| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
9.03 | 12.46 | 11.04 | 11.04 | 3.66 | -2.42 | -4.20 | 3.24 | 0.76 | 0.65 | 1.32 | ||
| 2 | |
9.12 | 12.86 | 11.77 | 11.27 | 10.55 | 5.01 | -5.75 | -5.43 | 1.03 | 1.07 | 0.50 | 1.10 | |
| 3 | |
9.50 | 10.10 | 8.84 | 9.29 | 9.13 | 3.12 | -2.28 | -2.85 | 2.30 | 0.67 | 0.52 | 1.01 | |
| 4 | |
8.01 | 12.99 | 5.15 | -4.22 | -5.15 | 0.22 | 1.11 | 0.50 | 0.99 | ||||
| 5 | |
9.77 | 12.33 | 11.72 | 12.23 | 5.45 | -5.18 | -4.24 | -0.73 | 1.19 | 0.44 | 0.89 | ||
| 6 | |
9.55 | 11.98 | 11.65 | 10.64 | 4.16 | -2.70 | -4.04 | 0.82 | 0.98 | 0.55 | 1.08 | ||
| 7 | |
1.76 | 14.53 | 7.29 | -10.71 | -6.59 | 3.78 | 1.00 | 0.41 | 1.02 | ||||
| 8 | |
7.92 | 11.46 | 9.28 | 5.01 | -5.13 | -4.45 | -0.68 | 1.10 | 0.39 | 0.83 | |||
| 9 | |
7.28 | 10.75 | 9.71 | 9.65 | 8.81 | 3.54 | -1.82 | -2.55 | 1.54 | 0.81 | 0.57 | 1.04 | |
| 10 | |
5.62 | 11.93 | 10.39 | 10.66 | 9.96 | 5.28 | -5.36 | -4.72 | 1.77 | 0.96 | 0.47 | 0.99 | |
| 11 | |
7.84 | 11.19 | 11.67 | 10.65 | 11.02 | 4.41 | -4.49 | -3.46 | 0.05 | 1.00 | 0.44 | 0.90 | |
| 12 | |
7.13 | 11.00 | 10.59 | 10.18 | 3.66 | -1.69 | -2.45 | 2.00 | 0.80 | 0.66 | 1.09 | ||
| 13 | |
7.33 | 8.84 | 8.28 | 8.34 | 7.62 | 2.09 | -0.80 | -1.40 | 2.76 | 0.46 | 0.44 | 0.84 | |
| 14 | |
6.88 | 7.95 | 8.32 | 8.53 | 2.15 | -0.83 | -1.15 | 2.22 | 0.48 | 0.31 | 0.64 | ||
| 15 | |
7.32 | 9.77 | 9.25 | 4.86 | 5.76 | 3.59 | -3.04 | -2.49 | 1.47 | 0.70 | 0.37 | 0.75 | |
| 16 | |
6.68 | 11.56 | 10.10 | 10.43 | 9.87 | 5.11 | -5.12 | -6.34 | -1.60 | 1.16 | 0.35 | 0.75 | |
| 17 | |
6.73 | 9.16 | 9.42 | 9.07 | 2.73 | -2.71 | -2.88 | 1.87 | 0.58 | 0.31 | 0.70 | ||
| 18 | |
5.49 | 8.74 | 7.58 | 8.34 | 3.96 | -3.77 | -3.69 | -0.58 | 0.87 | 0.27 | 0.56 | ||
| 19 | |
1.97 | 12.24 | 9.73 | 5.63 | -5.90 | -6.06 | -0.21 | 1.11 | 0.39 | 0.83 |
Return Calculated On: 31 December 2025 | Ratios Calculated On: 28 November 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: 31 December 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
0.18
|
0.09
|
0.26
|
2.74
|
3.77
|
8.97
|
9.43
|
7.98
|
8.38
|
8.10
|
|
| Baroda BNP Paribas Equity Savings Fund |
0.22
|
-0.02
|
-0.38
|
3.31
|
2.38
|
6.70
|
10.25
|
8.09
|
|
|
|
| Dsp Equity Savings Fund |
0.22
|
0.10
|
0.21
|
2.22
|
2.06
|
6.19
|
10.04
|
9.50
|
8.93
|
|
|
| Edelweiss Equity Savings Fund |
0.18
|
-0.02
