Best Equity Savings Mutual Funds December 2024

  • Invesco India Equity Savings Fund has exhibited very good performance in the Equity Savings Fund category. The fund has rank of 2 out of 17 funds in the category. The fund has delivered return of 11.75% in 1 year, 8.86% in 3 years and 8.66% in 5 years. The category average for the same periods is 8.78%, 8.34% and 9.04% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 5.55, VaR …
  • Sbi Equity Savings Fund has shown good performance in the Equity Savings Fund category. The fund has rank of 4 out of 17 funds in the category. The fund has delivered return of 7.78% in 1 year, 9.39% in 3 years and 10.42% in 5 years. The category average for the same periods is 8.78%, 8.34% and 9.04% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 4.93, VaR of -4.14, …
  • Dsp Equity Savings Fund has shown good performance in the Equity Savings Fund category. The fund has rank of 5 out of 17 funds in the category. The fund has delivered return of 11.14% in 1 year, 8.87% in 3 years and 9.42% in 5 years. The category average for the same periods is 8.78%, 8.34% and 9.04% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 4.18, VaR of -3.54, …
  • Edelweiss Equity Savings Fund has shown very good performance in the Equity Savings Fund category. The fund has rank of 3 out of 17 funds in the category. The fund has delivered return of 10.74% in 1 year, 9.2% in 3 years and 10.18% in 5 years. The category average for the same periods is 8.78%, 8.34% and 9.04% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 4.03, VaR …
  • Kotak Equity Savings Fund is the top performing fund in the Equity Savings Fund category. The fund has delivered return of 8.72% in 1 year, 10.26% in 3 years, 10.58% in 5 years and 8.94% in 10 years. The category average for the same periods is 8.78%, 8.34%, 9.04% and 7.79% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 4.36, VaR of -2.66, Average Drawdown of -0.91, Semi Deviation …

Full review at the fund page (link in the table below.)

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
1
8.72% 10.26% 10.58% 9.16% 8.94% 9.94% 11.44% 11.72% 10.19% 9.89% 4.36% -2.49% -2.66% % 0.45 0.93
2
11.75% 8.86% 8.66% % % 13.50% 10.60% 10.46% % % 5.55% -6.66% -6.10% % 0.22 0.47
3
10.74% 9.20% 10.18% 8.80% % 11.81% 10.47% 11.46% 10.04% % 4.03% -3.11% -4.21% % 0.29 0.63
4
7.78% 9.39% 10.42% 8.54% % 8.35% 9.96% 11.06% 9.36% % 4.93% -4.43% -4.14% % 0.31 0.61
5
11.14% 8.87% 9.42% 7.72% % 12.11% 9.80% 10.64% 9.06% % 4.18% -2.54% -3.54% % 0.28 0.56
6
7.97% 9.86% 10.86% % % 8.93% 10.79% 11.79% % % 4.62% -2.43% -4.84% % 0.33 0.66
7
8.97% 9.10% 11.19% % % 10.06% 10.18% 12.29% % % 5.47% -4.51% -5.56% % 0.21 0.42
8
9.52% 8.69% 9.09% 7.83% 7.00% 10.24% 9.55% 10.12% 8.88% 8.04% 4.02% -2.63% -3.40% % 0.19 0.40
9
8.19% 8.41% 8.56% % % 9.42% 9.61% 9.73% % % 4.83% -3.91% -4.46% % 0.20 0.39
10
7.45% 9.05% 10.70% 8.44% 9.13% 8.47% 10.06% 11.66% 9.48% 10.23% 4.80% -2.96% -4.88% % 0.27 0.57
11
8.46% 8.28% 9.39% 8.59% % 9.76% 9.66% 10.84% 9.96% % 5.83% -6.96% -6.83% % 0.09 0.19
12
7.76% 7.04% 8.55% % % 8.64% 8.15% 9.85% % % 3.95% -4.01% -4.43% % 0.05 0.10
13
6.38% 7.51% 5.40% 2.60% % 7.40% 8.46% 6.33% 3.51% % 3.87% -2.34% -3.41% % 0.09 0.19
14
5.79% 6.75% 7.85% % % 6.38% 7.33% 8.41% % % 4.16% -4.19% -3.97% % 0.02 0.02
15
7.46% 6.60% 7.55% 6.79% 6.57% 8.48% 7.66% 8.66% 7.90% 7.57% 2.77% -2.17% -1.93% % -0.06 -0.16
16
6.76% 6.17% 7.26% 6.51% % 7.62% 7.03% 8.30% 7.56% % 2.19% -1.16% -1.73% % -0.13 -0.35
17
7.50% 6.27% 7.96% 6.76% 7.31% 8.03% 7.10% 8.90% 7.75% 8.37% 4.79% -7.58% -6.77% % -0.07 -0.21

