| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
11.04 | 13.78 | 7.72 | -10.71 | -11.62 | 3.93 | 0.98 | 0.33 | 0.83 | ||||
| 2 | |
6.64 | 11.46 | 9.93 | 10.55 | 4.05 | -2.94 | -4.51 | 2.36 | 0.75 | 0.45 | 1.05 | ||
| 3 | |
4.83 | 8.68 | 7.30 | 8.51 | 8.73 | 3.25 | -2.23 | -2.85 | 1.58 | 0.63 | 0.44 | 0.97 | |
| 4 | |
2.26 | 9.87 | 8.75 | 9.78 | 9.44 | 5.45 | -5.36 | -7.95 | 2.44 | 0.85 | 0.39 | 0.84 | |
| 5 | |
3.26 | 10.63 | 9.52 | 11.21 | 6.11 | -5.18 | -7.73 | 0.91 | 1.17 | 0.29 | 0.66 | ||
| 6 | |
4.21 | 10.65 | 10.30 | 10.38 | 10.08 | 5.92 | -5.75 | -9.25 | 0.69 | 1.12 | 0.26 | 0.62 | |
| 7 | |
1.89 | 9.32 | 8.43 | 9.26 | 9.24 | 3.98 | -2.66 | -2.65 | 1.27 | 0.75 | 0.41 | 0.80 | |
| 8 | |
3.35 | 8.01 | 7.61 | 8.38 | 2.71 | -1.88 | -1.85 | 0.66 | 0.52 | 0.32 | 0.72 | ||
| 9 | |
2.42 | 9.41 | 9.18 | 9.77 | 4.94 | -4.36 | -5.83 | 0.61 | 1.01 | 0.28 | 0.67 | ||
| 10 | |
2.93 | 9.99 | 8.74 | 9.43 | 9.59 | 5.58 | -5.12 | -7.97 | 0.04 | 1.10 | 0.23 | 0.54 | |
| 11 | |
1.69 | 9.21 | 8.79 | 9.51 | 10.40 | 5.17 | -4.49 | -5.50 | 0.08 | 1.02 | 0.23 | 0.55 | |
| 12 | |
0.05 | 10.38 | 6.02 | -6.52 | -6.39 | 0.47 | 1.16 | 0.26 | 0.60 | ||||
| 13 | |
2.88 | 9.63 | 8.52 | 5.68 | -5.20 | -6.60 | -0.35 | 1.09 | 0.20 | 0.46 | |||
| 14 | |
3.86 | 7.73 | 7.14 | 7.68 | 7.34 | 2.53 | -2.10 | -1.47 | -0.14 | 0.50 | 0.19 | 0.45 | |
| 15 | |
2.74 | 7.50 | 7.40 | 4.44 | 5.55 | 3.73 | -3.10 | -4.08 | -1.03 | 0.73 | 0.10 | 0.26 | |
| 16 | |
1.49 | 7.28 | 6.41 | 7.46 | 4.69 | -4.08 | -4.79 | -1.38 | 0.91 | 0.10 | 0.24 | ||
| 17 | |
2.48 | 6.64 | 6.55 | 7.40 | 7.73 | 2.98 | -2.96 | -2.76 | -1.46 | 0.58 | 0.02 | 0.04 | |
| 18 | |
-2.59 | 9.23 | 7.91 | 8.61 | 6.38 | -7.44 | -9.57 | -0.61 | 1.12 | 0.17 | 0.39 |
Return Calculated On: 11 June 2026 | Ratios Calculated On: 30 March 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: 11 June 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
-0.04
|
0.04
|
-0.22
|
0.71
|
0.26
|
4.30
|
8.09
|
6.50
|
7.63
|
7.75
|
|
| Baroda BNP Paribas Equity Savings Fund |
-0.16
|
-0.44
|
-1.43
|
0.99
|
-1.00
|
1.73
|
8.42
|
7.34
|
|
|
|
| WhiteOak Capital Equity Savings Fund |
-0.03
|
0.08
|
-0.02
|
0.85
|
-0.20
|
6.28
|
|
|
|
|
|
| Dsp Equity Savings Fund |
-0.07
|
0.35
|
-0.51
|
-0.24
|
-0.91
|
1.02
|
8.39
|
7.43
|
8.07
|
7.94
|
|
| Edelweiss Equity Savings Fund |
-0.07
|
-0.10
|
-0.03
|
2.28
|
1.46
|
5.61
|
10.36
|
8.68
|
9.34
|
|
|
