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
19.48% 12.79% 12.00% 10.15% % 20.79% 13.97% 13.13% 11.17% % % % % %
Sundaram Equity Savings Fund 2
17.79% % % % % % % % % % % % % %
Hdfc Equity Savings Fund 3
17.41% 11.18% 11.57% 9.30% 9.83% 18.47% 12.18% 12.51% 10.40% 10.91% % % % %
Invesco India Equity Savings Fund 4
20.77% 9.89% 9.93% % % 22.60% 11.66% 11.77% % % % % % %
Sbi Equity Savings Fund 5
17.50% 10.96% 11.99% 9.35% % 18.11% 11.55% 12.64% 10.27% % % % % %
Uti Equity Savings Fund 6
16.10% 11.79% 11.51% % % 17.06% 12.71% 12.42% % % % % % %
Mirae Asset Equity Savings Fund 7
17.18% 10.88% 12.79% % % 18.33% 11.99% 13.93% % % % % % %
Axis Equity Saver Fund 8
17.79% 9.58% 10.69% 9.33% % 19.27% 11.00% 12.15% 10.71% % % % % %
Edelweiss Equity Savings Fund 9
16.01% 9.78% 11.08% 9.43% % 17.15% 11.14% 12.36% 10.65% % % % % %
Baroda Bnp Paribas Equity Savings Fund 10
15.86% 9.39% % % % 17.10% 10.61% % % % % % % %
Tata Equity Savings Fund 11
15.90% 9.81% 9.60% 7.88% 7.85% 16.70% 10.82% 10.68% 8.97% 8.91% % % % %
Dsp Equity Savings Fund 12
15.57% 9.34% 10.62% 8.10% % 16.54% 10.35% 11.93% 9.50% % % % % %
Nippon India Equity Savings Fund 13
12.55% 8.90% 4.63% 3.36% % 13.55% 9.84% 5.51% 4.30% % % % % %
Union Equity Savings Fund 14
13.79% 8.30% 9.10% % % 14.20% 8.86% 9.66% % % % % % %
Franklin India Equity Savings Fund 15
11.91% 8.23% 8.95% % % 12.74% 9.44% 10.37% % % % % % %
Aditya Birla Sun Life Equity Savings Fu… 16
11.21% 7.00% 9.32% 6.90% % 11.80% 7.96% 10.33% 7.95% % % % % %
Bandhan Equity Savings Fund 17
10.67% 7.49% 8.24% 6.93% 6.81% 11.76% 8.59% 9.35% 8.03% 7.81% % % % %
Pgim India Equity Savings Fund 18
9.51% 6.74% 7.92% 7.13% % 10.38% 7.63% 8.99% 8.25% % % % % %

Return Calculated On: 26 July 2024

Ratios Calculated On: 30 April 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 13,345.20 12,811.60 44,103.60 41,562.72 93,702.00 74,757.06 134,022.00 112,587.38
Baroda BNP Paribas Equity Savings Fund 13,903.20 13,124.98 47,127.60 43,336.69
DSP Equity Savings Fund 13,868.40 13,245.02 47,052.00 43,532.50 99,402.00 79,307.16 144,858.00 119,467.07
Edelweiss Equity Savings Fund 13,921.20 13,159.93 47,631.60 43,591.18 101,460.00 79,009.50 157,810.80 121,355.30
Franklin India Equity Savings Fund 13,429.20 12,847.73 45,640.80 41,859.94 92,106.00 75,958.38
HDFC Equity Savings Fund 14,089.20 13,234.46 49,474.80 44,332.70 103,746.00 82,534.14 156,534.00 125,620.07 306,408.00 208,505.64 755,874.00 402,789.42
Bandhan Equity Savings Fund 13,280.40 12,789.74 44,704.80 41,287.54 89,130.00 73,608.72 134,307.60 110,498.39 231,996.00 173,773.44 493,164.00 313,874.82
Invesco India Equity Savings Fund 14,492.40 13,541.26 47,772.00 44,869.61 96,330.00 79,307.16
Kotak Equity Savings Fund 14,337.60 13,380.73 51,656.40 45,334.40 105,744.00 82,998.30 165,295.20 127,357.69
Mirae Asset Equity Savings Fund 14,061.60 13,318.10 49,078.80 44,408.99 109,500.00 82,586.88
Nippon India Equity Savings Fund 13,506.00 12,942.54 46,486.80 42,567.80 75,246.00 75,212.10 105,873.60 104,738.59
SBI Equity Savings Fund 14,100.00 13,142.86 49,186.80 44,439.48 105,672.00 81,833.16 157,080.00 125,210.23
Sundaram Equity Savings Fund 14,134.80 13,315.22
Tata Equity Savings Fund 13,908.00 13,149.86 47,671.20 43,226.60 94,890.00 77,740.20 142,892.40 117,484.58 255,420.00 186,046.44 528,570.00 338,044.68
Union Equity Savings Fund 13,654.80 13,015.10 45,730.80 42,424.78 92,736.00 75,517.62
UTI Equity Savings Fund 13,932.00 13,162.66 50,288.40 44,452.19 103,458.00 82,089.42
PGIM India Equity Savings Fund 13,141.20 12,690.82 43,776.00 40,618.51 87,816.00 72,791.70 135,996.00 109,814.21
Axis Equity Saver Fund 14,134.80 13,280.82 47,368.80 43,793.64 99,690.00 79,483.50 156,853.20 121,519.10

