Mutual fund analysis · Equity Savings
Equity Savings funds: every scheme, ranked by 5 years return
Equity Savings · 23 schemes at Q2 FY27
Q2 FY27: the median Equity Savings fund returned +6% over 5 years, annualized; 17 of 17 schemes gained. Best Kotak Equity Savings Fund +9%.
| # | Scheme | Fund house | Quarter | 1 year | 3 years | 5 years | 5 years return, each quarter since Q3 FY24 |
|---|---|---|---|---|---|---|---|
| 1 | Kotak Equity Savings Fund | Kotak Mahindra | 0% | +3% | +9% | +9% | |
| 2 | Edelweiss Equity Savings Fund | Edelweiss | +2% | +7% | +10% | +8% | |
| 3 | Mirae Asset Equity Savings Fund | Mirae Asset | 0% | +4% | +9% | +8% | |
| 4 | SBI Equity Savings Fund | SBI | 0% | +3% | +7% | +7% | |
| 5 | UTI Equity Savings Fund | UTI | −1% | +2% | +7% | +7% | |
| 6 | HDFC Equity Savings Fund | HDFC | −1% | +1% | +7% | +7% | |
| 7 | Baroda BNP Paribas Equity Savings Fund | Baroda BNP Paribas | 0% | +3% | +8% | +7% | |
| 8 | Mahindra Manulife Equity Savings Fund | Mahindra Manulife | 0% | +3% | +7% | +7% | |
| 9 | DSP Equity Savings Fund | DSP | −1% | +1% | +7% | +6% | |
| 10 | Axis Equity Savings Fund | Axis | 0% | +3% | +8% | +6% | |
| 11 | Franklin India Equity Savings Fund | Franklin Templeton | 0% | +2% | +6% | +6% | |
| 12 | Aditya Birla Sun Life Equity Savings Fund | Aditya Birla Sun Life | 0% | +4% | +7% | +6% | |
| 13 | Invesco India Equity Savings Fund | Invesco | 0% | −2% | +7% | +6% | |
| 14 | BANDHAN Equity Savings Fund | Bandhan | 0% | +3% | +6% | +6% | |
| 15 | Nippon India Equity Savings Fund | Nippon India | −1% | +1% | +5% | +5% | |
| 16 | Union Equity Savings Fund | Union | 0% | +3% | +6% | +5% | |
| 17 | PGIM India Equity Savings Fund | PGIM India | 0% | +2% | +5% | +5% | |
| 18 | Bajaj Finserv Equity Savings Fundsince Aug 2025 | Bajaj Finserv | 0% | +4% | — | — | |
| 19 | HSBC Equity Savings Fundsince Nov 2022 | HSBC | −1% | +7% | +11% | — | |
| 20 | LIC MF Equity Savings Fundsince Jul 2023 | LIC | +1% | +2% | +7% | — | |
| 21 | quant Equity Savings Fundsince Jul 2025 | quant | +2% | +7% | — | — | |
| 22 | Sundaram Equity Savings Fund Formerly Known as Principal Equity Savings Fundsince Jan 2022 | Sundaram | −1% | −1% | +7% | — | |
| 23 | WhiteOak Capital Equity Savings Fundsince Mar 2025 | WhiteOak Capital | +1% | +4% | — | — |