Overview / Mutual Fund Discovery / Open Ended Schemes ( Hybrid Schemes - Equity Savings Fund )
Open Ended Schemes ( Hybrid Schemes - Equity Savings Fund ) Mutual Funds in India
Quantitative risk-adjusted comparison across 41 AMFI-registered Open Ended Schemes ( Hybrid Schemes - Equity Savings Fund ) schemes. Category Median 3Y CAGR: +7.64% p.a. • Category Median 3Y Sortino: 0.42.
Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)
Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)
| Category Rank | Scheme Name | AMC | Plan | 3Y CAGR | 3Y Sortino | Max Drawdown |
|---|---|---|---|---|---|---|
| #1 | WhiteOak Capital Equity Savings Fund Direct Plan Growth (AMFI 153355) | WhiteOak Capital Mutual Fund | Direct Plan | N/A | 1.90 | -3.79% |
| #2 | HSBC Equity Savings Fund - Direct Growth (AMFI 151060) | HSBC Mutual Fund | Direct Plan | +13.26% | 1.27 | -11.53% |
| #3 | WhiteOak Capital Equity Savings Fund Regular Plan Growth (AMFI 153356) | WhiteOak Capital Mutual Fund | Regular Plan | N/A | 1.24 | -3.92% |
| #4 | Mirae Asset Equity Savings Fund - Direct Plan - Growth (AMFI 145693) | Mirae Asset Mutual Fund | Direct Plan | +10.91% | 1.08 | -18.20% |
| #5 | HSBC Equity Savings Fund - Regular Growth (AMFI 151058) | HSBC Mutual Fund | Regular Plan | +12.27% | 1.08 | -11.66% |
| #6 | Axis Equity Savings Fund - Direct Plan - Growth (AMFI 135120) | Axis Mutual Fund | Direct Plan | +10.16% | 0.95 | -17.56% |
| #7 | Mahindra Manulife Equity Savings Fund - Direct Plan -Growth (AMFI 140444) | Mahindra Manulife Mutual Fund | Direct Plan | +9.94% | 0.90 | -20.46% |
| #8 | Baroda BNP Paribas Equity Savings Fund - Direct Plan - Growth (AMFI 147496) | Baroda BNP Paribas Mutual Fund | Direct Plan | +9.83% | 0.82 | -8.43% |
| #9 | Mirae Asset Equity Savings Fund - Regular Plan - Growth (AMFI 145695) | Mirae Asset Mutual Fund | Regular Plan | +9.82% | 0.80 | -18.25% |
| #10 | UTI Equity Savings Fund - Direct Plan - Growth Option (AMFI 144490) | UTI Mutual Fund | Direct Plan | +8.87% | 0.75 | -13.76% |
| #11 | UTI Equity Savings Fund - Direct Plan - IDCW (AMFI 144491) | UTI Mutual Fund | Direct Plan | +8.87% | 0.75 | -13.76% |
| #12 | UTI Equity Savings Fund - Direct Plan - Monthly IDCW (AMFI 144489) | UTI Mutual Fund | Direct Plan | +8.87% | 0.75 | -13.76% |
| #13 | Invesco India Equity Savings Fund - Direct Plan - IDCW (Payout / Reinvestment) (AMFI 146458) | Invesco Mutual Fund | Direct Plan | +9.09% | 0.67 | -13.61% |
| #14 | Invesco India Equity Savings Fund - Direct Plan - Growth (AMFI 146457) | Invesco Mutual Fund | Direct Plan | +9.07% | 0.67 | -13.60% |
| #15 | UTI Equity Savings Fund - Direct Plan - Quarterly IDCW (AMFI 144488) | UTI Mutual Fund | Direct Plan | +8.51% | 0.63 | -13.76% |
| #16 | Axis Equity Savings Fund - Regular Plan - Growth (AMFI 135122) | Axis Mutual Fund | Regular Plan | +8.80% | 0.59 | -17.65% |
| #17 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth (AMFI 147494) | Baroda BNP Paribas Mutual Fund | Regular Plan | +8.61% | 0.51 | -8.48% |
| #18 | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth (AMFI 140447) | Mahindra Manulife Mutual Fund | Regular Plan | +8.16% | 0.43 | -20.57% |
| #19 | UTI Equity Savings Fund - Regular Plan - Growth Option (AMFI 144484) | UTI Mutual Fund | Regular Plan | +7.83% | 0.42 | -13.86% |
| #20 | UTI Equity Savings Fund - Regular Plan - IDCW (AMFI 144485) | UTI Mutual Fund | Regular Plan | +7.83% | 0.42 | -13.86% |
| #21 | UTI Equity Savings Fund - Regular Plan - Monthly IDCW (AMFI 144486) | UTI Mutual Fund | Regular Plan | +7.83% | 0.42 | -13.86% |
| #22 | UTI Equity Savings Fund - Regular Plan - Quarterly IDCW (AMFI 144487) | UTI Mutual Fund | Regular Plan | +7.45% | 0.29 | -13.86% |
