Fund Name Rank Rating 1Y 3Y 5Y 7Y 10Y SD Max DD VaR1Y95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
12.45 13.77 8.04 -10.71 -11.62 4.94 1.05 0.36 0.86
2
8.27 11.35 10.06 11.23 4.33 -2.94 -4.51 3.01 0.78 0.49 1.05
3
6.60 10.59 10.61 10.97 10.06 6.28 -5.75 -9.25 0.80 1.20 0.25 0.57
4
5.72 10.28 9.73 11.74 6.30 -5.18 -7.73 1.13 1.17 0.26 0.58
5
6.15 8.38 7.45 9.27 8.35 3.06 -2.23 -2.85 0.70 0.58 0.28 0.65
6
2.73 8.76 8.19 9.91 8.94 3.93 -2.66 -2.65 0.57 0.75 0.31 0.62
7
5.93 9.85 8.75 10.19 9.52 5.67 -5.12 -7.97 0.09 1.13 0.22 0.49
8
3.57 9.06 8.77 10.32 9.17 5.27 -5.36 -7.94 0.40 0.83 0.26 0.57
9
5.25 9.66 8.79 6.00 -5.20 -6.60 -0.12 1.15 0.20 0.44
10
4.66 8.83 9.52 10.22 4.98 -4.36 -5.83 0.60 0.95 0.21 0.48
11
4.37 7.73 7.75 8.89 2.58 -1.88 -1.85 0.32 0.47 0.18 0.43
12
4.00 8.88 8.99 10.12 9.96 5.26 -4.49 -5.50 0.44 0.98 0.18 0.43
13
2.22 9.50 6.08 -6.52 -6.39 0.74 1.09 0.18 0.42
14
5.07 7.61 7.37 8.26 7.41 2.52 -2.10 -1.47 0.27 0.44 0.13 0.31
15
3.84 7.18 6.81 7.95 4.92 -4.08 -4.79 -0.62 0.89 0.11 0.24
16
4.10 7.32 7.62 5.18 5.36 3.80 -3.10 -4.08 -0.81 0.69 0.07 0.16
17
4.32 6.97 6.69 7.92 7.77 3.15 -2.96 -2.76 -0.71 0.52 0.03 0.06
18
-0.13 9.12 8.08 9.17 6.27 -7.42 -9.57 -0.79 1.10 0.11 0.25

Return Calculated On: 27 July 2026 | Ratios Calculated On: 30 June 2026

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

SEBI Categorization

For more details, visit AMFI India.

As On: 27 July 2026

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.26
-0.09
0.56
1.62
2.47
5.64
7.80
6.65
8.40
7.38
Baroda BNP Paribas Equity Savings Fund
0.51
-0.20
0.29
1.27
2.22
4.08
8.44
7.58
WhiteOak Capital Equity Savings Fund
0.32
-0.03
1.20
2.52
2.67
7.78
DSP Equity Savings Fund
0.16
-0.27
-0.09
0.98
0.97
1.85
7.83
7.22
8.72
7.64
Edelweiss Equity Savings Fund
0.30
-0.07
0.79
2.76
4.54
7.22
10.26
8.82
10.01
Franklin India Equity Savings Fund
0.28
-0.01
0.52
1.20
1.40
3.55
6.90
6.70
7.64
HDFC Equity Savings Fund
0.44
-0.19
0.69
1.11
0.72
3.04
7.86
7.99
9.16
8.83
9.01
HSBC Equity Savings Fund
0.33
-0.27
0.11
2.86
8.70
11.50
12.78
Bandhan Equity Savings Fund
0.25
0.14
0.88
1.97
2.17
4.12
6.61
6.33
7.19
6.37
6.86
Invesco India Equity Savings Fund
0.36
-0.32
0.49
1.84
0.29
-1.66
7.43
6.37
7.39
Kotak Equity Savings Fund
0.40
-0.13
0.92
1.19
2.83
5.48
9.39
9.44
9.84
9.04
LIC MF Equity Savings Fund
0.62
0.35
1.07
1.01
3.66
2.18
Mirae Asset Equity Savings Fund
0.52
-0.24
0.56
1.32
2.48
4.68
9.19
8.65
10.62
quant Equity Savings Fund
-0.21
-1.62
0.32
3.30
4.87
5.60
Nippon India Equity Savings Fund
0.37
-0.09
0.25
0.84
0.78
3.01
6.27
6.62
4.25
4.36
SBI Equity Savings Fund
0.22
-0.34
0.01
0.79
1.54
2.99
8.47
8.19
9.69
8.28
Sundaram Equity Savings Fund
0.47
-0.30
0.25
0.53
-0.23
0.72
7.80
Union Equity Savings Fund
0.41
-0.46
0.29
1.82
2.48
3.34
6.64
6.25
7.39
UTI Equity Savings Fund
0.37
-0.28
0.25
0.48
-0.14
3.63
7.81
8.55
9.27
PGIM India Equity Savings Fund
0.29
-0.10
0.84
2.07
2.15
3.56
6.15
5.83
6.93
6.69
Axis Equity Savings Fund
0.39
-0.09
1.01
2.99
2.90
4.68
8.51
7.38
8.79
8.16
Bajaj Finserv Equity Savings Fund
0.27
0.12
-0.02
0.58
2.30

