| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
9.63 | 11.99 | 10.04 | 11.41 | 5.25 | -5.18 | -4.13 | 0.82 | 1.16 | 0.56 | 1.11 | ||
| 2 | |
12.33 | 14.07 | 7.32 | -10.71 | -6.59 | 3.65 | 1.00 | 0.43 | 1.07 | ||||
| 3 | |
8.79 | 11.96 | 9.91 | 10.50 | 3.45 | -2.42 | -2.94 | 2.43 | 0.72 | 0.81 | 1.56 | ||
| 4 | |
8.83 | 11.42 | 10.42 | 10.39 | 10.18 | 5.18 | -5.75 | -6.99 | 0.36 | 1.14 | 0.45 | 1.02 | |
| 5 | |
7.51 | 11.11 | 9.98 | 9.99 | 4.02 | -2.70 | -3.66 | 0.86 | 0.97 | 0.65 | 1.25 | ||
| 6 | |
8.16 | 10.28 | 7.60 | 8.84 | 9.17 | 2.86 | -1.00 | -1.86 | 1.31 | 0.62 | 0.78 | 1.36 | |
| 7 | |
8.75 | 11.64 | 9.25 | 10.02 | 9.81 | 5.18 | -5.36 | -4.38 | 1.56 | 0.94 | 0.52 | 1.07 | |
| 8 | |
7.42 | 10.65 | 9.81 | 9.86 | 11.02 | 4.23 | -4.49 | -3.29 | 0.36 | 0.98 | 0.55 | 1.09 | |
| 9 | |
7.95 | 10.62 | 8.37 | 4.96 | -5.13 | -4.45 | -0.71 | 1.12 | 0.40 | 0.84 | |||
| 10 | |
5.74 | 12.11 | 5.08 | -4.22 | -4.90 | 0.45 | 1.11 | 0.53 | 1.03 | ||||
| 11 | |
6.41 | 11.09 | 8.89 | 9.59 | 9.82 | 4.91 | -5.12 | -4.33 | -0.61 | 1.14 | 0.43 | 0.89 | |
| 12 | |
6.38 | 9.27 | 8.29 | 8.66 | 2.28 | -0.97 | -1.00 | 0.74 | 0.50 | 0.68 | 1.23 | ||
| 13 | |
6.62 | 9.45 | 7.87 | 4.40 | 5.95 | 3.36 | -3.04 | -2.01 | 0.28 | 0.68 | 0.48 | 0.95 | |
| 14 | |
6.04 | 10.78 | 9.27 | 9.59 | 3.59 | -1.69 | -2.45 | 0.77 | 0.80 | 0.73 | 1.16 | ||
| 15 | |
4.83 | 8.23 | 6.58 | 7.64 | 3.86 | -3.77 | -3.69 | -1.14 | 0.87 | 0.33 | 0.68 | ||
| 16 | |
5.17 | 8.45 | 7.38 | 7.94 | 7.35 | 2.01 | -0.47 | -1.34 | 0.14 | 0.45 | 0.55 | 1.00 | |
| 17 | |
5.44 | 7.38 | 7.25 | 7.79 | 8.07 | 2.17 | -0.83 | -1.66 | -0.73 | 0.49 | 0.30 | 0.63 | |
| 18 | |
2.74 | 10.73 | 8.25 | 8.65 | 5.76 | -5.90 | -6.06 | -1.15 | 1.16 | 0.32 | 0.68 |
Return Calculated On: 13 March 2026 | Ratios Calculated On: 27 February 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
For more details, visit AMFI India.
