| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
12.31 | 14.04 | 7.72 | -10.71 | -11.62 | 3.93 | 0.98 | 0.33 | 0.83 | ||||
| 2 | |
7.71 | 11.70 | 10.07 | 10.68 | 4.05 | -2.94 | -4.51 | 2.36 | 0.75 | 0.45 | 1.05 | ||
| 3 | |
5.42 | 8.82 | 7.37 | 8.62 | 8.78 | 3.25 | -2.23 | -2.85 | 1.58 | 0.63 | 0.44 | 0.97 | |
| 4 | |
3.05 | 9.99 | 8.82 | 9.87 | 9.48 | 5.45 | -5.36 | -7.95 | 2.44 | 0.85 | 0.39 | 0.84 | |
| 5 | |
4.68 | 10.93 | 9.69 | 11.33 | 6.11 | -5.18 | -7.73 | 0.91 | 1.17 | 0.29 | 0.66 | ||
| 6 | |
5.55 | 10.98 | 10.48 | 10.52 | 10.18 | 5.92 | -5.75 | -9.25 | 0.69 | 1.12 | 0.26 | 0.62 | |
| 7 | |
2.74 | 9.51 | 8.54 | 9.38 | 9.30 | 3.98 | -2.66 | -2.65 | 1.27 | 0.75 | 0.41 | 0.80 | |
| 8 | |
3.86 | 8.13 | 7.73 | 8.45 | 2.71 | -1.88 | -1.85 | 0.66 | 0.52 | 0.32 | 0.72 | ||
| 9 | |
3.45 | 9.65 | 9.31 | 9.90 | 4.94 | -4.36 | -5.83 | 0.61 | 1.01 | 0.28 | 0.67 | ||
| 10 | |
4.03 | 10.25 | 8.86 | 9.57 | 9.66 | 5.58 | -5.12 | -7.97 | 0.04 | 1.10 | 0.23 | 0.54 | |
| 11 | |
2.73 | 9.46 | 8.93 | 9.64 | 10.48 | 5.17 | -4.49 | -5.50 | 0.08 | 1.02 | 0.23 | 0.55 | |
| 12 | |
1.25 | 10.69 | 6.02 | -6.52 | -6.39 | 0.47 | 1.16 | 0.26 | 0.60 | ||||
| 13 | |
4.09 | 9.92 | 8.68 | 5.68 | -5.20 | -6.60 | -0.35 | 1.09 | 0.20 | 0.46 | |||
| 14 | |
4.20 | 7.83 | 7.21 | 7.77 | 7.37 | 2.53 | -2.10 | -1.47 | -0.14 | 0.50 | 0.19 | 0.45 | |
| 15 | |
3.56 | 7.69 | 7.44 | 4.54 | 5.61 | 3.73 | -3.10 | -4.08 | -1.03 | 0.73 | 0.10 | 0.26 | |
| 16 | |
2.60 | 7.53 | 6.54 | 7.58 | 4.69 | -4.08 | -4.79 | -1.38 | 0.91 | 0.10 | 0.24 | ||
| 17 | |
3.01 | 6.79 | 6.65 | 7.50 | 7.78 | 2.98 | -2.96 | -2.76 | -1.46 | 0.58 | 0.02 | 0.04 | |
| 18 | |
-1.17 | 9.53 | 8.08 | 8.75 | 6.38 | -7.44 | -9.57 | -0.61 | 1.12 | 0.17 | 0.39 |
Return Calculated On: 12 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: 12 June 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
0.39
|
0.39
|
0.62
|
1.33
|
0.53
|
4.90
|
8.24
|
6.57
|
7.75
|
7.80
|
|
| Baroda BNP Paribas Equity Savings Fund |
0.80
|
0.33
|
0.24
|
2.11
|
-0.62
|
2.93
|
8.71
|
7.51
|
|
|
|
| WhiteOak Capital Equity Savings Fund |
0.37
|
0.37
|
0.71
|
1.48