As On: 27 July 2026

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.27
-0.08
0.58
1.73
2.74
6.15
8.38
7.45
9.27
8.35
Baroda BNP Paribas Equity Savings Fund
0.52
-0.18
0.38
1.56
2.80
5.25
9.66
8.79
WhiteOak Capital Equity Savings Fund
0.33
-0.01
1.31
2.89
3.41
9.40
DSP Equity Savings Fund
0.17
-0.26
-0.02
1.19
1.40
2.73
8.76
8.19
9.91
8.94
Edelweiss Equity Savings Fund
0.31
-0.05
0.87
3.01
5.04
8.27
11.35
10.06
11.23
Franklin India Equity Savings Fund
0.29
0.00
0.58
1.40
1.78
4.37
7.73
7.75
8.89
HDFC Equity Savings Fund
0.45
-0.17
0.76
1.33
1.18
4.00
8.88
8.99
10.12
9.96
HSBC Equity Savings Fund
0.34
-0.26
0.18
3.08
9.16
12.45
13.77
Bandhan Equity Savings Fund
0.26
0.16
0.95
2.20
2.63
5.07
7.61
7.37
8.26
7.41
Invesco India Equity Savings Fund
0.38
-0.30
0.61
2.22
1.04
-0.13
9.12
8.08
9.17
Kotak Equity Savings Fund
0.41
-0.11
1.00
1.46
3.37
6.60
10.59
10.61
10.97
10.06
LIC MF Equity Savings Fund
0.63
0.37
1.15
1.25
4.17
3.28
Mirae Asset Equity Savings Fund
0.53
-0.22
0.64
1.57
3.00
5.72
10.28
9.73
11.74
quant Equity Savings Fund
-0.20
-1.59
0.45
3.75
5.78
7.42
Nippon India Equity Savings Fund
0.38
-0.07
0.33
1.11
1.32
4.10
7.32
7.62
5.18
5.36
SBI Equity Savings Fund
0.22
-0.33
0.05
0.93
1.83
3.57
9.06
8.77
10.32
9.17
Sundaram Equity Savings Fund
0.48
-0.27
0.36
0.89
0.48
2.22
9.50
Union Equity Savings Fund
0.44
-0.44
0.33
1.97
2.72
3.84
7.18
6.81
7.95
UTI Equity Savings Fund
0.38
-0.27
0.32
0.72
0.34
4.66
8.83
9.52
10.22
PGIM India Equity Savings Fund
0.29
-0.09
0.89
2.25
2.52
4.32
6.97
6.69
7.92
7.77
Axis Equity Savings Fund
0.38
-0.11
1.07
3.32
3.53
5.93
9.85
8.75
10.19
9.52
Bajaj Finserv Equity Savings Fund
0.29
0.14
0.08
0.88
2.86

As On: 27 July 2026

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
5.28
6.93
7.42
7.50
7.41
Baroda BNP Paribas Equity Savings Fund
4.17
6.35
7.71
Bajaj Finserv Equity Savings Fund
WhiteOak Capital Equity Savings Fund
6.49
DSP Equity Savings Fund
1.97
5.49
7.19
7.75
7.68
Edelweiss Equity Savings Fund
7.93
8.84
9.51
9.32
Franklin India Equity Savings Fund
3.33
5.33
6.49
7.02
HDFC Equity Savings Fund
2.37
5.22
7.33
8.32
8.39
8.87
HSBC Equity Savings Fund
11.26
10.55
Bandhan Equity Savings Fund
4.64
5.56
6.30
6.46
6.50
6.57
Invesco India Equity Savings Fund
0.02
3.52
6.18
6.39
Kotak Equity Savings Fund
4.44
6.84
8.80
9.08
9.10
LIC MF Equity Savings Fund
3.30
Mirae Asset Equity Savings Fund
4.83
7.30
8.71
9.32
quant Equity Savings Fund
7.94
Nippon India Equity Savings Fund
2.51
4.66
6.24
6.28
4.91
SBI Equity Savings Fund
2.88
5.68
7.88
8.50
8.56
Sundaram Equity Savings Fund
0.13
4.68
Union Equity Savings Fund
4.02
4.98
6.20
6.38
UTI Equity Savings Fund
2.20
5.41
7.68
8.43
PGIM India Equity Savings Fund
4.07
5.16
5.78
6.15
6.46
Axis Equity Savings Fund
5.48
6.25
7.60
7.92
8.16

