| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
10.84 | 12.72 | 10.38 | 11.17 | 3.48 | -2.42 | -2.94 | 3.73 | 0.73 | 0.79 | 1.53 | ||
| 2 | |
11.64 | 12.81 | 11.21 | 11.28 | 10.82 | 4.99 | -5.75 | -5.43 | 0.53 | 1.10 | 0.52 | 1.14 | |
| 3 | |
10.01 | 12.04 | 10.63 | 10.86 | 4.04 | -2.70 | -3.66 | 1.02 | 0.98 | 0.64 | 1.24 | ||
| 4 | |
10.12 | 10.34 | 8.02 | 9.53 | 9.58 | 2.99 | -1.43 | -2.85 | 2.64 | 0.65 | 0.64 | 1.19 | |
| 5 | |
12.45 | 12.92 | 10.87 | 12.33 | 5.38 | -5.18 | -4.70 | -0.85 | 1.20 | 0.49 | 0.98 | ||
| 6 | |
7.80 | 10.78 | 8.87 | 9.67 | 9.22 | 3.37 | -1.28 | -2.06 | 1.83 | 0.79 | 0.71 | 1.21 | |
| 7 | |
9.43 | 13.31 | 5.09 | -4.22 | -4.90 | -0.16 | 1.12 | 0.53 | 1.03 | ||||
| 8 | |
9.86 | 11.59 | 10.69 | 10.85 | 11.80 | 4.34 | -4.49 | -3.34 | -0.11 | 1.01 | 0.49 | 0.98 | |
| 9 | |
7.62 | 11.06 | 9.63 | 10.49 | 3.62 | -1.69 | -2.45 | 1.76 | 0.81 | 0.70 | 1.14 | ||
| 10 | |
13.37 | 15.01 | 7.29 | -10.71 | -6.59 | 3.27 | 1.01 | 0.41 | 1.02 | ||||
| 11 | |
10.47 | 11.59 | 9.15 | 4.95 | -5.13 | -4.45 | -1.00 | 1.11 | 0.42 | 0.88 | |||
| 12 | |
6.73 | 8.81 | 7.61 | 8.48 | 7.57 | 2.02 | -0.47 | -1.39 | 2.94 | 0.45 | 0.55 | 1.00 | |
| 13 | |
10.08 | 12.16 | 9.55 | 10.72 | 10.39 | 5.23 | -5.36 | -4.38 | 1.57 | 0.96 | 0.50 | 1.03 | |
| 14 | |
8.83 | 10.04 | 8.52 | 5.21 | 6.51 | 3.53 | -3.04 | -2.31 | 1.41 | 0.71 | 0.42 | 0.82 | |
| 15 | |
7.46 | 9.54 | 8.74 | 9.28 | 2.53 | -1.54 | -2.05 | 2.43 | 0.55 | 0.45 | 0.94 | ||
| 16 | |
8.72 | 11.75 | 9.54 | 10.46 | 10.45 | 4.94 | -5.12 | -4.88 | -1.46 | 1.15 | 0.42 | 0.87 | |
| 17 | |
7.35 | 8.01 | 7.79 | 8.46 | 2.16 | -0.83 | -1.15 | 1.87 | 0.49 | 0.30 | 0.63 | ||
| 18 | |
7.74 | 9.02 | 7.18 | 8.33 | 3.90 | -3.77 | -3.69 | -0.78 | 0.88 | 0.30 | 0.61 | ||
| 19 | |
5.26 | 12.07 | 9.07 | 5.66 | -5.90 | -6.06 | -0.90 | 1.13 | 0.38 | 0.81 |
Return Calculated On: 12 February 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: 12 February 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
-0.13
|
0.31
|
0.44
|
1.28
|
3.95
|
9.51
|
9.69
|
7.18
|
8.64
|
8.57
|
|
| Baroda BNP Paribas Equity Savings Fund |
-0.10
|
0.59
|
0.65
|
0.36
|
3.83
|
9.23
|
10.38
|
7.97
|
|
|
|
| Dsp Equity Savings Fund |
-0.19
|
0.25
|
0.10
|
0.37
|
2.34
|
6.68
|
10.11
|
8.57
|
9.25
|
|
|
| Edelweiss Equity Savings Fund |
-0.11
|
0.70
|
0.88
|
0.99
|
3.92
|
9.75
|
11.57
|
9.12
|
9.95
|
|
|
| Franklin India Equity Savings Fund |
-0.11
|
0.13
|
0.39
|
0.82
|
2.87
|
6.61
|
8.58
|
7.62
|
7.96
|
|
|
| Hdfc Equity Savings Fund |
-0.26
|
0.49
|
0.56
|
0.99
|
3.98
|
8.82
|
10.55
|
9.69
|
9.89
|
10.64
|
9.50
|
| HSBC Equity Savings Fund |
0.14
|
1.43
|
2.50
|
1.06
|
4.96
|
12.40
|
14.00
|
|
|
|
|
| Bandhan Equity Savings Fund |
-0.08
|
0.22
|
-0.03
|
0.76
|
2.31
|
5.76
|
7.78
|
6.55
|
7.42
|
6.54
|
6.95
|
| Invesco India Equity Savings Fund |
-0.38
|
-0.13
|
-0.55
|
-2.06
|
-0.74
|
3.60
|
10.33
|
7.32
|
|
|
|
| Kotak Equity Savings Fund |
-0.10
|
1.19
|
0.58
|
0.66
|
4.53
|
10.43
|
11.59
|
10.05
|
10.16
|
9.81
|
|
