.62%
8.64%
7.67%
7.62%
%
Invesco India Equity Savings Fund
-0.08%
0.33%
2.02%
4.62%
12.76%
22.47%
11.25%
10.47%
%
%
%
Kotak Equity Savings Fund
-0.14%
0.17%
1.11%
3.40%
12.31%
20.82%
13.68%
12.00%
10.86%
%
%
Mirae Asset Equity Savings Fund
-0.14%
-0.08%
1.05%
3.13%
10.53%
18.02%
12.00%
12.86%
%
%
%
Nippon India Equity Savings Fund
-0.06%
-0.09%
0.92%
2.67%
8.07%
12.79%
10.27%
4.32%
4.47%
%
%
SBI Equity Savings Fund
-0.18%
-0.04%
0.95%
2.59%
8.84%
19.76%
11.50%
11.37%
10.18%
%
%
Tata Equity Savings Fund
-0.16%
0.00%
0.90%
3.12%
10.06%
16.26%
10.50%
9.91%
8.41%
8.90%
%
Union Equity Savings Fund
-0.12%
-0.06%
0.56%
2.29%
8.48%
14.66%
8.65%
8.94%
%
%
%
UTI Equity Savings Fund
-0.10%
-0.02%
0.87%
2.78%
10.09%
18.27%
12.65%
11.37%
%
%
%
PGIM India Equity Savings Fund
-0.10%
-0.13%
0.44%
2.04%
5.62%
9.77%
8.50%
8.31%
8.03%
%
%
Axis Equity Saver Fund
-0.18%
-0.18%
0.49%
2.61%
10.86%
19.29%
11.37%
10.87%
10.22%
%
%

As On: 03 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
11.19%
8.04%
8.79%
8.02%
%
%
Baroda BNP Paribas Equity Savings Fund
16.06%
10.77%
%
%
%
%
DSP Equity Savings Fund
14.68%
10.20%
10.44%
9.19%
%
%
Edelweiss Equity Savings Fund
15.76%
10.91%
10.73%
9.95%
%
%
Franklin India Equity Savings Fund
11.03%
8.55%
9.27%
%
%
%
HDFC Equity Savings Fund
17.27%
12.24%
12.47%
10.89%
10.07%
9.62%
IDFC Equity Savings Fund
9.49%
7.55%
8.02%
7.42%
6.92%
6.75%
Invesco India Equity Savings Fund
19.97%
11.72%
10.10%
%
%
%
Kotak Equity Savings Fund
19.23%
13.64%
12.59%
11.20%
%
%
Mirae Asset Equity Savings Fund
15.66%
11.34%
12.15%
%
%
%
Nippon India Equity Savings Fund
12.08%
9.65%
8.29%
5.63%
%
%
SBI Equity Savings Fund
15.99%
12.13%
12.07%
10.72%
%
%
Sundaram Equity Savings Fund
18.78%
%
%
%
%
%
Tata Equity Savings Fund
15.43%
10.32%
9.95%
8.92%
7.88%
7.46%
Union Equity Savings Fund
13.27%
9.08%
8.91%
%
%
%
UTI Equity Savings Fund
15.96%
12.47%
12.27%
%
%
%
PGIM India Equity Savings Fund
8.69%
6.91%
7.83%
7.47%
%
%
Axis Equity Saver Fund
16.40%
10.56%
10.51%
9.71%
%
%

As On: 03 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
11.87%
8.94%
9.79%
9.03%
%
%
Baroda BNP Paribas Equity Savings Fund
17.23%
11.91%
%
%
%
%
DSP Equity Savings Fund
15.62%
11.15%
11.60%
10.44%
%
%
Edelweiss Equity Savings Fund
16.88%
12.20%
12.04%
11.21%
%
%
Franklin India Equity Savings Fund
11.89%
9.70%
10.57%
%
%
%
HDFC Equity Savings Fund
18.32%
13.24%
13.45%
11.87%
11.12%
%
IDFC Equity Savings Fund
10.57%
8.64%
9.13%
8.52%
7.96%
%
Invesco India Equity Savings Fund
21.82%
13.46%
11.88%
%
%
%
Kotak Equity Savings Fund
20.53%
14.82%
13.73%
12.26%
%
%
Mirae Asset Equity Savings Fund
16.80%
12.42%
13.28%
%
%
%
Nippon India Equity Savings Fund
13.08%
10.61%
9.20%
6.51%
%
%
SBI Equity Savings Fund
16.59%
12.71%
12.69%
11.44%
%
%
Tata Equity Savings Fund
16.24%
11.23%
10.98%
9.97%
8.93%
%
Union Equity Savings Fund
13.68%
9.59%
9.46%
%
%
%
UTI Equity Savings Fund
16.93%
13.39%
13.19%
%
%
%
PGIM India Equity Savings Fund
9.55%
7.78%
8.84%
8.52%
%
%
Axis Equity Saver Fund
17.78%
11.94%
11.94%
11.10%
%
%