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
17.64% 11.68% 10.38% % % 18.61% 12.60% 11.29% % % 4.69% -2.43% -3.80% 1.84% 0.96 0.39 0.75
Union Equity Savings Fund 2
14.53% 7.91% 8.29% % % 15.06% 8.49% 8.89% % % 4.19% -3.91% -3.97% -1.96% 1.09 0.01 0.00
Kotak Equity Savings Fund 3
19.24% 12.17% 10.64% 9.84% % 20.52% 13.33% 11.73% 10.82% % % % % %
Sundaram Equity Savings … 4
20.88% % % % % % % % % % % % % %
Hdfc Equity Savings Fund 5
18.15% 12.23% 10.47% 9.07% 9.91% 19.21% 13.23% 11.39% 10.19% 10.98% % % % %
Sbi Equity Savings Fund 6
20.21% 10.98% 10.62% 9.23% % 20.83% 11.58% 11.27% 10.19% % % % % %
Axis Equity Saver Fund 7
18.54% 9.97% 9.37% 8.91% % 20.12% 11.44% 10.81% 10.28% % % % % %
Mirae Asset Equity Savin… 8
17.43% 10.89% 11.62% % % 18.58% 12.00% 12.78% % % % % % %
Aditya Birla Sun Life Eq… 9
13.98% 7.37% 8.37% 6.91% % 14.78% 8.39% 9.39% 7.97% % 4.89% -7.05% -6.77% -1.98% 0.89 -0.04 -0.13
Invesco India Equity Sav… 10
21.03% 9.19% 8.43% % % 22.90% 10.98% 10.27% % % % % % %
Edelweiss Equity Savings… 11
16.56% 9.88% 9.92% 9.26% % 17.77% 11.26% 11.19% 10.47% % % % % %
Baroda Bnp Paribas Equit… 12
16.15% 8.42% % % % 17.32% 9.59% % % % % % % %
Tata Equity Savings Fund 13
15.45% 9.20% 8.67% 7.28% 7.81% 16.27% 10.24% 9.77% 8.37% 8.88% % % % %
Dsp Equity Savings Fund 14
15.05% 9.46% 8.96% 7.63% % 15.99% 10.54% 10.28% 9.05% % % % % %
Nippon India Equity Savi… 15
11.99% 9.31% 3.08% 3.54% % 12.97% 10.25% 3.95% 4.49% % % % % %
Franklin India Equity Sa… 16
13.40% 9.10% 8.01% % % 14.42% 10.36% 9.46% % % % % % %
Idfc Equity Savings Fund 17
11.09% 7.55% 7.50% 6.59% 6.64% 12.19% 8.66% 8.61% 7.67% 7.62% % % % %
Pgim India Equity Saving… 18
9.28% 7.69% 7.37% 6.93% % 10.15% 8.65% 8.45% 8.07% % % % % %

Return Calculated On: 24 April 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 13677.6 12739.58 44557.2 39610.69 89664.0 73940.64 134089.2 110806.25
Baroda BNP Paribas Equity Savings Fund 13938.0 13012.02 45885.6 41034.74
DSP Equity Savings Fund 13806.0 12921.65 47210.4 40712.9 92166.0 76731.48 140565.6 115055.22
Edelweiss Equity Savings Fund 13987.2 13007.39 47757.6 41189.76 96282.0 77318.52 156114.0 118326.94
Franklin India Equity Savings Fund 13608.0 12754.84 46753.2 39998.63 88182.0 74950.08
HDFC Equity Savings Fund 14178.0 13162.32 50893.2 42221.92 98712.0 81116.76 154240.8 122844.79 308772.0 203845.92 786474.0 400360.14
IDFC Equity Savings Fund 13330.8 12646.31 44784.0 39341.05 86148.0 72539.34 131275.2 108516.32 228300.0 170474.04 478242.0 310106.88
Invesco India Equity Savings Fund 14523.6 13278.41 46868.4 41654.7 89922.0 76007.88