| Bajaj Finserv Equity Savings Fund |
-0.16
|
0.23
|
-0.70
|
0.94
|
1.54
|
|
|
|
|
|
|
| Franklin India Equity Savings Fund |
-0.08
|
0.22
|
-0.16
|
0.18
|
-0.17
|
2.53
|
7.15
|
6.55
|
7.12
|
|
|
| Hdfc Equity Savings Fund |
-0.06
|
0.04
|
-0.53
|
-0.60
|
-1.95
|
0.73
|
8.19
|
7.79
|
8.56
|
9.26
|
8.97
|
| HSBC Equity Savings Fund |
-0.11
|
-0.51
|
0.48
|
4.81
|
4.79
|
10.10
|
12.78
|
|
|
|
|
| Bandhan Equity Savings Fund |
-0.07
|
0.36
|
0.12
|
0.82
|
0.32
|
2.92
|
6.72
|
6.09
|
6.62
|
6.31
|
6.78
|
| Invesco India Equity Savings Fund |
-0.16
|
0.09
|
-0.34
|
0.61
|
-3.26
|
-4.10
|
7.54
|
6.20
|
6.84
|
|
|
| Kotak Equity Savings Fund |
-0.29
|
-0.59
|
-1.03
|
0.88
|
-1.04
|
3.10
|
9.45
|
9.13
|
9.25
|
9.07
|
|
| LIC MF Equity Savings Fund |
-0.19
|
-0.65
|
-1.31
|
1.92
|
-0.68
|
-0.17
|
|
|
|
|
|
| Mirae Asset Equity Savings Fund |
-0.19
|
-0.33
|
-0.69
|
0.43
|
-0.46
|
2.23
|
9.55
|
8.44
|
10.08
|
|
|
| quant Equity Savings Fund |
0.06
|
-0.75
|
-0.36
|
2.67
|
1.35
|
|
|
|
|
|
|
| Nippon India Equity Savings Fund |
-0.07
|
0.01
|
-0.46
|
-0.25
|
-0.71
|
1.67
|
6.46
|
6.41
|
3.51
|
4.55
|
|
| Sbi Equity Savings Fund |
-0.05
|
0.32
|
-0.01
|
0.98
|
0.14
|
1.69
|
9.28
|
8.17
|
9.15
|
8.53
|
|
| Sundaram Equity Savings Fund |
-0.16
|
-0.30
|
-1.43
|
-0.47
|
-3.54
|
-1.42
|
8.66
|
|
|
|
|
| Union Equity Savings Fund |
-0.29
|
0.00
|
-0.65
|
0.53
|
-0.94
|
1.01
|
6.75
|
5.86
|
6.89
|
|
|
| Uti Equity Savings Fund |
-0.10
|
-0.29
|
-0.91
|
-0.83
|
-1.87
|
1.41
|
8.39
|
8.21
|
8.82
|
|
|
| Pgim India Equity Savings Fund |
-0.10
|
0.07
|
-0.15
|
0.03
|
-0.62
|
1.73
|
5.82
|
5.68
|
6.41
|
6.64
|
|
| Axis Equity Savings Fund |
-0.09
|
0.09
|
-0.22
|
0.81
|
-1.06
|
1.68
|
8.62
|
7.36
|
8.03
|
8.23
|
|
As On: 11 June 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
-0.04
|
0.08
|
-0.16
|
0.87
|
0.51
|
4.83
|
8.68
|
7.30
|
8.51
|
8.73
|
|
| Baroda BNP Paribas Equity Savings Fund |
-0.16
|
-0.42
|
-1.33
|
1.28
|
-0.45
|
2.88
|
9.63
|
8.52
|
|
|
|
| WhiteOak Capital Equity Savings Fund |
-0.02
|
0.11
|
0.11
|
1.21
|
0.53
|
7.89
|
|
|
|
|
|
| Dsp Equity Savings Fund |
-0.07
|
0.37
|
-0.44
|
-0.04
|
-0.50
|
1.89
|
9.32
|
8.43
|
9.26
|
9.24
|
|
| Edelweiss Equity Savings Fund |
-0.07
|
-0.08
|
0.05
|
2.52
|
1.95
|
6.64
|
11.46
|
9.93
|
10.55
|
|
|
| Franklin India Equity Savings Fund |
-0.08
|
0.24
|
-0.09
|
0.37
|
0.21
|
3.35
|
8.01
|
7.61
|
8.38
|
|
|
| Hdfc Equity Savings Fund |
-0.06
|
0.05
|
