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
16.94% 11.62% 10.47% % % 17.90% 12.54% 11.37% % % 4.69% -2.43% -3.80% 1.84% 0.96 0.39 0.75
Union Equity Savings Fund 2
14.10% 8.03% 8.37% % % 14.56% 8.61% 8.92% % % 4.19% -3.91% -3.97% -1.96% 1.09 0.01 0.00
Kotak Equity Savings Fund 3
19.40% 12.47% 10.87% 9.87% % 20.69% 13.64% 11.97% 10.87% % % % % %
Sundaram Equity Savings … 4
20.04% % % % % % % % % % % % % %
Hdfc Equity Savings Fund 5
17.34% 12.14% 10.46% 9.08% 9.97% 18.39% 13.14% 11.38% 10.19% 11.04% % % % %
Sbi Equity Savings Fund 6
19.30% 10.86% 10.66% 9.24% % 19.91% 11.46% 11.31% 10.20% % % % % %
Axis Equity Saver Fund 7
17.68% 9.86% 9.39% 8.88% % 19.12% 11.30% 10.83% 10.25% % % % % %
Mirae Asset Equity Savin… 8
16.75% 10.82% 11.69% % % 17.88% 11.93% 12.85% % % % % % %
Aditya Birla Sun Life Eq… 9
12.91% 7.37% 8.39% 6.85% % 13.72% 8.38% 9.42% 7.92% % 4.89% -7.05% -6.77% -1.98% 0.89 -0.04 -0.13
Invesco India Equity Sav… 10
20.41% 9.37% 8.59% % % 22.26% 11.16% 10.44% % % % % % %
Edelweiss Equity Savings… 11
16.11% 10.05% 10.03% 9.28% % 17.31% 11.43% 11.30% 10.49% % % % % %
Baroda Bnp Paribas Equit… 12
15.86% 8.76% % % % 17.03% 9.94% % % % % % % %
Tata Equity Savings Fund 13
15.21% 9.39% 8.80% 7.36% 7.85% 16.02% 10.43% 9.89% 8.45% 8.92% % % % %
Dsp Equity Savings Fund 14
14.79% 9.45% 9.04% 7.67% % 15.73% 10.53% 10.36% 9.09% % % % % %
Nippon India Equity Savi… 15
11.59% 9.22% 3.34% 3.53% % 12.57% 10.17% 4.21% 4.48% % % % % %
Franklin India Equity Sa… 16
12.62% 8.94% 8.01% % % 13.61% 10.19% 9.46% % % % % % %
Idfc Equity Savings Fund 17
10.61% 7.32% 7.50% 6.59% 6.64% 11.70% 8.43% 8.60% 7.68% 7.62% % % % %
Pgim India Equity Saving… 18
8.92% 7.52% 7.21% 6.91% % 9.78% 8.48% 8.29% 8.05% % % % % %

Return Calculated On: 02 May 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 13549.2 12708.48 44557.2 40616.14 89754.0 74858.22 133568.4 111690.94
Baroda BNP Paribas Equity Savings Fund 13903.2 13037.54 46314.0 42369.19
DSP Equity Savings Fund 13774.8 12925.91 47199.6 41928.37 92496.0 77991.12 140901.6 116411.23
Edelweiss Equity Savings Fund 13933.2 13017.01 47973.6 42456.78 96744.0 78712.86 156357.6 119883.62
Franklin India Equity Savings Fund 13514.4 12712.75 46544.4 40980.82 88200.0 75861.78
HDFC Equity Savings Fund 14080.8 13112.32 50770.8 43288.63 98682.0 82202.88 154341.6 123969.8 310404.0 202521.48 784278.0 386817.84
IDFC Equity Savings Fund 13273.2 12615.49 44503.2 40382.89 86142.0 73525.98 131334.0 109448.81 228288.0 171420.12 480042.0 309126.42
Invesco India Equity Savings Fund 14449.2 13279.73 47095.2 42937.06 90612.0 77443.2
