Equity Savings Fund

As On: 07 February 2023

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: इक्विटी सेविंग्स फंड

Top Performing Equity Savings Funds

Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Uti Equity Savings Fund

1 The Uti Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has 16 KPIs that are in top quartile. The fund has 76% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 5.59% 10.30% -10.19% -5.90% 0.40 0.18 0.48

Kotak Equity Savings Fund

2 The Kotak Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has 12 KPIs that are in top quartile. The fund has 63% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 6.31% 9.27% -10.77% -3.70% 0.30 0.13 0.54

Edelweiss Equity Savings Fund

3 The Edelweiss Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has 12 KPIs that are in top quartile. The fund has 63% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 3.21% 8.83% -6.08% -4.73% 0.32 0.15 0.47

Tata Equity Savings Fund

4 The Tata Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has six KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. 3.04% 7.39% -9.25% -4.38% 0.12 0.06 0.49

Baroda Bnp Paribas Equity Savings Fund

5 The Baroda Bnp Paribas Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has eight KPIs that are in top quartile. The fund has 47% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 12% of the KPIs that are in bottom quartile. 3.33% 6.81% -4.23% -4.46% 0.06 0.04 0.46

Hdfc Equity Savings Fund

6 The Hdfc Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has 11 KPIs that are in top quartile. The fund has 58% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. 4.24% 10.40% -12.15% -7.05% 0.38 0.17 0.48

Pgim India Equity Savings Fund

7 The Pgim India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has six KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. 3.33% 7.11% -11.20% -3.91% 0.05 0.03 0.52

Mirae Asset Equity Savings Fund

8 The Mirae Asset Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has five KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 24% of the KPIs that are in bottom quartile. 3.07% 10.66% -12.67% -6.18% 0.40 0.17 0.50

Idfc Equity Savings Fund

9 The Idfc Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has one KPI that is in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. 2.37% 7.06% -12.09% -4.79% 0.03 0.03 0.55

Union Equity Savings Fund

10 The Union Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has three KPIs that are in top quartile. The fund has 14% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 19% of the KPIs that are in bottom quartile. 2.20% 7.02% -9.02% -4.87% 0.07 0.04 0.51

Sbi Equity Savings Fund

11 The Sbi Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has two KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has nine KPIs that are in bottom quartile. The fund has 47% of the KPIs that are in bottom quartile. 1.47% 8.49% -13.64% -8.16% 0.19 0.09 0.51

Dsp Equity Savings Fund

12 The Dsp Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has three KPIs that are in top quartile. The fund has 16% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. 2.67% 8.05% -15.86% -6.11% 0.12 0.06 0.53

Franklin India Equity Savings Fund

13 The Franklin India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has one KPI that is in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 24% of the KPIs that are in bottom quartile. 2.23% 7.93% -12.88% -8.18% 0.17 0.08 0.50

Invesco India Equity Savings Fund

14 The Invesco India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has three KPIs that are in top quartile. The fund has 18% of the KPIs that are in top quartile. The fund has 13 KPIs that are in bottom quartile. The fund has 76% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -1.37% 4.88% -8.67% -7.59% -0.17 -0.05 0.51

Idbi Equity Savings Fund

15 The Idbi Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund does not have any KPI that are top quartile. The fund has ten KPIs that are in bottom quartile. The fund has 53% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 1.87% 6.61% -12.31% -6.18% 0.03 0.03 0.50

Axis Equity Saver Fund

16 The Axis Equity Saver Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has two KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has six KPIs that are in bottom quartile. The fund has 32% of the KPIs that are in bottom quartile. 1.26% 7.54% -11.38% -7.01% 0.11 0.06 0.48

Aditya Birla Sun Life Equity Savings Fund

17 The Aditya Birla Sun Life Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has one KPI that is in top quartile. The fund has 17 KPIs that are in bottom quartile. The fund has 74% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -0.46% 6.53% -12.64% -7.84% 0.02 0.03 0.51

Nippon India Equity Savings Fund

18 The Nippon India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has three KPIs that are in top quartile. The fund has 16% of the KPIs that are in top quartile. The fund has 13 KPIs that are in bottom quartile. The fund has 68% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 3.27% 2.99% -21.63% -8.52% -0.28 -0.07 0.52