| Mirae Asset Equity Savings Fund |
-0.18
|
0.66
|
1.02
|
1.33
|
4.52
|
11.34
|
11.81
|
9.77
|
11.18
|
|
|
| Nippon India Equity Savings Fund |
-0.08
|
0.38
|
0.75
|
1.40
|
3.36
|
7.70
|
8.99
|
7.54
|
4.29
|
5.50
|
|
| Sbi Equity Savings Fund |
-0.25
|
0.36
|
0.84
|
0.64
|
2.99
|
9.47
|
11.56
|
8.96
|
10.10
|
9.43
|
|
| Sundaram Equity Savings Fund |
-0.23
|
0.38
|
0.39
|
0.20
|
2.69
|
7.81
|
11.50
|
|
|
|
|
| Tata Equity Savings Fund |
-0.08
|
0.18
|
0.15
|
0.60
|
2.72
|
7.14
|
10.04
|
7.96
|
8.67
|
8.19
|
7.74
|
| Union Equity Savings Fund |
-0.06
|
0.58
|
1.12
|
0.70
|
2.93
|
7.22
|
8.50
|
6.61
|
7.75
|
|
|
| Uti Equity Savings Fund |
-0.35
|
0.37
|
0.68
|
1.73
|
5.27
|
8.88
|
11.02
|
9.66
|
9.89
|
|
|
| Pgim India Equity Savings Fund |
-0.09
|
0.46
|
0.45
|
0.91
|
2.76
|
6.55
|
7.17
|
6.85
|
7.45
|
|
|
| Axis Equity Saver Fund |
-0.18
|
0.44
|
0.53
|
0.31
|
3.64
|
7.41
|
10.37
|
8.13
|
9.05
|
9.08
|
|
As On: 12 February 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
-0.08
|
0.32
|
0.51
|
1.39
|
4.22
|
10.12
|
10.34
|
8.02
|
9.53
|
9.58
|
|
| Baroda BNP Paribas Equity Savings Fund |
-0.09
|
0.61
|
0.74
|
0.64
|
4.41
|
10.47
|
11.59
|
9.15
|
|
|
|
| Dsp Equity Savings Fund |
-0.19
|
0.27
|
0.17
|
0.59
|
2.79
|
7.62
|
11.06
|
9.63
|
10.49
|
|
|
| Edelweiss Equity Savings Fund |
-0.11
|
0.72
|
0.97
|
1.24
|
4.44
|
10.84
|
12.72
|
10.38
|
11.17
|
|
|
| Franklin India Equity Savings Fund |
-0.11
|
0.15
|
0.46
|
1.02
|
3.29
|
7.46
|
9.54
|
8.74
|
9.28
|
|
|
| Hdfc Equity Savings Fund |
-0.26
|
0.51
|
0.64
|
1.23
|
4.47
|
9.86
|
11.59
|
10.69
|
10.85
|
11.80
|
|
| HSBC Equity Savings Fund |
0.14
|
1.44
|
2.57
|
1.28
|
5.41
|
13.37
|
15.01
|
|
|
|
|
| Bandhan Equity Savings Fund |
-0.08
|
0.24
|
0.05
|
0.99
|
2.78
|
6.73
|
8.81
|
7.61
|
8.48
|
7.57
|
|
| Invesco India Equity Savings Fund |
-0.37
|
-0.10
|
-0.41
|
-1.68
|
0.06
|
5.26
|
12.07
|
9.07
|
|
|
|
| Kotak Equity Savings Fund |
-0.10
|
1.21
|
0.67
|
0.93
|
5.10
|
11.64
|
12.81
|
11.21
|
11.28
|
10.82
|
|
| Mirae Asset Equity Savings Fund |
-0.18
|
0.68
|
1.11
|
1.59
|
5.05
|
12.45
|
12.92
|
10.87
|
12.33
|
|
|
| Nippon India Equity Savings Fund |
-0.08
|
0.40
|
0.85
|
1.67
|
3.90
|
8.83
|
10.04
|
8.52
|
5.21
|
6.51
|
|
| Sbi Equity Savings Fund |
-0.25
|
0.38
|
0.89
|
0.78
|
3.28
|
10.08
|
12.16
|
9.55
|
10.72
|
10.39
|
|
| Sundaram Equity Savings Fund |
-0.23
|
0.40
|
0.51
|
0.57
|
3.47
|
9.43
|
13.31
|
|
|
|
|
| Tata Equity Savings Fund |
-0.08
|
0.19
|
0.19
|
0.75
|
3.04
|
7.80
|
10.78
|
8.87
|
9.67
|
9.22
|
|
| Union Equity Savings Fund |
-0.06
|
0.56
|
1.13
|
0.84
|
3.16
|
7.74
|
9.02
|
7.18
|
8.33
|
|
|
| Uti Equity Savings Fund |
-0.35
|
0.39
|
0.76
|
1.99
|
5.80
|
10.01
|
12.04
|
10.63
|
10.86
|
|
|
| Pgim India Equity Savings Fund |
-0.08
|
0.47
|
0.51
|
1.10
|
3.14
|
7.35
|
8.01
|
7.79
|
8.46
|
|
|
| Axis Equity Saver Fund |
-0.19
|
0.46
|
0.62
|
0.58
|
4.22
|
8.72
|
11.75
|
9.54
|
10.46
|
10.45
|
|
As On: 12 February 2026
As On: 12 February 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
|