Best Equity Savings Mutual Funds June 2024

The average 1 year return of Equity Savings Mutual Funds is 15.55 % for regular funds and 16.42 % for direct funds. The average 3 year return is 8.96 % for regular funds and 10.02 % for direct funds. The average 1 year SIP return is 16.8 % for regular funds and 17.62 % for direct funds. The average 3 year SIP return is 12.46 % for regular funds and 13.5 % for direct funds. The average Sharpe Ratio is 0.46 and the average Standard Deviation is 4.34%.

Find the best Equity Savings Mutual Funds for June 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
20.11% 12.57% 12.52% 10.15% % 21.44% 13.76% 13.66% 11.17% % 3.89% -1.66% -2.52% % 0.70 1.25
Uti Equity Savings Fund 2
15.58% 10.90% 11.91% % % 16.56% 11.83% 12.83% % % 4.54% -2.43% -3.80% % 0.45 0.88
Sbi Equity Savings Fund 3
15.47% 10.43% 12.49% 9.47% % 16.07% 11.01% 13.14% 10.36% % 4.93% -4.29% -4.14% % 0.37 0.73
Hdfc Equity Savings Fund 4
17.06% 10.67% 12.21% 9.49% 9.77% 18.14% 11.67% 13.17% 10.58% 10.86% 4.72% -2.96% -4.67% % 0.35 0.74
Invesco India Equity Savings Fund 5
22.27% 9.94% 10.60% % % 24.16% 11.71% 12.45% % % 5.39% -6.23% -6.10% % 0.22 0.47
Mirae Asset Equity Savings Fund 6
17.50% 10.20% 13.38% % % 18.66% 11.30% 14.53% % % 5.22% -3.89% -5.23% % 0.32 0.62
Edelweiss Equity Savings Fund 7
17.37% 9.48% 11.59% 9.61% % 18.53% 10.82% 12.88% 10.84% % 3.96% -2.94% -4.00% % 0.29 0.62
Tata Equity Savings Fund 8
15.57% 8.81% 10.12% 7.99% 7.84% 16.36% 9.77% 11.20% 9.06% 8.91% 4.18% -2.63% -3.67% % 0.29 0.59
Baroda Bnp Paribas Equity Savings Fund 9
17.19% 9.45% 9.98% % % 18.47% 10.66% 11.16% % % 4.69% -3.73% -4.02% % 0.23 0.45
Axis Equity Saver Fund 10
18.70% 8.74% 11.26% 9.37% % 20.15% 10.15% 12.73% 10.74% % 5.84% -6.41% -5.47% % 0.21 0.42
Dsp Equity Savings Fund 11
16.68% 9.05% 11.19% 8.14% % 17.68% 10.03% 12.48% 9.54% % 4.36% -2.67% -4.64% % 0.20 0.44
Nippon India Equity Savings Fund 12
12.42% 8.03% 5.20% 3.34% % 13.44% 8.97% 6.10% 4.27% % 4.09% -2.67% -3.97% % 0.14 0.29
Union Equity Savings Fund 13
13.08% 7.43% 9.43% % % 13.63% 8.01% 10.00% % % 4.20% -3.91% -3.97% % 0.10 0.21
Franklin India Equity Savings Fund 14
11.67% 7.71% 9.41% % % 12.52% 8.89% 10.81% % % 4.08% -4.01% -4.43% % 0.09 0.21
Bandhan Equity Savings Fund 15
10.13% 6.70% 8.68% 6.96% 6.82% 11.20% 7.77% 9.80% 8.05% 7.82% 2.85% -2.09% -1.93% % 0.02 0.04
Pgim India Equity Savings Fund 16
9.69% 6.45% 8.39% 7.28% % 10.57% 7.33% 9.47% 8.39% % 2.11% -1.16% -1.27% % -0.06 -0.16
Aditya Birla Sun Life Equity Savings Fu… 17
10.87% 5.77% 9.72% 6.92% % 11.50% 6.68% 10.73% 7.94% % 4.82% -7.05% -6.77% % -0.01 -0.04