Regular Plan Returns

Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Equity Savings Fund
-0.12
7
0.58
3
0.12
4
0.12
12
1.76
11
-0.46
17
6.53
16
5.93
11
Axis Equity Saver Fund
0.00
3
0.83
1
0.30
2
0.00
13
1.19
16
1.26
16
7.54
9
7.63
3
Franklin India Equity Savings Fund
-0.13
9
0.14
14
-0.64
17
-0.04
14
2.35
8
2.23
12
7.93
8
Mirae Asset Equity Savings Fund
-0.17
13
0.19
12
-0.74
18
0.27
10
2.11
9
3.07
8
10.66
1
DSP Equity Savings Fund
-0.07
6
0.10
17
-0.16
11
1.11
3
2.36
7
2.67
10
8.05
7
6.44
8
Edelweiss Equity Savings Fund
-0.18
15
0.40
7
0.01
8
0.48
7
2.68
4
3.21
7
8.83
5
7.63
2
HDFC Equity Savings Fund
-0.13
10
-0.01
18
-0.55
16
0.36
8
3.22
3
4.24
3
10.40
2
7.55
4
IDBI Equity Savings Fund
-0.31
18
0.13
15
-0.30
14
-0.29
17
0.87
17
1.87
14
6.61
15
6.42
9
IDFC Equity Savings Fund
-0.12
8
0.41
6
0.07
5
0.56
6
1.70
12
2.37
11
7.06
12
5.99
10
Invesco India Equity Savings Fund
-0.03
4
0.43
5
-0.21
13
-0.12
15
0.18
18
-1.37
18
4.88
17
Kotak Equity Savings Fund
-0.24
16
0.28
11
0.01
7
1.45
1
4.17
1
6.31
1
9.27
4
8.09
1
Nippon India Equity Savings Fund
-0.25
17
0.14
13
-0.08
9
0.93
5
2.63
5
3.27
6
2.99
18
0.16
12
PGIM India Equity Savings Fund
-0.06
5
0.28
10
0.14
3
0.99
4
2.42
6
3.33
4
7.11
11
6.53
6
SBI Equity Savings Fund
0.15
1
0.12
16
-0.18
12
-0.41
18
1.52
15
1.47
15
8.49
6
6.94
5
Tata Equity Savings Fund
0.00
3
0.34
9
-0.33
15
-0.21
16
1.61
14
3.04
9
7.39
10
6.45
7
Union Equity Savings Fund
-0.15
11
0.37
8
-0.15
10
0.30
9
1.66
13
2.20
13
7.02
13
UTI Equity Savings Fund
-0.17
12
0.54
4
0.39
1
1.30
2
4.00
2
5.59
2
10.30
3
Baroda BNP Paribas Equity Savings Fund
-0.18
14
0.61
2
0.03
6
0.18
11
2.01
10
3.33
5
6.81
14

Direct Plan Returns

Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Equity Savings Fund
-0.12
7
0.58
3
0.12
4
0.12
12
1.76
11
-0.46
17
6.53
16
5.93
11
Axis Equity Saver Fund
0.00
3
0.83
1
0.30
2
0.00
13
1.19
16
1.26
16
7.54
9
7.63
3
Franklin India Equity Savings Fund
-0.13
9
0.14
14
-0.64
17
-0.04
14
2.35
8
2.23
12
7.93
8
Mirae Asset Equity Savings Fund
-0.17
13
0.19
12
-0.74
18
0.27
10
2.11
9
3.07
8
10.66
1
DSP Equity Savings Fund
-0.07
6
0.10
17
-0.16
11
1.11
3
2.36
7
2.67
10
8.05
7
6.44
8
Edelweiss Equity Savings Fund
-0.18
15
0.40
7
0.01
8
0.48
7
2.68
4
3.21
7
8.83
5
7.63
2
HDFC Equity Savings Fund
-0.13
10
-0.01
18
-0.55
16
0.36
8
3.22
3
4.24
3
10.40
2
7.55
4
IDBI Equity Savings Fund
-0.31
18
0.13
15
-0.30
14
-0.29
17
0.87
17
1.87
14
6.61
15
6.42
9
IDFC Equity Savings Fund
-0.12
8
0.41
6
0.07
5
0.56
6
1.70
12
2.37
11
7.06
12
5.99
10
Invesco India Equity Savings Fund
-0.03
4
0.43
5
-0.21
13
-0.12
15
0.18
18
-1.37
18
4.88
17
Kotak Equity Savings Fund
-0.24
16
0.28
11
0.01
7
1.45
1
4.17
1
6.31
1
9.27
4
8.09
1
Nippon India Equity Savings Fund
-0.25
17
0.14
13
-0.08
9
0.93
5
2.63
5
3.27
6
2.99
18
0.16
12
PGIM India Equity Savings Fund
-0.06
5
0.28
10
0.14
3
0.99
4
2.42
6
3.33
4
7.11
11
6.53
6
SBI Equity Savings Fund
0.15
1
0.12
16
-0.18
12
-0.41
18
1.52
15
1.47
15
8.49
6
6.94
5
Tata Equity Savings Fund
0.00
3
0.34
9
-0.33
15
-0.21
16
1.61
14
3.04
9
7.39
10
6.45
7
Union Equity Savings Fund
-0.15
11
0.37
8
-0.15
10
0.30
9
1.66
13
2.20
13
7.02
13
UTI Equity Savings Fund
-0.17
12
0.54
4
0.39
1
1.30
2
4.00
2
5.59
2
10.30
3
Baroda BNP Paribas Equity Savings Fund
-0.18
14
0.61
2
0.03
6
0.18
11
2.01
10
3.33
5
6.81
14
Click on + to See Details
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