|
0.46
|
2.40
|
3.95
|
7.95
|
11.29
|
9.77
|
9.81
|
|
|
| Franklin India Equity Savings Fund |
0.12
|
-0.01
|
0.15
|
1.83
|
2.50
|
5.88
|
8.19
|
8.28
|
7.73
|
|
|
| Hdfc Equity Savings Fund |
0.40
|
0.10
|
0.24
|
2.61
|
2.61
|
6.81
|
10.15
|
10.66
|
9.69
|
9.87
|
9.38
|
| HSBC Equity Savings Fund |
0.27
|
-0.43
|
-0.58
|
0.84
|
4.01
|
0.88
|
13.52
|
|
|
|
|
| Bandhan Equity Savings Fund |
0.21
|
0.13
|
0.36
|
1.82
|
2.63
|
6.35
|
7.80
|
7.21
|
7.28
|
6.60
|
7.01
|
| Invesco India Equity Savings Fund |
0.40
|
-0.03
|
-0.96
|
0.06
|
-1.62
|
0.35
|
10.50
|
7.97
|
|
|
|
| Kotak Equity Savings Fund |
0.22
|
0.19
|
0.30
|
2.60
|
4.36
|
7.93
|
11.64
|
10.59
|
10.16
|
9.55
|
|
| Mirae Asset Equity Savings Fund |
0.36
|
0.21
|
0.45
|
3.16
|
2.78
|
8.69
|
11.24
|
10.61
|
11.08
|
|
|
| Nippon India Equity Savings Fund |
0.26
|
0.09
|
0.25
|
2.31
|
2.36
|
6.22
|
8.73
|
8.27
|
3.94
|
4.75
|
|
| Sbi Equity Savings Fund |
0.30
|
0.21
|
-0.35
|
2.40
|
1.16
|
5.05
|
11.34
|
9.78
|
10.03
|
8.98
|
|
| Sundaram Equity Savings Fund |
0.34
|
-0.12
|
-0.41
|
2.31
|
1.76
|
6.39
|
11.18
|
|
|
|
|
| Tata Equity Savings Fund |
0.21
|
0.06
|
0.15
|
2.49
|
2.31
|
6.62
|
10.00
|
8.78
|
8.65
|
7.77
|
7.68
|
| Union Equity Savings Fund |
0.29
|
-0.12
|
-0.17
|
2.21
|
1.72
|
4.83
|
8.20
|
7.00
|
7.74
|
|
|
| Uti Equity Savings Fund |
0.30
|
-0.01
|
0.69
|
4.04
|
3.64
|
8.41
|
10.96
|
10.68
|
9.67
|
|
|
| Pgim India Equity Savings Fund |
0.21
|
-0.02
|
0.02
|
1.93
|
2.10
|
6.07
|
7.10
|
7.36
|
7.51
|
|
|
| Axis Equity Saver Fund |
0.26
|
-0.04
|
-0.04
|
2.71
|
2.66
|
5.38
|
10.18
|
8.68
|
9.04
|
8.51
|
|
As On: 31 December 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
0.20
|
0.08
|
0.28
|
2.88
|
4.02
|
9.50
|
10.10
|
8.84
|
9.29
|
9.13
|
|
| Baroda BNP Paribas Equity Savings Fund |
0.23
|
0.00
|
-0.29
|
3.60
|
2.96
|
7.92
|
11.46
|
9.28
|
|
|
|
| Dsp Equity Savings Fund |
0.22
|
0.12
|
0.28
|
2.44
|
2.51
|
7.13
|
11.00
|
10.59
|
10.18
|
|
|
| Edelweiss Equity Savings Fund |
0.18
|
0.00
|
0.54
|
2.65
|
4.47
|
9.03
|
12.46
|
11.04
|
11.04
|
|
|
| Franklin India Equity Savings Fund |
0.13
|
0.01
|
0.22
|
2.04
|
2.92
|
6.73
|
9.16
|
9.42
|
9.07
|
|
|
| Hdfc Equity Savings Fund |
0.40
|
0.12
|
0.31
|
2.86
|
3.10
|
7.84
|
11.19
|
11.67
|
10.65
|
11.02
|
|
| HSBC Equity Savings Fund |
0.27
|
-0.41
|
-0.51
|
1.06
|
4.45
|
1.76