|
-0.08
|
7.04
|
|
|
|
|
|
| Dsp Equity Savings Fund |
0.54
|
0.73
|
0.48
|
0.55
|
-0.54
|
1.86
|
8.58
|
7.54
|
8.19
|
7.99
|
|
| Edelweiss Equity Savings Fund |
0.66
|
0.54
|
1.31
|
3.20
|
1.90
|
6.67
|
10.60
|
8.82
|
9.47
|
|
|
| Franklin India Equity Savings Fund |
0.32
|
0.41
|
0.54
|
0.75
|
0.01
|
3.04
|
7.27
|
6.67
|
7.19
|
|
|
| Hdfc Equity Savings Fund |
0.67
|
0.62
|
0.76
|
0.37
|
-1.53
|
1.77
|
8.43
|
7.94
|
8.69
|
9.33
|
9.02
|
| HSBC Equity Savings Fund |
0.69
|
0.28
|
1.77
|
5.75
|
5.03
|
11.36
|
13.04
|
|
|
|
|
| Bandhan Equity Savings Fund |
0.28
|
0.51
|
0.75
|
1.39
|
0.53
|
3.26
|
6.82
|
6.16
|
6.70
|
6.34
|
6.80
|
| Invesco India Equity Savings Fund |
0.82
|
0.88
|
1.17
|
1.86
|
-2.72
|
-2.70
|
7.83
|
6.37
|
6.97
|
|
|
| Kotak Equity Savings Fund |
0.87
|
0.23
|
0.56
|
2.09
|
-0.56
|
4.42
|
9.77
|
9.32
|
9.40
|
9.16
|
|
| LIC MF Equity Savings Fund |
0.45
|
-0.10
|
-0.37
|
2.58
|
-0.49
|
0.66
|
|
|
|
|
|
| Mirae Asset Equity Savings Fund |
0.80
|
0.39
|
0.80
|
1.63
|
0.03
|
3.64
|
9.84
|
8.61
|
10.21
|
|
|
| quant Equity Savings Fund |
0.44
|
-0.01
|
0.60
|
3.30
|
1.62
|
|
|
|
|
|
|
| Nippon India Equity Savings Fund |
0.53
|
0.47
|
0.61
|
0.55
|
-0.34
|
2.49
|
6.65
|
6.45
|
3.61
|
4.61
|
|
| Sbi Equity Savings Fund |
0.34
|
0.57
|
0.73
|
1.42
|
0.23
|
2.48
|
9.40
|
8.24
|
9.24
|
8.57
|
|
| Sundaram Equity Savings Fund |
0.85
|
0.50
|
0.15
|
0.86
|
-2.97
|
-0.24
|
8.96
|
|
|
|
|
| Union Equity Savings Fund |
0.65
|
0.53
|
0.83
|
1.49
|
-0.53
|
2.04
|
6.98
|
5.98
|
7.01
|
|
|
| Uti Equity Savings Fund |
0.67
|
0.34
|
0.43
|
0.12
|
-1.53
|
2.43
|
8.63
|
8.35
|
8.95
|
|
|
| Pgim India Equity Savings Fund |
0.44
|
0.51
|
0.73
|
0.79
|
-0.39
|
2.26
|
5.97
|
5.77
|
6.51
|
6.69
|
|
| Axis Equity Savings Fund |
0.71
|
0.71
|
1.21
|
1.94
|
-0.57
|
2.78
|
8.88
|
7.48
|
8.17
|
8.31
|
|
| Bajaj Finserv Equity Savings Fund |
0.28
|
0.34
|
0.04
|
1.37
|
1.79
|
|
|
|
|
|
|
As On: 12 June 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
0.39
|
0.43
|
0.63
|
1.47
|
0.79
|
5.42
|
8.82
|
7.37
|
8.62
|
8.78
|
|
| Baroda BNP Paribas Equity Savings Fund |
0.81
|
0.35
