Best Equity Savings Mutual Funds November 2024

The average 1 year return of Equity Savings Mutual Funds is 11.54 % for regular funds and 12.6 % for direct funds. The average 3 year return is 8.96 % for regular funds and 10.0 % for direct funds. The average 1 year SIP return is 9.16 % for regular funds and 10.21 % for direct funds. The average 3 year SIP return is 11.01 % for regular funds and 12.04 % for direct funds. The average Sharpe Ratio is 0.41 and the average Standard Deviation is 4.33%.

Find the best Equity Savings Mutual Funds for November 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.

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
Kotak Equity Savings Fund 1
12.14% 11.54% 11.06% 9.62% 9.43% 13.40% 12.73% 12.20% 10.65% 10.38% 4.30% -2.49% -2.66% % 0.52 1.06
Dsp Equity Savings Fund 2
12.44% 9.87% 9.84% 7.79% % 13.41% 10.81% 11.08% 9.14% % 4.16% -2.54% -3.54% % 0.37 0.73
Sbi Equity Savings Fund 3
11.94% 10.49% 11.10% 9.19% % 12.53% 11.07% 11.74% 10.03% % 4.88% -4.29% -4.14% % 0.35 0.69
Invesco India Equity Savings Fund 4
16.87% 10.11% 9.58% % % 18.69% 11.88% 11.40% % % 5.50% -6.23% -6.10% % 0.24 0.49
Uti Equity Savings Fund 5
9.61% 10.59% 11.01% % % 10.56% 11.51% 11.93% % % 4.61% -2.43% -4.84% % 0.36 0.74
Hdfc Equity Savings Fund 6
10.67% 10.28% 11.10% 8.85% 9.40% 11.71% 11.29% 12.06% 9.90% 10.50% 4.77% -2.96% -4.88% % 0.32 0.67
Mirae Asset Equity Savings Fund 7
11.86% 9.95% 11.62% % % 12.98% 11.04% 12.74% % % 5.41% -3.89% -5.56% % 0.25 0.51
Edelweiss Equity Savings Fund 8
13.56% 9.92% 10.74% 9.23% % 14.67% 11.22% 12.02% 10.47% % 4.00% -2.94% -4.21% % 0.26 0.57
Tata Equity Savings Fund 9
11.41% 9.07% 9.26% 7.92% 7.33% 12.15% 9.96% 10.30% 8.98% 8.38% 3.96% -2.63% -3.40% % 0.24 0.51
Baroda Bnp Paribas Equity Savings Fund 10
11.16% 9.38% 9.14% % % 12.41% 10.58% 10.32% % % 4.79% -3.73% -4.46% % 0.25 0.50
Axis Equity Saver Fund 11
11.03% 8.53% 9.85% 8.98% % 12.38% 9.93% 11.29% 10.36% % 5.72% -6.36% -6.01% % 0.14 0.29
Nippon India Equity Savings Fund 12
8.42% 8.17% 5.67% 2.94% % 9.45% 9.13% 6.59% 3.85% % 3.81% -2.23% -3.41% % 0.16 0.34
Franklin India Equity Savings Fund 13
9.12% 7.72% 8.81% % % 10.00% 8.86% 10.14% % % 3.95% -4.01% -4.43% % 0.07 0.16
Union Equity Savings Fund 14
8.70% 7.33% 8.20% % % 9.28% 7.93% 8.77% % % 4.10% -3.76% -3.97% % 0.05 0.10
Bandhan Equity Savings Fund 15
7.82% 6.67% 7.89% 6.82% 6.65% 8.85% 7.74% 9.01% 7.92% 7.66% 2.75% -2.09% -1.93% % -0.01 -0.04
Pgim India Equity Savings Fund 16
7.48% 6.27% 7.14% 6.91% % 8.35% 7.14% 8.19% 7.98% % 2.17% -1.16% -1.73% % -0.10 -0.27
Aditya Birla Sun Life Equity Savings Fu… 17
8.37% 6.38% 8.43% 6.82% 7.63% 8.94% 7.24% 9.38% 7.81% 8.70% 4.72% -6.89% -6.77% % -0.05 -0.14