Kotak Equity Savings Fund 14308.8 13215.85 50806.8 42794.21 99456.0 80833.26 161985.6 123504.53
Mirae Asset Equity Savings Fund 14091.6 13041.92 49093.2 41588.17 103968.0 80390.7
Nippon India Equity Savings Fund 13438.8 12799.78 47019.6 40567.36 69840.0 72882.24 107167.2 101554.15
SBI Equity Savings Fund 14425.2 13082.75 49212.0 42107.26 99378.0 80305.38 155794.8 122149.02
Sundaram Equity Savings Fund 14505.6 13262.75
Tata Equity Savings Fund 13854.0 12977.88 46882.8 40812.7 90936.0 75773.34 137415.6 113948.77 254496.0 180457.68 514746.0 332055.72
Union Equity Savings Fund 13743.6 12870.07 45234.0 40136.58 89340.0 73959.54
UTI Equity Savings Fund 14116.8 13068.86 50144.4 42297.95 98334.0 80639.94
PGIM India Equity Savings Fund 13113.6 12586.93 44956.8 38980.94 85608.0 72217.08 134299.2 108741.28
Axis Equity Saver Fund 14224.8 13096.51 47872.8 41143.57 93906.0 77223.78 152644.8 117790.85

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 13773.6 12783.55 45838.8 40145.08 93990.0 75823.74 143715.6 114898.56
Baroda BNP Paribas Equity Savings Fund 14078.4 13084.44 47376.0 41725.48
DSP Equity Savings Fund 13918.8 12980.35 48632.4 41286.96 97872.0 79004.04 154098.0 120389.05
Edelweiss Equity Savings Fund 14132.4 13077.47 49586.4 41978.41 101982.0 79894.2 168596.4 123819.86
Franklin India Equity Savings Fund 13730.4 12809.7 48387.6 40683.67 94290.0 77447.28
HDFC Equity Savings Fund 14305.2 13227.53 52264.8 42838.67 102888.0 83100.54 165639.6 127247.99 340056.0 215690.16
IDFC Equity Savings Fund 13462.8 12714.64 46188.0 39978.47 90666.0 74595.3 140952.0 112880.38 250176.0 180137.76
Invesco India Equity Savings Fund 14748.0 13392.05 49201.2 42721.34 97824.0 79468.56
Kotak Equity Savings Fund 14462.4 13295.74 52401.6 43528.18 104466.0 83157.42 172477.2 128304.46
Mirae Asset Equity Savings Fund 14229.6 13112.93 50580.0 42252.59 109470.0 82682.22
Nippon India Equity Savings Fund 13556.4 12862.34 48243.6 41137.88 72828.0 74570.1 114248.4 104789.16
SBI Equity Savings Fund 14499.6 13120.52 50014.8 42463.08 102330.0 81564.84 165681.6 125335.22
Tata Equity Savings Fund 13952.4 13028.65 48236.4 41365.94 95628.0 77760.36 147495.6 118335.08 280896.0 190878.0
Union Equity Savings Fund 13807.2 12900.32 45975.6 40455.22 91830.0 75012.48
UTI Equity Savings Fund 14233.2 13129.0 51397.2 42864.7 102444.0 82506.72
PGIM India Equity Savings Fund 13218.0 12641.24 46177.2 39491.03 90000.0 74085.9 144639.6 112928.42
Axis Equity Saver Fund 14414.4 13189.69 49816.8 42003.54 100254.0 80087.82 166588.8 123904.79

As On: 24 April 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.10%
0.40%