Kotak Equity Savings Fund 14328.0 13237.45 51217.2 44182.33 100518.0 82448.52 162388.8 125374.7
Mirae Asset Equity Savings Fund 14010.0 13011.91 48996.0 42721.67 104310.0 81571.26
Nippon India Equity Savings Fund 13390.8 12778.67 46908.0 41647.36 70722.0 74026.98 107074.8 102701.68
SBI Equity Savings Fund 14316.0 13039.36 49050.0 43230.35 99558.0 81420.18 155912.4 123316.28
Sundaram Equity Savings Fund 14404.8 13217.66
Tata Equity Savings Fund 13825.2 12999.94 47124.0 42107.04 91452.0 77223.72 138112.8 115606.76 255444.0 180510.72 517590.0 323232.84
Union Equity Savings Fund 13692.0 12861.22 45385.2 41330.09 89682.0 75223.98
UTI Equity Savings Fund 14032.8 13025.22 50065.2 43417.51 98700.0 81781.08
PGIM India Equity Savings Fund 13070.4 12571.31 44748.0 40019.51 84996.0 73214.22 134122.8 109721.81
Axis Equity Saver Fund 14121.6 13056.4 47739.6 42248.92 93960.0 78311.94 152359.2 118887.64

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 13646.4 12751.4 45828.0 41162.94 94116.0 76746.6 143220.0 115790.56
Baroda BNP Paribas Equity Savings Fund 14043.6 13110.06 47833.2 43081.09
DSP Equity Savings Fund 13887.6 12984.79 48614.4 42516.58 98214.0 80274.12 154450.8 121755.14
Edelweiss Equity Savings Fund 14077.2 13086.85 49809.6 43264.62 102468.0 81313.38 168865.2 125412.5
Franklin India Equity Savings Fund 13633.2 12766.96 48168.0 41676.84 94290.0 78359.4
HDFC Equity Savings Fund 14206.8 13177.06 52138.8 43919.32 102858.0 84202.8 165732.0 128384.76 341892.0 214146.24
IDFC Equity Savings Fund 13404.0 12683.5 45896.4 41034.35 90648.0 75592.44 141019.2 113819.41 250164.0 181095.36
Invesco India Equity Savings Fund 14671.2 13392.79 49442.4 44031.38 98568.0 80938.08
Kotak Equity Savings Fund 14482.8 13317.56 52826.4 44939.7 105588.0 84807.06 172956.0 130227.64
Mirae Asset Equity Savings Fund 14145.6 13082.57 50479.2 43401.53 109824.0 83878.02
Nippon India Equity Savings Fund 13508.4 12841.16 48132.0 42232.93 73746.0 75733.02 114139.2 105953.23
SBI Equity Savings Fund 14389.2 13076.89 49845.6 43594.34 102516.0 82686.18 165774.0 126500.22
Tata Equity Savings Fund 13922.4 13050.41 48477.6 42671.77 96162.0 79224.6 148234.8 120016.26 281940.0 190796.4
Union Equity Savings Fund 13747.2 12888.31 46123.2 41646.64 91998.0 76267.08
UTI Equity Savings Fund 14148.0 13084.99 51314.4 43997.62 102822.0 83661.66
PGIM India Equity Savings Fund 13173.6 12625.48 45954.0 40540.1 89358.0 75088.62 144438.0 113909.29
Axis Equity Saver Fund 14294.4 13146.36 49640.4 43121.02 100326.0 81173.16 166303.2 124981.84

As On: 02 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.00%
0.25%
