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 29-5-2025)	%	%	%	%	%	Rs Cr.
	Hybrid: Aggressive Hybrid Fund Scoreboard
1	Aditya Birla Sun Life Equity Hybrid ’95 Fund	8.9	11.8	18.9	11.3	1.11	7193
2	Aditya Birla Sun Life Retirement Fund – The 40s Plan	11.6	14.4	15.5	—	1.01	108
3	Axis Aggressive Hybrid Fund	11.9	11.1	16.7		1.07	1521
4	Axis Children’s	12.5	9.9	16.2	–	1.26	865
5	Axis Retirement Savings Fund – Aggressive Plan	10.9	13.8	16.4	–	1.08	800
6	Bandhan Aggressive Hybrid Fund	12.7	15.0	21.1	–	0.99	819
7	Bandhan Retirement Fund	8.3	–	–	–	0.70	172
8	Bank of India Mid & Small Cap Equity & Debt Fund	3.0	16.8	26.8	–	0.89	1068
9	Baroda BNP Paribas Aggressive Hybrid Fund	7.6	15.9	19.6	–	0.53	1150
10	Baroda BNP Paribas Retirement Fund	–	–	–	–	0.47	356
11	Canara Robeco Equity Hybrid Fund	10.1	14.4	18.6	13.5	0.59	10372
12	DSP Aggressive Hybrid Fund	17.7	17.4	20.5	13.9	0.67	10,425
13	Edelweiss Aggressive Hybrid Fund	11.7	18.9	23.2	13.9	0.39	2487
14	Franklin India Equity Hybrid Fund	9.9	16.5	21.1	12.8	0.93	2055
15	HDFC Children’s Fund	6.9	16.8	22.4	14.1	0.90	9590
16	HDFC Hybrid Equity Fund	8.4	14.0	20.3	12.9	1.04	23229
17	HDFC Retirement Savings Fund – Hybrid Equity Plan	8.4	16.7	21.5	–	0.90	1567
18	HSBC Aggressive Hybrid Fund	3.6	13.2	17.8	11.5	0.84	5022
19	ICICI Prudential Child Care Fund – Gift Plan	5.7	18.1	20.8	12.8	1.48	1273
20	ICICI Prudential Equity & Debt Fund	11.0	19.6	27.2	16.5	0.98	40962
21	ICICI Prudential Retirement Fund – Hybrid Aggressive Plan	6.0	19.6	22.9		0.90	755
22	Invesco India Aggressive Hybrid Fund	12.5	17.7	19.5	–	0.81	618
23	JM Aggressive Hybrid Fund	3.4	22.1	27.9	13.1	0.58	768
24	Kotak Equity Hybrid Fund	10.5	15.4	22.7	13.9	0.49	6795
25	LIC MF Aggressive Hybrid Fund	7.2	13.2	15.4	9.7	1.41	497
26	LIC MF Unit Linked Insurance Schemes	8.7	11.3	17.7	10.5	1.28	470
27	Mahindra Manulife Aggressive Hybrid Fund	12.5	18.4	23.6	–	0.47	1567
28	Mirae Asset Aggressive Hybrid Fund	10.3	14.2	19.2	–	0.40	8682
29	Navi Aggressive Hybrid Fund	7.6	13.0	17.5	–	0.42	116
30	Nippon India Equity Hybrid Fund	8.6	16.0	21.9	11.0	1.13	3688
31	PGIM India Hybrid Equity Fund	11.3	13.9	17.7	10.1	0.77	204
32	Quant Absolute Fund	-1.1	13.6	28.6	15.8	0.71	2000
33	SBI Equity Hybrid Fund	12.4	13.4	18.5	12.8	0.74	72555
34	SBI Magnum Children’s Benefit Fund – Investment Plan	16.0	20.7	–	–	0.86	3226
35	SBI Retirement Benefit Fund – Aggressive Hybrid Plan	5.7	14.5	–	–	1.08	1478
36	Sundaram Aggressive Hybrid Fund	10.0	14.4	19.3	12.6	0.70	5619
37	Tata Hybrid Equity Fund	6.4	13.5	18.8	10.9	1.01	3936
38	Tata Retirement Savings Fund – Moderate Plan	9.4	15.4	18.4	13.2	0.63	2008
39	Union Aggressive Hybrid Fund	7.2	13.4	–	–	1.00	619
40	UTI Aggressive Hybrid Fund	11.2	17.7	23.2	12.9	1.21	5910
	Hybrid: Balanced Hyrid Fund Scoreboard
41	360 ONE Balanced Hybrid Fund	10.5	–	–	–	0.45	838
42	Franklin India Pension Fund	9.1	11.5	11.7	9.1	1.55	506
43	UTI Children’s Hybrid Fund	9.8	10.1	13.3	8.9	1.56	4457