Return Calculated On: 29 January 2025

Ratios Calculated On: 31 December 2024

As On: 29 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.24
0.05
0.00
0.43
1.41
7.50
6.27
7.96
6.76
7.31
Baroda BNP Paribas Equity Savings Fund
0.84
-0.20
-1.92
-1.42
0.26
8.19
8.41
8.56
Dsp Equity Savings Fund
0.31
-0.06
-0.47
-0.76
1.67
11.14
8.87
9.42
7.72
Edelweiss Equity Savings Fund
0.54
-0.11
-1.14
0.41
1.89
10.74
9.20
10.18
8.80
Franklin India Equity Savings Fund
0.29
0.17
-0.39
0.39
1.54
7.76
7.04
8.55
Hdfc Equity Savings Fund
0.41
-0.26
-1.08
-1.59
-0.86
7.45
9.05
10.70
8.44
9.13
9.49
HSBC Equity Savings Fund
1.29
-1.40
-6.76
-2.34
-1.92
13.46
Bandhan Equity Savings Fund
0.11
0.09
0.48
0.90
1.64
7.46
6.60
7.55
6.79
6.57
6.95
Invesco India Equity Savings Fund
0.86
-0.38
-3.18
-1.82
-0.07
11.75
8.86
8.66
Kotak Equity Savings Fund
0.42
-0.33
-1.64
-0.75
-0.79
8.72
10.26
10.58
9.16
8.94
Mirae Asset Equity Savings Fund
0.68
0.04
-1.30
-0.92
-0.34
8.97
9.10
11.19
Nippon India Equity Savings Fund
0.29
0.02
-0.47
-1.08
-0.44
6.38
7.51
5.40
2.60
Sbi Equity Savings Fund
0.80
-1.98
-1.41
-0.23
7.78
9.39
10.42
8.54
Sundaram Equity Savings Fund
0.51
0.05
-1.28
-0.65
0.54
11.03
9.80
Tata Equity Savings Fund
0.32
0.22
-0.22
0.38
1.46
9.52
8.69
9.09
7.83
7.00
7.44
Union Equity Savings Fund
0.44
-0.06
-1.65
-1.47
-1.17
5.79
6.75
7.85
Uti Equity Savings Fund
0.32
0.08
-0.08
-0.20
0.21
7.97
9.86
10.86
Pgim India Equity Savings Fund
0.31
0.31
0.02
0.67
1.59
6.76
6.17
7.26
6.51
Axis Equity Saver Fund
0.66
0.00
-1.02
-0.79
-0.05
8.46
8.28
9.39
8.59