1.27%
2.37%
5.91%
13.98%
7.37%
8.37%
6.91%
%
%
Baroda BNP Paribas Equity Savings Fund
0.13%
0.59%
1.42%
3.38%
10.22%
16.15%
8.42%
%
%
%
%
DSP Equity Savings Fund
0.11%
0.57%
1.61%
3.34%
8.69%
15.05%
9.46%
8.96%
7.63%
%
%
Edelweiss Equity Savings Fund
0.07%
0.41%
1.34%
3.62%
9.05%
16.56%
9.88%
9.92%
9.26%
%
%
Franklin India Equity Savings Fund
0.05%
0.33%
1.08%
2.28%
6.40%
13.40%
9.10%
8.01%
%
%
%
HDFC Equity Savings Fund
0.10%
0.62%
1.36%
3.72%
11.50%
18.15%
12.23%
10.47%
9.07%
9.91%
10.33%
IDFC Equity Savings Fund
-0.01%
0.38%
0.88%
2.20%
5.65%
11.09%
7.55%
7.50%
6.59%
6.64%
6.73%
Invesco India Equity Savings Fund
0.24%
0.95%
2.80%
4.75%
12.32%
21.03%
9.19%
8.43%
%
%
%
Kotak Equity Savings Fund
0.15%
0.51%
1.22%
4.13%
11.63%
19.24%
12.17%
10.64%
9.84%
%
%
Mirae Asset Equity Savings Fund
0.17%
0.75%
1.87%
3.24%
10.16%
17.43%
10.89%
11.62%
%
%
%
Nippon India Equity Savings Fund
0.02%
0.70%
1.52%
2.96%
7.64%
11.99%
9.31%
3.08%
3.54%
%
%
SBI Equity Savings Fund
0.32%
1.01%
2.21%
2.95%
8.66%
20.21%
10.98%
10.62%
9.23%
%
%
Sundaram Equity Savings Fund
0.17%
1.37%
2.60%
5.40%
11.72%
20.88%
%
%
%
%
%
Tata Equity Savings Fund
0.11%
0.50%
1.22%
3.03%
9.47%
15.45%
9.20%
8.67%
7.28%
7.81%
7.26%
Union Equity Savings Fund
0.06%
0.58%
1.04%
2.71%
8.37%
14.53%
7.91%
8.29%
%
%
%
UTI Equity Savings Fund
0.07%
0.63%
1.19%
3.32%
9.89%
17.64%
11.68%
10.38%
%
%
%
PGIM India Equity Savings Fund
0.02%
0.35%
0.92%
2.12%
5.46%
9.28%
7.69%
7.37%
6.93%
%
%
Axis Equity Saver Fund
0.15%
0.70%
1.06%
2.82%
10.76%
18.54%
9.97%
9.37%
8.91%
%
%

As On: 24 April 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.14%
0.46%
1.34%
2.53%
6.21%
14.78%
8.39%
9.39%
7.97%
%
%
Baroda BNP Paribas Equity Savings Fund
0.14%
0.61%
1.50%
3.63%
10.77%
17.32%
9.59%
%
%
%
%
DSP Equity Savings Fund
0.12%
0.58%
1.67%
3.55%
9.14%
15.99%
10.54%
10.28%
9.05%
%
%
Edelweiss Equity Savings Fund
0.07%
0.43%
1.41%
3.83%
9.57%
17.77%
11.26%
11.19%
10.47%
%
%
Franklin India Equity Savings Fund
0.06%
0.34%
1.15%
2.48%
6.78%
14.42%
10.36%
9.46%
%
%
%
HDFC Equity Savings Fund
0.10%
0.64%
1.44%
3.94%
11.99%
19.21%
13.23%
11.39%
10.19%
10.98%
%
IDFC Equity Savings Fund
-0.01%
0.40%
0.96%
2.44%
6.17%
12.19%
8.66%
8.61%
7.67%
7.62%
%
Invesco India Equity Savings Fund
0.25%
0.97%
2.93%
5.14%
13.19%
22.90%
10.98%
10.27%
%
%
%
Kotak Equity Savings Fund
0.16%
0.53%
1.31%
4.42%
12.24%
20.52%
13.33%
11.73%
10.82%
%
%
Mirae Asset Equity Savings Fund
0.17%
0.77%
1.96%
3.49%
10.70%
18.58%
12.00%
12.78%
%
%
%
Nippon India Equity Savings Fund
0.03%
0.72%
1.60%
3.19%
8.12%
12.97%
10.25%
3.95%
4.49%
%
%
SBI Equity Savings Fund