44	UTI Retirement Fund	11.3	13.4	16.1	10.3	1.04	4564
45	WhiteOak Capital Balanced Hybrid Fund	11.1	–		–	0.68	168
	Hybrid: Conservative Hybrid Fund Scoreboard
46	Aditya Birla Sun Life Regular Savings Fund	11.2	9.6	13.5	9.6	1.02	1377
47	Axis Conservative Hybrid Fund	11.5	8.7	10.5	8.4	0.91	272
48	Bandhan Conservative Hybrid Fund	10.1	8.3	8.5	7.7	1.05	115
49	Baroda BNP Paribas Conservative Hybrid Fund	9.0	10.0	10.0	9.1	0.55	739
50	Canara Robeco Conservative Hybrid Fund	10.3	9.5	10.9	9.2	0.67	936
51	DSP Regular Savings Fund	11.6	10.4	11.3	8.4	0.50	164
52	Franklin India Debt Hybrid Fund	9.9	10.4	10.5	8.4	0.65	198
53	HDFC Hybrid Debt Fund	9.7	11.6	13.2	9.6	1.14	3310
54	HDFC Retirement Savings Fund – Hybrid Debt Plan	9.0	10.5	10.9	–	1.02	159
55	HSBC Conservative Hybrid Fund	10.8	10.2	10.3	8.3	1.34	146
56	ICICI Prudential Regular Savings Fund	10.5	10.8	11.8	10.2	0.97	3127
57	Kotak Debt Hybrid Fund	10.9	12.1	13.8	11.0	0.48	3017
58	Nippon India Hybrid Bond Fund	9.3	9.2	9.8	6.3	1.11	835
59	Nippon India Retirement Fund – Income Generation Scheme	11.7	10.6	9.6	8.7	0.97	153
60	Parag Parikh Conservative Hybrid Fund	10.8	11.8	–	–	0.34	2451
61	SBI Conservative Hybrid Fund	9.2	10.5	12.9	9.8	1.05	9666
62	SBI Magnum Children’s Benefit Fund – Savings Plan	13.4	12.5	15.2	12.2	0.85	123
63	SBI Retirement Benefit Fund – Conservative Hybrid Plan	8.3	11.3	–	–	1.17	273
64	SBI Retirement Benefit Fund – Conservative Plan	9.8	9.9	–	–	0.92	175
65	Tata Retirement Savings Fund – Conservative Plan	8.3	9.3	9.7	9.2	1.02	172
66	UTI Conservative Hybrid Fund	11.9	10.7	12.9	9.1	1.16	1648
	Hybrid: Equity Savings Fund Scoreboard
67	Aditya Birla Sun Life Equity Savings Fund	8.4	8.8	11.5	8.7	0.61	632
68	Axis Equity Savings Fund	9.2	11.2	13.0	–	1.03	940
69	Bandhan Equity Savings Fund	8.3	8.6	10.3	7.6	0.19	272
70	Baroda BNP Paribas Equity Savings Fund	8.4	10.9	10.4	–	1.37	249
71	DSP Equity Savings Fund	12.0	11.3	13.8	–	0.40	2517
72	Edelweiss Equity Savings Fund	10.5	11.5	12.4	9.8	0.60	577
73	Franklin India Equity Savings Fund	8.3	9.3	12.3	–	0.38	637
74	HDFC Equity Savings Fund	7.6	11.1	14.2	10.6	0.88	5430
75	HSBC Equity Savings Fund	7.1	12.1	15.5	9.3	0.61	624
76	ICICI Prudential Equity Savings Fund	9.4	9.0	11.1	8.8	0.49	12855
77	Invesco India Equity Savings Fund	9.8	11.9	11.7	–	0.71	399
78	Kotak Equity Savings Fund	7.9	12.1	13.3	10.1	0.68	8043
79	Mahindra Manulife Equity Savings Fund	6.8	10.5	14.8	–	0.72	557
80	Mirae Asset Equity Savings Fund	10.0	11.7	14.7	–	0.37	1360
81	Nippon India Equity Savings Fund	7.0	9.5	11.1	–	0.74	692
82	SBI Equity Savings Fund	7.9	10.8	13.5	–	0.89	5671
83	Sundaram Equity Savings Fund	9.8	12.9	14.0	9.9	0.65	976
84	Tata Equity Savings Fund	9.6	10.3	12.0	8.3	0.52	265
85	Union Equity Savings Fund	6.1	8.4	9.8	–	1.46	136
86	UTI Equity Savings Fund	8.9	12.1	13.9	–	0.42	668

	Hybrid: Arbitrage Fund Scoreboard
87	Aditya Birla Sun Life Arbitrage Fund	8.1	7.4	6.1	6.5	0.31	14236
88	Axis Arbitrage Fund	7.9	7.3	6.1	6.6	0.33	5746