As On: 29 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.22
0.04
0.04
0.52
1.63
8.03
7.10
8.90
7.75
8.37
Baroda BNP Paribas Equity Savings Fund
0.85
-0.17
-1.83
-1.14
0.84
9.42
9.61
9.73
Dsp Equity Savings Fund
0.31
-0.04
-0.40
-0.53
2.12
12.11
9.80
10.64
9.06
Edelweiss Equity Savings Fund
0.55
-0.09
-1.06
0.67
2.41
11.81
10.47
11.46
10.04
Franklin India Equity Savings Fund
0.29
0.18
-0.32
0.60
1.96
8.64
8.15
9.85
Hdfc Equity Savings Fund
0.41
-0.25
-1.00
-1.34
-0.36
8.47
10.06
11.66
9.48
10.23
HSBC Equity Savings Fund
1.29
-1.38
-6.69
-2.12
-1.48
14.49
Bandhan Equity Savings Fund
0.11
0.11
0.56
1.13
2.12
8.48
7.66
8.66
7.90
7.57
Invesco India Equity Savings Fund
0.86
-0.35
-3.05
-1.43
0.75
13.50
10.60
10.46
Kotak Equity Savings Fund
0.43
-0.31
-1.54
-0.46
-0.22
9.94
11.44
11.72
10.19
9.89
Mirae Asset Equity Savings Fund
0.68
0.05
-1.22
-0.68
0.16
10.06
10.18
12.29
Nippon India Equity Savings Fund
0.30
0.04
-0.38
-0.83
0.05
7.40
8.46
6.33
3.51
Sbi Equity Savings Fund
0.81
-1.94
-1.28
0.04
8.35
9.96
11.06
9.36
Sundaram Equity Savings Fund
0.51
0.08
-1.16
-0.26
1.36
12.84
11.67
Tata Equity Savings Fund
0.33
0.24
-0.17
0.54
1.79
10.24
9.55
10.12
8.88
8.04
Union Equity Savings Fund
0.48
0.00
-1.59
-1.24
-0.83
6.38
7.33
8.41
Uti Equity Savings Fund
0.32
0.10
0.01
0.04
0.68
8.93
10.79
11.79
Pgim India Equity Savings Fund
0.32
0.33
0.09
0.87
2.01
7.62
7.03
8.30
7.56
Axis Equity Saver Fund
0.67
0.00
-0.91
-0.50
0.59
9.76
9.66
10.84
9.96

As On: 29 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
5.36
8.38
8.32
8.07
7.32
Baroda BNP Paribas Equity Savings Fund
3.37
9.56
8.79
Dsp Equity Savings Fund
7.26
10.67
10.56
9.65
Edelweiss Equity Savings Fund
6.94
11.07
10.46
10.02
Franklin India Equity Savings Fund
5.47
8.52
9.04
Hdfc Equity Savings Fund
2.43
9.97
11.01
10.27
9.37
9.29
HSBC Equity Savings Fund
3.69
Bandhan Equity Savings Fund
5.94
7.90
7.94
7.59
6.64
6.83
Invesco India Equity Savings Fund
4.93
11.73
10.07
Kotak Equity Savings Fund
3.00
11.00
11.21
10.53
9.43
Mirae Asset Equity Savings Fund
4.27
10.57
11.08
Nippon India Equity Savings Fund
2.69
8.19
8.47
6.01
Sbi Equity Savings Fund
3.47
10.74
11.00
10.39
Sundaram Equity Savings Fund
5.19
11.52
Tata Equity Savings Fund
6.39
10.31
9.88
9.18
7.86
7.55
Union Equity Savings Fund
1.55
7.68
7.76
Uti Equity Savings Fund
4.50
10.74
11.23
Pgim India Equity Savings Fund
5.11
6.97
7.61
7.38
Axis Equity Saver Fund
4.08
10.34
10.05
9.53

As On: 29 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
5.86
9.09
9.18
8.98
8.29
Baroda BNP Paribas Equity Savings Fund
4.57
10.77
9.98
Dsp Equity Savings Fund
8.21
11.63
11.64
10.83
Edelweiss Equity Savings Fund
8.01
12.27
11.74
11.27
Franklin India Equity Savings Fund
6.34
9.54
10.20
Hdfc Equity Savings Fund
3.43
11.01
12.04
11.25
10.42
HSBC Equity Savings Fund
4.65
Bandhan Equity Savings Fund
6.94
8.95
9.03
8.68
7.68
Invesco India Equity Savings Fund
6.62
13.50
11.83
Kotak Equity Savings Fund
4.18
12.23
12.40
11.65
10.45
Mirae Asset Equity Savings Fund
5.32
11.66
12.20
Nippon India Equity Savings Fund
3.70
9.20
9.44
6.91
Sbi Equity Savings Fund
4.03
11.33
11.61
11.04
Sundaram Equity Savings Fund
6.90
13.39
Tata Equity Savings Fund
7.08
11.10
10.81
10.17
8.86
Union Equity Savings Fund
2.18
8.24
8.34
Uti Equity Savings Fund
5.47
11.70
12.18
Pgim India Equity Savings Fund
5.96
7.83
8.57
8.38
Axis Equity Saver Fund
5.38
11.74
11.49
10.94

