Fund Name Rank Rating 1Y 3Y 5Y 7Y 10Y SD Max DD VaR1Y95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
9.16 12.14 11.25 11.12 3.66 -2.42 -4.20 3.24 0.76 0.65 1.32
2
7.27 12.64 11.90 11.35 10.64 5.01 -5.75 -5.43 1.03 1.07 0.50 1.10
3
9.15 9.73 9.22 9.38 9.31 3.12 -2.28 -2.85 2.30 0.67 0.52 1.01
4
7.18 12.79 5.15 -4.22 -5.15 0.22 1.11 0.50 0.99
5
7.93 12.00 11.86 5.45 -5.18 -4.24 -0.73 1.19 0.44 0.89
6
8.22 11.72 11.71 10.66 4.16 -2.70 -4.04 0.82 0.98 0.55 1.08
7
2.04 14.46 7.29 -10.71 -6.59 3.78 1.00 0.41 1.02
8
6.91 11.28 9.43 5.01 -5.13 -4.45 -0.68 1.10 0.39 0.83
9
6.36 10.48 9.92 9.68 8.95 3.54 -1.82 -2.55 1.54 0.81 0.57 1.04
10
4.68 11.66 10.76 10.79 10.15 5.28 -5.36 -4.72 1.77 0.96 0.47 0.99
11
6.63 11.03 11.89 10.77 11.11 4.41 -4.49 -3.46 0.05 1.00 0.44 0.90
12
6.21 10.98 10.85 10.33 3.66 -1.69 -2.45 2.00 0.80 0.66 1.09
13
7.02 8.75 8.37 8.43 7.62 2.09 -0.80 -1.40 2.76 0.46 0.44 0.84
14
6.28 7.99 8.64 8.56 2.15 -0.83 -1.15 2.22 0.48 0.31 0.64
15
5.96 9.63 9.31 4.94 5.94 3.59 -3.04 -2.49 1.47 0.70 0.37 0.75
16
5.44 11.25 10.39 10.48 10.07 5.11 -5.12 -6.34 -1.60 1.16 0.35 0.75
17
6.03 8.86 9.54 9.21 2.73 -2.71 -2.88 1.87 0.58 0.31 0.70
18
4.39 8.58 7.81 8.38 3.96 -3.77 -3.69 -0.58 0.87 0.27 0.56
19
1.85 12.27 10.02 5.63 -5.90 -6.06 -0.21 1.11 0.39 0.83

Return Calculated On: 12 December 2025 | Ratios Calculated On: 28 November 2025

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: 12 December 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.13
-0.09
0.71
2.38
4.35
8.63
9.04
8.36
8.47
8.29
Baroda BNP Paribas Equity Savings Fund
0.42
-0.09
0.20
2.66
3.57
5.70
10.08
8.24
Dsp Equity Savings Fund
0.17
-0.05
0.39
1.60
2.42
5.27
10.02
9.75
9.07
Edelweiss Equity Savings Fund
0.22
0.27
0.16
1.69
4.68
8.09
10.97
9.98
9.89
Franklin India Equity Savings Fund
0.15
-0.07
0.37
1.63
3.04
5.19
7.87
8.39
7.87
Hdfc Equity Savings Fund
0.24
-0.06
0.46
2.08
3.34
5.60
9.99
10.89
9.81
9.96
9.40
HSBC Equity Savings Fund
0.46
0.05
-0.29
0.14
6.03
1.16
13.45
Bandhan Equity Savings Fund
0.07
-0.08
0.44
1.29
2.71
6.04
7.71
7.29
7.37
6.60
7.01
Invesco India Equity Savings Fund
0.27
-0.29
-0.78
-0.84
0.02
0.23
10.52
8.26
Kotak Equity Savings Fund
0.39
-0.24
0.27
2.46
5.01
6.10
11.42
10.73
10.24
9.64
Mirae Asset Equity Savings Fund
0.30
-0.12
0.15
2.07
3.60
6.87
10.90
10.75
Nippon India Equity Savings Fund
0.16
-0.08
0.44
1.70
2.83
4.87
8.59
8.33
4.02
4.93
Sbi Equity Savings Fund
0.25
-0.05
0.24
1.41
2.24
4.11
11.07
10.16
10.14
9.16
Sundaram Equity Savings Fund
0.25
-0.27
0.30
1.81
2.81
5.57
10.98
Tata Equity Savings Fund
0.20
-0.18
0.39
1.70
2.88
5.69
9.72
8.99
8.68
7.91
7.72
Union Equity Savings Fund
0.23
-0.17
0.06
1.42
2.58
3.82
8.05
7.24
7.78
Uti Equity Savings Fund
0.32
-0.06
0.88
3.31
4.02
7.10
10.71
10.74
9.69
Pgim India Equity Savings Fund
0.20
-0.06
0.41
1.44
2.66
5.48
7.15
7.67
7.54
Axis Equity Saver Fund
0.22
-0.26
-0.04
1.70
3.37
4.13
9.85
8.97
9.08
8.72