Return Calculated On: 17 September 2024

Ratios Calculated On: 28 June 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 13,304.40 12,774.38 42,602.40 41,581.98 95,406.00 76,142.16 134,181.60 114,423.54
Baroda BNP Paribas Equity Savings Fund 14,062.80 13,170.34 47,203.20 43,876.73 96,528.00 79,149.30
DSP Equity Savings Fund 14,001.60 13,236.80 46,681.20 43,859.81 101,982.00 81,451.02 145,311.60 122,395.73
Edelweiss Equity Savings Fund 14,084.40 13,205.81 47,246.40 44,100.07 103,806.00 81,499.44 159,675.60 124,689.18
Franklin India Equity Savings Fund 13,400.40 12,804.84 44,982.00 41,854.28 94,074.00 77,455.02
HDFC Equity Savings Fund 14,047.20 13,117.60 48,790.80 44,311.18 106,752.00 84,250.32 158,466.00 127,896.38 304,776.00 210,924.96 750,780.00 401,699.34
Bandhan Equity Savings Fund 13,215.60 12,710.35 43,725.60 41,198.65 90,984.00 74,843.88 134,500.80 111,891.78 232,128.00 175,183.32 495,396.00 314,974.44
Invesco India Equity Savings Fund 14,672.40 13,525.00 47,833.20 45,421.67 99,306.00 81,966.42
Kotak Equity Savings Fund 14,413.20 13,293.37 51,357.60 45,449.93 108,204.00 85,084.92 165,278.40 130,053.67
Mirae Asset Equity Savings Fund 14,100.00 13,264.90 48,175.20 44,564.94 112,434.00 84,540.66
Nippon India Equity Savings Fund 13,490.40 12,851.08 45,388.80 42,432.91 77,322.00 76,735.56 105,730.80 106,583.82
SBI Equity Savings Fund 13,856.40 13,068.73 48,481.20 44,504.24 108,048.00 83,645.16 158,214.00 127,643.21
Sundaram Equity Savings Fund 14,223.60 13,316.56
Tata Equity Savings Fund 13,868.40 13,009.93 46,371.60 43,107.95 97,170.00 79,123.56 143,824.80 119,161.31 255,372.00 187,827.48 534,276.00 337,563.18
Union Equity Savings Fund 13,569.60 12,880.64 44,640.00 42,307.67 94,152.00 76,758.30
UTI Equity Savings Fund 13,869.60 13,025.34 49,104.00 44,257.03 105,336.00 83,486.34
PGIM India Equity Savings Fund 13,162.80 12,686.74 43,419.60 40,748.33 89,778.00 74,385.90 137,390.40 111,667.08
Axis Equity Saver Fund 14,244.00 13,242.43 46,292.40 44,132.51 102,288.00 81,689.82 157,239.60 124,382.58

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 13,380.00 12,812.18 43,711.20 42,076.12 99,870.00 77,933.10 143,438.40 118,412.53
Baroda BNP Paribas Equity Savings Fund 14,216.40 13,252.79 48,780.00 44,645.54 101,832.00 81,502.08
DSP Equity Savings Fund 14,121.60 13,300.30 47,955.60 44,467.38 108,048.00 83,743.50 158,919.60 127,831.03
Edelweiss Equity Savings Fund 14,223.60 13,276.93 48,992.40 44,903.27 109,950.00 84,155.64 172,620.00 130,418.40
Franklin India Equity Savings Fund 13,502.40 12,861.35 46,476.00 42,520.54 100,236.00 79,867.14
HDFC Equity Savings Fund 14,176.80 13,185.22 50,133.60 44,972.71 111,354.00 86,360.22 169,806.00 132,446.58 336,336.00 223,151.64
Bandhan Equity Savings Fund 13,344.00 12,778.09 45,064.80 41,857.74 95,772.00 76,938.48 144,429.60 116,360.24 254,772.00 185,139.84
Invesco India Equity Savings Fund 14,899.20 13,641.71 50,187.60 46,582.31 107,898.00 85,644.96
Kotak Equity Savings Fund 14,572.80 13,376.17 53,002.80 46,251.32 113,802.00 87,581.82 176,282.40 135,240.76
Mirae Asset Equity Savings Fund 14,239.20 13,337.95 49,633.20 45,279.36 118,248.00 86,927.76
Nippon India Equity Savings Fund 13,612.80 12,916.46 46,587.60 43,044.44 80,664.00 78,562.74 112,551.60 110,000.35
SBI Equity Savings Fund 13,928.40 13,106.64 49,255.20 44,881.49 111,216.00 84,933.18 167,454.00 130,772.04
Tata Equity Savings Fund 13,963.20 13,057.70 47,620.80 43,641.32 102,006.00 81,072.72 154,123.20 123,561.90 281,640.00 198,371.04
Union Equity Savings Fund 13,635.60 12,916.72 45,360.00 42,656.33 96,648.00 77,865.72
UTI Equity Savings Fund 13,987.20 13,088.17 50,342.40 44,863.06 109,734.00 85,444.08
PGIM India Equity Savings Fund 13,268.40 12,742.86 44,510.40 41,273.17 94,338.00 76,241.70 147,613.20 115,831.97
Axis Equity Saver Fund 14,418.00 13,333.39 48,110.40 45,040.93 109,206.00 84,674.28 171,586.80 130,802.87