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Equity Savings Fund -6.77 -7.58 -2.91 4.79 3.45
Baroda Bnp Paribas Equity Savings Fund -4.46 -3.91 -1.42 4.83 3.27
Dsp Equity Savings Fund -3.54 -2.54 -1.00 4.18 2.89
Edelweiss Equity Savings Fund -4.21 -3.11 -1.37 4.03 3.01
Franklin India Equity Savings Fund -4.43 -4.01 -1.52 3.95 2.96
Hdfc Equity Savings Fund -4.88 -2.96 -1.39 4.80 3.44
Bandhan Equity Savings Fund -1.93 -2.17 -0.81 2.77 1.92
Invesco India Equity Savings Fund -6.10 -6.66 -2.85 5.55 3.96
Kotak Equity Savings Fund -2.66 -2.49 -0.91 4.36 3.20
Mirae Asset Equity Savings Fund -5.56 -4.51 -2.16 5.47 3.78
Nippon India Equity Savings Fund -3.41 -2.34 -0.97 3.87 2.67
Sbi Equity Savings Fund -4.14 -4.43 -1.45 4.93 3.43
Tata Equity Savings Fund -3.40 -2.63 -1.10 4.02 2.79
Union Equity Savings Fund -3.97 -4.19 -1.48 4.16 2.88
Uti Equity Savings Fund -4.84 -2.43 -1.21 4.62 3.27
Pgim India Equity Savings Fund -1.73 -1.16 -0.50 2.19 1.57
Axis Equity Saver Fund -6.83 -6.96 -3.14 5.83 4.09

Calculated On: 31 December 2024

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
-0.21
-0.07
0.33
0.42
Baroda Bnp Paribas Equity Savings Fund
0.39
0.20
0.64
0.39
Dsp Equity Savings Fund
0.56
0.28
0.75
0.36
Edelweiss Equity Savings Fund
0.63
0.29
0.73
0.35
Franklin India Equity Savings Fund
0.10
0.05
0.52
0.44
Hdfc Equity Savings Fund
0.57
0.27
0.75
0.36
Bandhan Equity Savings Fund
-0.16
-0.06
0.53
0.40
Invesco India Equity Savings Fund
0.47
0.22
0.58
0.38
Kotak Equity Savings Fund
0.93
0.45
0.90
0.43
Mirae Asset Equity Savings Fund
0.42
0.21
0.64
0.38
Nippon India Equity Savings Fund
0.19
0.09
0.62
0.42
Sbi Equity Savings Fund
0.61
0.31
0.70
0.41
Tata Equity Savings Fund
0.40
0.19
0.68
0.38
Union Equity Savings Fund
0.02
0.02
0.49
0.36
Uti Equity Savings Fund
0.66
0.33
0.82
0.37
Pgim India Equity Savings Fund
-0.35
-0.13
0.55
0.40
Axis Equity Saver Fund
0.19
0.09
0.48
0.38