Return Calculated On: 27 December 2024

Ratios Calculated On: 29 November 2024

Performance Indicators


LumpSum Investment Value Chart


SIP vs Lumpsum Investment (R) Chart



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

SIP vs Lumpsum Investment (D) Chart



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 13,004.40 12,453.04 43,336.80 41,213.41 89,934.00 74,714.34 133,341.60 111,304.03 250,392.00 178,902.72
Baroda BNP Paribas Equity Savings Fund 13,339.20 12,589.90 47,106.00 42,852.42 92,910.00 77,119.62
Dsp Equity Savings Fund 13,492.80 12,672.12 47,746.80 42,906.89 95,952.00 79,393.86 141,976.80 118,340.96
Edelweiss Equity Savings Fund 13,627.20 12,738.84 47,815.20 43,424.46 99,936.00 79,781.34 155,870.40 120,774.53
Franklin India Equity Savings Fund 13,094.40 12,495.68 45,000.00 41,423.87 91,524.00 76,231.44
Hdfc Equity Savings Fund 13,280.40 12,422.22 48,283.20 42,791.47 101,556.00 80,946.84 152,073.60 121,861.82 294,756.00 201,842.40 715,968.00 391,848.84
HSBC Equity Savings Fund 14,842.80 13,370.72
Bandhan Equity Savings Fund 12,938.40 12,408.61 43,700.40 40,655.99 87,720.00 73,504.80 133,266.00 108,774.62 228,528.00 171,154.44 491,580.00 311,341.32
Invesco India Equity Savings Fund 14,024.40 12,915.37 48,063.60 44,794.08 94,806.00 80,599.38
Kotak Equity Savings Fund 13,456.80 12,535.62 49,953.60 43,697.09 101,358.00 81,756.36 159,810.00 123,759.13 295,428.00 203,559.48
Mirae Asset Equity Savings Fund 13,423.20 12,586.68 47,847.60 43,252.60 103,968.00 81,323.22
Nippon India Equity Savings Fund 13,010.40 12,348.05 45,558.00 41,361.80 79,032.00 75,192.78 102,866.40 103,723.03
Sbi Equity Savings Fund 13,432.80 12,647.40 48,560.40 43,748.64 101,574.00 81,765.12 155,484.00 123,749.14
Sundaram Equity Savings Fund 13,567.20 12,631.69
Tata Equity Savings Fund 13,369.20 12,572.50 46,717.20 42,548.47 93,414.00 77,836.20 143,220.00 116,103.46 243,444.00 183,962.28 529,380.00 337,037.58
Union Equity Savings Fund 13,044.00 12,395.77 44,517.60 41,441.00 88,992.00 74,784.96
Uti Equity Savings Fund 13,153.20 12,420.61 48,686.40 42,844.79 101,142.00 80,547.84
Pgim India Equity Savings Fund 12,897.60 12,408.07 43,207.20 40,268.66 84,696.00 73,173.30 134,097.60 108,465.67
Axis Equity Saver Fund 13,323.60 12,522.07 46,015.20 42,931.04 95,994.00 78,893.82 153,409.20 118,711.40

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 13,072.80 12,484.24 44,395.20 41,655.78 93,954.00 76,361.52 142,212.00 114,994.82 276,264.00 188,477.88
Baroda BNP Paribas Equity Savings Fund 13,489.20 12,668.33 48,675.60 43,612.52 98,034.00 79,422.48
Dsp Equity Savings Fund 13,609.20 12,733.49 48,981.60 43,506.50 101,484.00 81,565.26 154,896.00 123,446.06
Edelweiss Equity Savings Fund 13,760.40 12,808.10 49,528.80 44,198.03 105,852.00 82,351.68 168,621.60 126,274.68
Franklin India Equity Savings Fund 13,200.00 12,552.43 46,436.40 42,057.43 97,224.00 78,507.96
Hdfc Equity Savings Fund 13,405.20 12,488.03 49,626.00 43,444.51 106,020.00 83,012.22 162,682.80 126,191.86 325,656.00 213,578.04
HSBC Equity Savings Fund 14,977.20 13,438.24
Bandhan Equity Savings Fund 13,062.00 12,472.74 45,025.20 41,298.37 92,340.00 75,539.58 143,211.60 113,072.99 250,992.00 180,895.44
Invesco India Equity Savings Fund 14,242.80 13,028.33 50,414.40 45,952.81 102,936.00 84,212.88
Kotak Equity Savings Fund 13,608.00 12,613.64 51,573.60 44,481.49 106,668.00 84,191.04 170,637.60 128,769.48 322,092.00 214,962.00
Mirae Asset Equity Savings Fund 13,557.60 12,655.66 49,287.60 43,951.75 109,272.00 83,614.08
Nippon India Equity Savings Fund 13,134.00 12,413.21 46,782.00 41,976.07 82,536.00 77,029.02 109,401.60 107,087.15
Sbi Equity Savings Fund 13,503.60 12,684.38 49,330.80 44,123.83 104,538.00 83,015.34 164,052.00 126,673.43
Sundaram Equity Savings Fund 13,790.40 12,744.78
Tata Equity Savings Fund 13,458.00 12,617.32 47,862.00 43,051.64 97,950.00 79,680.96 153,325.20 120,263.47 268,296.00 194,130.12
Union Equity Savings Fund 13,113.60 12,435.68 45,259.20 41,782.28 91,344.00 75,863.34
Uti Equity Savings Fund 13,267.20 12,481.09 49,921.20 43,441.13 105,420.00 82,455.00
Pgim India Equity Savings Fund 13,002.00 12,462.92 44,269.20 40,787.10 88,926.00 74,957.94 143,766.00 112,418.96
Axis Equity Saver Fund 13,485.60 12,609.16 47,822.40 43,825.72 102,450.00 81,775.20 167,512.80 124,834.84

