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Equity Savings funds

23 Direct-plan Growth funds ranked.

Median 1 year
+2.91%
Median 3Y CAGR
+8.07%
Median 5Y CAGR
+7.54%
Median volatility 1Y
5.0%
Median Sharpe (3Y)
0.41
Median 5Y SIP
+7.25%
Median expense ratio
1.24%
Median AUM (Cr)
129

All Equity Savings funds

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FundNAV3M6M1Y3Y CAGR5Y CAGRSharpeVol 1YExp. ratioAUM (Cr)Rank 1Y
quant Equity Savings Fund
quant Mutual Fund
10.91 1.54% 9.98% 8.09% — — — 6.3% 1.99% 28 1/23
Edelweiss Equity Savings Fund
Edelweiss Mutual Fund
30.31 1.38% 7.02% 7.08% 10.93% 9.45% 1.24 4.3% 1.14% 512 2/23
HSBC Equity Savings Fund
HSBC Mutual Fund
40.61 -0.98% 7.23% 6.94% 12.32% — 0.86 5.8% 1.47% 304 3/23
WhiteOak Capital Equity Savings Fund
WhiteOak Capital Mutual Fund
11.68 0.65% 4.99% 5.50% — — — 3.8% 1.54% 26 4/23
Bajaj Finserv Equity Savings Fund
Bajaj Finserv Mutual Fund
10.49 0.21% 2.86% 4.52% — — — 2.5% 1.11% 6 5/23
Mahindra Manulife Equity Savings Fund
Mahindra Manulife Mutual Fund
25.36 -0.25% 4.86% 4.34% 8.92% 8.42% 0.55 5.2% 1.24% 14 6/23
Mirae Asset Equity Savings Fund
Mirae Asset Mutual Fund
22.74 -0.27% 4.74% 4.14% 9.55% 8.78% 0.61 5.7% 0.73% 878 7/23
Aditya Birla Sun Life Equity Savings Fund
Aditya Birla Sun Life Mutual Fund
25.70 -0.23% 3.09% 3.96% 7.55% 6.44% 0.53 3.2% 1.21% 500 8/23
Axis Equity Savings Fund
Axis Mutual Fund
26.13 -0.31% 4.90% 3.69% 8.85% 7.54% 0.53 5.0% 1.57% 128 9/23
Baroda BNP Paribas Equity Savings Fund
Baroda BNP Paribas Mutual Fund
18.42 -0.73% 4.63% 3.60% 8.86% 8.01% 0.50 5.8% 1.68% 45 10/23
BANDHAN EQUITY SAVINGS FUND
Bandhan Mutual Fund
36.06 -0.20% 3.05% 3.19% 6.78% 6.56% 0.31 2.7% 0.65% 131 11/23
SBI EQUITY SAVINGS FUND
SBI Mutual Fund
27.18 -0.23% 2.40% 2.91% 7.52% 8.02% 0.30 3.8% 1.49% — 12/23
Kotak Equity Savings Fund
Kotak Mahindra Mutual Fund
30.15 -0.49% 4.43% 2.77% 9.52% 9.74% 0.61 5.7% 1.07% 3,831 13/23
Franklin India Equity Savings Fund
Franklin Templeton Mutual Fund
18.57 -0.24% 2.34% 2.76% 6.90% 6.82% 0.32 2.8% 0.82% 45 14/23
Union Equity Savings Fund
Union Mutual Fund
17.98 -0.88% 4.11% 2.63% 6.50% 5.93% 0.09 5.2% 2.10% 23 15/23
PGIM India Equity Savings Fund
PGIM India Mutual Fund
57.49 -0.55% 2.90% 2.42% 6.15% 5.88% 0.03 3.5% 1.11% 9 16/23
LIC MF Equity Savings Fund
LIC Mutual Fund
32.16 0.83% 5.28% 1.86% 8.05% — 0.29 5.4% 1.88% 11 17/23
UTI - Equity Savings Fund
UTI Mutual Fund
19.91 -1.49% 1.66% 1.85% 7.65% 8.22% 0.36 5.2% 1.04% 268 18/23
DSP Equity Savings Fund
DSP Mutual Fund
24.93 -1.20% 1.96% 1.50% 8.09% 7.27% 0.58 3.5% 1.11% 1,773 19/23
Nippon India Equity Savings Fund (Existing number of Segregated Portfolios - 2)
Nippon India Mutual Fund
17.96 -1.63% 1.26% 1.33% 6.29% 6.43% 0.06 4.1% 0.95% 277 20/23
HDFC Equity Savings Fund
HDFC Mutual Fund
75.28 -0.92% 2.41% 1.15% 7.74% 7.88% 0.35 4.9% 1.27% 1,849 21/23
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
Sundaram Mutual Fund
82.24 -1.27% 2.93% -0.09% 8.23% — 0.39 5.9% 1.34% 157 22/23
Invesco India Equity Savings Fund
Invesco Mutual Fund
18.73 0.13% 4.53% -0.47% 8.33% 7.34% 0.42 5.1% 1.51% 51 23/23

Returns are computed by Tradinity from each scheme's own published NAV, so they are net of the fund's expenses. Periods over one year are annualised (CAGR). Past performance does not indicate future returns. Only Growth-option schemes are ranked: an IDCW scheme pays cash out of its NAV, so its NAV understates what an investor earned.