-0.12
16
-0.41
17
-0.82
18
8.76
13
8.49
7

Axis Equity Saver Fund

-0.24
17
0.00
16
0.06
16
10.11
8
9.12
5

Franklin India Equity Savings Fund

0.08
11
0.44
13
1.21
8
11.42
4

Mirae Asset Equity Savings Fund

0.15
8
0.62
10
1.17
11
12.26
2

Dsp Equity Savings Fund

0.23
3
1.12
5
1.17
10
10.22
7
8.52
6

Edelweiss Equity Savings Fund

0.18
6
0.60
12
1.18
9
9.74
10
9.63
3

Hdfc Equity Savings Fund

0.21
5
1.51
3
1.86
3
14.17
1
9.90
1

Idbi Equity Savings Fund

-0.05
15
0.66
8
0.77
13
8.91
12
8.10
8

Idfc Equity Savings Fund

0.10
10
0.66
9
1.22
7
8.37
14
7.57
11

Invesco India Equity Savings Fund

-0.27
18
-0.52
18
-0.77
17
7.70
16

Kotak Equity Savings Fund

0.44
1
1.72
2
3.01
1
11.08
6
9.34
4

Nippon India Equity Savings Fund

0.16
7
1.16
4
0.56
14
8.15
15
-0.89
12

Pgim India Equity Savings Fund

0.28
2
0.81
7
1.23
6
9.99
9
7.79
10

Sbi Equity Saving Fund

0.01
13
0.16
14
1.12
12
11.36
5
9.80
2

Tata Equity Savings Fund

0.10
9
0.96
6
1.43
5
9.17
11
8.03
9

Union Equity Savings Fund

0.00
14
0.15
15
0.45
15
7.00
17

Uti Equity Savings Fund

0.23
4
1.77
1
1.96
2
11.68
3

Baroda Bnp Paribas Equity Savings Fund

0.03
12
0.60
11
1.44
4
5.96
18
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

0.00
16
-0.16
18
-0.32
18
10.01
12
9.56
7

Axis Equity Saver Fund

-0.16
18
0.34
14
0.66
16
11.73
7
10.50
4

Franklin India Equity Savings Fund

0.18
11
0.74
13
1.82
7
12.94
3

Mirae Asset Equity Savings Fund

0.23
7
0.87
11
1.69
10
13.40
2

Dsp Equity Savings Fund

0.30
3
1.33
5
1.58
11
11.72
8
10.10
6

Edelweiss Equity Savings Fund

0.30
4
0.93
8
1.86
6
11.20
10
10.84
1

Hdfc Equity Savings Fund

0.28
6
1.73
3
2.29
3
15.08
1
10.82
2

Idbi Equity Savings Fund

0.04
14
0.89
10
1.24
13
9.98
13
9.33
8

Idfc Equity Savings Fund

0.18
10
0.92
9
1.74
8
9.55
15
8.71
11

Invesco India Equity Savings Fund

-0.12
17
-0.11
17
0.07
17
9.63
14

Kotak Equity Savings Fund

0.52
1
1.98
1
3.52
1
12.15
5
10.41
5

Nippon India Equity Savings Fund

0.23
8
1.36
4
0.97
14
9.05
16
-0.08
12

Pgim India Equity Savings Fund

0.34
2
1.02
7
1.70
9
11.24
9
9.01
10

Sbi Equity Saving Fund

0.05
13
0.28
16
1.39
12
12.01
6
10.66
3

Tata Equity Savings Fund

0.18
9
1.20
6
1.93
5
10.50
11
9.22
9

Union Equity Savings Fund

0.00
16
0.30
15
0.74
15
7.69
17

Uti Equity Savings Fund

0.30
5
1.98
2
2.38
2
12.61
4

Baroda Bnp Paribas Equity Savings Fund

0.13
12
0.86
12
2.00
4
7.13
18
Click on + to See Details
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Sbi Equity Savings Fund

