| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
11.93% | 10.36% | 13.13% | 8.27% | % | 12.91% | 11.30% | 14.36% | 9.58% | % | 4.20% | -2.36% | -2.95% | % | 0.34 | 0.65 | ||
| 2 | |
10.47% | 10.19% | 11.56% | 9.22% | % | 11.58% | 11.44% | 12.86% | 10.46% | % | 4.26% | -2.42% | -4.21% | % | 0.32 | 0.70 | ||
| 3 | |
9.13% | 10.88% | % | % | % | 10.86% | 12.74% | % | % | % | 5.81% | -4.22% | -5.41% | % | 0.28 | 0.56 | ||
| 4 | |
9.74% | 9.42% | 11.35% | 8.15% | 7.14% | 10.44% | 10.26% | 12.38% | 9.18% | 8.19% | 4.14% | -2.97% | -4.08% | % | 0.22 | 0.46 | ||
| 5 | |
10.22% | 10.47% | 14.27% | % | % | 11.33% | 11.57% | 15.42% | % | % | 6.09% | -5.18% | -5.72% | % | 0.22 | 0.45 | ||
| 6 | |
8.46% | 10.96% | 13.33% | % | % | 9.50% | 11.93% | 14.29% | % | % | 4.82% | -3.01% | -5.03% | % | 0.32 | 0.66 | ||
| 7 | |
9.44% | 9.98% | 10.48% | % | % | 11.17% | 11.73% | 12.30% | % | % | 6.18% | -5.90% | -7.97% | % | 0.16 | 0.36 | ||
| 8 | |
8.07% | 10.91% | 12.90% | 9.55% | 9.17% | 9.29% | 12.11% | 14.07% | 10.60% | 10.13% | 5.23% | -5.75% | -5.43% | % | 0.28 | 0.62 | ||
| 9 | |
8.85% | 10.14% | 13.68% | 9.17% | % | 9.43% | 10.72% | 14.32% | 9.95% | % | 5.79% | -5.36% | -8.08% | % | 0.19 | 0.41 | ||
| 10 | |
6.99% | 9.89% | 13.54% | 9.11% | 9.47% | 8.03% | 10.91% | 14.54% | 10.13% | 10.58% | 5.10% | -4.49% | -4.88% | % | 0.22 | 0.47 | ||
| 11 | |
7.60% | 8.08% | 11.48% | % | % | 8.47% | 9.16% | 12.75% | % | % | 3.76% | -3.35% | -3.36% | % | 0.10 | 0.23 | ||
| 12 | |
8.55% | 9.66% | 9.65% | % | % | 9.82% | 10.86% | 10.83% | % | % | 5.57% | -5.13% | -5.14% | % | 0.14 | 0.29 | ||
| 13 | |
8.34% | 9.68% | 12.01% | 8.76% | % | 9.72% | 11.10% | 13.49% | 10.15% | % | 6.15% | -5.12% | -7.26% | % | 0.13 | 0.27 | ||
| 14 | |
8.21% | 7.81% | 11.03% | 7.23% | 7.62% | 8.74% | 8.64% | 12.00% | 8.19% | 8.66% | 4.55% | -5.66% | -5.66% | % | 0.03 | 0.06 | ||
| 15 | |
7.42% | 7.41% | 9.81% | 6.86% | 6.60% | 8.43% | 8.47% | 10.93% | 7.98% | 7.60% | 2.69% | -1.93% | -1.85% | % | 0.05 | 0.10 | ||
| 16 | |
6.33% | 8.37% | 10.57% | 3.14% | % | 7.39% | 9.36% | 11.54% | 4.04% | % | 4.06% | -3.04% | -3.41% | % | 0.12 | 0.25 | ||
| 17 | |
7.35% | 6.69% | 9.98% | 7.01% | % | 8.21% | 7.55% | 11.04% | 8.05% | % | 2.37% | -1.28% | -2.62% | % | -0.05 | -0.14 | ||
| 18 | |