|
14.53
|
|
|
|
|
| Bandhan Equity Savings Fund |
0.21
|
0.15
|
0.44
|
2.05
|
3.10
|
7.33
|
8.84
|
8.28
|
8.34
|
7.62
|
|
| Invesco India Equity Savings Fund |
0.41
|
0.00
|
-0.83
|
0.46
|
-0.83
|
1.97
|
12.24
|
9.73
|
|
|
|
| Kotak Equity Savings Fund |
0.23
|
0.21
|
0.39
|
2.88
|
4.93
|
9.12
|
12.86
|
11.77
|
11.27
|
10.55
|
|
| Mirae Asset Equity Savings Fund |
0.37
|
0.23
|
0.54
|
3.43
|
3.29
|
9.77
|
12.33
|
11.72
|
12.23
|
|
|
| Nippon India Equity Savings Fund |
0.26
|
0.11
|
0.34
|
2.58
|
2.89
|
7.32
|
9.77
|
9.25
|
4.86
|
5.76
|
|
| Sbi Equity Savings Fund |
0.30
|
0.22
|
-0.31
|
2.55
|
1.44
|
5.62
|
11.93
|
10.39
|
10.66
|
9.96
|
|
| Sundaram Equity Savings Fund |
0.35
|
-0.09
|
-0.29
|
2.70
|
2.55
|
8.01
|
12.99
|
|
|
|
|
| Tata Equity Savings Fund |
0.21
|
0.07
|
0.20
|
2.65
|
2.63
|
7.28
|
10.75
|
9.71
|
9.65
|
8.81
|
|
| Union Equity Savings Fund |
0.34
|
-0.06
|
-0.11
|
2.41
|
2.06
|
5.49
|
8.74
|
7.58
|
8.34
|
|
|
| Uti Equity Savings Fund |
0.30
|
0.01
|
0.78
|
4.30
|
4.16
|
9.55
|
11.98
|
11.65
|
10.64
|
|
|
| Pgim India Equity Savings Fund |
0.21
|
0.00
|
0.09
|
2.12
|
2.48
|
6.88
|
7.95
|
8.32
|
8.53
|
|
|
| Axis Equity Saver Fund |
0.27
|
-0.04
|
0.08
|
2.98
|
3.31
|
6.68
|
11.56
|
10.10
|
10.43
|
9.87
|
|
As On: 31 December 2025
As On: 31 December 2025
Performance Indicators
Calculated On: 28 November 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund | -2.85 | -2.28 | -1.14 | 3.12 | 2.24 |
| Baroda Bnp Paribas Equity Savings Fund | -4.45 | -5.13 | -1.83 | 5.01 | 3.70 |
| Dsp Equity Savings Fund | -2.45 | -1.69 | -0.86 | 3.66 | 2.43 |
| Edelweiss Equity Savings Fund | -4.20 | -2.42 | -1.43 | 3.66 | 2.80 |
| Franklin India Equity Savings Fund | -2.88 | -2.71 | -0.88 | 2.73 | 2.07 |
| Hdfc Equity Savings Fund | -3.46 | -4.49 | -1.65 | 4.41 | 3.21 |
| Hsbc Equity Savings Fund | -6.59 | -10.71 | -3.51 | 7.29 | 6.03 |
| Bandhan Equity Savings Fund | -1.40 | -0.80 | -0.47 | 2.09 | 1.42 |
| Invesco India Equity Savings Fund | -6.06 | -5.90 | -2.34 | 5.63 | 4.18 |
| Kotak Equity Savings Fund | -5.43 | -5.75 | -1.54 | 5.01 | 3.89 |
| Mirae Asset Equity Savings Fund | -4.24 | -5.18 | -2.54 | 5.45 | 3.93 |
| Nippon India Equity Savings Fund | -2.49 | -3.04 | -1.09 | 3.59 | 2.50 |
| Sbi Equity Savings Fund | -4.72 | -5.36 | -1.68 | 5.28 | 3.95 |
