Fund Scoreboard schemes at a glance

Hybrid Fund Scoreboard, Mutual Fund Scoreboard, Fund Scoreboard

Sr. No.	Fund Name	1 Y	3 Y	5 Y	10 Y	Expense	AUM
	(As On 1-1-2025)	%	%	%	%	%	Rs Cr.
	Hybrid: Aggressive Hybrid Fund Scoreboard
1	Aditya Birla Sun Life Equity Hybrid ’95 Fund	23.8	12.9	15.0	11.7	1.10	7688
2	Aditya Birla Sun Life Retirement Fund – The 40s Plan	23.6	13.0	13.4	–	1.01	113
3	Axis Aggressive Hybrid Fund	23.8	9.6	13.9		1.06	1619
4	Axis Children’s Gift	22.4	8.6	13.7	–	1.26	897
5	Axis Retirement Savings Fund – Aggressive Plan	27.9	12.2	–	–	0.90	922
6	Bandhan Hybrid Equity Fund	27.8	15.6	17.7	–	1.03	787
7	Bandhan Retirement Fund	19.9	–	–	–	0.72	173
8	Bank of India Mid & Small Cap Equity & Debt Fund	30.1	19.9	27.4	–	0.97	1010
9	Baroda BNP Paribas Aggressive Hybrid Fund	28.7	17.1	18.4	–	0.47	1169
10	Baroda BNP Paribas Retirement Fund	–	–	–	–	0.27	335
11	Canara Robeco Equity Hybrid Fund	24.7	14.7	17.4	13.8	0.60	10873
12	DSP Aggressive Hybrid Fund	26.8	14.9	17.4	14.0	0.73	10,327
13	Edelweiss Aggressive Hybrid Fund	27.1	19.0	20.0	13.7	0.38	2195
14	Franklin India Equity Hybrid Fund	25.7	16.3	17.6	13.3	1.00	2014
15	HDFC Children’s Gift Fund	24.2	17.8	19.6	14.6	0.89	9858
16	HDFC Hybrid Equity Fund	20.9	14.8	16.6	13.2	1.02	24068
17	HDFC Retirement Savings Fund – Hybrid Equity Plan	22.3	16.4	18.7	–	0.92	1577
18	HSBC Aggressive Hybrid Fund	29.2	15.7	16.6	13.0	0.81	5631
19	ICICI Prudential Child Care Fund – Gift Plan	27.9	17.9	17.4	12.4	1.51	1315
20	ICICI Prudential Equity & Debt Fund	26.2	20.6	22.2	16.2	0.98	40203
21	ICICI Prudential Retirement Fund – Hybrid Aggressive Plan	33.1	19.6	20.0	–	0.86	691
22	Invesco India Aggressive Hybrid Fund	34.7	18.3	17.0	–	0.82	549
23	JM Aggressive Hybrid Fund	36.1	24.7	25.8	13.7	0.66	679
24	Kotak Equity Hybrid Fund	30.0	17.8	20.0	14.5	0.45	6606
25	LIC MF Aggressive Hybrid Fund	25.7	13.3	13.5	10.0	1.40	535
26	LIC MF Unit Linked Insurance Schemes	18.3	11.5	13.5	10.5	1.44	494
27	Mahindra Manulife Aggressive Hybrid Fund	30.5	18.9	21.4	–	0.48	1465
28	Mirae Asset Aggressive Hybrid Fund	23.2	14.1	16.4	–	0.40	9025
29	Navi Aggressive Hybrid Fund	21.1	14.9	14.8	–	0.42	109
30	Nippon India Equity Hybrid Fund	24.0	17.0	14.2	11.3	1.16	3858
31	PGIM India Hybrid Equity Fund	20.9	10.8	13.8	10.0	0.78	209
32	Quant Absolute Fund	24.4	16.7	24.9	16.2	0.70	2251
33	SBI Equity Hybrid Fund	21.4	12.3	14.7	13.0	0.73	71585
34	SBI Magnum Children’s Benefit Fund – Investment Plan	38.0	22.7	–	–	0.80	2825
35	SBI Retirement Benefit Fund – Aggressive Hybrid Plan	20.8	15.9	–	–	1.05	1517
36	Sundaram Aggressive Hybrid Fund	24.3	14.1	16.3	12.5	0.71	5358
37	Tata Hybrid Equity Fund	22.8	14.4	15.5	11.8	0.98	4137
38	Tata Retirement Savings Fund – Moderate Plan	26.6	15.9	17.0	14.6	0.60	2162
39	Union Aggressive Hybrid Fund	21.0	12.9	–	–	1.26	631
40	UTI Aggressive Hybrid Fund	27.6	18.0	19.5	12.8	1.24	6111
	Hybrid: Balanced Hyrid Fund Scoreboard
41	360 ONE Balanced Hybrid Fund	22.2	–	–	–	0.43	843