89	Bajaj Finserv Arbitrage Fund	7.5	–	–	–	0.33	898
90	Bandhan Arbitrage Fund	8.1	7.4	6.1	6.5	0.35	7955
91	Baroda BNP Paribas Arbitrage Fund	7.9	7.3	6.0	–	0.32	1061
92	DSP Arbitrage Fund	7.9	7.3	6.0	–	0.34	5964
93	Edelweiss Arbitrage Fund	8.0	7.5	6.2	6.7	0.38	14003
94	Franklin India Arbitrage Fund					0.29	207
95	HDFC Arbitrage Fund – Wholesale	7.9	7.3	6.0	6.3	0.42	18350
96	HSBC Arbitrage Fund	7.7	7.2	6.0	6.5	0.24	2245
97	ICICI Prudential Equity Arbitrage Fund	8.0	7.4	6.1	6.5	0.69	25727
98	Invesco India Arbitrage Fund	8.1	7.7	6.3	6.5	0.39	19675
99	JM Arbitrage Fund	7.5	7.0	5.4	5.8	0.39	187
100	Kotak Equity Arbitrage Fund	8.1	7.6	6.3	6.6	0.44	60373
101	LIC MF Arbitrage Fund	7.7	7.1	5.7	–	0.34	329
102	Mirae Asset Arbitrage Fund	8.0	7.4	–	–	0.14	3111
103	Motilal Oswal Arbitrage Fund					0.10	590
104	Nippon India Arbitrage Fund	7.8	7.4	6.2	6.6	0.38	13733
105	NJ Arbitrage Fund	7.2	–	–	–	0.26	286
106	Parag Parikh Arbitrage Fund	7.5	–	–	–	0.29	1304
107	SBI Arbitrage Opportunities Fund	7.8	7.4	6.0	6.3	0.40	30592
108	Sundaram Arbitrage Fund	7.9	7.1	5.6	–	0.16	290
109	Tata Arbitrage Fund	8.1	7.5	6.3	–	0.31	12790
110	Union Arbitrage Fund	7.8	7.2	5.8	–	0.46	303
111	UTI Arbitrage Fund	8.0	7.3	6.1	6.4	0.28	6614
112	WhiteOak Capital Arbitrage Fund					0.38	374
	Hybrid: Dynamic Asset Allocation Fund Scoreboard
113	Aditya Birla Sun Life Balanced Advantage Fund	12.1	14.1	14.8	12.2	0.74	7321
114	Axis Balanced Advantage Fund	14.4	15.5	15.4	–	0.79	2808
115	Axis Retirement Savings Fund – Dynamic Plan	10.6	15.0	16.8	–	1.30	326
116	Bajaj Finserv Balanced Advantage Fund	5.2	–	–	–	0.53	1231
117	Bandhan Balanced Advantage Fund	8.9	11.7	13.7	9.8	0.74	2217
118	Bank of India Balanced Advantage Fund	1.9	10.7	12.4	7.8	1.40	132
119	Baroda BNP Paribas Balanced Advantage Fund	7.9	14.8	18.1	–	0.75	4073
120	Canara Robeco Balanced Advantage Fund					0.65	1436
121	DSP Dynamic Asset Allocation Fund	12.3	12.8	13.1	10.2	0.69	3217
122	Edelweiss Balanced Advantage Fund	6.0	12.9	16.8	11.4	0.52	12240
123	Franklin India Balanced Advantage Fund	10.0	–	–	–	0.45	2502
124	Franklin India Dynamic Asset Allocation Fund of Funds	9.4	15.0	21.4	11.4	1.21	1272
125	HDFC Balanced Advantage Fund	7.9	20.8	25.7	14.7	0.77	94824
126	Helios Balanced Advantage Fund	5.3	–	–	–	0.79	293
127	HSBC Balanced Advantage Fund	8.3	12.5	13.0	9.2	0.77	1471
128	ICICI Prudential Balanced Advantage Fund	10.6	13.7	17.1	12.0	0.84	60591
129	Invesco India Balanced Advantage Fund	8.7	14.5	15.3	11.0	0.79	943
130	ITI Balanced Advantage Fund	5.6	12.5	12.3	–	0.63	383
131	Kotak Balanced Advantage Fund	11.2	13.1	15.7	–	0.57	16542
132	LIC MF Balanced Advantage Fund	11.2	12.3	–	–	0.80	757
133	Mahindra Manulife Balanced Advantage Fund	6.3	13.8	–	–	0.56	864
134	Mirae Asset Balanced Advantage Fund	9.7	–	–	–	0.67	1766
135	Motilal Oswal Balance Advantage Fund	-7.8	7.6	9.2	–	0.98	918
136	Nippon India Balanced Advantage Fund	9.4	14.0	16.9	11.2	0.55	8808
137	NJ Balanced Advantage Fund	2.8	12.0	–	–	0.62	3692