|
0.34
|
2.40
|
-0.07
|
4.09
|
9.92
|
8.68
|
|
|
|
| WhiteOak Capital Equity Savings Fund |
0.38
|
0.40
|
0.84
|
1.85
|
0.64
|
8.67
|
|
|
|
|
|
| Dsp Equity Savings Fund |
0.54
|
0.74
|
0.55
|
0.77
|
-0.13
|
2.74
|
9.51
|
8.54
|
9.38
|
9.30
|
|
| Edelweiss Equity Savings Fund |
0.66
|
0.56
|
1.39
|
3.45
|
2.39
|
7.71
|
11.70
|
10.07
|
10.68
|
|
|
| Franklin India Equity Savings Fund |
0.33
|
0.42
|
0.60
|
0.94
|
0.39
|
3.86
|
8.13
|
7.73
|
8.45
|
|
|
| Hdfc Equity Savings Fund |
0.67
|
0.63
|
0.83
|
0.61
|
-1.06
|
2.73
|
9.46
|
8.93
|
9.64
|
10.48
|
|
| HSBC Equity Savings Fund |
0.69
|
0.30
|
1.84
|
5.97
|
5.48
|
12.31
|
14.04
|
|
|
|
|
| Bandhan Equity Savings Fund |
0.29
|
0.53
|
0.83
|
1.62
|
0.99
|
4.20
|
7.83
|
7.21
|
7.77
|
7.37
|
|
| Invesco India Equity Savings Fund |
0.83
|
0.91
|
1.30
|
2.24
|
-1.98
|
-1.17
|
9.53
|
8.08
|
8.75
|
|
|
| Kotak Equity Savings Fund |
0.88
|
0.25
|
0.65
|
2.36
|
-0.04
|
5.55
|
10.98
|
10.48
|
10.52
|
10.18
|
|
| LIC MF Equity Savings Fund |
0.45
|
-0.09
|
-0.29
|
2.84
|
0.03
|
1.76
|
|
|
|
|
|
| Mirae Asset Equity Savings Fund |
0.80
|
0.41
|
0.89
|
1.88
|
0.54
|
4.68
|
10.93
|
9.69
|
11.33
|
|
|
| quant Equity Savings Fund |
0.44
|
0.02
|
0.75
|
3.75
|
2.51
|
|
|
|
|
|
|
| Nippon India Equity Savings Fund |
0.54
|
0.49
|
0.70
|
0.82
|
0.19
|
3.56
|
7.69
|
7.44
|
4.54
|
5.61
|
|
| Sbi Equity Savings Fund |
0.34
|
0.58
|
0.78
|
1.56
|
0.51
|
3.05
|
9.99
|
8.82
|
9.87
|
9.48
|
|
| Sundaram Equity Savings Fund |
0.85
|
0.53
|
0.27
|
1.23
|
-2.27
|
1.25
|
10.69
|
|
|
|
|
| Union Equity Savings Fund |
0.68
|
0.57
|
0.91
|
1.66
|
-0.22
|
2.60
|
7.53
|
6.54
|
7.58
|
|
|
| Uti Equity Savings Fund |
0.67
|
0.36
|
0.51
|
0.36
|
-1.04
|
3.45
|
9.65
|
9.31
|
9.90
|
|
|
| Pgim India Equity Savings Fund |
0.44
|
0.52
|
0.79
|
0.97
|
-0.03
|
3.01
|
6.79
|
6.65
|
7.50
|
7.78
|
|
| Axis Equity Savings Fund |
0.70
|
0.74
|
1.33
|
2.26
|
0.04
|
4.03
|
10.25
|
8.86
|
9.57
|
9.66
|
|
| Bajaj Finserv Equity Savings Fund |
0.27
|
0.35
|
0.13
|
1.65
|
2.32
|
|
|
|
|
|
|
As On: 12 June 2026
As On: 12 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
|