0.71%
2.36%
5.95%
12.91%
7.37%
8.39%
6.85%
%
%
Baroda BNP Paribas Equity Savings Fund
0.00%
0.49%
1.23%
3.32%
10.76%
15.86%
8.76%
%
%
%
%
DSP Equity Savings Fund
0.00%
0.46%
1.45%
3.59%
9.30%
14.79%
9.45%
9.04%
7.67%
%
%
Edelweiss Equity Savings Fund
0.00%
0.59%
1.20%
3.10%
9.40%
16.11%
10.05%
10.03%
9.28%
%
%
Franklin India Equity Savings Fund
0.00%
0.14%
0.61%
2.09%
6.46%
12.62%
8.94%
8.01%
%
%
%
HDFC Equity Savings Fund
0.00%
0.29%
0.80%
2.92%
11.44%
17.34%
12.14%
10.46%
9.08%
9.97%
10.31%
IDFC Equity Savings Fund
0.00%
0.20%
0.45%
1.85%
5.78%
10.61%
7.32%
7.50%
6.59%
6.64%
6.76%
Invesco India Equity Savings Fund
0.00%
0.52%
2.15%
4.40%
12.43%
20.41%
9.37%
8.59%
%
%
%
Kotak Equity Savings Fund
0.00%
0.68%
1.20%
3.52%
12.28%
19.40%
12.47%
10.87%
9.87%
%
%
Mirae Asset Equity Savings Fund
0.00%
0.41%
1.23%
2.92%
10.46%
16.75%
10.82%
11.69%
%
%
%
Nippon India Equity Savings Fund
0.00%
0.21%
1.00%
2.61%
7.87%
11.59%
9.22%
3.34%
3.53%
%
%
SBI Equity Savings Fund
0.00%
0.30%
1.38%
2.29%
9.05%
19.30%
10.86%
10.66%
9.24%
%
%
Sundaram Equity Savings Fund
0.00%
0.40%
1.63%
4.94%
11.59%
20.04%
%
%
%
%
%
Tata Equity Savings Fund
0.00%
0.64%
1.15%
3.06%
10.10%
15.21%
9.39%
8.80%
7.36%
7.85%
7.30%
Union Equity Savings Fund
0.00%
0.45%
0.77%
2.43%
8.70%
14.10%
8.03%
8.37%
%
%
%
UTI Equity Savings Fund
0.00%
0.38%
0.94%
2.66%
10.02%
16.94%
11.62%
10.47%
%
%
%
PGIM India Equity Savings Fund
0.00%
0.23%
0.61%
1.93%
5.53%
8.92%
7.52%
7.21%
6.91%
%
%
Axis Equity Saver Fund
0.00%
0.45%
0.55%
2.49%
10.70%
17.68%
9.86%
9.39%
8.88%
%
%

As On: 02 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.00%
0.27%
0.73%
2.52%
6.24%
13.72%
8.38%
9.42%
7.92%
%
%
Baroda BNP Paribas Equity Savings Fund
0.00%
0.50%
1.32%
3.58%
11.31%
17.03%
9.94%
%
%
%
%
DSP Equity Savings Fund
0.00%
0.47%
1.52%
3.80%
9.75%
15.73%
10.53%
10.36%
9.09%
%
%
Edelweiss Equity Savings Fund
0.00%
0.60%
1.27%
3.31%
9.92%
17.31%
11.43%
11.30%
10.49%
%
%
Franklin India Equity Savings Fund
0.00%
0.15%
0.67%
2.29%
6.84%
13.61%
10.19%
9.46%
%
%
%
HDFC Equity Savings Fund
0.00%
0.30%
0.88%
3.14%
11.93%
18.39%
13.14%
11.38%
10.19%
11.04%
%
IDFC Equity Savings Fund
0.00%
0.21%
0.53%
2.09%
6.30%
11.70%
8.43%
8.60%
7.68%
7.62%
%
Invesco India Equity Savings Fund
0.00%
0.55%
2.28%
4.79%
13.29%
22.26%
11.16%
10.44%
%
%
%
Kotak Equity Savings Fund
0.00%
0.70%
1.30%
3.80%
12.89%
20.69%
13.64%
11.97%
10.87%
%
%
Mirae Asset Equity Savings Fund
0.00%
0.43%
1.31%
3.17%
11.00%
17.88%
11.93%
12.85%
%
%
%
Nippon India Equity Savings Fund
0.00%
0.23%
1.08%
2.84%
8.36%
12.57%
10.17%
4.21%
4.48%
%
%
SBI Equity Savings Fund
0.00%