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %

Aditya Birla Sun Life Equity Savings Fund

-6.77 -6.89 -2.54 4.72 3.38

Baroda Bnp Paribas Equity Savings Fund

-4.46 -3.73 -1.37 4.79 3.28

Dsp Equity Savings Fund

-3.54 -2.54 -0.99 4.16 2.94

Edelweiss Equity Savings Fund

-4.21 -2.94 -1.33 4.00 2.95

Franklin India Equity Savings Fund

-4.43 -4.01 -1.52 3.95 2.97

Hdfc Equity Savings Fund

-4.88 -2.96 -1.35 4.77 3.46

Bandhan Equity Savings Fund

-1.93 -2.09 -0.80 2.75 1.93

Invesco India Equity Savings Fund

-6.10 -6.23 -2.71 5.50 3.91

Kotak Equity Savings Fund

-2.66 -2.49 -0.91 4.30 3.19

Mirae Asset Equity Savings Fund

-5.56 -3.89 -2.04 5.41 3.75

Nippon India Equity Savings Fund

-3.41 -2.23 -0.92 3.81 2.66

Sbi Equity Savings Fund

-4.14 -4.29 -1.36 4.88 3.41

Tata Equity Savings Fund

-3.40 -2.63 -1.03 3.96 2.76

Union Equity Savings Fund

-3.97 -3.76 -1.41 4.10 2.85

Uti Equity Savings Fund

-4.84 -2.43 -1.21 4.61 3.29

Pgim India Equity Savings Fund

-1.73 -1.16 -0.47 2.17 1.56

Axis Equity Saver Fund

-6.01 -6.36 -2.99 5.72 4.02

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

-0.14
-0.05
0.36
0.43

Baroda Bnp Paribas Equity Savings Fund

0.50
0.25
0.68
0.39

Dsp Equity Savings Fund

0.73
0.37
0.80
0.36

Edelweiss Equity Savings Fund

0.57
0.26
0.72
0.35

Franklin India Equity Savings Fund

0.16
0.07
0.53
0.44

Hdfc Equity Savings Fund

0.67
0.32
0.79
0.36

Bandhan Equity Savings Fund

-0.04
-0.01
0.55
0.40

Invesco India Equity Savings Fund

0.49
0.24
0.60
0.38

Kotak Equity Savings Fund

1.06
0.52
0.93
0.44

Mirae Asset Equity Savings Fund

0.51
0.25
0.70
0.39

Nippon India Equity Savings Fund

0.34
0.16
0.67
0.42

Sbi Equity Savings Fund

0.69
0.35
0.73
0.41

Tata Equity Savings Fund

0.51
0.24
0.71
0.39

Union Equity Savings Fund

0.10
0.05
0.53
0.36

Uti Equity Savings Fund

0.74
0.36
0.84
0.37

Pgim India Equity Savings Fund

-0.27
-0.10
0.56
0.40

Axis Equity Saver Fund

0.29
0.14
0.53
0.38

As On: 27 December 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.00%
0.19%
0.29%
-0.38%
2.89%
8.37%
6.38%
8.43%
6.82%
7.63%
%
Baroda BNP Paribas Equity Savings Fund
0.14%
0.35%
0.26%
-1.03%
3.48%
11.16%
9.38%
9.14%
%
%
%
Dsp Equity Savings Fund
0.08%
0.20%
-0.27%
-0.87%
4.57%
12.44%
9.87%
9.84%
7.79%
%
%
Edelweiss Equity Savings Fund
0.47%
0.92%
1.56%
0.29%
4.59%
13.56%
9.92%
10.74%
9.23%
%
%
Franklin India Equity Savings Fund
0.01%
0.07%
0.11%
0.36%
3.30%
9.12%
7.72%
8.81%
%
%
%
Hdfc Equity Savings Fund
0.10%
0.30%
-0.19%
-1.87%
2.26%
10.67%
10.28%
11.10%
8.85%
9.40%
9.64%
HSBC Equity Savings Fund
0.10%
-0.01%
2.72%
2.83%
8.10%
23.69%
%
%
%
%
%
Bandhan Equity Savings Fund
0.04%
0.08%
0.33%
0.04%
2.34%
7.82%
6.67%
7.89%
6.82%