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

Aditya Birla Sun Life Equity Savings Fund

-6.77 -7.05 -3.61 4.82 3.44

Baroda Bnp Paribas Equity Savings Fund

-4.02 -3.73 -1.23 4.69 3.12

Dsp Equity Savings Fund

-4.64 -2.67 -1.07 4.36 3.14

Edelweiss Equity Savings Fund

-4.00 -2.94 -1.15 3.96 2.87

Franklin India Equity Savings Fund

-4.43 -4.01 -1.64 4.08 3.13

Hdfc Equity Savings Fund

-4.67 -2.96 -1.33 4.72 3.49

Bandhan Equity Savings Fund

-1.93 -2.09 -0.88 2.85 1.94

Invesco India Equity Savings Fund

-6.10 -6.23 -2.49 5.39 3.80

Kotak Equity Savings Fund

-2.52 -1.66 -0.67 3.89 2.78

Mirae Asset Equity Savings Fund

-5.23 -3.89 -1.75 5.22 3.60

Nippon India Equity Savings Fund

-3.97 -2.67 -1.00 4.09 2.91

Sbi Equity Savings Fund

-4.14 -4.29 -1.56 4.93 3.45

Tata Equity Savings Fund

-3.67 -2.63 -1.15 4.18 2.96

Union Equity Savings Fund

-3.97 -3.91 -1.51 4.20 2.90

Uti Equity Savings Fund

-3.80 -2.43 -1.07 4.54 3.23

Pgim India Equity Savings Fund

-1.27 -1.16 -0.36 2.11 1.49

Axis Equity Saver Fund

-5.47 -6.41 -3.30 5.84 3.99

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

-0.04
-0.01
0.40
0.42

Baroda Bnp Paribas Equity Savings Fund

0.45
0.23
0.68
0.39

Dsp Equity Savings Fund

0.44
0.20
0.72
0.36

Edelweiss Equity Savings Fund

0.62
0.29
0.75
0.35

Franklin India Equity Savings Fund

0.21
0.09
0.57
0.43

Hdfc Equity Savings Fund

0.74
0.35
0.83
0.37

Bandhan Equity Savings Fund

0.04
0.02
0.59
0.39

Invesco India Equity Savings Fund

0.47
0.22
0.60
0.39

Kotak Equity Savings Fund

1.25
0.70
1.05
0.38

Mirae Asset Equity Savings Fund

0.62
0.32
0.76
0.39

Nippon India Equity Savings Fund

0.29
0.14
0.66
0.42

Sbi Equity Savings Fund

0.73
0.37
0.76
0.41

Tata Equity Savings Fund

0.59
0.29
0.77
0.37

Union Equity Savings Fund

0.21
0.10
0.58
0.36

Uti Equity Savings Fund

0.88
0.45
0.91
0.36

Pgim India Equity Savings Fund

-0.16
-0.06
0.60
0.40

Axis Equity Saver Fund

0.42
0.21
0.59
0.38

As On: 17 September 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.10%
0.34%
1.26%
2.90%
6.79%
10.87%
5.77%
9.72%
6.92%
%
%
Baroda BNP Paribas Equity Savings Fund
0.16%
0.90%
2.36%
4.43%
9.65%
17.19%
9.45%
9.98%
%
%
%
DSP Equity Savings Fund
0.15%
0.53%
2.24%
5.57%
10.81%
16.68%
9.05%
11.19%
8.14%
%
%
Edelweiss Equity Savings Fund
0.28%
0.72%
2.18%
4.59%
10.22%
17.37%
9.48%
11.59%
9.61%
%
%
Franklin India Equity Savings Fund
0.11%
0.39%
1.05%
3.17%
6.66%
11.67%
7.71%
9.41%
%
%
%
HDFC Equity Savings Fund
0.08%
0.55%
1.40%
3.95%
8.47%
17.06%
10.67%
12.21%
9.49%
9.77%
9.99%
Bandhan Equity Savings Fund
0.07%