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 13,416.00 12,847.33 45,302.40 42,071.65 98,088.00 76,519.80 143,514.00 116,549.33
Baroda BNP Paribas Equity Savings Fund 14,052.00 13,205.12 48,715.20 44,088.52
DSP Equity Savings Fund 13,984.80 13,306.07 48,376.80 44,130.82 105,390.00 81,518.04 158,592.00 124,801.07
Edelweiss Equity Savings Fund 14,058.00 13,229.89 49,420.80 44,395.92 107,454.00 81,556.02 170,545.20 126,914.42
Franklin India Equity Savings Fund 13,528.80 12,901.92 47,185.20 42,539.51 98,250.00 78,322.02
HDFC Equity Savings Fund 14,216.40 13,301.10 50,824.80 44,985.74 108,174.00 84,546.06 167,865.60 130,067.03 337,896.00 220,597.08
Bandhan Equity Savings Fund 13,411.20 12,858.37 46,098.00 41,950.22 93,828.00 75,644.28 144,228.00 114,900.41 254,472.00 183,638.88
Invesco India Equity Savings Fund 14,712.00 13,653.90 50,122.80 46,001.56 104,676.00 82,790.34
Kotak Equity Savings Fund 14,494.80 13,463.14 53,298.00 46,124.46 111,162.00 85,374.90 176,240.40 132,359.05
Mirae Asset Equity Savings Fund 14,199.60 13,390.82 50,562.00 45,117.14 115,188.00 84,879.00
Nippon India Equity Savings Fund 13,626.00 13,006.97 47,710.80 43,173.36 78,468.00 76,954.32 112,753.20 108,057.60
SBI Equity Savings Fund 14,173.20 13,180.69 49,971.60 44,814.24 108,786.00 83,074.74 166,546.80 128,326.46
Tata Equity Savings Fund 14,004.00 13,198.97 48,992.40 43,776.14 99,666.00 79,654.38 153,224.40 121,854.77 281,688.00 196,581.00
Union Equity Savings Fund 13,704.00 13,043.87 46,443.60 42,747.73 95,148.00 76,541.58
UTI Equity Savings Fund 14,047.20 13,223.76 51,548.40 45,050.44 107,724.00 83,962.68
PGIM India Equity Savings Fund 13,245.60 12,746.30 44,888.40 41,141.38 92,274.00 74,591.10 146,286.00 113,925.08
Axis Equity Saver Fund 14,312.40 13,374.42 49,237.20 44,704.48 106,434.00 82,359.48 171,242.40 127,773.66

