Equity Savings Fund: rolling returns of every fund
The 8 active Direct Growth funds in AMFI's Equity Savings Fund sub-category (Hybrid Scheme), one row per fund. Every figure is computed from AMFI's published NAV history, with metrics as of 2026-10-31.
Listed A to Z, not ranked. Sort and filter this sub-category in the screener, or compare up to five funds side by side.
Analytics and research only. Not investment advice. Historical returns do not guarantee future returns.
| Fund | |||||||
|---|---|---|---|---|---|---|---|
| Axis Equity Savings Fund - Direct Plan - Growth | 9.41% | 7.51% | 10.19% | 4.35% | 10.18% | 7.30% | 1.54% |
| Baroda BNP Paribas Equity Savings Fund - Direct Plan - Growth | 9.19% | 8.02% | 9.76% | 7.65% | 9.60% | 8.02% | 1.68% |
| HSBC Equity Savings Fund - Direct Growth | 12.85% | - | 14.06% | 12.40% | - | - | 1.38% |
| Invesco India Equity Savings Fund - Direct Plan - Growth | 8.53% | 7.22% | 10.18% | 6.68% | 10.53% | 7.22% | 1.50% |
| Mahindra Manulife Equity Savings Fund - Direct Plan -Growth | 9.26% | 8.05% | 11.87% | 1.73% | 11.49% | 8.05% | 1.28% |
| Mirae Asset Equity Savings Fund - Direct Plan - Growth | 10.04% | 8.69% | 12.06% | 9.70% | 12.73% | 8.69% | 0.72% |
| UTI Equity Savings Fund - Direct Plan - Growth Option | 8.16% | 8.28% | 11.34% | 7.86% | 11.52% | 8.28% | 1.04% |
| WhiteOak Capital Equity Savings Fund Direct Plan Growth | - | - | - | - | - | - | 1.52% |
A rolling return is the per-year return over every overlapping 3 or 5-year stretch of a fund’s history: the typical figure is the median of those stretches and the worst is the lowest, which is what an unlucky investor actually got. Why rolling returns say more than one trailing return. A dash means the figure could not be computed, usually because the fund is too young; the fund’s own page says why.