Fund Name Rank Rating 1Y 3Y 5Y 7Y 10Y SD Max DD VaR1Y95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
9.31 12.49 10.77 11.10 3.48 -2.42 -2.94 3.73 0.73 0.79 1.53
2
9.55 12.72 11.48 11.21 10.67 4.99 -5.75 -5.43 0.53 1.10 0.52 1.14
3
9.70 12.01 11.25 10.60 4.04 -2.70 -3.66 1.02 0.98 0.64 1.24
4
9.55 10.30 8.71 9.36 9.46 2.99 -1.43 -2.85 2.64 0.65 0.64 1.19
5
10.19 12.37 11.39 12.15 5.38 -5.18 -4.70 -0.85 1.20 0.49 0.98
6
7.25 10.76 9.41 9.61 9.08 3.37 -1.28 -2.06 1.83 0.79 0.71 1.21
7
8.15 12.88 5.09 -4.22 -4.90 -0.16 1.12 0.53 1.03
8
8.39 11.24 11.28 10.57 11.36 4.34 -4.49 -3.34 -0.11 1.01 0.49 0.98
9
7.16 10.90 10.27 10.28 3.62 -1.69 -2.45 1.76 0.81 0.70 1.14
10
4.22 14.34 7.29 -10.71 -6.59 3.27 1.01 0.41 1.02
11
8.58 11.53 9.14 4.95 -5.13 -4.45 -1.00 1.11 0.42 0.88
12
7.06 8.81 8.03 8.28 7.60 2.02 -0.47 -1.39 2.94 0.45 0.55 1.00
13
6.88 11.79 10.01 10.61 10.20 5.23 -5.36 -4.38 1.57 0.96 0.50 1.03
14
7.54 9.82 9.00 4.80 6.16 3.53 -3.04 -2.31 1.41 0.71 0.42 0.82
15
6.99 9.26 9.11 9.09 2.53 -1.54 -2.05 2.43 0.55 0.45 0.94
16
7.23 11.66 10.01 10.42 10.21 4.94 -5.12 -4.88 -1.46 1.15 0.42 0.87
17
6.89 7.90 8.08 8.44 2.16 -0.83 -1.15 1.87 0.49 0.30 0.63
18
5.96 8.66 7.31 8.21 3.90 -3.77 -3.69 -0.78 0.88 0.30 0.61
19
3.38 12.30 9.57 5.66 -5.90 -6.06 -0.90 1.13 0.38 0.81

Return Calculated On: 16 January 2026 | Ratios Calculated On: 31 December 2025

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

SEBI Categorization

For more details, visit AMFI India.

As On: 16 January 2026

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.09
0.18
0.35
1.56
3.49
9.03
9.62
7.84
8.47
8.44
Baroda BNP Paribas Equity Savings Fund
0.18
0.11
0.05
1.01
2.20
7.35
10.32
7.96
Dsp Equity Savings Fund
0.03
0.08
0.34
0.85
1.61
6.23
9.95
9.20
9.04
Edelweiss Equity Savings Fund
0.02
0.14
0.11
0.52
2.83
8.23
11.32
9.51
9.87
Franklin India Equity Savings Fund
0.02
0.03
0.14
0.74
2.37
6.15
8.29
7.98
7.76
Hdfc Equity Savings Fund
0.06
0.14
0.29
1.11
2.56
7.35
10.19
10.27
9.62
10.21
9.45
HSBC Equity Savings Fund
-0.13
-0.06
-0.64
-2.10
3.06
3.33
13.34
Bandhan Equity Savings Fund
0.01
-0.03
0.19
1.00
2.23
6.08
7.78
6.96
7.22
6.57
6.98
Invesco India Equity Savings Fund
0.16
0.06
-0.63
-1.67
-2.10
1.74
10.55
7.81
Kotak Equity Savings Fund
-0.15
0.20
0.39
0.88
3.50
8.36
11.49
10.31
10.10
9.67
Mirae Asset Equity Savings Fund
-0.01
0.27
0.53
1.37
2.31
9.10
11.27
10.29
11.00
Nippon India Equity Savings Fund
0.02
0.15
0.42
1.23
2.26
6.43
8.77
8.02
3.88
5.15
Sbi Equity Savings Fund
0.14
0.19
0.09
0.53
0.49
6.30
11.20
9.41
9.97
9.23
Sundaram Equity Savings Fund
0.10
-0.07
-0.42
0.03
1.06
6.54
11.07
Tata Equity Savings Fund
0.03
-0.04
0.06
0.99
2.03
6.59
10.01
8.49
8.61
8.04
7.70
Union Equity Savings Fund
0.18
0.00
-0.18
0.12
1.01
5.44
8.15
6.75
7.62
Uti Equity Savings Fund
0.21
0.41
0.59
2.57
3.79
8.56
10.99
10.28
9.63
Pgim India Equity Savings Fund
0.00
-0.04
0.09
0.63
1.97
6.09
7.06
7.13
7.42
Axis Equity Saver Fund
0.18
0.09
-0.13
0.62
2.21
5.94
10.28
8.59
9.01
8.85