0.26%
1.06%
2.66%
5.69%
10.13%
6.70%
8.68%
6.96%
6.82%
6.98%
Invesco India Equity Savings Fund
0.05%
0.70%
2.29%
4.58%
14.07%
22.27%
9.94%
10.60%
%
%
%
Kotak Equity Savings Fund
0.16%
0.36%
1.59%
4.16%
10.67%
20.11%
12.57%
12.52%
10.15%
%
%
Mirae Asset Equity Savings Fund
0.07%
0.78%
1.92%
4.99%
11.15%
17.50%
10.20%
13.38%
%
%
%
Nippon India Equity Savings Fund
0.10%
0.52%
1.17%
2.92%
7.01%
12.42%
8.03%
5.20%
3.34%
%
%
SBI Equity Savings Fund
0.05%
0.22%
1.65%
3.61%
10.05%
15.47%
10.43%
12.49%
9.47%
%
%
Sundaram Equity Savings Fund
0.03%
0.72%
1.95%
4.74%
11.64%
18.53%
%
%
%
%
%
Tata Equity Savings Fund
0.09%
0.45%
1.07%
3.00%
8.24%
15.57%
8.81%
10.12%
7.99%
7.84%
7.52%
Union Equity Savings Fund
0.12%
0.49%
0.98%
3.07%
7.11%
13.08%
7.43%
9.43%
%
%
%
UTI Equity Savings Fund
0.08%
0.56%
1.32%
3.73%
7.81%
15.58%
10.90%
11.91%
%
%
%
PGIM India Equity Savings Fund
0.11%
0.40%
1.21%
2.61%
5.73%
9.69%
6.45%
8.39%
7.28%
%
%
Axis Equity Saver Fund
0.14%
0.88%
2.01%
5.12%
9.78%
18.70%
8.74%
11.26%
9.37%
%
%

As On: 17 September 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.09%
0.35%
1.27%
3.04%
7.10%
11.50%
6.68%
10.73%
7.94%
%
%
Baroda BNP Paribas Equity Savings Fund
0.16%
0.92%
2.44%
4.71%
10.29%
18.47%
10.66%
11.16%
%
%
%
DSP Equity Savings Fund
0.15%
0.55%
2.32%
5.82%
11.29%
17.68%
10.03%
12.48%
9.54%
%
%
Edelweiss Equity Savings Fund
0.28%
0.74%
2.26%
4.85%
10.75%
18.53%
10.82%
12.88%
10.84%
%
%
Franklin India Equity Savings Fund
0.11%
0.41%
1.12%
3.39%
7.11%
12.52%
8.89%
10.81%
%
%
%
HDFC Equity Savings Fund
0.09%
0.57%
1.47%
4.20%
8.97%
18.14%
11.67%
13.17%
10.58%
10.86%
%
Bandhan Equity Savings Fund
0.08%
0.28%
1.14%
2.91%
6.20%
11.20%
7.77%
9.80%
8.05%
7.82%
%
Invesco India Equity Savings Fund
0.05%
0.73%
2.42%
5.00%
14.94%
24.16%
11.71%
12.45%
%
%
%
Kotak Equity Savings Fund
0.17%
0.39%
1.68%
4.45%
11.29%
21.44%
13.76%
13.66%
11.17%
%
%
Mirae Asset Equity Savings Fund
0.07%
0.80%
2.00%
5.25%
11.71%
18.66%
11.30%
14.53%
%
%
%
Nippon India Equity Savings Fund
0.10%
0.54%
1.24%
3.16%
7.51%
13.44%
8.97%
6.10%
4.27%
%
%
SBI Equity Savings Fund
0.05%
0.23%
1.69%
3.75%
10.34%
16.07%
11.01%
13.14%
10.36%
%
%
Tata Equity Savings Fund
0.09%
0.46%
1.13%
3.16%
8.59%
16.36%
9.77%
11.20%
9.06%
8.91%
%
Union Equity Savings Fund
0.18%
0.59%
1.07%
3.22%
7.39%
13.63%
8.01%
10.00%
%
%
%
UTI Equity Savings Fund
0.08%
0.57%
1.40%
3.97%
8.29%
16.56%
11.83%
12.83%
%
%
%
PGIM India Equity Savings Fund
0.11%
0.42%
1.27%
2.82%
6.16%
10.57%
7.33%
9.47%
8.39%
%
%
Axis Equity Saver Fund
0.12%
0.91%
2.14%
5.45%
10.46%
20.15%
10.15%
12.73%
10.74%
%
%