As On: 13 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
-0.35
|
-0.92
|
-1.49
|
-1.14
|
1.12
|
7.55
|
9.61
|
6.77
|
7.94
|
8.17
|
|
| Baroda BNP Paribas Equity Savings Fund |
-0.89
|
-1.86
|
-3.26
|
-3.48
|
-1.12
|
6.74
|
9.42
|
7.20
|
|
|
|
| WhiteOak Capital Equity Savings Fund |
-0.54
|
-1.29
|
-2.32
|
-1.97
|
0.83
|
10.30
|
|
|
|
|
|
| Dsp Equity Savings Fund |
-0.33
|
-0.67
|
-1.15
|
-1.32
|
0.17
|
5.12
|
9.84
|
8.23
|
8.37
|
|
|
| Edelweiss Equity Savings Fund |
-0.55
|
-1.32
|
-2.27
|
-1.89
|
-0.22
|
7.72
|
10.82
|
8.66
|
9.29
|
|
|
| Franklin India Equity Savings Fund |
-0.30
|
-0.87
|
-1.33
|
-1.06
|
0.60
|
5.53
|
8.33
|
7.19
|
7.36
|
|
|
| Hdfc Equity Savings Fund |
-0.76
|
-1.78
|
-2.75
|
-2.56
|
-0.59
|
6.40
|
9.61
|
8.81
|
8.92
|
9.87
|
9.23
|
| HSBC Equity Savings Fund |
-0.66
|
-1.48
|
-1.91
|
-1.40
|
-1.33
|
11.37
|
13.07
|
|
|
|
|
| Bandhan Equity Savings Fund |
-0.35
|
-0.98
|
-1.34
|
-1.22
|
0.14
|
4.21
|
7.42
|
6.32
|
6.88
|
6.32
|
6.80
|
| Invesco India Equity Savings Fund |
-0.56
|
-1.79
|
-3.44
|
-5.13
|
-5.80
|
1.11
|
9.01
|
6.52
|
6.86
|
|
|
| Kotak Equity Savings Fund |
-0.87
|
-1.88
|
-3.34
|
-3.30
|
-1.21
|
7.66
|
10.21
|
9.26
|
9.27
|
9.17
|
|
| LIC MF Equity Savings Fund |
-0.88
|
-1.43
|
-2.61
|
-3.95
|
-3.79
|
6.64
|
|
|
|
|
|
| Mirae Asset Equity Savings Fund |
-0.93
|
-2.07
|
-3.17
|
-2.48
|
-0.44
|
8.55
|
10.89
|
8.95
|
10.28
|
|
|
| quant Equity Savings Fund |
-0.71
|
-1.35
|
-2.75
|
-2.38
|
-1.76
|
|
|
|
|
|
|
| Nippon India Equity Savings Fund |
-0.57
|
-1.43
|
-2.06
|
-1.41
|
0.24
|
5.51
|
8.40
|
6.89
|
3.47
|
4.94
|
|
| Sbi Equity Savings Fund |
-0.61
|
-1.15
|
-1.87
|
-1.63
|
-0.48
|
8.14
|
11.04
|
8.65
|
9.39
|
8.87
|
|
| Sundaram Equity Savings Fund |
-0.79
|
-2.20
|
-4.01
|
-4.50
|
-2.87
|
4.17
|
10.34
|
|
|
|
|
| Union Equity Savings Fund |
-0.66
|
-1.77
|
-2.86
|
-2.63
|
-1.24
|
4.32
|
7.71
|
6.03
|
7.08
|
|
|
| Uti Equity Savings Fund |
-0.76
|
-1.57
|
-2.67
|
-2.38
|
0.85
|
6.41
|
10.09
|
9.02
|
9.04
|
|
|
| Pgim India Equity Savings Fund |
-0.33
|
-1.04
|
-1.68
|
-1.45
|
-0.10
|
4.65
|
6.54
|
6.33
|
6.78
|
6.97
|
|
| Axis Equity Savings Fund |
-0.72
|
-1.74
|
-3.13
|
-3.39
|
-1.52
|
5.07
|
9.71
|
7.49
|
8.19
|
8.46
|
|
| Bajaj Finserv Equity Savings Fund |
-0.27
|
-0.59
|
-0.52
|
0.10
|
1.22
|
|
|
|
|
|
|
As On: 13 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
-0.32
|
-0.87
|
-1.42
|
-0.99
|
1.42
|
8.16
|
10.28
|
7.60
|
8.84
|
9.17
|
|
| Baroda BNP Paribas Equity Savings Fund |
-0.88
|
-1.84
|
-3.18
|
-3.22
|
-0.58
|
7.95
|
10.62
|
8.37
|
|
|
|
| WhiteOak Capital Equity Savings Fund |
-0.54
|
-1.26
|
-2.22
|
-1.64