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 12,900.00 12,345.98 43,203.60 40,860.68 88,002.00 74,023.80 132,787.20 111,955.37 242,904.00 175,003.80
Baroda BNP Paribas Equity Savings Fund 12,982.80 12,218.41 45,867.60 41,584.25 90,462.00 74,900.82
Dsp Equity Savings Fund 13,336.80 12,467.51 46,454.40 42,265.80 94,128.00 78,276.84 141,414.00 118,491.49
Edelweiss Equity Savings Fund 13,288.80 12,447.14 46,875.60 42,511.72 97,434.00 78,094.98 151,620.00 120,055.49
Franklin India Equity Savings Fund 12,931.20 12,353.32 44,150.40 40,949.53 90,420.00 75,365.70
Hdfc Equity Savings Fund 12,894.00 12,157.56 46,684.80 41,834.45 99,732.00 79,172.16 148,075.20 121,119.68 287,496.00 194,921.28 701,460.00 378,509.94
HSBC Equity Savings Fund 13,615.20 12,238.96
Bandhan Equity Savings Fund 12,895.20 12,383.71 43,606.80 40,572.90 86,334.00 73,316.88 133,072.80 110,088.97 226,716.00 168,827.40 492,912.00 308,727.90
Invesco India Equity Savings Fund 13,410.00 12,318.54 46,436.40 42,924.42 90,894.00 77,324.04
Kotak Equity Savings Fund 13,046.40 12,194.40 48,250.80 42,470.14 99,192.00 79,554.42 155,122.80 122,265.78 282,456.00 195,532.68
Mirae Asset Equity Savings Fund 13,076.40 12,276.54 46,749.60 42,200.14 101,952.00 79,308.84
Nippon India Equity Savings Fund 12,765.60 12,174.40 44,730.00 40,749.80 78,042.00 74,295.90 100,564.80 104,022.41
Sbi Equity Savings Fund 12,933.60 12,224.77 47,116.80 42,310.69 98,508.00 79,136.52 149,116.80 121,638.47
Sundaram Equity Savings Fund 13,323.60 12,335.16 47,660.40 42,790.10
Tata Equity Savings Fund 13,142.40 12,412.39 46,227.60 42,041.99 92,682.00 76,974.00 142,371.60 116,522.53 235,956.00 180,009.84 528,084.00 327,434.58
Union Equity Savings Fund 12,694.80 12,100.49 43,786.80 40,442.51 87,552.00 72,997.74
Uti Equity Savings Fund 12,956.40 12,291.32 47,728.80 42,308.89 100,458.00 79,596.84
Pgim India Equity Savings Fund 12,811.20 12,330.36 43,081.20 40,018.68 85,170.00 72,721.14 130,628.40 109,239.48
Axis Equity Saver Fund 13,015.20 12,264.30 45,702.00 42,057.97 93,996.00 77,293.14 149,528.40 117,965.32

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 12,963.60 12,378.10 44,222.40 41,296.25 91,908.00 75,640.80 141,615.60 115,662.04 268,176.00 184,155.96
Baroda BNP Paribas Equity Savings Fund 13,130.40 12,295.30 47,415.60 42,326.86 95,460.00 77,152.92
Dsp Equity Savings Fund 13,453.20 12,528.17 47,660.40 42,859.04 99,498.00 80,402.52 154,165.20 123,598.69
Edelweiss Equity Savings Fund 13,417.20 12,515.30 48,535.20 43,263.65 103,200.00 80,603.10 164,060.40 125,543.38
Franklin India Equity Savings Fund 13,036.80 12,409.26 45,536.40 41,566.46 95,952.00 77,588.22
Hdfc Equity Savings Fund 13,016.40 12,222.36 47,991.60 42,476.36 104,148.00 81,205.44 158,314.80 125,448.71 317,760.00 206,060.28
HSBC Equity Savings Fund 13,738.80 12,300.83
Bandhan Equity Savings Fund 13,017.60 12,447.40 44,917.20 41,211.47 90,876.00 75,341.58 143,043.60 114,454.62 249,012.00 178,313.76
Invesco India Equity Savings Fund 13,620.00 12,426.92 48,700.80 44,039.20 98,670.00 80,795.34
Kotak Equity Savings Fund 13,192.80 12,270.40 49,816.80 43,236.43 104,406.00 81,936.60 165,715.20 127,271.84 308,100.00 206,424.00
Mirae Asset Equity Savings Fund 13,207.20 12,343.60 48,150.00 42,883.09 107,130.00 81,545.10
Nippon India Equity Savings Fund 12,888.00 12,239.59 45,939.60 41,361.23 81,534.00 76,127.34 106,940.40 107,438.18
Sbi Equity Savings Fund 13,002.00 12,260.74 47,862.00 42,675.19 101,376.00 80,346.36 157,164.00 124,499.68
Sundaram Equity Savings Fund 13,540.80 12,445.07 50,130.00 43,973.32
Tata Equity Savings Fund 13,228.80 12,456.54 47,329.20 42,533.50 97,146.00 78,778.86 152,350.80 120,690.53 260,016.00 189,762.84
Union Equity Savings Fund 12,765.60 12,141.40 44,514.00 40,780.30 89,838.00 74,056.68
Uti Equity Savings Fund 13,071.60 12,353.21 48,949.20 42,906.74 104,736.00 81,500.76
Pgim India Equity Savings Fund 12,914.40 12,384.88 44,136.00 40,533.95 89,406.00 74,484.30 139,944.00 113,224.94
Axis Equity Saver Fund 13,171.20 12,347.60 47,473.20 42,928.60 100,392.00 80,104.38 163,228.80 124,064.64