As On: 12 December 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.12
-0.04
0.72
2.51
4.59
9.15
9.73
9.22
9.38
9.31
Baroda BNP Paribas Equity Savings Fund
0.42
-0.07
0.29
2.94
4.16
6.91
11.28
9.43
Dsp Equity Savings Fund
0.17
-0.04
0.46
1.82
2.87
6.21
10.98
10.85
10.33
Edelweiss Equity Savings Fund
0.22
0.29
0.24
1.94
5.20
9.16
12.14
11.25
11.12
Franklin India Equity Savings Fund
0.15
-0.05
0.44
1.84
3.46
6.03
8.86
9.54
9.21
Hdfc Equity Savings Fund
0.24
-0.04
0.54
2.32
3.83
6.63
11.03
11.89
10.77
11.11
HSBC Equity Savings Fund
0.46
0.07
-0.22
0.36
6.48
2.04
14.46
Bandhan Equity Savings Fund
0.07
-0.07
0.52
1.52
3.18
7.02
8.75
8.37
8.43
7.62
Invesco India Equity Savings Fund
0.27
-0.26
-0.65
-0.44
0.83
1.85
12.27
10.02
Kotak Equity Savings Fund
0.39
-0.22
0.36
2.73
5.59
7.27
12.64
11.90
11.35
10.64
Mirae Asset Equity Savings Fund
0.30
-0.10
0.24
2.32
4.12
7.93
12.00
11.86
Nippon India Equity Savings Fund
0.16
-0.06
0.53
1.96
3.36
5.96
9.63
9.31
4.94
5.94
Sbi Equity Savings Fund
0.25
-0.04
0.28
1.55
2.53
4.68
11.66
10.76
10.79
10.15
Sundaram Equity Savings Fund
0.25
-0.24
0.43
2.20
3.61
7.18
12.79
Tata Equity Savings Fund
0.20
-0.17
0.44
1.85
3.20
6.36
10.48
9.92
9.68
8.95
Union Equity Savings Fund
0.22
-0.22
0.11
1.54
2.83
4.39
8.58
7.81
8.38
Uti Equity Savings Fund
0.32
-0.04
0.96
3.56
4.53
8.22
11.72
11.71
10.66
Pgim India Equity Savings Fund
0.20
-0.05
0.47
1.63
3.04
6.28
7.99
8.64
8.56
Axis Equity Saver Fund
0.23
-0.23
0.04
2.02
3.99
5.44
11.25
10.39
10.48
10.07

As On: 12 December 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
9.97
9.33
8.28
8.70
8.13
Baroda BNP Paribas Equity Savings Fund
9.71
9.82
9.20
Dsp Equity Savings Fund
6.60
9.34
9.14
9.56
Edelweiss Equity Savings Fund
9.75
10.86
10.14
10.29
Franklin India Equity Savings Fund
6.81
7.84
7.78
8.34
Hdfc Equity Savings Fund
8.75
9.31
9.63
10.33
9.75
9.60
HSBC Equity Savings Fund
9.62
11.88
Bandhan Equity Savings Fund
6.24
7.27
7.09
7.50
7.03
6.91
Invesco India Equity Savings Fund
2.67
8.39
8.40
Kotak Equity Savings Fund
10.70
10.67
10.76
10.85
10.15
Mirae Asset Equity Savings Fund
9.99
10.66
10.28
Nippon India Equity Savings Fund
6.99
7.51
7.73
7.03
5.51
Sbi Equity Savings Fund
7.87
9.61
9.67
10.32
9.59
Sundaram Equity Savings Fund
8.17
10.28
Tata Equity Savings Fund
7.30
9.25
8.91
9.09
8.37
7.97
Union Equity Savings Fund
6.43
7.36
7.24
7.70
Uti Equity Savings Fund
9.72
9.84
10.08
10.49
Pgim India Equity Savings Fund
6.54
6.96
6.82
7.36
Axis Equity Saver Fund
7.59
9.18
8.83
9.30
8.99

As On: 12 December 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
10.53
9.93
9.01
9.53
9.04
Baroda BNP Paribas Equity Savings Fund
10.96
11.05
10.41
Dsp Equity Savings Fund
7.55
10.30
10.12
10.67
Edelweiss Equity Savings Fund
10.84
11.98
11.35
11.52
Franklin India Equity Savings Fund
7.68
8.74
8.80
9.50
Hdfc Equity Savings Fund
9.79
10.36
10.66
11.33
10.80
HSBC Equity Savings Fund
10.56
12.89
Bandhan Equity Savings Fund
7.22
8.29
8.13
8.57
8.09
Invesco India Equity Savings Fund
4.33
10.15
10.15
Kotak Equity Savings Fund
11.92
11.90
11.96
12.02
11.23
Mirae Asset Equity Savings Fund
11.09
11.76
11.37
Nippon India Equity Savings Fund
8.10
8.58
8.75
8.00
6.46
Sbi Equity Savings Fund
8.46
10.21
10.26
10.94
10.34
Sundaram Equity Savings Fund
9.83
12.06
Tata Equity Savings Fund
7.96
9.97
9.72
10.00
9.33
Union Equity Savings Fund
6.95
7.89
7.78
8.26
Uti Equity Savings Fund
10.84
10.90
11.09
11.47
Pgim India Equity Savings Fund
7.34
7.79
7.69
8.31
Axis Equity Saver Fund
8.91
10.55
10.22
10.71
10.38