-0.45
|
-0.37
|
-1.49
|
1.69
|
9.21
|
8.79
|
9.51
|
10.40
|
|
| HSBC Equity Savings Fund |
-0.11
|
-0.50
|
0.55
|
5.03
|
5.23
|
11.04
|
13.78
|
|
|
|
|
| Bandhan Equity Savings Fund |
-0.07
|
0.38
|
0.20
|
1.05
|
0.77
|
3.86
|
7.73
|
7.14
|
7.68
|
7.34
|
|
| Invesco India Equity Savings Fund |
-0.15
|
0.12
|
-0.21
|
0.98
|
-2.52
|
-2.59
|
9.23
|
7.91
|
8.61
|
|
|
| Kotak Equity Savings Fund |
-0.29
|
-0.57
|
-0.94
|
1.15
|
-0.52
|
4.21
|
10.65
|
10.30
|
10.38
|
10.08
|
|
| LIC MF Equity Savings Fund |
-0.19
|
-0.63
|
-1.23
|
2.18
|
-0.16
|
0.92
|
|
|
|
|
|
| Mirae Asset Equity Savings Fund |
-0.19
|
-0.30
|
-0.61
|
0.68
|
0.04
|
3.26
|
10.63
|
9.52
|
11.21
|
|
|
| quant Equity Savings Fund |
0.06
|
-0.71
|
-0.21
|
3.11
|
2.24
|
|
|
|
|
|
|
| Nippon India Equity Savings Fund |
-0.06
|
0.03
|
-0.37
|
0.02
|
-0.18
|
2.74
|
7.50
|
7.40
|
4.44
|
5.55
|
|
| Sbi Equity Savings Fund |
-0.04
|
0.33
|
0.03
|
1.12
|
0.42
|
2.26
|
9.87
|
8.75
|
9.78
|
9.44
|
|
| Sundaram Equity Savings Fund |
-0.16
|
-0.28
|
-1.31
|
-0.10
|
-2.85
|
0.05
|
10.38
|
|
|
|
|
| Union Equity Savings Fund |
-0.28
|
0.00
|
-0.62
|
0.68
|
-0.67
|
1.49
|
7.28
|
6.41
|
7.46
|
|
|
| Uti Equity Savings Fund |
-0.10
|
-0.27
|
-0.83
|
-0.58
|
-1.38
|
2.42
|
9.41
|
9.18
|
9.77
|
|
|
| Pgim India Equity Savings Fund |
-0.09
|
0.09
|
-0.09
|
0.21
|
-0.26
|
2.48
|
6.64
|
6.55
|
7.40
|
7.73
|
|
| Axis Equity Savings Fund |
-0.08
|
0.16
|
-0.08
|
1.14
|
-0.43
|
2.93
|
9.99
|
8.74
|
9.43
|
9.59
|
|
| Bajaj Finserv Equity Savings Fund |
-0.14
|
0.26
|
-0.60
|
1.23
|
2.09
|
|
|
|
|
|
|
As On: 11 June 2026
As On: 11 June 2026
Performance Indicators
Calculated On: 30 March 2026
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund | -2.85 | -2.23 | -0.95 | 3.25 | 2.46 |
| Baroda Bnp Paribas Equity Savings Fund | -6.60 | -5.20 | -2.51 | 5.68 | 4.37 |
| Dsp Equity Savings Fund | -2.65 | -2.66 | -1.16 | 3.98 | 2.78 |
| Edelweiss Equity Savings Fund | -4.51 | -2.94 | -1.69 | 4.05 | 3.23 |
| Franklin India Equity Savings Fund | -1.85 | -1.88 | -0.60 | 2.71 | 2.07 |
| Hdfc Equity Savings Fund | -5.50 | -4.49 | -1.84 | 5.17 | 4.06 |
| Hsbc Equity Savings Fund | -11.62 | -10.71 | -3.48 | 7.72 | 6.41 |
| Bandhan Equity Savings Fund | -1.47 | -2.10 | -0.80 | 2.53 | 1.95 |
| Invesco India Equity Savings Fund | -9.57 | -7.44 | -3.81 | 6.38 | 4.87 |
| Kotak Equity Savings Fund | -9.25 | -5.75 | -2.45 | 5.92 | 4.79 |