138	Parag Parikh Dynamic Asset Allocation Fund	10.2	–	–	–	0.33	1761
139	PGIM India Balanced Advantage Fund	9.2	11.6	–	–	0.47	957
140	Quant Dynamic Asset Allocation Fund	0.5	–	–	–	0.69	1199
141	Samco Dynamic Asset Allocation Fund	0.0	–	–	–	0.80	507
142	SBI Balanced Advantage Fund	8.8	14.6	–	–	0.71	34015
143	Sundaram Balanced Advantage Fund	9.6	12.7	15.3	10.8	0.62	1491
144	Tata Balanced Advantage Fund	6.5	12.4	15.8	–	0.44	10075
145	Unifi Dynamic Asset Allocation Fund					0.93	528
146	Union Balanced Advantage Fund	7.0	11.1	14.2	–	0.99	1365
147	UTI Balanced Advantage Fund	11.9	–	–	–	0.76	2874
148	UTI Unit Linked Insurance Plan	13.6	9.5	13.0	8.8	0.99	5352
149	WhiteOak Capital Balanced Advantage Fund	13.5	–	–	–	0.52	1388

	Hybrid: Multi Asset Allocation Fund Scoreboard
150	Aditya Birla Sun Life Asset Allocator FoF	11.1	16.0	18.5	12.5	0.24	195
151	Aditya Birla Sun Life Financial Planning FoF – Aggressive Plan	10.0	16.1	19.6	13.1	0.39	209
152	Aditya Birla Sun Life Multi Asset Allocation Fund	12.9	–	–	–	0.56	3821
153	Axis Multi Asset Allocation Fund	10.9	10.6	16.1	11.1	1.06	1348
154	Bajaj Finserv Multi Asset Allocation Fund					0.53	1128
155	Bandhan Multi Asset Allocation Fund	11.3	–	–	–	0.44	1812
156	Bank of India Multi Asset Allocation Fund	5.7	–	–	–	0.92	333
157	Baroda BNP Paribas Multi Asset Fund	9.7	–	–	–	0.91	1136
158	DSP Multi Asset Allocation Fund	14.3	–	–	–	0.30	2787
159	Edelweiss Multi Asset Allocation Fund	9.2	–	–	–	0.40	1577
160	HDFC Multi-Asset Active FoF	13.1	16.9	–	–	0.10	3683
161	HDFC Multi Asset Fund	12.0	15.2	19.3	11.9	0.78	4034
162	HSBC Multi Asset Allocation Fund	4.1	–	–	–	0.51	1999
163	ICICI Prudential Asset Allocator Fund (FOF)	11.6	14.8	18.4	12.9	0.26	24412
164	ICICI Prudential Multi Asset Fund	12.9	19.5	26.0	15.7	0.66	55360
165	ICICI Prudential Passive Multi-Asset FoF	13.1	14.2				1125
166	Invesco India Multi Asset Allocation Fund					0.45	349
167	Kotak Multi Asset Allocation Fund	7.1	–	–	–	0.45	7643
168	Kotak Multi Asset Allocator FoF – Dynamic	9.8	18.9	22.4	15.0	0.31	1652
169	LIC MF Multi Asset Allocation Fund					0.52	500
170	Mahindra Manulife Multi Asset Allocation Fund	12.2		–	–	0.42	566
171	Mirae Asset Multi Asset Allocation Fund	13.4	–	–	–	0.41	1843
172	Nippon India Multi Asset Active FoF	13.0	19.4	–	–	0.27	430
173	Nippon India Multi Asset Allocation Fund	12.3	17.9	–	–	0.26	5330
174	Quant Multi Asset Fund	4.8	18.9	33.0	17.5	0.61	3183
175	Samco Multi Asset Allocation Fund					0.33	230
176	SBI Multi Asset Allocation Fund	9.3	15.4	15.8	11.8	0.57	7674
177	Shriram Multi Asset Allocation Fund	-2.3	–	–		0.55	145
178	Sundaram Multi Asset Allocation Fund	12.9	–	–	–	0.39	2484
179	Tata Multi Asset Opportunities Fund	8.7	15.2	20.0	–	0.41	3554
180	Union Multi Asset Allocation Fund					1.00	794
181	UTI Multi Asset Allocation Fund	9.5	19.6	18.4	11.0	0.51	5285
182	Whiteoak Capital Multi Asset Allocation	17.6	–	–	–	0.56	1674

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Fund Scoreboard

Funds: