| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
9.75 | 12.46 | 10.75 | 11.02 | 3.48 | -2.42 | -2.94 | 3.73 | 0.73 | 0.79 | 1.53 | ||
| 2 | |
8.91 | 12.15 | 11.21 | 11.00 | 10.43 | 4.99 | -5.75 | -5.43 | 0.53 | 1.10 | 0.52 | 1.14 | |
| 3 | |
9.41 | 11.85 | 11.27 | 10.67 | 4.04 | -2.70 | -3.66 | 1.02 | 0.98 | 0.64 | 1.24 | ||
| 4 | |
9.24 | 10.34 | 8.69 | 9.41 | 9.27 | 2.99 | -1.43 | -2.85 | 2.64 | 0.65 | 0.64 | 1.19 | |
| 5 | |
10.42 | 12.33 | 11.36 | 12.10 | 5.38 | -5.18 | -4.70 | -0.85 | 1.20 | 0.49 | 0.98 | ||
| 6 | |
6.93 | 10.66 | 9.46 | 9.64 | 8.94 | 3.37 | -1.28 | -2.06 | 1.83 | 0.79 | 0.71 | 1.21 | |
| 7 | |
8.21 | 12.91 | 5.09 | -4.22 | -4.90 | -0.16 | 1.12 | 0.53 | 1.03 | ||||
| 8 | |
8.40 | 11.20 | 11.31 | 10.56 | 11.20 | 4.34 | -4.49 | -3.34 | -0.11 | 1.01 | 0.49 | 0.98 | |
| 9 | |
7.02 | 10.70 | 10.06 | 10.33 | 3.62 | -1.69 | -2.45 | 1.76 | 0.81 | 0.70 | 1.14 | ||
| 10 | |
7.42 | 14.09 | 7.29 | -10.71 | -6.59 | 3.27 | 1.01 | 0.41 | 1.02 | ||||
| 11 | |
9.25 | 11.33 | 8.95 | 4.95 | -5.13 | -4.45 | -1.00 | 1.11 | 0.42 | 0.88 | |||
| 12 | |
6.42 | 8.80 | 8.05 | 8.43 | 7.53 | 2.02 | -0.47 | -1.39 | 2.94 | 0.45 | 0.55 | 1.00 | |
| 13 | |
8.21 | 11.95 | 10.09 | 10.66 | 10.06 | 5.23 | -5.36 | -4.38 | 1.57 | 0.96 | 0.50 | 1.03 | |
| 14 | |
7.74 | 9.68 | 9.16 | 5.02 | 6.03 | 3.53 | -3.04 | -2.31 | 1.41 | 0.71 | 0.42 | 0.82 | |
| 15 | |
7.13 | 9.46 | 9.26 | 9.19 | 2.53 | -1.54 | -2.05 | 2.43 | 0.55 | 0.45 | 0.94 | ||
| 16 | |
7.22 | 11.58 | 9.95 | 10.32 | 9.96 | 4.94 | -5.12 | -4.88 | -1.46 | 1.15 | 0.42 | 0.87 | |
| 17 | |
6.38 | 7.68 | 8.10 | 8.32 | 2.16 | -0.83 | -1.15 | 1.87 | 0.49 | 0.30 | 0.63 | ||
| 18 | |
6.20 | 8.53 | 7.26 | 8.10 | 3.90 | -3.77 | -3.69 | -0.78 | 0.88 | 0.30 | 0.61 | ||
| 19 | |
4.46 | 12.19 | 9.41 | 5.66 | -5.90 | -6.06 | -0.90 | 1.13 | 0.38 | 0.81 |
Return Calculated On: 27 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
For more details, visit AMFI India.
As On: 27 January 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
0.00
|
-0.18
|
-0.48
|
0.49
|
3.09
|
8.72
|
9.68
|
7.83
|
8.52
|
8.26
|
|
| Baroda BNP Paribas Equity Savings Fund |
0.05
|
-0.26
|
-1.18
|
-0.73
|
1.81
|
8.02
|
10.12
|
7.77
|
|
|
|
| Dsp Equity Savings Fund |
-0.09
|
-0.44
|
-0.86
|
-0.44
|
0.87
|
6.08
|
9.75
|
8.99
|
9.08
|
|
|
| Edelweiss Equity Savings Fund |
0.09
|
-0.09
|
-0.85
|
-0.51
|
2.57
|
8.67
|
11.29
|
9.49
|
9.79
|
|
|
| Franklin India Equity Savings Fund |
0.03
|
-0.07
|
-0.31
|
0.19
|
2.12
|
6.28
|
8.49
|
8.13
|
7.86
|
|
|
| Hdfc Equity Savings Fund |
0.09
|
-0.24
|
-0.77
|
-0.22
|
2.30
|
7.37
|
10.16
|
10.31
|
9.61
|
10.05
|
9.39
|
| HSBC Equity Savings Fund |
0.01
|
0.15
|
-1.90
|
-2.77
|
2.58
|
6.50
|
13.08
|
|
|
|
|
| Bandhan Equity Savings Fund |
-0.02
|
-0.04
|
-0.35
|
0.42
|
1.91
|
5.45
|
7.76
|
6.98
|
7.37
|
6.50
|
6.95
|
| Invesco India Equity Savings Fund |
-0.18
|
-0.48
|
-1.15
|
-2.86
|
-1.94
|
2.80
|
10.44
|
7.65
|
|
|
|
| Kotak Equity Savings Fund |
-0.09
|
-0.86
|
-1.88
|
-1.44
|
2.57
|
7.72
|
10.93
|
10.05
|
9.89
|
9.43
|
|