42	Franklin India Pension Fund	17.2	10.9	10.5	9.4	1.50	516
43	UTI Children’s Hybrid Fund	14.6	9.4	11.1	9.1	1.53	4560
44	UTI Retirement Fund	19.3	13.0	14.2	10.2	1.03	4643
45	WhiteOak Capital Balanced Hybrid Fund	21.7	–	–	–	0.70	147
	Hybrid: Conservative Hybrid Fund Scoreboard
46	Aditya Birla Sun Life Regular Savings Fund	13.7	9.5	10.5	9.7	1.01	1425
47	Axis Conservative Hybrid Fund	11.4	7.0	9.5	8.1	0.97	299
48	Bandhan Conservative Hybrid Fund	11.7	7.0	7.3	7.8	0.99	120
49	Baroda BNP Paribas Conservative Hybrid Fund	13.2	9.2	9.2	9.3	0.51	745
50	Canara Robeco Conservative Hybrid Fund	13.8	8.9	10.6	9.3	0.72	964
51	DSP Regular Savings Fund	13.8	9.7	9.8	8.2	0.50	185
52	Franklin India Debt Hybrid Fund	14.0	9.5	9.0	8.5	0.71	222
53	HDFC Hybrid Debt Fund	14.2	10.9	11.3	9.4	1.20	3320
54	HDFC Retirement Savings Fund – Hybrid Debt Plan	13.3	9.4	10.1	–	1.02	163
55	HSBC Conservative Hybrid Fund	17.7	9.7	9.7	8.5	1.34	137
56	ICICI Prudential Income Optimizer Fund (FOF)	14.5	11.9	11.4	9.3	0.53	271
57	ICICI Prudential Regular Savings Fund	14.0	10.2	10.6	10.3	0.93	3220
58	Kotak Debt Hybrid Fund	16.3	11.4	12.8	11.0	0.45	2999
59	Nippon India Hybrid Bond Fund	9.9	8.5	5.4	6.3	1.12	831
60	Nippon India Retirement Fund – Income Generation Scheme	15.0	8.7	9.0	–	1.02	160
61	Parag Parikh Conservative Hybrid Fund	15.2	11.6	–	–	0.34	2288
62	SBI Conservative Hybrid Fund	13.9	10.0	11.7	10.1	0.62	10076
63	SBI Magnum Children’s Benefit Fund – Savings Plan	20.3	12.3	14.1	12.5	0.85	121
64	SBI Retirement Benefit Fund – Conservative Hybrid Plan	14.5	10.9	–	–	1.16	275
65	SBI Retirement Benefit Fund – Conservative Plan	11.9	9.0	–	–	0.92	177
66	Tata Retirement Savings Fund – Conservative Plan	13.6	8.7	9.4	9.6	0.96	174
67	UTI Conservative Hybrid Fund	15.2	9.5	10.6	9.1	1.18	1645
	Hybrid: Equity Savings Fund Scoreboard
68	Aditya Birla Sun Life Equity Savings Fund	10.7	7.0	9.2	–	0.62	647
69	Axis Equity Savings Fund	16.3	10.1	11.3	–	0.98	1020
70	Bandhan Equity Savings Fund	10.3	7.8	9.0		0.18	194
71	Baroda BNP Paribas Equity Savings Fund	15.3	10.6	10.3	–	1.40	251
72	DSP Equity Savings Fund	15.9	11.0	11.1	–	0.40	2162
73	Edelweiss Equity Savings Fund	15.1	10.6	11.7	9.7	0.59	539
74	Franklin India Equity Savings Fund	11.5	8.8	10.1	–	0.30	724
75	HDFC Equity Savings Fund	15.2	11.3	12.1	10.4	0.91	5463
76	HSBC Equity Savings Fund	23.9	14.2	14.2	10.2	0.61	548
77	ICICI Prudential Equity Savings Fund	10.2	8.2	8.7	–	0.50	12406
78	Invesco India Equity Savings Fund	20.5	11.6	11.3	–	0.71	341
79	Kotak Equity Savings Fund	17.1	13.0	12.4	10.4	0.63	7804
80	Mahindra Manulife Equity Savings Fund	14.2	10.8	13.0	–	0.69	572
81	Mirae Asset Equity Savings Fund	15.6	11.0	12.9	–	0.32	1353
82	Nippon India Equity Savings Fund	11.6	9.3	6.6	–	0.74	718
83	SBI Equity Savings Fund	14.5	11.0	11.9	–	0.88	5616
84	Sundaram Equity Savings Fund	16.4	12.6	12.4	9.9	0.61	990
85	Tata Equity Savings Fund	15.4	10.0	10.3	8.5	0.49	216