As On: 26 July 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.39%
0.39%
1.38%
3.51%
5.96%
11.21%
7.00%
9.32%
6.90%
%
%
Baroda BNP Paribas Equity Savings Fund
0.43%
0.46%
1.06%
4.14%
7.74%
15.86%
9.39%
%
%
%
%
DSP Equity Savings Fund
0.57%
0.89%
2.56%
5.71%
9.39%
15.57%
9.34%
10.62%
8.10%
%
%
Edelweiss Equity Savings Fund
0.44%
0.44%
1.31%
4.78%
8.52%
16.01%
9.78%
11.08%
9.43%
%
%
Franklin India Equity Savings Fund
0.28%
0.40%
1.42%
3.68%
6.09%
11.91%
8.23%
8.95%
%
%
%
HDFC Equity Savings Fund
0.52%
0.63%
1.78%
4.54%
8.28%
17.41%
11.18%
11.57%
9.30%
9.83%
10.04%
Bandhan Equity Savings Fund
0.40%
0.37%
1.33%
3.57%
5.71%
10.67%
7.49%
8.24%
6.93%
6.81%
6.95%
Invesco India Equity Savings Fund
0.53%
0.53%
1.47%
6.54%
11.61%
20.77%
9.89%
9.93%
%
%
%
Kotak Equity Savings Fund
0.56%
0.59%
1.99%
5.26%
9.58%
19.48%
12.79%
12.00%
10.15%
%
%
Mirae Asset Equity Savings Fund
0.70%
0.73%
2.13%
5.84%
9.22%
17.18%
10.88%
12.79%
%
%
%
Nippon India Equity Savings Fund
0.45%
0.50%
1.32%
3.75%
6.80%
12.55%
8.90%
4.63%
3.36%
%
%
SBI Equity Savings Fund
0.33%
0.69%
1.18%
4.88%
7.70%
17.50%
10.96%
11.99%
9.35%
%
%
Sundaram Equity Savings Fund
0.50%
1.02%
1.62%
4.64%
10.38%
17.79%
%
%
%
%
%
Tata Equity Savings Fund
0.27%
0.15%
1.05%
4.57%
7.77%
15.90%
9.81%
9.60%
7.88%
7.85%
7.45%
Union Equity Savings Fund
0.74%
0.68%
1.63%
4.16%
6.97%
13.79%
8.30%
9.10%
%
%
%
UTI Equity Savings Fund
0.45%
0.55%
1.95%
4.63%
7.72%
16.10%
11.79%
11.51%
%
%
%
PGIM India Equity Savings Fund
0.21%
0.21%
0.93%
2.87%
4.99%
9.51%
6.74%
7.92%
7.13%
%
%
Axis Equity Saver Fund
0.62%
0.52%
1.97%
5.35%
8.25%
17.79%
9.58%
10.69%
9.33%
%
%

As On: 26 July 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.35%
0.40%
1.38%
3.65%
6.21%
11.80%
7.96%
10.33%
7.95%
%
%
Baroda BNP Paribas Equity Savings Fund
0.43%
0.48%
1.15%
4.46%
8.33%
17.10%
10.61%
%
%
%
%
DSP Equity Savings Fund
0.57%
0.90%
2.63%
5.93%
9.84%
16.54%
10.35%
11.93%
9.50%
%
%
Edelweiss Equity Savings Fund
0.44%
0.45%
1.39%
5.03%
9.00%
17.15%
11.14%
12.36%
10.65%
%
%
Franklin India Equity Savings Fund
0.28%
0.41%
1.49%
3.88%
6.51%
12.74%
9.44%
10.37%
%
%
%
HDFC Equity Savings Fund
0.52%
0.64%
1.86%
4.78%
8.76%
18.47%
12.18%
12.51%
10.40%
10.91%
%
Bandhan Equity Savings Fund
0.40%
0.38%
1.41%
3.82%
6.21%
11.76%
8.59%
9.35%
8.03%
7.81%
%
Invesco India Equity Savings Fund
0.53%
0.55%
1.59%
6.90%
12.42%
22.60%
11.66%
11.77%
%
%
%
Kotak Equity Savings Fund
0.56%
0.60%
2.08%
5.54%
10.18%
20.79%
13.97%
13.13%
11.17%
%
%
Mirae Asset Equity Savings Fund
0.71%
0.74%
2.21%
6.10%
9.76%
18.33%
11.99%
13.93%
%
%
%
Nippon India Equity Savings Fund
0.45%
0.51%
1.40%
3.98%
7.28%
13.55%
9.84%
5.51%
4.30%
%
%
SBI Equity Savings Fund
0.33%
0.70%
1.23%
5.01%
7.97%
18.11%
11.55%
12.64%
10.27%
%
%
Tata Equity Savings Fund
0.27%
0.16%
1.10%
4.73%
8.12%
16.70%
10.82%
10.68%
8.97%
8.91%
%
Union Equity Savings Fund
0.72%
0.66%
1.63%
4.28%
7.21%
14.20%
8.86%
9.66%
%
%
%
UTI Equity Savings Fund
0.45%
0.56%
2.03%
4.84%
8.17%
17.06%
12.71%
12.42%
%
%
%
PGIM India Equity Savings Fund
0.22%
0.22%
0.99%
3.07%
5.40%
10.38%
7.63%
8.99%
8.25%
%
%
Axis Equity Saver Fund
0.64%
0.55%
2.10%
5.69%
8.89%
19.27%
11.00%
12.15%
10.71%
%
%

As On: 26 July 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
12.77%
9.55%
8.73%
8.23%
%
%
Baroda BNP Paribas Equity Savings Fund
17.82%
12.42%
%
%
%
%
DSP Equity Savings Fund
19.77%
12.73%
11.10%
9.89%
%
%
Edelweiss Equity Savings Fund
18.38%
12.82%
10.95%
10.33%
%
%
Franklin India Equity Savings Fund
13.35%
10.04%
9.37%
%
%
%
HDFC Equity Savings Fund
19.60%
13.99%
12.71%
11.30%
10.65%
10.03%
Bandhan Equity Savings Fund
12.42%
9.10%
8.11%
7.71%
7.19%
7.04%
Invesco India Equity Savings Fund
24.63%
14.83%
11.10%
%
%
%
Kotak Equity Savings Fund
21.99%
15.56%
12.93%
11.68%
%
%
Mirae Asset Equity Savings Fund
20.96%
14.11%
12.73%
%
%
%
Nippon India Equity Savings Fund
14.87%
11.19%
8.97%
6.21%
%
%
SBI Equity Savings Fund
18.11%
14.16%
12.36%
11.21%
%
%
Sundaram Equity Savings Fund
20.92%
%
%
%
%
%
Tata Equity Savings Fund
18.22%
12.24%
10.30%
9.42%
8.49%
7.93%
Union Equity Savings Fund
16.04%
10.96%
9.13%
%
%
%
UTI Equity Savings Fund
18.43%
14.18%
12.49%
%
%
%
PGIM India Equity Savings Fund
10.84%
8.00%
7.66%
7.53%
%
%
Axis Equity Saver Fund
20.35%
13.15%
11.19%
10.37%
%
%

As On: 26 July 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
13.34%
10.38%
9.66%
9.20%
%
%
Baroda BNP Paribas Equity Savings Fund
19.12%
13.61%
%
%
%
%
DSP Equity Savings Fund
20.77%
13.68%
12.21%
11.11%
%
%
Edelweiss Equity Savings Fund
19.52%
14.09%
12.23%
11.59%
%
%
Franklin India Equity Savings Fund
14.22%
11.14%
10.60%
%
%
%
HDFC Equity Savings Fund
20.68%
15.01%
13.68%
12.27%
11.71%
%
Bandhan Equity Savings Fund
13.52%
10.19%
9.20%
8.80%
8.24%
%
Invesco India Equity Savings Fund
26.49%
16.58%
12.83%
%
%
%
Kotak Equity Savings Fund
23.34%
16.77%
14.08%
12.76%
%
%
Mirae Asset Equity Savings Fund
22.15%
15.22%
13.84%
%
%
%
Nippon India Equity Savings Fund
15.91%
12.16%
9.89%
7.08%
%
%
SBI Equity Savings Fund
18.72%
14.75%
12.97%
11.89%
%
%
Tata Equity Savings Fund
19.02%
13.12%
11.27%
10.45%
9.53%
%
Union Equity Savings Fund
16.50%
11.48%
9.67%
%
%
%
UTI Equity Savings Fund
19.42%
15.12%
13.40%
%
%
%
PGIM India Equity Savings Fund
11.72%
8.86%
8.64%
8.56%
%
%
Axis Equity Saver Fund
21.88%
14.58%
12.62%
11.77%
%
%