As On: 16 January 2026

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.04
0.16
0.36
1.68
3.72
9.55
10.30
8.71
9.36
9.46
Baroda BNP Paribas Equity Savings Fund
0.19
0.13
0.15
1.29
2.78
8.58
11.53
9.14
Dsp Equity Savings Fund
0.04
0.09
0.41
1.07
2.06
7.16
10.90
10.27
10.28
Edelweiss Equity Savings Fund
0.03
0.16
0.19
0.77
3.35
9.31
12.49
10.77
11.10
Franklin India Equity Savings Fund
0.03
0.04
0.21
0.94
2.79
6.99
9.26
9.11
9.09
Hdfc Equity Savings Fund
0.07
0.16
0.37
1.35
3.05
8.39
11.24
11.28
10.57
11.36
HSBC Equity Savings Fund
-0.12
-0.04
-0.57
-1.89
3.50
4.22
14.34
Bandhan Equity Savings Fund
0.02
-0.02
0.27
1.23
2.71
7.06
8.81
8.03
8.28
7.60
Invesco India Equity Savings Fund
0.16
0.09
-0.49
-1.28
-1.31
3.38
12.30
9.57
Kotak Equity Savings Fund
-0.14
0.22
0.48
1.15
4.07
9.55
12.72
11.48
11.21
10.67
Mirae Asset Equity Savings Fund
0.00
0.29
0.62
1.63
2.83
10.19
12.37
11.39
12.15
Nippon India Equity Savings Fund
0.03
0.17
0.51
1.50
2.79
7.54
9.82
9.00
4.80
6.16
Sbi Equity Savings Fund
0.14
0.20
0.14
0.67
0.77
6.88
11.79
10.01
10.61
10.20
Sundaram Equity Savings Fund
0.10
-0.04
-0.29
0.41
1.84
8.15
12.88
Tata Equity Savings Fund
0.04
-0.03
0.11
1.15
2.34
7.25
10.76
9.41
9.61
9.08
Union Equity Savings Fund
0.17
0.00
-0.17
0.28
1.25
5.96
8.66
7.31
8.21
Uti Equity Savings Fund
0.22
0.43
0.68
2.83
4.31
9.70
12.01
11.25
10.60
Pgim India Equity Savings Fund
0.00
-0.02
0.16
0.82
2.35
6.89
7.90
8.08
8.44
Axis Equity Saver Fund
0.23
0.16
-0.04
0.98
2.87
7.23
11.66
10.01
10.42
10.21

As On: 16 January 2026

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
8.61
8.86
8.04
8.56
8.03
Baroda BNP Paribas Equity Savings Fund
7.60
8.89
8.75
Dsp Equity Savings Fund
5.41
8.66
8.76
9.33
Edelweiss Equity Savings Fund
8.02
10.12
9.76
10.04
Franklin India Equity Savings Fund
5.80
7.35
7.47
8.15
Hdfc Equity Savings Fund
7.31
8.59
9.18
10.06
9.57
9.18
HSBC Equity Savings Fund
6.32
10.13
Bandhan Equity Savings Fund
5.46
6.90
6.89
7.37
6.96
6.85
Invesco India Equity Savings Fund
0.77
7.14
7.76
Kotak Equity Savings Fund
9.07
9.86
10.33
10.59
9.98
Mirae Asset Equity Savings Fund
8.92
10.10
9.96
10.88
Nippon India Equity Savings Fund
6.39
7.12
7.50
7.01
5.47
Sbi Equity Savings Fund
6.01
8.64
9.15
9.99
9.38
Sundaram Equity Savings Fund
5.40
9.05
Tata Equity Savings Fund
6.02
8.59
8.55
8.87
8.23
7.59
Union Equity Savings Fund
4.67
6.52
6.78
7.38
Uti Equity Savings Fund
8.94
9.38
9.82
10.36
Pgim India Equity Savings Fund
5.27
6.45
6.50
7.15
Axis Equity Saver Fund
6.20
8.38
8.41
9.02
8.82

As On: 16 January 2026

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
9.12
9.42
8.74
9.37
8.92
Baroda BNP Paribas Equity Savings Fund
8.82
10.12
9.96
Dsp Equity Savings Fund
6.34
9.62
9.73
10.43
Edelweiss Equity Savings Fund
9.10
11.24
10.95
11.27
Franklin India Equity Savings Fund
6.65
8.23
8.47
9.30
Hdfc Equity Savings Fund
8.34
9.64
10.21
11.07
10.62
HSBC Equity Savings Fund
7.24
11.12
Bandhan Equity Savings Fund
6.43
7.91
7.92
8.44
8.02
Invesco India Equity Savings Fund
2.40
8.88
9.50
Kotak Equity Savings Fund
10.27
11.09
11.53
11.76
11.07
Mirae Asset Equity Savings Fund
10.02
11.20
11.06
12.01
Nippon India Equity Savings Fund
7.50
8.19
8.53
7.98
6.42
Sbi Equity Savings Fund
6.61
9.24
9.74
10.61
10.13
Sundaram Equity Savings Fund
7.02
10.80
Tata Equity Savings Fund
6.68
9.29
9.35
9.77
9.19
Union Equity Savings Fund
5.21
7.06
7.34
7.94
Uti Equity Savings Fund
10.05
10.44
10.83
11.35
Pgim India Equity Savings Fund
6.06
7.28
7.36
8.10
Axis Equity Saver Fund
7.54
9.75
9.79
10.44
10.21