6.52% | 7.80% | 9.86% | % | % | 7.06% | 8.37% | 10.43% | % | % | 4.62% | -3.77% | -4.37% | % | 0.04 | 0.07 |
Return Calculated On: 22 April 2025 | Ratios Calculated On: 28 March 2025
As On: 22 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
0.05
|
0.80
|
1.66
|
2.68
|
3.02
|
8.21
|
7.81
|
11.03
|
7.23
|
7.62
|
|
| Baroda BNP Paribas Equity Savings Fund |
0.19
|
1.75
|
1.75
|
2.63
|
1.48
|
8.55
|
9.66
|
9.65
|
|
|
|
| Dsp Equity Savings Fund |
0.20
|
1.45
|
1.55
|
3.54
|
3.08
|
11.93
|
10.36
|
13.13
|
8.27
|
|
|
| Edelweiss Equity Savings Fund |
0.15
|
1.15
|
1.29
|
2.50
|
2.97
|
10.47
|
10.19
|
11.56
|
9.22
|
|
|
| Franklin India Equity Savings Fund |
0.02
|
0.64
|
1.02
|
2.03
|
2.19
|
7.60
|
8.08
|
11.48
|
|
|
|
| Hdfc Equity Savings Fund |
0.10
|
1.41
|
1.41
|
2.26
|
0.90
|
6.99
|
9.89
|
13.54
|
9.11
|
9.47
|
9.39
|
| HSBC Equity Savings Fund |
0.23
|
1.38
|
1.86
|
-0.88
|
-2.33
|
7.75
|
|
|
|
|
|
| Bandhan Equity Savings Fund |
0.02
|
0.38
|
1.09
|
1.81
|
2.59
|
7.42
|
7.41
|
9.81
|
6.86
|
6.60
|
6.98
|
| Invesco India Equity Savings Fund |
0.25
|
1.43
|
1.87
|
1.36
|
-0.04
|
9.44
|
9.98
|
10.48
|
|
|
|
| Kotak Equity Savings Fund |
0.12
|
1.37
|
1.83
|
2.20
|
1.49
|
8.07
|
10.91
|
12.90
|
9.55
|
9.17
|
|
| Mirae Asset Equity Savings Fund |
0.15
|
1.87
|
1.65
|
3.41
|
2.40
|
10.22
|
10.47
|
14.27
|
|
|
|
| Nippon India Equity Savings Fund |
0.10
|
1.11
|
1.07
|
2.24
|
1.29
|
6.33
|
8.37
|
10.57
|
3.14
|
|
|
| Sbi Equity Savings Fund |
0.23
|
1.66
|
2.43
|
2.51
|
1.42
|
8.85
|
10.14
|
13.68
|
9.17
|
|
|
| Sundaram Equity Savings Fund |
-0.01
|
1.43
|
1.54
|
2.66
|
1.41
|
9.13
|
10.88
|
|
|
|
|
| Tata Equity Savings Fund |
0.09
|
0.95
|
1.24
|
2.55
|
3.06
|
9.74
|
9.42
|
11.35
|
8.15
|
7.14
|
7.55
|
| Union Equity Savings Fund |
0.18
|
1.35
|
1.23
|
2.55
|
1.16
|
6.52
|
7.80
|
9.86
|
|
|
|
| Uti Equity Savings Fund |
-0.05
|
1.23
|
1.59
|
2.91
|
2.35
|
8.46
|
10.96
|
13.33
|
|
|
|
| Pgim India Equity Savings Fund |
0.13
|
0.83
|
1.31
|
2.56
|
2.95
|
7.35
|
6.69
|
9.98
|
7.01
|
|
|
| Axis Equity Saver Fund |
0.18
|
1.40
|
1.36
|
1.88
|
0.98
|
8.34
|
9.68
|
12.01
|
8.76
|
|
|
As On: 22 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
0.08
|
0.85
|
1.71
|
2.81
|
3.30
|
8.74
|
8.64
|
12.00
|
8.19
|
8.66
|
|
| Baroda BNP Paribas Equity Savings Fund |
0.20
|
1.77
|
1.84
|
2.93
|
2.06
|
9.82
|
10.86
|
10.83
|
|
|
