MF Screener

Equity Savings: rolling returns of every fund

The 16 active Direct Growth funds in AMFI's Equity Savings 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
Aditya Birla Sun Life Equity Savings Fund - Direct Plan - Growth7.71%6.37%8.79%1.48%8.92%4.81%1.20%
BAJAJ FINSERV EQUITY SAVINGS FUND - DIRECT - GROWTH------1.01%
BANDHAN Equity Savings Fund-Direct Plan-Growth7.20%6.71%7.70%1.15%7.37%3.43%0.66%
DSP Equity Savings Fund - Direct Plan - Growth8.28%7.44%9.97%0.68%9.62%7.28%1.15%
Edelweiss Equity Savings Fund - Direct Plan - Growth Option10.94%9.34%10.95%6.03%10.57%8.56%1.10%
Franklin India Equity Savings Fund- Growth Direct7.32%6.80%9.52%7.02%9.67%6.80%0.81%
HDFC Equity Savings Fund - Growth Option - Direct Plan8.31%7.85%11.30%1.71%10.67%6.14%1.30%
ICICI Prudential Equity Savings Fund - Direct Plan - Cumulative option6.96%7.37%8.89%2.40%8.49%5.26%1.11%
Kotak Equity Savings Fund - Direct - Growth9.47%9.14%10.47%3.87%9.84%5.42%1.08%
LIC MF Equity Savings Fund-Direct Plan-Growth8.25%-----1.83%
Nippon India Equity Savings Fund- Direct Plan- Growth Plan-Growth Option6.50%6.38%7.54%-6.24%3.55%0.41%0.99%
PGIM India Equity Savings Fund - Direct Plan - Growth6.36%5.84%8.07%2.75%8.37%5.84%1.13%
SBI Equity Savings Fund - Direct Plan - Growth7.92%7.95%10.18%2.24%9.87%6.63%1.46%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option8.78%-12.35%8.41%--1.34%
Union Equity Savings Fund - Direct Plan - Growth Option6.65%5.74%8.40%6.59%8.70%5.74%2.12%
quant Equity Savings Fund - Growth Option - Direct Plan------1.91%

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.