Performance Indicators


Calculated On: 31 December 2025

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Equity Savings Fund -2.85 -1.43 -0.86 2.99 2.12
Baroda Bnp Paribas Equity Savings Fund -4.45 -5.13 -1.43 4.95 3.65
Dsp Equity Savings Fund -2.45 -1.69 -0.80 3.62 2.40
Edelweiss Equity Savings Fund -2.94 -2.42 -1.17 3.48 2.64
Franklin India Equity Savings Fund -2.05 -1.54 -0.65 2.53 1.86
Hdfc Equity Savings Fund -3.34 -4.49 -1.53 4.34 3.16
Hsbc Equity Savings Fund -6.59 -10.71 -2.82 7.29 6.03
Bandhan Equity Savings Fund -1.39 -0.47 -0.39 2.02 1.36
Invesco India Equity Savings Fund -6.06 -5.90 -2.16 5.66 4.20
Kotak Equity Savings Fund -5.43 -5.75 -1.52 4.99 3.88
Mirae Asset Equity Savings Fund -4.70 -5.18 -2.36 5.38 3.90
Nippon India Equity Savings Fund -2.31 -3.04 -1.02 3.53 2.46
Sbi Equity Savings Fund -4.38 -5.36 -1.37 5.23 3.90
Sundaram Equity Savings Fund -4.90 -4.22 -1.88 5.09 3.68
Tata Equity Savings Fund -2.06 -1.28 -0.61 3.37 2.28
Union Equity Savings Fund -3.69 -3.77 -1.10 3.90 2.76
Uti Equity Savings Fund -3.66 -2.70 -1.11 4.04 2.94
Pgim India Equity Savings Fund -1.15 -0.83 -0.42 2.16 1.53
Axis Equity Saver Fund -4.88 -5.12 -1.61 4.94 3.59

Calculated On: 31 December 2025

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
1.19
0.64
0.82
0.38
2.64
0.65
0.76
0.87
-0.4100
Baroda Bnp Paribas Equity Savings Fund
0.88
0.42
0.68
0.43
-1.00
1.11
0.85
0.76
-0.1000
Dsp Equity Savings Fund
1.14
0.70
0.86
0.35
1.76
0.81
0.80
0.85
0.1300
Edelweiss Equity Savings Fund
1.53
0.79
0.91
0.40
3.73
0.73
0.71
0.98
1.6000
Franklin India Equity Savings Fund
0.94
0.45
0.71
0.40
2.43
0.55
0.74
0.78
-1.3700
Hdfc Equity Savings Fund
0.98
0.49
0.70
0.41
-0.11
1.01
0.88
0.80
0.1500
Hsbc Equity Savings Fund
1.02
0.41
0.65
0.47
3.27
1.01
0.30
0.81
3.8600
Bandhan Equity Savings Fund
1.00
0.55
0.75
0.39
2.94
0.45
0.84
0.80
-1.0700
Invesco India Equity Savings Fund
0.81
0.38
0.66
0.43
-0.90
1.13
0.63
0.74
0.4300
Kotak Equity Savings Fund
1.14
0.52
0.74
0.43
0.53
1.10
0.80
0.85
1.3400
Mirae Asset Equity Savings Fund
0.98
0.49
0.74
0.43
-0.85
1.20
0.88
0.80
0.9200
Nippon India Equity Savings Fund
0.82
0.42
0.67
0.46
1.41
0.71
0.67
0.74
-1.1700
Sbi Equity Savings Fund
1.03
0.50
0.74
0.41
1.57
0.96
0.56
0.81
1.1400
Sundaram Equity Savings Fund
1.03
0.53
0.79
0.39
-0.16
1.12
0.77
0.81
1.2900
Tata Equity Savings Fund
1.21
0.71
0.89
0.43
1.83
0.79
0.89
0.87
0.2200
Union Equity Savings Fund
0.61
0.30
0.60
0.41
-0.78
0.88
0.87
0.67
-1.8800
Uti Equity Savings Fund
1.24
0.64
0.86
0.40
1.02
0.98
0.94
0.88
1.0000
Pgim India Equity Savings Fund
0.63
0.30
0.66
0.40
1.87
0.49
0.89
0.68
-2.7700
Axis Equity Saver Fund
0.87
0.42
0.67
0.42
-1.46
1.15
0.89
0.76
-0.2200