As On: 17 September 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
12.12%
9.56%
9.45%
8.68%
%
%
Baroda BNP Paribas Equity Savings Fund
18.47%
13.25%
11.01%
%
%
%
DSP Equity Savings Fund
19.55%
13.22%
12.16%
10.56%
%
%
Edelweiss Equity Savings Fund
19.04%
13.60%
12.18%
11.08%
%
%
Franklin India Equity Savings Fund
12.60%
10.01%
10.14%
%
%
%
HDFC Equity Savings Fund
17.62%
13.93%
13.52%
11.79%
10.86%
9.99%
Bandhan Equity Savings Fund
11.10%
8.94%
8.76%
8.05%
7.34%
7.08%
Invesco India Equity Savings Fund
24.25%
15.66%
12.41%
%
%
%
Kotak Equity Savings Fund
20.46%
15.70%
13.92%
12.26%
%
%
Mirae Asset Equity Savings Fund
20.00%
14.33%
13.66%
%
%
%
Nippon India Equity Savings Fund
13.34%
10.95%
9.76%
6.69%
%
%
SBI Equity Savings Fund
16.83%
14.23%
13.23%
11.74%
%
%
Sundaram Equity Savings Fund
20.84%
%
%
%
%
%
Tata Equity Savings Fund
15.88%
12.03%
10.99%
9.81%
8.67%
7.91%
Union Equity Savings Fund
13.81%
10.74%
9.77%
%
%
%
UTI Equity Savings Fund
16.13%
13.85%
13.16%
%
%
%
PGIM India Equity Savings Fund
10.72%
8.19%
8.52%
7.99%
%
%
Axis Equity Saver Fund
19.64%
13.65%
12.28%
11.01%
%
%

As On: 17 September 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
12.72%
10.37%
10.38%
9.64%
%
%
Baroda BNP Paribas Equity Savings Fund
19.81%
14.45%
12.18%
%
%
%
DSP Equity Savings Fund
20.58%
14.18%
13.28%
11.78%
%
%
Edelweiss Equity Savings Fund
20.20%
14.85%
13.48%
12.34%
%
%
Franklin India Equity Savings Fund
13.50%
11.09%
11.37%
%
%
%
HDFC Equity Savings Fund
18.71%
14.96%
14.52%
12.77%
11.92%
%
Bandhan Equity Savings Fund
12.18%
10.01%
9.87%
9.15%
8.39%
%
Invesco India Equity Savings Fund
26.17%
17.43%
14.19%
%
%
%
Kotak Equity Savings Fund
21.81%
16.93%
15.09%
13.35%
%
%
Mirae Asset Equity Savings Fund
21.19%
15.44%
14.79%
%
%
%
Nippon India Equity Savings Fund
14.38%
11.93%
10.71%
7.57%
%
%
SBI Equity Savings Fund
17.44%
14.82%
13.85%
12.41%
%
%
Tata Equity Savings Fund
16.65%
12.88%
11.97%
10.83%
9.70%
%
Union Equity Savings Fund
14.39%
11.31%
10.35%
%
%
%
UTI Equity Savings Fund
17.14%
14.79%
14.09%
%
%
%
PGIM India Equity Savings Fund
11.62%
9.06%
9.50%
9.02%
%
%
Axis Equity Saver Fund
21.12%
15.07%
13.73%
12.42%
%
%