6.65%
6.93%
Invesco India Equity Savings Fund
0.30%
0.36%
1.15%
-0.12%
5.12%
16.87%
10.11%
9.58%
%
%
%
Kotak Equity Savings Fund
-0.07%
-0.08%
-0.31%
-1.77%
2.91%
12.14%
11.54%
11.06%
9.62%
9.43%
%
Mirae Asset Equity Savings Fund
-0.04%
0.43%
0.24%
-1.48%
3.35%
11.86%
9.95%
11.62%
%
%
%
Nippon India Equity Savings Fund
-0.03%
0.20%
-0.24%
-1.31%
1.54%
8.42%
8.17%
5.67%
2.94%
%
%
Sbi Equity Savings Fund
0.13%
-0.11%
0.29%
0.18%
3.55%
11.94%
10.49%
11.10%
9.19%
%
%
Sundaram Equity Savings Fund
0.03%
0.13%
0.40%
-1.73%
3.58%
13.06%
%
%
%
%
%
Tata Equity Savings Fund
-0.03%
0.10%
0.33%
0.16%
2.74%
11.41%
9.07%
9.26%
7.92%
7.33%
7.46%
Union Equity Savings Fund
0.00%
0.18%
0.12%
-0.85%
2.06%
8.70%
7.33%
8.20%
%
%
%
Uti Equity Savings Fund
0.05%
0.28%
0.02%
-1.51%
2.27%
9.61%
10.59%
11.01%
%
%
%
Pgim India Equity Savings Fund
0.01%
0.13%
0.29%
-0.09%
2.48%
7.48%
6.27%
7.14%
6.91%
%
%
Axis Equity Saver Fund
0.14%
0.33%
-0.23%
-1.91%
3.16%
11.03%
8.53%
9.85%
8.98%
%
%

As On: 27 December 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
-0.04%
0.17%
0.30%
-0.26%
3.12%
8.94%
7.24%
9.38%
7.81%
8.70%
%
Baroda BNP Paribas Equity Savings Fund
0.15%
0.37%
0.35%
-0.76%
4.05%
12.41%
10.58%
10.32%
%
%
%
Dsp Equity Savings Fund
0.09%
0.22%
-0.20%
-0.65%
5.04%
13.41%
10.81%
11.08%
9.14%
%
%
Edelweiss Equity Savings Fund
0.47%
0.94%
1.64%
0.54%
5.12%
14.67%
11.22%
12.02%
10.47%
%
%
Franklin India Equity Savings Fund
0.01%
0.09%
0.18%
0.56%
3.73%
10.00%
8.86%
10.14%
%
%
%
Hdfc Equity Savings Fund
0.10%
0.32%
-0.11%
-1.63%
2.76%
11.71%
11.29%
12.06%
9.90%
10.50%
%
HSBC Equity Savings Fund
0.11%
0.01%
2.80%
3.06%
8.59%
24.81%
%
%
%
%
%
Bandhan Equity Savings Fund
0.04%
0.10%
0.41%
0.27%
2.82%
8.85%
7.74%
9.01%
7.92%
7.66%
%
Invesco India Equity Savings Fund
0.31%
0.39%
1.28%
0.28%
5.97%
18.69%
11.88%
11.40%
%
%
%
Kotak Equity Savings Fund
-0.06%
-0.06%
-0.21%
-1.50%
3.49%
13.40%
12.73%
12.20%
10.65%
10.38%
%
Mirae Asset Equity Savings Fund
-0.03%
0.44%
0.32%
-1.24%
3.86%
12.98%
11.04%
12.74%
%
%
%
Nippon India Equity Savings Fund
-0.03%
0.22%
-0.15%
-1.07%
2.03%
9.45%
9.13%
6.59%
3.85%
%
%
Sbi Equity Savings Fund
0.13%
-0.10%
0.33%
0.32%
3.83%
12.53%
11.07%
11.74%
10.03%
%
%
Sundaram Equity Savings Fund
0.03%
0.16%
0.53%
-1.34%
4.42%
14.92%
%
%
%
%
%
Tata Equity Savings Fund
-0.03%
0.11%
0.39%
0.32%
3.07%
12.15%
9.96%
10.30%
8.98%
8.38%
%
Union Equity Savings Fund
0.06%
0.24%
0.18%
-0.64%
2.35%
9.28%
7.93%
8.77%
%
%
%
Uti Equity Savings Fund
0.06%
0.30%
0.10%
-1.30%
2.73%
10.56%
11.51%
11.93%
%
%
%
Pgim India Equity Savings Fund
0.01%
0.15%
0.35%
0.11%
2.90%
8.35%
7.14%
8.19%
7.98%
%
%
Axis Equity Saver Fund
0.12%
0.37%
-0.12%
-1.62%
3.81%
12.38%
9.93%
11.29%
10.36%
%
%