-8.16
16
-13.64
16
-4.03
14
10.20
16
8.00
15

Aditya Birla Sun Life Equity Savings Fund

-7.84
15
-12.64
13
-6.80
18
10.08
14
8.08
16

Axis Equity Saver Fund

-7.01
12
-11.38
9
-4.32
16
10.02
12
7.77
12

Franklin India Equity Savings Fund

-8.18
17
-12.88
15
-2.80
8
9.55
10
7.65
11

Mirae Asset Equity Savings Fund

-6.18
11
-12.67
14
-3.20
12
10.10
15
7.89
14

Dsp Equity Savings Fund

-6.11
9
-15.86
17
-3.99
13
10.95
17
9.21
17

Edelweiss Equity Savings Fund

-4.73
5
-6.08
2
-1.92
2
6.37
2
4.56
2

Hdfc Equity Savings Fund

-7.05
13
-12.15
11
-3.05
10
9.66
11
7.39
10

Idbi Equity Savings Fund

-6.18
10
-12.31
12
-3.18
11
10.02
13
7.82
13

Idfc Equity Savings Fund

-4.79
6
-12.09
10
-3.02
9
8.65
9
6.61
9

Invesco India Equity Savings Fund

-7.59
14
-8.67
3
-4.03
15
7.66
4
6.08
5

Kotak Equity Savings Fund

-3.70
1
-10.77
7
-2.15
5
8.40
8
6.56
8

Nippon India Equity Savings Fund

-8.52
18
-21.63
18
-5.10
17
12.92
18
11.26
18

Pgim India Equity Savings Fund

-3.91
2
-11.20
8
-1.99
4
7.68
6
6.34
7

Tata Equity Savings Fund

-4.38
3
-9.25
5
-1.99
3
7.33
3
5.81
4

Union Equity Savings Fund

-4.87
7
-9.02
4
-2.63
6
7.66
5
5.67
3

Uti Equity Savings Fund

-5.90
8
-10.19
6
-2.75
7
8.15
7
6.24
6

Baroda Bnp Paribas Equity Savings Fund

-4.46
4
-4.23
1
-1.67
1
5.60
1
3.85
1
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Sbi Equity Savings Fund

0.19
6
0.09
6
0.37
9
0.51

Aditya Birla Sun Life Equity Savings Fund

0.02
16
0.03
16
0.30
16
0.51
-5.70
3 1.22 2
0.89
3
0.00
3
0.58
3
-0.0603
3

Axis Equity Saver Fund

0.11
10
0.06
9
0.37
10
0.48

Franklin India Equity Savings Fund

0.17
7
0.08
7
0.36
11
0.50

Mirae Asset Equity Savings Fund

0.40
2
0.17
2
0.48
4
0.50

Dsp Equity Savings Fund

0.12
9
0.06
8
0.31
14
0.53

Edelweiss Equity Savings Fund

0.32
4
0.15
4
0.55
1
0.47

Hdfc Equity Savings Fund

0.38
3
0.17
3
0.47
5
0.48

Idbi Equity Savings Fund

0.03
15
0.03
14
0.31
15
0.50

Idfc Equity Savings Fund

0.03
14
0.03
15
0.31
13
0.55

Invesco India Equity Savings Fund

-0.17
17
-0.05
17
0.28
17
0.51

Kotak Equity Savings Fund

0.30
5
0.13
5
0.45
6
0.54

Nippon India Equity Savings Fund

-0.28
18
-0.07
18
0.09
18
0.52

Pgim India Equity Savings Fund

0.05
13
0.03
13
0.33
12
0.52

Tata Equity Savings Fund

0.12
8
0.06
10
0.40
7
0.49

Union Equity Savings Fund

0.07
11
0.04
11
0.38
8
0.51
-4.49
2 1.29 1
0.97
1
0.00
2
0.59
2
-0.0162
2

Uti Equity Savings Fund

0.40
1
0.18
1
0.50
2
0.48
-0.24
1 1.00 3
0.95
2
0.03
1
0.82
1
-0.0135
1

Baroda Bnp Paribas Equity Savings Fund

0.06
12
0.04
12
0.49
3
0.46


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

More Mutual Fund Analysis Article

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
  • It is managed by a professional investment company.
  • It offers diversification, professional management, and liquidity.

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager. 

This post will describe the methodology used for different calculations on this website.





For Any Question Join Our Group On Facebook