| #23 | Invesco India Equity Savings Fund - Regular Plan - IDCW (Payout / Reinvestment) (AMFI 146455) | Invesco Mutual Fund | Regular Plan | +7.40% | 0.23 | -13.74% |
| #24 | Invesco India Equity Savings Fund - Regular Plan - Growth (AMFI 146456) | Invesco Mutual Fund | Regular Plan | +7.40% | 0.23 | -13.73% |
| #25 | HSBC Equity Savings Fund - Direct Quarterly IDCW (AMFI 151059) | HSBC Mutual Fund | Direct Plan | +5.04% | -0.22 | -13.92% |
| #26 | HSBC Equity Savings Fund - Direct Monthly IDCW (AMFI 151061) | HSBC Mutual Fund | Direct Plan | +5.10% | -0.24 | -13.13% |
| #27 | Baroda BNP Paribas Equity Savings Fund - Direct Plan - IDCW (AMFI 147498) | Baroda BNP Paribas Mutual Fund | Direct Plan | +4.17% | -0.30 | -13.00% |
| #28 | Mahindra Manulife Equity Savings Fund -Direct Plan -Quarterly IDCW (AMFI 140442) | Mahindra Manulife Mutual Fund | Direct Plan | +4.58% | -0.33 | -20.46% |
| #29 | HSBC Equity Savings Fund - Regular Quarterly IDCW (AMFI 151057) | HSBC Mutual Fund | Regular Plan | +4.07% | -0.36 | -14.16% |
| #30 | HSBC Equity Savings Fund - Regular Monthly IDCW (AMFI 151056) | HSBC Mutual Fund | Regular Plan | +4.24% | -0.38 | -13.24% |
| #31 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - IDCW (AMFI 147495) | Baroda BNP Paribas Mutual Fund | Regular Plan | +3.02% | -0.44 | -14.34% |
| #32 | Mirae Asset Equity Savings Fund - Direct Plan - IDCW (AMFI 145694) | Mirae Asset Mutual Fund | Direct Plan | +1.45% | -0.56 | -18.19% |
| #33 | Mirae Asset Equity Savings Fund - Regular Plan - IDCW (AMFI 145696) | Mirae Asset Mutual Fund | Regular Plan | +0.44% | -0.67 | -18.27% |
| #34 | Axis Equity Savings Fund - Direct Plan - Regular IDCW (AMFI 139520) | Axis Mutual Fund | Direct Plan | +0.45% | -0.67 | -24.85% |
| #35 | Mahindra Manulife Equity Savings Fund -Regular Plan -Quarterly IDCW (AMFI 140446) | Mahindra Manulife Mutual Fund | Regular Plan | +1.83% | -0.73 | -20.57% |
| #36 | Axis Equity Savings Fund - Regular Plan - Regular IDCW (AMFI 139521) | Axis Mutual Fund | Regular Plan | -0.29% | -0.75 | -24.91% |
| #37 | Axis Equity Savings Fund - Direct Plan - Quarterly IDCW (AMFI 135124) | Axis Mutual Fund | Direct Plan | +1.99% | -0.82 | -18.47% |
| #38 | Axis Equity Savings Fund - Direct Plan - Monthly IDCW (AMFI 135121) | Axis Mutual Fund | Direct Plan | +1.84% | -1.04 | -18.79% |
| #39 | Axis Equity Savings Fund - Regular Plan - Quarterly IDCW (AMFI 135125) | Axis Mutual Fund | Regular Plan | +0.29% | -1.06 | -20.28% |
| #40 | Axis Equity Savings Fund - Regular Plan - Monthly IDCW (AMFI 135123) | Axis Mutual Fund | Regular Plan | +0.09% | -1.37 | -20.61% |
Explore Other SEBI Mutual Fund Categories
- Open Ended Schemes ( Other Scheme - Index Funds ) (1098 schemes)
- Open Ended Schemes ( Income ) (772 schemes)
- Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) (758 schemes)
- Close Ended Schemes ( Income ) (559 schemes)
- Open Ended Schemes ( Debt Scheme - Liquid Fund ) (408 schemes)
- Open Ended Schemes ( Other Scheme - FoF Domestic ) (371 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short to Short Term Fund ) (324 schemes)
- Open Ended Schemes ( Growth ) (312 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Liquid Fund ) (273 schemes)
- Open Ended Schemes ( Index Funds - Equity Funds ) (255 schemes)
- Open Ended Schemes ( Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic) ) (255 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short Term Fund ) (253 schemes)
- Open Ended Schemes ( Equity Schemes - Thematic Fund ) (242 schemes)
- Open Ended Schemes ( Debt Scheme - Overnight Fund ) (224 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Short Term Fund ) (222 schemes)
- Open Ended Schemes ( Other Scheme - Other ETFs ) (216 schemes)