As On: 27 July 2026

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
5.79
7.47
8.08
8.26
8.26
Baroda BNP Paribas Equity Savings Fund
5.35
7.56
8.92
WhiteOak Capital Equity Savings Fund
8.05
DSP Equity Savings Fund
2.85
6.42
8.14
8.79
8.85
Edelweiss Equity Savings Fund
8.97
9.92
10.66
10.51
Franklin India Equity Savings Fund
4.13
6.17
7.43
8.08
HDFC Equity Savings Fund
3.32
6.23
8.36
9.33
9.42
HSBC Equity Savings Fund
12.21
11.52
Bajaj Finserv Equity Savings Fund
Bandhan Equity Savings Fund
5.59
6.54
7.32
7.50
7.56
Invesco India Equity Savings Fund
1.54
5.18
7.89
8.12
Kotak Equity Savings Fund
5.54
8.02
9.99
10.25
10.21
LIC MF Equity Savings Fund
4.37
Mirae Asset Equity Savings Fund
5.88
8.37
9.80
10.42
quant Equity Savings Fund
9.81
Nippon India Equity Savings Fund
3.60
5.74
7.30
7.29
5.87
SBI Equity Savings Fund
3.46
6.27
8.47
9.11
9.28
Sundaram Equity Savings Fund
1.60
6.31
Union Equity Savings Fund
4.57
5.53
6.75
6.94
UTI Equity Savings Fund
3.21
6.46
8.71
9.42
PGIM India Equity Savings Fund
4.82
5.96
6.60
7.04
7.44
Axis Equity Savings Fund
6.75
7.57
8.95
9.30
9.54

Performance Indicators


Calculated On: 30 June 2026

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Equity Savings Fund -2.85 -2.23 0.95 3.06 2.35
Baroda Bnp Paribas Equity Savings Fund -6.60 -5.20 2.51 6.00 4.39
Dsp Equity Savings Fund -2.65 -2.66 1.16 3.93 2.71
Edelweiss Equity Savings Fund -4.51 -2.94 1.69 4.33 3.29
Franklin India Equity Savings Fund -1.85 -1.88 0.60 2.58 2.00
Hdfc Equity Savings Fund -5.50 -4.49 1.84 5.26 4.05
Hsbc Equity Savings Fund -11.62 -10.71 3.48 8.04 6.46
Bandhan Equity Savings Fund -1.47 -2.10 0.80 2.52 1.92
Invesco India Equity Savings Fund -9.57 -7.42 3.80 6.27 4.75
Kotak Equity Savings Fund -9.25 -5.75 2.45 6.28 4.84
Mirae Asset Equity Savings Fund -7.73 -5.18 2.56 6.30 4.71
Nippon India Equity Savings Fund -4.08 -3.10 1.23 3.80 2.94
Sbi Equity Savings Fund -7.94 -5.36 1.79 5.27 3.93
Sundaram Equity Savings Fund -6.39 -6.52 3.31 6.08 4.62
Union Equity Savings Fund -4.79 -4.08 1.89 4.92 3.67
Uti Equity Savings Fund -5.83 -4.36 1.85 4.98 3.85
Pgim India Equity Savings Fund -2.76 -2.96 0.87 3.15 2.47
Axis Equity Savings Fund -7.97 -5.12 2.78 5.67 4.26

Calculated On: 30 June 2026

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
0.65
0.28
0.64
0.45
0.70
0.58
0.91
0.27
-0.5900
Baroda Bnp Paribas Equity Savings Fund
0.44
0.20
0.56
0.44
-0.12
1.15
0.84
0.19
0.3300
Dsp Equity Savings Fund
0.62
0.31
0.66
0.42
0.57
0.75
0.79
0.26
-0.1800
Edelweiss Equity Savings Fund
1.05
0.49
0.82
0.46
3.01
0.78
0.74
0.44
2.7300
Franklin India Equity Savings Fund
0.43
0.18
0.59
0.44
0.32
0.47
0.83
0.19
-1.3600
Hdfc Equity Savings Fund
0.43
0.18
0.56
0.45
0.44
0.98
0.89
0.19
0.3900
Hsbc Equity Savings Fund
0.86
0.36
0.63
0.47
4.94
1.05
0.32
0.36
5.4100
Bandhan Equity Savings Fund
0.31
0.13
0.55
0.47
0.27
0.44
0.89
0.13
-0.9500
Invesco India Equity Savings Fund
0.25
0.11
0.43
0.42
-0.79
1.10
0.66
0.12
-0.6000
Kotak Equity Savings Fund
0.57
0.25
0.61
0.44
0.80
1.20
0.81
0.25
1.4600
Mirae Asset Equity Savings Fund
0.58
0.26
0.64
0.44
1.13
1.17
0.88
0.25
1.7500
Nippon India Equity Savings Fund
0.16
0.07
0.49
0.45
-0.81
0.69
0.90
0.08
-1.8500
Sbi Equity Savings Fund
0.57
0.26
0.58
0.40
0.40
0.83
0.53
0.24
0.0100
Sundaram Equity Savings Fund
0.42
0.18
0.51
0.45
0.74
1.09
0.81
0.19
1.0800
Union Equity Savings Fund
0.24
0.11
0.50
0.45
-0.62
0.89
0.86
0.11
-1.0200
Uti Equity Savings Fund
0.48
0.21
0.58
0.46
0.60
0.95
0.94
0.21
0.4900
Pgim India Equity Savings Fund
0.06
0.03
0.46
0.47
-0.71
0.52
0.86
0.03
-2.2800
Axis Equity Savings Fund
0.49
0.22
0.58
0.42
0.09
1.13
0.90
0.21
0.4700