| Sundaram Equity Savings Fund | -5.15 | -4.22 | -2.45 | 5.15 | 3.73 |
| Tata Equity Savings Fund | -2.55 | -1.82 | -0.79 | 3.54 | 2.44 |
| Union Equity Savings Fund | -3.69 | -3.77 | -1.43 | 3.96 | 2.80 |
| Uti Equity Savings Fund | -4.04 | -2.70 | -1.26 | 4.16 | 3.02 |
| Pgim India Equity Savings Fund | -1.15 | -0.83 | -0.40 | 2.15 | 1.53 |
| Axis Equity Saver Fund | -6.34 | -5.12 | -2.35 | 5.11 | 3.74 |
Calculated On: 28 November 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 |
1.01
|
0.52
|
0.73
|
0.38
|
2.30
|
0.67 |
0.77
|
|
0.81
|
-0.4300
|
| Baroda Bnp Paribas Equity Savings Fund |
0.83
|
0.39
|
0.66
|
0.43
|
-0.68
|
1.10 |
0.86
|
|
0.75
|
0.1000
|
| Dsp Equity Savings Fund |
1.09
|
0.66
|
0.84
|
0.34
|
2.00
|
0.80 |
0.80
|
|
0.84
|
0.3700
|
| Edelweiss Equity Savings Fund |
1.32
|
0.65
|
0.87
|
0.39
|
3.24
|
0.76 |
0.72
|
|
0.92
|
1.4600
|
| Franklin India Equity Savings Fund |
0.70
|
0.31
|
0.61
|
0.40
|
1.87
|
0.58 |
0.74
|
|
0.71
|
-1.4700
|
| Hdfc Equity Savings Fund |
0.90
|
0.44
|
0.68
|
0.40
|
0.05
|
1.00 |
0.89
|
|
0.78
|
0.2400
|
| Hsbc Equity Savings Fund |
1.02
|
0.41
|
0.65
|
0.47
|
3.78
|
1.00 |
0.31
|
|
0.82
|
4.3000
|
| Bandhan Equity Savings Fund |
0.84
|
0.44
|
0.70
|
0.38
|
2.76
|
0.46 |
0.85
|
|
0.76
|
-0.9200
|
| Invesco India Equity Savings Fund |
0.83
|
0.39
|
0.67
|
0.43
|
-0.21
|
1.11 |
0.65
|
|
0.75
|
0.9300
|
| Kotak Equity Savings Fund |
1.10
|
0.50
|
0.73
|
0.43
|
1.03
|
1.07 |
0.79
|
|
0.84
|
1.5700
|
| Mirae Asset Equity Savings Fund |
0.89
|
0.44
|
0.71
|
0.43
|
-0.73
|
1.19 |
0.88
|
|
0.77
|
0.8900
|
| Nippon India Equity Savings Fund |
0.75
|
0.37
|
0.65
|
0.45
|
1.47
|
0.70 |
0.68
|
|
0.72
|
-1.0100
|
| Sbi Equity Savings Fund |
0.99
|
0.47
|
0.73
|
0.40
|
1.77
|
0.96 |
0.58
|
|
0.81
|
1.4000
|
| Sundaram Equity Savings Fund |
0.99
|
0.50
|
0.78
|
0.39
|
0.22
|
1.11 |
0.79
|
|
0.81
|
1.5500
|
| Tata Equity Savings Fund |
1.04
|
0.57
|
0.81
|
0.42
|
1.54
|
0.81 |
0.89
|
|
0.82
|
0.1800
|
| Union Equity Savings Fund |
0.56
|
0.27
|
0.58
|
0.41
|
-0.58
|
0.87 |
0.88
|
|
0.66
|
-1.6700
|
| Uti Equity Savings Fund |
1.08
|
0.55
|
0.82
|
0.39
|
0.82
|
0.98 |
0.94
|
|
0.84
|
0.8500
|
| Pgim India Equity Savings Fund |
0.64
|
0.31
|
0.66
|
0.41
|
2.22
|
0.48 |
0.90
|
|
0.69
|
-2.3200
|
| Axis Equity Saver Fund |
0.75
|
0.35
|
0.64
|
0.41
|
-1.60
|
1.16 |
0.89
|
|
0.72
|
-0.3400
|