|
1.58
|
11.96
|
|
|
|
|
|
| Dsp Equity Savings Fund |
-0.33
|
-0.66
|
-1.08
|
-1.12
|
0.59
|
6.04
|
10.78
|
9.27
|
9.59
|
|
|
| Edelweiss Equity Savings Fund |
-0.55
|
-1.31
|
-2.20
|
-1.66
|
0.26
|
8.79
|
11.96
|
9.91
|
10.50
|
|
|
| Franklin India Equity Savings Fund |
-0.30
|
-0.85
|
-1.27
|
-0.88
|
0.99
|
6.38
|
9.27
|
8.29
|
8.66
|
|
|
| Hdfc Equity Savings Fund |
-0.76
|
-1.77
|
-2.68
|
-2.34
|
-0.13
|
7.42
|
10.65
|
9.81
|
9.86
|
11.02
|
|
| HSBC Equity Savings Fund |
-0.65
|
-1.47
|
-1.84
|
-1.20
|
-0.91
|
12.33
|
14.07
|
|
|
|
|
| Bandhan Equity Savings Fund |
-0.34
|
-0.97
|
-1.27
|
-1.00
|
0.59
|
5.17
|
8.45
|
7.38
|
7.94
|
7.35
|
|
| Invesco India Equity Savings Fund |
-0.56
|
-1.76
|
-3.33
|
-4.77
|
-5.07
|
2.74
|
10.73
|
8.25
|
8.65
|
|
|
| Kotak Equity Savings Fund |
-0.87
|
-1.86
|
-3.26
|
-3.05
|
-0.69
|
8.83
|
11.42
|
10.42
|
10.39
|
10.18
|
|
| LIC MF Equity Savings Fund |
-0.87
|
-1.41
|
-2.53
|
-3.70
|
-3.26
|
7.81
|
|
|
|
|
|
| Mirae Asset Equity Savings Fund |
-0.92
|
-2.05
|
-3.09
|
-2.24
|
0.05
|
9.63
|
11.99
|
10.04
|
11.41
|
|
|
| quant Equity Savings Fund |
-0.71
|
-1.32
|
-2.62
|
-1.96
|
-0.92
|
|
|
|
|
|
|
| Nippon India Equity Savings Fund |
-0.57
|
-1.41
|
-1.98
|
-1.15
|
0.76
|
6.62
|
9.45
|
7.87
|
4.40
|
5.95
|
|
| Sbi Equity Savings Fund |
-0.61
|
-1.14
|
-1.82
|
-1.49
|
-0.20
|
8.75
|
11.64
|
9.25
|
10.02
|
9.81
|
|
| Sundaram Equity Savings Fund |
-0.78
|
-2.18
|
-3.90
|
-4.17
|
-2.16
|
5.74
|
12.11
|
|
|
|
|
| Union Equity Savings Fund |
-0.69
|
-1.81
|
-2.85
|
-2.58
|
-1.03
|
4.83
|
8.23
|
6.58
|
7.64
|
|
|
| Uti Equity Savings Fund |
-0.76
|
-1.55
|
-2.59
|
-2.14
|
1.35
|
7.51
|
11.11
|
9.98
|
9.99
|
|
|
| Pgim India Equity Savings Fund |
-0.33
|
-1.03
|
-1.62
|
-1.28
|
0.27
|
5.44
|
7.38
|
7.25
|
7.79
|
8.07
|
|
| Axis Equity Savings Fund |
-0.71
|
-1.73
|
-3.02
|
-3.09
|
-0.95
|
6.41
|
11.09
|
8.89
|
9.59
|
9.82
|
|
| Bajaj Finserv Equity Savings Fund |
-0.26
|
-0.57
|
-0.45
|
0.33
|
1.70
|
|
|
|
|
|
|
As On: 13 March 2026
As On: 13 March 2026
Performance Indicators
Calculated On: 27 February 2026
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund | -1.86 | -1.00 | -0.50 | 2.86 | 2.00 |
| Baroda Bnp Paribas Equity Savings Fund | -4.45 | -5.13 | -1.71 | 4.96 | 3.64 |
| Dsp Equity Savings Fund | -2.45 | -1.69 | -0.73 | 3.59 | 2.37 |
| Edelweiss Equity Savings Fund | -2.94 | -2.42 | -1.13 | 3.45 | 2.62 |
| Franklin India Equity Savings Fund | -1.00 | -0.97 | -0.34 | 2.28 | 1.60 |
| Hdfc Equity Savings Fund | -3.29 | -4.49 | -1.34 | 4.23 | 3.07 |
| Hsbc Equity Savings Fund | -6.59 | -10.71 | -3.56 | 7.32 | 6.08 |