| Mirae Asset Equity Savings Fund |
0.18
|
-0.21
|
-0.99
|
-0.28
|
2.14
|
9.34
|
11.23
|
10.26
|
10.96
|
|
|
| Nippon India Equity Savings Fund |
0.11
|
-0.02
|
-0.26
|
0.36
|
2.22
|
6.63
|
8.63
|
8.18
|
4.10
|
5.02
|
|
| Sbi Equity Savings Fund |
0.07
|
0.04
|
-0.47
|
-0.54
|
1.43
|
7.61
|
11.35
|
9.49
|
10.03
|
9.09
|
|
| Sundaram Equity Savings Fund |
0.05
|
-0.32
|
-1.40
|
-1.47
|
0.96
|
6.60
|
11.11
|
|
|
|
|
| Tata Equity Savings Fund |
0.00
|
-0.18
|
-0.70
|
0.07
|
1.89
|
6.27
|
9.92
|
8.54
|
8.64
|
7.91
|
7.69
|
| Union Equity Savings Fund |
0.06
|
-0.18
|
-1.11
|
-1.17
|
0.83
|
5.62
|
8.01
|
6.69
|
7.52
|
|
|
| Uti Equity Savings Fund |
0.21
|
0.08
|
-0.46
|
0.92
|
3.78
|
8.28
|
10.83
|
10.30
|
9.70
|
|
|
| Pgim India Equity Savings Fund |
-0.10
|
-0.33
|
-0.79
|
-0.25
|
1.38
|
5.59
|
6.84
|
7.15
|
7.31
|
|
|
| Axis Equity Saver Fund |
0.04
|
-0.31
|
-1.23
|
-0.88
|
1.72
|
5.96
|
10.19
|
8.53
|
8.91
|
8.60
|
|
As On: 27 January 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
0.00
|
-0.16
|
-0.47
|
0.60
|
3.32
|
9.24
|
10.34
|
8.69
|
9.41
|
9.27
|
|
| Baroda BNP Paribas Equity Savings Fund |
0.06
|
-0.24
|
-1.10
|
-0.45
|
2.39
|
9.25
|
11.33
|
8.95
|
|
|
|
| Dsp Equity Savings Fund |
-0.08
|
-0.43
|
-0.79
|
-0.22
|
1.32
|
7.02
|
10.70
|
10.06
|
10.33
|
|
|
| Edelweiss Equity Savings Fund |
0.10
|
-0.08
|
-0.77
|
-0.26
|
3.07
|
9.75
|
12.46
|
10.75
|
11.02
|
|
|
| Franklin India Equity Savings Fund |
0.04
|
-0.06
|
-0.25
|
0.39
|
2.54
|
7.13
|
9.46
|
9.26
|
9.19
|
|
|
| Hdfc Equity Savings Fund |
0.10
|
-0.22
|
-0.70
|
0.01
|
2.79
|
8.40
|
11.20
|
11.31
|
10.56
|
11.20
|
|
| HSBC Equity Savings Fund |
0.02
|
0.17
|
-1.83
|
-2.56
|
3.01
|
7.42
|
14.09
|
|
|
|
|
| Bandhan Equity Savings Fund |
-0.01
|
-0.02
|
-0.28
|
0.65
|
2.38
|
6.42
|
8.80
|
8.05
|
8.43
|
7.53
|
|
| Invesco India Equity Savings Fund |
-0.16
|
-0.45
|
-1.03
|
-2.48
|
-1.16
|
4.46
|
12.19
|
9.41
|
|
|
|
| Kotak Equity Savings Fund |
-0.07
|
-0.84
|
-1.80
|
-1.17
|
3.13
|
8.91
|
12.15
|
11.21
|
11.00
|
10.43
|
|
| Mirae Asset Equity Savings Fund |
0.19
|
-0.19
|
-0.92
|
-0.03
|
2.64
|
10.42
|
12.33
|
11.36
|
12.10
|
|
|
| Nippon India Equity Savings Fund |
0.12
|
0.00
|
-0.17
|
0.62
|
2.75
|
7.74
|
9.68
|
9.16
|
5.02
|
6.03
|
|
| Sbi Equity Savings Fund |
0.08
|
0.05
|
-0.43
|
-0.40
|
1.71
|
8.21
|
11.95
|
10.09
|
10.66
|
10.06
|
|
| Sundaram Equity Savings Fund |
0.07
|
-0.29
|
-1.28
|
-1.10
|
1.73
|
8.21
|
12.91
|
|
|
|
|
| Tata Equity Savings Fund |
0.01
|
-0.17
|
-0.65
|
0.22
|
2.20
|
6.93
|
10.66
|
9.46
|
9.64
|
8.94
|
|
| Union Equity Savings Fund |
0.11
|
-0.17
|
-1.07
|
-1.01
|
1.09
|
6.20
|
8.53
|
7.26
|
8.10
|
|
|
| Uti Equity Savings Fund |
0.22
|
0.10
|
-0.38
|
1.18
|
4.30
|
9.41
|
11.85
|
11.27
|
10.67
|
|
|
| Pgim India Equity Savings Fund |
-0.10
|
-0.31
|
-0.73
|
-0.07
|
1.75
|
6.38
|
7.68
|
8.10
|
8.32
|
|
|
| Axis Equity Saver Fund |
0.04
|
-0.31
|
-1.16
|
-0.58
|
2.32
|
7.22
|
11.58
|
9.95
|
10.32
|
9.96
|
|
As On: 27 January 2026
As On: 27 January 2026
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
|