PunjiPUNJI

CATEGORY

Best Equity Savings mutual funds

24 funds in this category, ranked by 3-year rolling CAGR.

#Fund3Y CAGRAMCAUM
#1HSBC Equity Savings Fund14.2%HSBC Asset Management (India) Private Ltd.₹1,595.008 Cr
#2Sundaram Equity Savings Fund12.6%Sundaram Asset Management Company Ltd₹906.93 Cr
#3Mirae Asset Equity Savings Fund12.1%Mirae Asset Investment Managers (India) Pvt. Ltd₹1,962.859 Cr
#4Mahindra Manulife Equity Savings Fund11.9%Mahindra Manulife Investment Management Pvt Ltd₹515.54 Cr
#5UTI Equity Savings Fund11.5%UTI Asset Mgmt. Co. Ltd.₹796.665 Cr
#6HDFC Equity Savings Fund11.3%HDFC Asset Management Company Limited₹5,480.823 Cr
#7Edelweiss Equity Savings Fund10.9%Edelweiss Asset Management Limited₹1,731.348 Cr
#8Kotak Equity Savings Fund10.3%Kotak Mahindra Asset Management Company Limited.₹10,345.322 Cr
#9SBI Equity Savings Fund10.3%SBI Funds Management Limited₹5,323.335 Cr
#10Axis Equity Savings Fund10.2%Axis Asset Management Co. Ltd.₹843.205 Cr
#11Invesco India Equity Savings Fund10.1%Invesco Asset Management (India) Private Limited₹262.05 Cr
#12DSP Equity Savings Fund10.0%DSP Asset Managers Private Limited₹2,999.211 Cr
#13Baroda BNP Paribas Equity Savings Fund9.8%Baroda BNP Paribas Asset Management India Private Limited₹266.05 Cr
#14Franklin India Equity Savings Fund- Growth Direct9.5%Franklin Templeton Asset Management (India) Private Limited₹551.16 Cr
#15Aditya Birla Sun Life Equity Savings Fund8.9%Aditya Birla Sun Life AMC Limited₹1,120.499 Cr
#16ICICI Prudential Equity Savings Fund8.9%ICICI Prudential Asset Management Company Limited₹14,494.594 Cr
#17LIC MF Equity Savings Fund-8.6%LIC Mutual Fund Asset Management Limited₹37.728 Cr
#18Union Equity Savings Fund8.4%Union Asset Management Company Private Limited₹112.364 Cr
#19PGIM India Equity Savings Fund8.1%PGIM India Asset Management Private Limite₹55.81 Cr
#20Nippon India Equity Savings Fund-7.8%Nippon Life India Asset Management Limited₹730.609 Cr
#21BANDHAN Equity Savings Fund-7.7%Bandhan AMC Limited₹383.889 Cr

Not yet ranked

3 funds too recently launched for a full 3-year CAGR - listed for reference, not ranked.

Punji tracks 24 Equity Savings funds from 0 AMCs, together managing roughly ₹50,877.42 Cr in assets. Across the 21 funds with a full 3-year track record, the average 3-year rolling CAGR is 10.2%. HSBC Equity Savings Fund leads the category at 14.2% 3Y CAGR.

Figures here are computed directly from each fund's own NAV history and AUM - not survivor-biased averages from a fact sheet - so a fund that merged, closed, or changed category drops out of the comparison rather than skewing it. Click any fund in the table for its full return history, expense ratio, holdings, and risk profile, or jump to a specific AMC's Equity Savings funds below.

Equity Savings is one of the standardized scheme categories SEBI mandated in its 2017 product categorization circular, so every AMC's Equity Savings fund follows the same investment-mandate rules - the same broad universe of permitted holdings, the same category-level restrictions - which is what makes a ranking across 0 different AMCs a genuine like-for-like comparison rather than an apples-to-oranges one. A fund's position here moves as new NAV data comes in or as AMCs launch or close schemes in the category, so treat it as a point-in-time snapshot, not a fixed league table.

Category alone doesn't tell you a fund's risk level or whether it's the right fit for your own time horizon - two Equity Savings funds can take meaningfully different approaches within the same mandate (concentration, turnover, credit quality for debt categories) and end up with very different risk profiles despite sharing a label. Use the Riskometer rating and risk metrics (Sharpe Ratio, Max Drawdown, Standard Deviation) shown on each fund's own page alongside this category-level ranking, not instead of it.