Performance Indicators


Calculated On: 28 November 2025

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Equity Savings Fund -2.85 -2.28 -1.14 3.12 2.24
Baroda Bnp Paribas Equity Savings Fund -4.45 -5.13 -1.83 5.01 3.70
Dsp Equity Savings Fund -2.45 -1.69 -0.86 3.66 2.43
Edelweiss Equity Savings Fund -4.20 -2.42 -1.43 3.66 2.80
Franklin India Equity Savings Fund -2.88 -2.71 -0.88 2.73 2.07
Hdfc Equity Savings Fund -3.46 -4.49 -1.65 4.41 3.21
Hsbc Equity Savings Fund -6.59 -10.71 -3.51 7.29 6.03
Bandhan Equity Savings Fund -1.40 -0.80 -0.47 2.09 1.42
Invesco India Equity Savings Fund -6.06 -5.90 -2.34 5.63 4.18
Kotak Equity Savings Fund -5.43 -5.75 -1.54 5.01 3.89
Mirae Asset Equity Savings Fund -4.24 -5.18 -2.54 5.45 3.93
Nippon India Equity Savings Fund -2.49 -3.04 -1.09 3.59 2.50
Sbi Equity Savings Fund -4.72 -5.36 -1.68 5.28 3.95
Sundaram Equity Savings Fund -5.15 -4.22 -2.45 5.15 3.73
Tata Equity Savings Fund -2.55 -1.82 -0.79 3.54 2.44
Union Equity Savings Fund -3.69 -3.77 -1.43 3.96 2.80
Uti Equity Savings Fund -4.04 -2.70 -1.26 4.16 3.02
Pgim India Equity Savings Fund -1.15 -0.83 -0.40 2.15 1.53
Axis Equity Saver Fund -6.34 -5.12 -2.35 5.11 3.74

Calculated On: 28 November 2025

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
1.01
0.52
0.73
0.38
2.30
0.67
0.77
0.81
-0.4300
Baroda Bnp Paribas Equity Savings Fund
0.83
0.39
0.66
0.43
-0.68
1.10
0.86
0.75
0.1000
Dsp Equity Savings Fund
1.09
0.66
0.84
0.34
2.00
0.80
0.80
0.84
0.3700
Edelweiss Equity Savings Fund
1.32
0.65
0.87
0.39
3.24
0.76
0.72
0.92
1.4600
Franklin India Equity Savings Fund
0.70
0.31
0.61
0.40
1.87
0.58
0.74
0.71
-1.4700
Hdfc Equity Savings Fund
0.90
0.44
0.68
0.40
0.05
1.00
0.89
0.78
0.2400
Hsbc Equity Savings Fund
1.02
0.41
0.65
0.47
3.78
1.00
0.31
0.82
4.3000
Bandhan Equity Savings Fund
0.84
0.44
0.70
0.38
2.76
0.46
0.85
0.76
-0.9200
Invesco India Equity Savings Fund
0.83
0.39
0.67
0.43
-0.21
1.11
0.65
0.75
0.9300
Kotak Equity Savings Fund
1.10
0.50
0.73
0.43
1.03
1.07
0.79
0.84
1.5700
Mirae Asset Equity Savings Fund
0.89
0.44
0.71
0.43
-0.73
1.19
0.88
0.77
0.8900
Nippon India Equity Savings Fund
0.75
0.37
0.65
0.45
1.47
0.70
0.68
0.72
-1.0100
Sbi Equity Savings Fund
0.99
0.47
0.73
0.40
1.77
0.96
0.58
0.81
1.4000
Sundaram Equity Savings Fund
0.99
0.50
0.78
0.39
0.22
1.11
0.79
0.81
1.5500
Tata Equity Savings Fund
1.04
0.57
0.81
0.42
1.54
0.81
0.89
0.82
0.1800
Union Equity Savings Fund
0.56
0.27
0.58
0.41
-0.58
0.87
0.88
0.66
-1.6700
Uti Equity Savings Fund
1.08
0.55
0.82
0.39
0.82
0.98
0.94
0.84
0.8500
Pgim India Equity Savings Fund
0.64
0.31
0.66
0.41
2.22
0.48
0.90
0.69
-2.3200
Axis Equity Saver Fund
0.75
0.35
0.64
0.41
-1.60
1.16
0.89
0.72
-0.3400