|
| Dsp Equity Savings Fund |
0.20
|
1.46
|
1.62
|
3.77
|
3.53
|
12.91
|
11.30
|
14.36
|
9.58
|
|
|
| Edelweiss Equity Savings Fund |
0.15
|
1.17
|
1.37
|
2.75
|
3.48
|
11.58
|
11.44
|
12.86
|
10.46
|
|
|
| Franklin India Equity Savings Fund |
0.03
|
0.66
|
1.08
|
2.22
|
2.59
|
8.47
|
9.16
|
12.75
|
|
|
|
| Hdfc Equity Savings Fund |
0.10
|
1.43
|
1.49
|
2.50
|
1.39
|
8.03
|
10.91
|
14.54
|
10.13
|
10.58
|
|
| HSBC Equity Savings Fund |
0.24
|
1.40
|
1.93
|
-0.66
|
-1.89
|
8.72
|
|
|
|
|
|
| Bandhan Equity Savings Fund |
0.02
|
0.40
|
1.16
|
2.05
|
3.06
|
8.43
|
8.47
|
10.93
|
7.98
|
7.60
|
|
| Invesco India Equity Savings Fund |
0.26
|
1.47
|
2.01
|
1.76
|
0.76
|
11.17
|
11.73
|
12.30
|
|
|
|
| Kotak Equity Savings Fund |
0.12
|
1.39
|
1.92
|
2.48
|
2.06
|
9.29
|
12.11
|
14.07
|
10.60
|
10.13
|
|
| Pgim India Equity Savings Fund |
0.13
|
0.85
|
1.37
|
2.76
|
3.35
|
8.21
|
7.55
|
11.04
|
8.05
|
|
|
| Mirae Asset Equity Savings Fund |
0.16
|
1.90
|
1.73
|
3.67
|
2.91
|
11.33
|
11.57
|
15.42
|
|
|
|
| Nippon India Equity Savings Fund |
0.10
|
1.13
|
1.17
|
2.51
|
1.82
|
7.39
|
9.36
|
11.54
|
4.04
|
|
|
| Sbi Equity Savings Fund |
0.23
|
1.67
|
2.48
|
2.64
|
1.69
|
9.43
|
10.72
|
14.32
|
9.95
|
|
|
| Sundaram Equity Savings Fund |
-0.01
|
1.45
|
1.66
|
3.03
|
2.18
|
10.86
|
12.74
|
|
|
|
|
| Tata Equity Savings Fund |
0.09
|
0.96
|
1.30
|
2.71
|
3.39
|
10.44
|
10.26
|
12.38
|
9.18
|
8.19
|
|
| Union Equity Savings Fund |
0.18
|
1.36
|
1.30
|
2.70
|
1.42
|
7.06
|
8.37
|
10.43
|
|
|
|
| Uti Equity Savings Fund |
-0.04
|
1.26
|
1.69
|
3.20
|
2.88
|
9.50
|
11.93
|
14.29
|
|
|
|
| Axis Equity Saver Fund |
0.25
|
1.45
|
1.49
|
2.21
|
1.66
|
9.72
|
11.10
|
13.49
|
10.15
|
|
|
As On: 22 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Uti Equity Savings Fund |
6.86
|
9.07
|
10.62
|
|
|
|
| Aditya Birla Sun Life Equity Savings Fund |
7.36
|
7.13
|
7.90
|
8.12
|
7.83
|
|
| Baroda BNP Paribas Equity Savings Fund |
6.13
|
8.23
|
8.48
|
|
|
|
| Dsp Equity Savings Fund |
9.76
|
9.66
|
10.38
|
9.94
|
|
|
| Edelweiss Equity Savings Fund |
8.10
|
9.35
|
9.88
|
9.94
|
|
|
| Franklin India Equity Savings Fund |
5.98
|
6.64
|
8.23
|
|
|
|
| Hdfc Equity Savings Fund |
4.76
|
8.23
|
10.30
|
10.21
|
9.79
|
9.54
|
| HSBC Equity Savings Fund |
0.22
|
|
|
|
|
|
| Bandhan Equity Savings Fund |
6.29
|