0.31%
1.42%
2.42%
9.33%
19.91%
11.46%
11.31%
10.20%
%
%
Tata Equity Savings Fund
0.00%
0.65%
1.20%
3.24%
10.48%
16.02%
10.43%
9.89%
8.45%
8.92%
%
Union Equity Savings Fund
0.00%
0.44%
0.75%
2.48%
8.91%
14.56%
8.61%
8.92%
%
%
%
UTI Equity Savings Fund
0.00%
0.40%
1.02%
2.87%
10.47%
17.90%
12.54%
11.37%
%
%
%
PGIM India Equity Savings Fund
0.00%
0.24%
0.68%
2.13%
5.94%
9.78%
8.48%
8.29%
8.05%
%
%
Axis Equity Saver Fund
0.00%
0.45%
0.63%
2.83%
11.39%
19.12%
11.30%
10.83%
10.25%
%
%

As On: 02 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
11.12%
7.99%
8.78%
8.01%
%
%
Baroda BNP Paribas Equity Savings Fund
16.40%
10.87%
%
%
%
%
DSP Equity Savings Fund
14.60%
10.15%
10.43%
9.17%
%
%
Edelweiss Equity Savings Fund
16.07%
11.01%
10.80%
9.99%
%
%
Franklin India Equity Savings Fund
11.19%
8.60%
9.32%
%
%
%
HDFC Equity Savings Fund
17.61%
12.34%
12.55%
10.93%
10.10%
9.55%
IDFC Equity Savings Fund
9.64%
7.60%
8.06%
7.44%
6.93%
6.85%
Invesco India Equity Savings Fund
20.33%
11.78%
10.14%
%
%
%
Kotak Equity Savings Fund
19.64%
13.76%
12.67%
11.25%
%
%
Mirae Asset Equity Savings Fund
15.99%
11.44%
12.24%
%
%
%
Nippon India Equity Savings Fund
12.24%
9.69%
8.34%
5.66%
%
%
SBI Equity Savings Fund
16.43%
12.25%
12.16%
10.78%
%
%
Sundaram Equity Savings Fund
19.32%
%
%
%
%
%
Tata Equity Savings Fund
15.79%
10.44%
10.03%
8.97%
7.92%
7.39%
Union Equity Savings Fund
13.56%
9.17%
8.98%
%
%
%
UTI Equity Savings Fund
16.20%
12.55%
12.34%
%
%
%
PGIM India Equity Savings Fund
8.94%
6.99%
7.89%
7.51%
%
%
Axis Equity Saver Fund
16.70%
10.67%
10.59%
9.76%
%
%

As On: 02 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
11.80%
8.90%
9.78%
9.02%
%
%
Baroda BNP Paribas Equity Savings Fund
17.57%
12.01%
%
%
%
%
DSP Equity Savings Fund
15.55%
11.10%
11.59%
10.43%
%
%
Edelweiss Equity Savings Fund
17.20%
12.30%
12.11%
11.25%
%
%
Franklin India Equity Savings Fund
12.05%
9.74%
10.62%
%
%
%
HDFC Equity Savings Fund
18.66%
13.34%
13.52%
11.91%
11.15%
%
IDFC Equity Savings Fund
10.72%
8.68%
9.17%
8.54%
7.98%
%
Invesco India Equity Savings Fund
22.18%
13.52%
11.92%
%
%
%
Kotak Equity Savings Fund
20.95%
14.94%
13.81%
12.31%
%
%
Mirae Asset Equity Savings Fund
17.13%
12.52%
13.36%
%
%
%
Nippon India Equity Savings Fund
13.24%
10.65%
9.25%
6.53%
%
%
SBI Equity Savings Fund
17.04%
12.83%
12.78%
11.50%
%
%
Tata Equity Savings Fund
16.61%
11.35%
11.06%
10.02%
8.97%
%
Union Equity Savings Fund
14.00%
9.69%
9.53%
%
%
%
UTI Equity Savings Fund
17.17%
13.47%
13.26%
%
%
%
PGIM India Equity Savings Fund
9.80%
7.86%
8.91%
8.56%
%
%
Axis Equity Saver Fund
18.16%
12.08%
12.04%
11.16%
%
%