As On: 27 December 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
7.05%
8.96%
8.70%
7.90%
7.74%
%
Baroda BNP Paribas Equity Savings Fund
9.20%
11.63%
9.97%
%
%
%
Dsp Equity Savings Fund
10.51%
11.71%
11.13%
9.62%
%
%
Edelweiss Equity Savings Fund
11.57%
12.54%
11.33%
10.19%
%
%
Franklin India Equity Savings Fund
7.72%
9.31%
9.50%
%
%
%
Hdfc Equity Savings Fund
6.56%
11.53%
11.91%
10.44%
10.03%
9.70%
HSBC Equity Savings Fund
21.75%
%
%
%
%
%
Bandhan Equity Savings Fund
6.35%
8.04%
8.04%
7.26%
6.90%
6.94%
Invesco India Equity Savings Fund
14.39%
14.69%
11.74%
%
%
%
Kotak Equity Savings Fund
8.35%
12.97%
12.31%
10.87%
10.19%
%
Mirae Asset Equity Savings Fund
9.15%
12.26%
12.10%
%
%
%
Nippon India Equity Savings Fund
5.40%
9.21%
8.95%
5.93%
%
%
Sbi Equity Savings Fund
10.12%
13.05%
12.32%
10.87%
%
%
Sundaram Equity Savings Fund
9.87%
%
%
%
%
%
Tata Equity Savings Fund
8.93%
11.14%
10.34%
9.09%
8.27%
7.90%
Union Equity Savings Fund
6.15%
9.34%
8.73%
%
%
%
Uti Equity Savings Fund
6.54%
11.61%
11.71%
%
%
%
Pgim India Equity Savings Fund
6.34%
7.40%
7.86%
7.18%
%
%
Axis Equity Saver Fund
8.13%
11.75%
10.88%
9.71%
%
%

As On: 27 December 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
7.54%
9.69%
9.57%
8.82%
8.73%
%
Baroda BNP Paribas Equity Savings Fund
10.45%
12.84%
11.15%
%
%
%
Dsp Equity Savings Fund
11.48%
12.67%
12.22%
10.80%
%
%
Edelweiss Equity Savings Fund
12.67%
13.76%
12.61%
11.44%
%
%
Franklin India Equity Savings Fund
8.61%
10.34%
10.68%
%
%
%
Hdfc Equity Savings Fund
7.60%
12.57%
12.93%
11.42%
11.09%
%
HSBC Equity Savings Fund
22.86%
%
%
%
%
%
Bandhan Equity Savings Fund
7.36%
9.10%
9.14%
8.35%
7.95%
%
Invesco India Equity Savings Fund
16.20%
16.48%
13.51%
%
%
%
Kotak Equity Savings Fund
9.58%
14.20%
13.50%
11.98%
11.21%
%
Mirae Asset Equity Savings Fund
10.25%
13.37%
13.22%
%
%
%
Nippon India Equity Savings Fund
6.42%
10.21%
9.92%
6.82%
%
%
Sbi Equity Savings Fund
10.70%
13.64%
12.93%
11.52%
%
%
Sundaram Equity Savings Fund
11.66%
%
%
%
%
%
Tata Equity Savings Fund
9.64%
11.94%
11.28%
10.07%
9.29%
%
Union Equity Savings Fund
6.77%
9.90%
9.31%
%
%
%
Uti Equity Savings Fund
7.49%
12.56%
12.66%
%
%
%
Pgim India Equity Savings Fund
7.20%
8.26%
8.83%
8.18%
%
%
Axis Equity Saver Fund
9.51%
13.17%
12.32%
11.12%
%
%