6.03
|
7.17
|
7.40
|
6.97
|
6.87
|
| Invesco India Equity Savings Fund |
4.30
|
9.50
|
9.28
|
|
|
|
| Kotak Equity Savings Fund |
5.05
|
9.14
|
10.55
|
10.44
|
9.88
|
|
| Mirae Asset Equity Savings Fund |
7.64
|
9.43
|
10.69
|
|
|
|
| Nippon India Equity Savings Fund |
4.61
|
6.48
|
8.03
|
6.18
|
|
|
| Sbi Equity Savings Fund |
6.22
|
9.18
|
10.40
|
10.41
|
|
|
| Sundaram Equity Savings Fund |
6.53
|
9.77
|
|
|
|
|
| Tata Equity Savings Fund |
7.42
|
8.56
|
9.27
|
9.09
|
8.30
|
7.90
|
| Union Equity Savings Fund |
4.57
|
6.42
|
7.35
|
|
|
|
| Pgim India Equity Savings Fund |
6.75
|
5.54
|
7.11
|
7.32
|
|
|
| Axis Equity Saver Fund |
5.04
|
8.35
|
9.24
|
9.29
|
|
|
As On: 22 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund |
7.92
|
7.80
|
8.74
|
9.02
|
8.80
|
|
| Baroda BNP Paribas Equity Savings Fund |
7.34
|
9.42
|
9.67
|
|
|
|
| Dsp Equity Savings Fund |
10.73
|
10.60
|
11.44
|
11.11
|
|
|
| Edelweiss Equity Savings Fund |
9.19
|
10.50
|
11.14
|
11.19
|
|
|
| Franklin India Equity Savings Fund |
6.82
|
7.58
|
9.35
|
|
|
|
| Hdfc Equity Savings Fund |
5.78
|
9.25
|
11.33
|
11.20
|
10.86
|
|
| HSBC Equity Savings Fund |
1.13
|
|
|
|
|
|
| Bandhan Equity Savings Fund |
7.28
|
7.05
|
8.24
|
8.49
|
8.03
|
|
| Invesco India Equity Savings Fund |
5.98
|
11.23
|
11.05
|
|
|
|
| Kotak Equity Savings Fund |
6.23
|
10.34
|
11.75
|
11.58
|
10.93
|
|
| Mirae Asset Equity Savings Fund |
8.72
|
10.51
|
11.81
|
|
|
|
| Nippon India Equity Savings Fund |
5.68
|
7.49
|
9.03
|
7.10
|
|
|
| Sbi Equity Savings Fund |
6.79
|
9.75
|
11.00
|
11.05
|
|
|
| Sundaram Equity Savings Fund |
8.18
|
11.57
|
|
|
|
|
| Tata Equity Savings Fund |
8.10
|
9.31
|
10.17
|
10.06
|
9.31
|
|
| Union Equity Savings Fund |
5.13
|
6.94
|
7.91
|
|
|
|
| Uti Equity Savings Fund |
7.95
|
10.05
|
11.59
|
|
|
|
| Pgim India Equity Savings Fund |
7.60
|
6.38
|
8.05
|
8.32
|
|
|
| Axis Equity Saver Fund |
6.42
|
9.75
|
10.68
|
10.72
|
|
|
Performance Indicators
Calculated On: 28 March 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund | -5.66 | -5.66 | -2.23 | 4.55 | 3.22 |
| Baroda Bnp Paribas Equity Savings Fund | -5.14 | -5.13 | -2.06 | 5.57 | 3.94 |
| Dsp Equity Savings Fund | -2.95 | -2.36 | -1.12 | 4.20 | 2.85 |
| Edelweiss Equity Savings Fund | -4.21 | -2.42 | -1.43 | 4.26 | 3.21 |
