| Fund Name | Category | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Icici Prudential Equity & Debt Fund |
Aggressive Hybrid Fund | 1 | 13.59 | 19.89 | 21.53 | 18.56 | 17.75 | 8.83 | -10.64 | -7.61 | 6.60 | 1.05 | 0.81 | 1.45 | |
| Mahindra Manulife Aggressive Hybrid Fund |
Aggressive Hybrid Fund | 2 | 10.51 | 18.61 | 18.12 | 9.79 | -12.20 | -9.58 | 2.50 | 1.20 | 0.56 | 1.07 | |||
| Sbi Equity Hybrid Fund |
Aggressive Hybrid Fund | 3 | 13.04 | 15.12 | 13.70 | 14.06 | 13.77 | 8.76 | -8.19 | -11.03 | 1.42 | 1.07 | 0.46 | 0.92 | |
| Bandhan Hybrid Equity Fund |
Aggressive Hybrid Fund | 4 | 12.31 | 17.49 | 15.97 | 14.93 | 10.61 | -13.51 | -17.62 | 2.56 | 1.14 | 0.44 | 0.93 | ||
| Uti Aggressive Hybrid Fund |
Aggressive Hybrid Fund | 5 | 8.51 | 17.21 | 16.94 | 14.80 | 14.12 | 9.22 | -11.42 | -9.70 | 2.77 | 1.17 | 0.57 | 1.14 | |
| Dsp Equity & Bond Fund |
Aggressive Hybrid Fund | 6 | 7.85 | 17.31 | 14.26 | 15.28 | 14.52 | 9.13 | -9.35 | -9.27 | 3.36 | 1.08 | 0.62 | 1.10 | |
| Tata Arbitrage Fund |
Arbitrage Fund | 6 | 7.21 | 7.84 | 6.62 | 6.56 | 0.37 | 0.00 | 0.00 | 3.23 | 3.39 | ||||
| Aditya Birla Sun Life Arbitrage Fund |
Arbitrage Fund | 5 | 7.13 | 7.78 | 6.55 | 6.32 | 6.44 | 0.37 | 0.00 | 0.00 | 3.37 | 3.40 | |||
| Kotak Equity Arbitrage Fund |
Arbitrage Fund | 4 | 6.98 | 7.84 | 6.66 | 6.40 | 6.50 | 0.42 | 0.00 | 0.00 | 3.31 | 3.43 | |||
| Sbi Arbitrage Opportunities Fund |
Arbitrage Fund | 2 | 6.98 | 7.72 | 6.56 | 6.17 | 6.29 | 0.38 | 0.00 | 0.00 | 4.76 | 3.69 | |||
| Uti Arbitrage Fund |
Arbitrage Fund | 1 | 7.00 | 7.70 | 6.46 | 6.27 | 6.36 | 0.37 | 0.00 | 0.00 | 3.81 | 3.67 | |||
| Invesco India Arbitrage Fund |
Arbitrage Fund | 3 | 7.10 | 7.85 | 6.74 | 6.45 | 6.49 | 0.36 | 0.00 | 0.00 | 4.28 | 3.75 | |||
| Nippon India Hybrid Bond Fund |
Conservative Hybrid Fund | 1 | 10.44 | 10.04 | 9.19 | 5.75 | 6.83 | 1.88 | -0.32 | -0.23 | 4.14 | 0.58 | 1.17 | 1.76 | |
| Parag Parikh Conservative Hybrid Fund |
Conservative Hybrid Fund | 2 | 7.52 | 11.33 | 3.09 | -0.79 | -2.29 | 3.54 | 0.90 | 1.08 | 1.67 | ||||
| Icici Prudential Regular Savings Fund |
Conservative Hybrid Fund | 3 | 8.58 | 10.88 | 9.84 | 10.19 | 10.56 | 2.90 | -1.44 | -1.65 | 2.45 | 0.91 | 0.80 | 1.46 | |
| Dsp Regular Savings Fund |
Conservative Hybrid Fund | 4 | 8.02 | 10.53 | 9.03 | 9.40 | 8.59 | 3.18 | -1.22 | -2.30 | 2.06 | 0.94 | 0.83 | 1.29 | |
| Axis Balanced Advantage Fund |
Balanced Advantage Fund | 5 | 8.52 | 15.97 | 12.86 | 11.95 | 7.23 | -7.34 | -6.64 | 2.00 | 1.16 | 0.63 | 1.17 | ||
| Aditya Birla Sun Life Balanced Advantage Fund |