| Bandhan Equity Savings Fund | -1.34 | -0.47 | -0.38 | 2.01 | 1.35 |
| Invesco India Equity Savings Fund | -6.06 | -5.90 | -2.29 | 5.76 | 4.25 |
| Kotak Equity Savings Fund | -6.99 | -5.75 | -1.81 | 5.18 | 4.07 |
| Mirae Asset Equity Savings Fund | -4.13 | -5.18 | -1.65 | 5.25 | 3.81 |
| Nippon India Equity Savings Fund | -2.01 | -3.04 | -0.86 | 3.36 | 2.37 |
| Sbi Equity Savings Fund | -4.38 | -5.36 | -1.28 | 5.18 | 3.87 |
| Sundaram Equity Savings Fund | -4.90 | -4.22 | -1.84 | 5.08 | 3.68 |
| Union Equity Savings Fund | -3.69 | -3.77 | -1.25 | 3.86 | 2.75 |
| Uti Equity Savings Fund | -3.66 | -2.70 | -1.05 | 4.02 | 2.91 |
| Pgim India Equity Savings Fund | -1.66 | -0.83 | -0.46 | 2.17 | 1.56 |
| Axis Equity Savings Fund | -4.33 | -5.12 | -1.59 | 4.91 | 3.57 |
Calculated On: 27 February 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 |
1.36
|
0.78
|
0.89
|
0.39
|
1.31
|
0.62 |
0.75
|
|
-1.24
|
-0.1300
|
| Baroda Bnp Paribas Equity Savings Fund |
0.84
|
0.40
|
0.67
|
0.43
|
-0.71
|
1.12 |
0.85
|
|
1.68
|
-0.3600
|
| Dsp Equity Savings Fund |
1.16
|
0.73
|
0.87
|
0.35
|
0.77
|
0.80 |
0.79
|
|
0.18
|
0.0900
|
| Edelweiss Equity Savings Fund |
1.56
|
0.81
|
0.92
|
0.40
|
2.43
|
0.72 |
0.70
|
|
0.08
|
1.6000
|
| Franklin India Equity Savings Fund |
1.23
|
0.68
|
0.79
|
0.41
|
0.74
|
0.50 |
0.76
|
|
-3.13
|
-0.9700
|
| Hdfc Equity Savings Fund |
1.09
|
0.55
|
0.73
|
0.42
|
0.36
|
0.98 |
0.88
|
|
1.04
|
0.4600
|
| Hsbc Equity Savings Fund |
1.07
|
0.43
|
0.67
|
0.47
|
3.65
|
1.00 |
0.29
|
|
3.11
|
4.1800
|
| Bandhan Equity Savings Fund |
1.00
|
0.55
|
0.75
|
0.39
|
0.14
|
0.45 |
0.83
|
|
-4.45
|
-1.1700
|
| Invesco India Equity Savings Fund |
0.68
|
0.32
|
0.62
|
0.42
|
-1.15
|
1.16 |
0.64
|
|
2.21
|
-0.3500
|
| Kotak Equity Savings Fund |
1.02
|
0.45
|
0.72
|
0.42
|
0.36
|
1.14 |
0.79
|
|
1.91
|
0.8600
|
| Mirae Asset Equity Savings Fund |
1.11
|
0.56
|
0.78
|
0.44
|
0.82
|
1.16 |
0.86
|
|
2.00
|
1.4500
|
| Nippon India Equity Savings Fund |
0.95
|
0.48
|
0.70
|
0.45
|
0.28
|
0.68 |
0.69
|
|
-0.30
|
-0.9400
|
| Sbi Equity Savings Fund |
1.07
|
0.52
|
0.75
|
0.41
|
1.56
|
0.94 |
0.54
|
|
1.93
|
1.2500
|
| Sundaram Equity Savings Fund |
1.03
|
0.53
|
0.79
|
0.39
|
0.45
|
1.11 |
0.76
|
|
1.84
|
1.2400
|
| Union Equity Savings Fund |
0.68
|
0.33
|
0.62
|
0.41
|
-1.14
|
0.87 |
0.86
|
|
0.43
|
-1.6800
|
| Uti Equity Savings Fund |
1.25
|
0.65
|
0.87
|
0.40
|
0.86
|
0.97 |
0.93
|
|
0.82
|
0.9300
|
| Pgim India Equity Savings Fund |
0.63
|
0.30
|
0.66
|
0.40
|
-0.73
|
0.49 |
0.88
|
|
-3.79
|
-2.8200
|
| Axis Equity Savings Fund |
0.89
|
0.43
|
0.68
|
0.42
|
-0.61
|
1.14 |
0.88
|
|
1.65
|
-0.1700
|