0.32%
1.02%
2.26%
3.08%
8.94%
20.83%
11.58%
11.27%
10.19%
%
%
Tata Equity Savings Fund
0.11%
0.51%
1.27%
3.21%
9.85%
16.27%
10.24%
9.77%
8.37%
8.88%
%
Union Equity Savings Fund
0.12%
0.56%
1.07%
2.82%
8.60%
15.06%
8.49%
8.89%
%
%
%
UTI Equity Savings Fund
0.07%
0.64%
1.26%
3.54%
10.34%
18.61%
12.60%
11.29%
%
%
%
PGIM India Equity Savings Fund
0.02%
0.36%
0.98%
2.31%
5.87%
10.15%
8.65%
8.45%
8.07%
%
%
Axis Equity Saver Fund
0.18%
0.72%
1.17%
3.13%
11.45%
20.12%
11.44%
10.81%
10.28%
%
%

As On: 24 April 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
11.59%
6.30%
8.28%
7.78%
%
%
Baroda BNP Paribas Equity Savings Fund
15.96%
8.68%
%
%
%
%
DSP Equity Savings Fund
14.50%
8.15%
9.77%
8.84%
%
%
Edelweiss Equity Savings Fund
15.88%
8.94%
10.07%
9.62%
%
%
Franklin India Equity Savings Fund
11.84%
6.95%
8.83%
%
%
%
HDFC Equity Savings Fund
18.39%
10.62%
12.00%
10.67%
10.22%
9.96%
IDFC Equity Savings Fund
10.11%
5.84%
7.52%
7.20%
6.82%
6.89%
Invesco India Equity Savings Fund
20.27%
9.70%
9.39%
%
%
%
Kotak Equity Savings Fund
19.26%
11.54%
11.86%
10.82%
%
%
Mirae Asset Equity Savings Fund
16.44%
9.59%
11.64%
%
%
%
Nippon India Equity Savings Fund
12.55%
7.90%
7.71%
5.34%
%
%
SBI Equity Savings Fund
17.10%
10.44%
11.60%
10.51%
%
%
Sundaram Equity Savings Fund
20.02%
%
%
%
%
%
Tata Equity Savings Fund
15.41%
8.31%
9.26%
8.57%
7.91%
7.72%
Union Equity Savings Fund
13.68%
7.19%
8.29%
%
%
%
UTI Equity Savings Fund
16.87%
10.74%
11.77%
%
%
%
PGIM India Equity Savings Fund
9.17%
5.23%
7.34%
7.26%
%
%
Axis Equity Saver Fund
17.32%
8.86%
10.02%
9.49%
%
%

As On: 24 April 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
12.29%
7.20%
9.29%
8.80%
%
%
Baroda BNP Paribas Equity Savings Fund
17.13%
9.81%
%
%
%
%
DSP Equity Savings Fund
15.45%
9.10%
10.94%
10.10%
%
%
Edelweiss Equity Savings Fund
17.01%
10.23%
11.39%
10.89%
%
%
Franklin India Equity Savings Fund
12.71%
8.10%
10.14%
%
%
%
HDFC Equity Savings Fund
19.45%
11.62%
12.98%
11.66%
11.28%
%
IDFC Equity Savings Fund
11.20%
6.92%
8.64%
8.30%
7.88%
%
Invesco India Equity Savings Fund
22.13%
11.43%
11.18%
%
%
%
Kotak Equity Savings Fund
20.56%
12.72%
13.01%
11.89%
%
%
Mirae Asset Equity Savings Fund
17.59%
10.67%
12.77%
%
%
%
Nippon India Equity Savings Fund
13.55%
8.85%
8.62%
6.22%
%
%
SBI Equity Savings Fund
17.71%
11.01%
12.22%
11.23%
%
%
Tata Equity Savings Fund
16.23%
9.22%
10.30%
9.62%
8.98%
%
Union Equity Savings Fund
14.16%
7.72%
8.86%
%
%
%
UTI Equity Savings Fund
17.85%
11.66%
12.69%
%
%
%
PGIM India Equity Savings Fund
10.03%
6.10%
8.36%
8.31%
%
%
Axis Equity Saver Fund
18.83%
10.27%
11.49%
10.91%
%
%