| Franklin India Equity Savings Fund | -3.36 | -3.35 | -1.32 | 3.76 | 2.71 |
| Hdfc Equity Savings Fund | -4.88 | -4.49 | -1.93 | 5.10 | 3.64 |
| Bandhan Equity Savings Fund | -1.85 | -1.93 | -0.70 | 2.69 | 1.87 |
| Invesco India Equity Savings Fund | -7.97 | -5.90 | -2.91 | 6.18 | 4.57 |
| Kotak Equity Savings Fund | -5.43 | -5.75 | -1.52 | 5.23 | 3.95 |
| Mirae Asset Equity Savings Fund | -5.72 | -5.18 | -2.70 | 6.09 | 4.25 |
| Nippon India Equity Savings Fund | -3.41 | -3.04 | -1.33 | 4.06 | 2.81 |
| Sbi Equity Savings Fund | -8.08 | -5.36 | -2.13 | 5.79 | 4.21 |
| Sundaram Equity Savings Fund | -5.41 | -4.22 | -2.61 | 5.81 | 4.09 |
| Tata Equity Savings Fund | -4.08 | -2.97 | -1.15 | 4.14 | 2.90 |
| Union Equity Savings Fund | -4.37 | -3.77 | -1.85 | 4.62 | 3.26 |
| Uti Equity Savings Fund | -5.03 | -3.01 | -1.47 | 4.82 | 3.43 |
| Pgim India Equity Savings Fund | -2.62 | -1.28 | -0.56 | 2.37 | 1.69 |
| Axis Equity Saver Fund | -7.26 | -5.12 | -3.01 | 6.15 | 4.39 |
Calculated On: 28 March 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 |
0.06
|
0.03
|
0.44
|
0.44
|
|
|
|
|
|
|
| Baroda Bnp Paribas Equity Savings Fund |
0.29
|
0.14
|
0.56
|
0.42
|
|
|
|
|
|
|
| Dsp Equity Savings Fund |
0.65
|
0.34
|
0.77
|
0.34
|
|
|
|
|
|
|
| Edelweiss Equity Savings Fund |
0.70
|
0.32
|
0.79
|
0.35
|
|
|
|
|
|
|
| Franklin India Equity Savings Fund |
0.23
|
0.10
|
0.57
|
0.42
|
|
|
|
|
|
|
| Hdfc Equity Savings Fund |
0.47
|
0.22
|
0.64
|
0.36
|
|
|
|
|
|
|
| Bandhan Equity Savings Fund |
0.10
|
0.05
|
0.58
|
0.38
|
|
|
|
|
|
|
| Invesco India Equity Savings Fund |
0.36
|
0.16
|
0.57
|
0.40
|
|
|
|
|
|
|
| Kotak Equity Savings Fund |
0.62
|
0.28
|
0.64
|
0.41
|
|
|
|
|
|
|
| Mirae Asset Equity Savings Fund |
0.45
|
0.22
|
0.63
|
0.40
|
|
|
|
|
|
|
| Nippon India Equity Savings Fund |
0.25
|
0.12
|
0.59
|
0.42
|
|
|
|
|
|
|
| Sbi Equity Savings Fund |
0.41
|
0.19
|
0.60
|
0.39
|
|
|
|
|
|
|
| Sundaram Equity Savings Fund |
0.56
|
0.28
|
0.71
|
0.35
|
|
|
|
|
|
|
| Tata Equity Savings Fund |
0.46
|
0.22
|
0.67
|
0.38
|
|
|
|
|
|
|
| Union Equity Savings Fund |
0.07
|
0.04
|
0.51
|
0.37
|
|
|
|
|
|
|
| Uti Equity Savings Fund |
0.66
|
0.32
|
0.77
|
0.36
|
|
|
|
|
|
|
| Pgim India Equity Savings Fund |
-0.14
|
-0.05
|
0.56
|
0.38
|
|
|
|
|
|
|
| Axis Equity Saver Fund |
0.27
|
0.13
|
0.56
|
0.39
|
|
|
|
|
|