Balanced Advantage Fund | 6 | 11.16 | 14.32 | 12.44 | 12.69 | 13.18 | 7.21 | -8.71 | -7.23 | 0.88 | 1.12 | 0.49 | 0.97 | |
| Dsp Dynamic Asset Allocation Fund |
Balanced Advantage Fund | 4 | 9.91 | 13.90 | 10.50 | 11.24 | 10.89 | 5.61 | -4.66 | -4.30 | 3.63 | 0.82 | 0.70 | 1.18 | |
| Sbi Balanced Advantage Fund |
Balanced Advantage Fund | 2 | 10.52 | 14.98 | 6.10 | -5.68 | -6.81 | 3.64 | 0.99 | 0.71 | 1.36 | ||||
| Icici Prudential Balanced Advantage Fund |
Balanced Advantage Fund | 1 | 12.98 | 14.32 | 13.13 | 12.97 | 12.97 | 5.43 | -6.09 | -4.75 | 4.13 | 0.86 | 0.71 | 1.38 | |
| Hdfc Balanced Advantage Fund |
Balanced Advantage Fund | 3 | 8.83 | 18.48 | 19.62 | 16.55 | 16.80 | 8.68 | -9.15 | -7.30 | 4.35 | 1.24 | 0.75 | 1.32 | |
| Edelweiss Equity Savings Fund |
Equity Savings Fund | 1 | 9.31 | 12.49 | 10.77 | 11.10 | 3.48 | -2.42 | -2.94 | 3.73 | 0.73 | 0.79 | 1.53 | ||
| Kotak Equity Savings Fund |
Equity Savings Fund | 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 | |
| Uti Equity Savings Fund |
Equity Savings Fund | 3 | 9.70 | 12.01 | 11.25 | 10.60 | 4.04 | -2.70 | -3.66 | 1.02 | 0.98 | 0.64 | 1.24 | ||
| Aditya Birla Sun Life Equity Savings Fund |
Equity Savings Fund | 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 | |
| Axis Multi Asset Allocation Fund |
Multi Asset Allocation Fund | 20.38 | 16.97 | 13.67 | 15.05 | 13.43 | 8.07 | -9.58 | -9.38 | 0.51 | 1.02 | ||||
| Icici Prudential Multi-Asset Fund |
Multi Asset Allocation Fund | 17.73 | 20.30 | 21.98 | 18.70 | 17.99 | 6.71 | -5.15 | -5.23 | 1.12 | 1.93 | ||||
| None |
Multi Asset Allocation Fund | 7.36 | -7.50 | -6.47 | 1.13 | 1.93 | |||||||||
| Uti Multi Asset Allocation Fund |
Multi Asset Allocation Fund | 14.14 | 21.49 | 16.03 | 14.11 | 13.13 | 8.35 | -9.75 | -7.30 | 0.85 | 1.63 | ||||
| Hdfc Multi-Asset Fund |
Multi Asset Allocation Fund | 15.04 | 16.12 | 14.69 | 14.92 | 12.72 | 5.79 | -5.94 | -4.55 | 0.84 | 1.48 | ||||
| Quant Multi Asset Fund |
Multi Asset Allocation Fund | 22.36 | 23.52 | 28.31 | 25.23 | 19.18 | 11.40 | -12.19 | -12.36 | 0.70 | 1.27 | ||||
| Tata Multi Asset Opportunities Fund |
Multi Asset Allocation Fund | 17.74 | 17.54 | 16.70 | 7.64 | -9.44 | -6.79 | 0.63 | 1.26 | ||||||
| Baroda Bnp Paribas Multi Asset Fund |
Multi Asset Allocation Fund | 16.63 | 18.39 | 8.54 | -11.57 | -7.61 | 0.66 | 1.23 | |||||||
| Sbi Multi Assest Allocation Fund |
Multi Asset Allocation Fund | 21.35 | 19.55 | 15.92 | 15.10 | 13.06 | 6.75 | -6.13 | -4.92 | 1.06 | 1.78 |
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
For more details, visit AMFI India.