| Mirae Asset Equity Savings Fund | -7.73 | -5.18 | -2.56 | 6.11 | 4.72 |
| Nippon India Equity Savings Fund | -4.08 | -3.10 | -1.23 | 3.73 | 2.95 |
| Sbi Equity Savings Fund | -7.95 | -5.36 | -1.79 | 5.45 | 4.12 |
| Sundaram Equity Savings Fund | -6.39 | -6.52 | -3.31 | 6.02 | 4.70 |
| Union Equity Savings Fund | -4.79 | -4.08 | -1.89 | 4.69 | 3.63 |
| Uti Equity Savings Fund | -5.83 | -4.36 | -1.85 | 4.94 | 3.90 |
| Pgim India Equity Savings Fund | -2.76 | -2.96 | -0.87 | 2.98 | 2.42 |
| Axis Equity Savings Fund | -7.97 | -5.12 | -2.78 | 5.58 | 4.27 |
Calculated On: 30 March 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 |
0.97
|
0.44
|
0.74
|
0.44
|
1.58
|
0.63 |
0.86
|
|
-1.73
|
0.8400
|
| Baroda Bnp Paribas Equity Savings Fund |
0.46
|
0.20
|
0.56
|
0.42
|
-0.35
|
1.09 |
0.89
|
|
1.40
|
-0.2800
|
| Dsp Equity Savings Fund |
0.80
|
0.41
|
0.72
|
0.41
|
1.27
|
0.75 |
0.83
|
|
-0.37
|
0.8000
|
| Edelweiss Equity Savings Fund |
1.05
|
0.45
|
0.79
|
0.43
|
2.36
|
0.75 |
0.80
|
|
-0.16
|
2.1200
|
| Franklin India Equity Savings Fund |
0.72
|
0.32
|
0.66
|
0.45
|
0.66
|
0.52 |
0.83
|
|
-3.35
|
-0.1300
|
| Hdfc Equity Savings Fund |
0.55
|
0.23
|
0.61
|
0.45
|
0.08
|
1.02 |
0.92
|
|
1.00
|
0.3200
|
| Hsbc Equity Savings Fund |
0.83
|
0.33
|
0.60
|
0.45
|
3.93
|
0.98 |
0.36
|
|
2.72
|
4.3900
|
| Bandhan Equity Savings Fund |
0.45
|
0.19
|
0.58
|
0.47
|
-0.14
|
0.50 |
0.89
|
|
-4.15
|
-0.2600
|
| Invesco India Equity Savings Fund |
0.39
|
0.17
|
0.48
|
0.41
|
-0.61
|
1.12 |
0.71
|
|
1.86
|
-0.1900
|
| Kotak Equity Savings Fund |
0.62
|
0.26
|
0.62
|
0.42
|
0.69
|
1.12 |
0.84
|
|
1.65
|
0.8900
|
| Mirae Asset Equity Savings Fund |
0.66
|
0.29
|
0.66
|
0.45
|
0.91
|
1.17 |
0.91
|
|
1.80
|
1.2800
|
| Nippon India Equity Savings Fund |
0.26
|
0.10
|
0.52
|
0.46
|
-1.03
|
0.73 |
0.93
|
|
-1.01
|
-1.6100
|
| Sbi Equity Savings Fund |
0.84
|
0.39
|
0.69
|
0.39
|
2.44
|
0.85 |
0.59
|
|
1.36
|
2.0900
|
| Sundaram Equity Savings Fund |
0.60
|
0.26
|
0.58
|
0.45
|
0.47
|
1.16 |
0.85
|
|
1.71
|
1.2000
|
| Union Equity Savings Fund |
0.24
|
0.10
|
0.50
|
0.45
|
-1.38
|
0.91 |
0.90
|
|
0.37
|
-1.5700
|
| Uti Equity Savings Fund |
0.67
|
0.28
|
0.65
|
0.46
|
0.61
|
1.01 |
0.95
|
|
0.82
|
0.8200
|
| Pgim India Equity Savings Fund |
0.04
|
0.02
|
0.46
|
0.48
|
-1.46
|
0.58 |
0.89
|
|
-2.81
|
-2.4300
|
| Axis Equity Savings Fund |
0.54
|
0.23
|
0.59
|
0.43
|
0.04
|
1.10 |
0.91
|
|
1.35
|
0.1500
|