86	Union Equity Savings Fund	11.7	7.8	8.8	–	1.42	135
87	UTI Equity Savings Fund	13.7	11.5	11.9	–	0.81	613
	Hybrid: Arbitrage Fund Scoreboard
88	Aditya Birla Sun Life Arbitrage Fund	8.3	6.8	6.0	6.5	0.29	13351
89	Axis Arbitrage Fund	8.3	6.6	6.0	6.6	0.34	5515
90	Bajaj Finserv Arbitrage Fund	7.6	–	–	–	0.25	1045
91	Bandhan Arbitrage Fund	8.3	6.8	5.9	6.5	0.37	7740
92	Baroda BNP Paribas Arbitrage Fund	8.3	6.7	5.9	–	0.38	1283
93	DSP Arbitrage Fund	8.2	6.7	5.8	–	0.35	5917
94	Edelweiss Arbitrage Fund	8.3	6.9	6.2	6.7	0.38	12537
95	HDFC Arbitrage Fund – Wholesale	8.2	6.7	5.7	6.3	0.41	16606
96	HSBC Arbitrage Fund	8.1	6.6	5.9	6.5	0.26	2441
97	ICICI Prudential Equity Arbitrage Fund	8.2	6.8	5.9	6.5	0.35	24997
98	Invesco India Arbitrage Fund	8.3	7.2	6.2	6.6	0.39	18584
99	JM Arbitrage Fund	7.9	6.5	5.1	5.8	0.39	184
100	Kotak Equity Arbitrage Fund	8.4	7.0	6.1	6.6	0.43	54941
101	LIC MF Arbitrage Fund	7.7	6.6	5.6	–	0.34	206
102	Mirae Asset Arbitrage Fund	8.3	6.8	–	–	0.15	2839
103	Nippon India Arbitrage Fund	8.2	6.8	6.0	6.7	0.39	15156
104	NJ Arbitrage Fund	7.8	–	–	–	0.27	352
105	Parag Parikh Arbitrage Fund	7.8	–	–	–	0.30	1093
106	SBI Arbitrage Opportunities Fund	8.1	6.9	5.8	6.4	0.42	31883
107	Sundaram Arbitrage Fund	7.8	6.3	5.5	–	0.27	222
108	Tata Arbitrage Fund	8.4	6.9	6.2	–	0.30	12432
109	Union Arbitrage Fund	8.2	6.5	5.7	–	0.41	245
110	UTI Arbitrage Fund	8.2	6.7	5.9	6.5	0.29	6144
111	WhiteOak Capital Arbitrage Fund					0.43	113
	Hybrid: Dynamic Asset Allocation Fund Scoreboard
112	Aditya Birla Sun Life Balanced Advantage Fund	20.3	13.0	14.0	11.5	0.72	7427
113	Axis Balanced Advantage Fund	26.4	14.0	13.9	–	0.81	2547
114	Axis Retirement Savings Fund – Dynamic Plan	32.9	13.7	–	–	1.12	385
115	Bajaj Finserv Balanced Advantage Fund	–	–	–	–	0.56	1308
116	Bandhan Balanced Advantage Fund	19.4	10.8	12.6	9.9	0.74	2268
117	Bank of India Balanced Advantage Fund	17.5	15.2	12.2	8.2	1.42	135
118	Baroda BNP Paribas Balanced Advantage Fund	23.3	15.0	17.7	–	0.72	4115
119	Canara Robeco Balanced Advantage Fund					0.54	1472
120	DSP Dynamic Asset Allocation Fund	19.6	11.4	11.9	10.2	0.73	3212
121	Edelweiss Balanced Advantage Fund	20.9	13.1	16.4	12.0	0.51	12306
122	Franklin India Balanced Advantage Fund	21.5	–	–	–	0.44	2352
123	Franklin India Dynamic Asset Allocation Fund of Funds	18.4	15.1	14.0	11.4	1.10	1313
124	HDFC Balanced Advantage Fund	26.1	23.5	20.8	14.4	0.75	94866
125	Helios Balanced Advantage Fund	–	–	–	–	0.72	249
126	HSBC Balanced Advantage Fund	20.8	13.0	12.7	9.7	0.76	1504
127	ICICI Prudential Balanced Advantage Fund	17.3	13.4	13.6	11.9	0.87	60545
128	Invesco India Balanced Advantage Fund	23.5	14.9	13.4	11.3	0.83	905
129	ITI Balanced Advantage Fund	21.4	11.6	–	–	0.63	382
130	Kotak Balanced Advantage Fund	20.1	12.9	13.6	–	0.54	16752
131	LIC MF Balanced Advantage Fund	18.8	12.3	–	–	0.77	791
132	Mahindra Manulife Balanced Advantage Fund	22.3	–	–	–	0.56	890
133	Mirae Asset Balanced Advantage Fund	17.2	–	–	–	0.68	1742
134	Motilal Oswal Balance Advantage Fund	11.4	12.7	11.4	–	0.99	1238
135	Nippon India Balanced Advantage Fund	20.8	13.8	14.2	11.1	0.57	8750
136	NJ Balanced Advantage Fund	18.7	12.6	–	–	0.63	4020
137	Parag Parikh Dynamic Asset Allocation Fund	–	–	–	–	0.32	1283
138	PGIM India Balanced Advantage Fund	18.2	11.5	–	–	0.47	1057
139	Quant Dynamic Asset Allocation Fund	34.8	–	–	–	0.65	1350
140	Samco Dynamic Asset Allocation Fund	–	–	–	–	0.74	1350
141	SBI Balanced Advantage Fund	19.7	14.5	–	–	0.67	32661
142	Sundaram Balanced Advantage Fund	19.8	12.9	15.6	10.8	0.62	1533
143	Tata Balanced Advantage Fund	18.0	13.2	14.8	–	0.41	10288
144	Union Balanced Advantage Fund	16.7	10.8	13.0	–	0.98	1462
145	UTI Balanced Advantage Fund	18.7	–	–	–	0.55	2978
146	UTI Unit Linked Insurance Plan	15.4	7.8	10.6	8.8	0.95	5433
147	WhiteOak Capital Balanced Advantage Fund	23.4	–	–	–	0.52	1222
	Hybrid: Multi Asset Allocation Fund Scoreboard
148	Aditya Birla Sun Life Asset Allocator FoF	24.5	15.0	17.1	12.5	0.26	185
149	Aditya Birla Sun Life Financial Planning FoF – Aggressive Plan	24.8	16.5	18.1	13.3	0.41	217
150	Aditya Birla Sun Life Multi Asset Allocation Fund	23.4	–	–	–	0.59	3664
151	Axis Multi Asset Allocation Fund	23.4	9.2	14.2	11.4	1.04	1281
152	Bajaj Finserv Multi Asset Allocation Fund					0.56	1098
153	Bandhan Multi Asset Allocation Fund	–	–	–	–	0.46	1778
154	Bank of India Multi Asset Allocation Fund	–	–	–	–	1.02	354
155	Baroda BNP Paribas Multi Asset Fund	26.0	–	–	–	0.90	1198
156	DSP Multi Asset Allocation Fund	23.5	–	–	–	0.26	2273
157	Edelweiss Multi Asset Allocation Fund	8.4	–	–	–	0.40	1350
158	HDFC Asset Allocator FoF	20.8	16.5	–	–	0.06	3360
159	HDFC Multi Asset Fund	20.3	13.7	16.7	11.7	0.74	3760
160	HSBC Multi Asset Allocation Fund	–	–	–	–	0.52	2053
161	ICICI Prudential Asset Allocator Fund (FOF)	18.6	14.8	15.5	12.8	0.23	23212
162	ICICI Prudential Multi Asset Fund	23.2	20.7	21.4	14.9	0.69	50648
163	ICICI Prudential Passive Multi-Asset FoF	16.8	–	–	–	0.22	1119
164	Kotak Multi Asset Allocation Fund	25.4	–	–	–	0.31	7485
165	Kotak Multi Asset Allocator FoF – Dynamic	26.9	19.2	21.6	15.2	0.33	1598
166	Mahindra Manulife Multi Asset Allocation Fund	–	–	–	–	0.38	538
167	Mirae Asset Multi Asset Allocation Fund	–	–	–	–	0.44	1729
168	Nippon India Asset Allocator FoF	24.7	19.4	–	–	0.35	306
169	Nippon India Multi Asset Allocation Fund	27.5	17.5	–	–	0.29	4500
170	Quant Multi Asset Fund	38.3	24.1	29.2	18.1	0.62	3026
171	SBI Multi Asset Allocation Fund	19.2	15.5	15.0	12.1	0.50	6591
172	Sundaram Multi Asset Allocation Fund	–	–	–	–	0.21	2425
173	Shriram Multi Asset Allocation Fund	17.1	–	–	–	0.40	168
174	Tata Multi Asset Opportunities Fund	22.9	15.7	–	–	0.50	3410
175	Union Multi Asset Allocation					0.96	860
176	UTI Multi Asset Allocation Fund	27.8	19.0	16.4	10.5	0.59	4415
177	Whiteoak Capital Multi Asset Allocation	22.0	–	–	–	0.69	938

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Fund Scoreboard

Funds: