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 4-2-2025)	%	%	%	%	%	Rs Cr.
	Hybrid: Aggressive Hybrid Fund Scoreboard
1	Aditya Birla Sun Life Equity Hybrid ’95 Fund	16.0	12.0	14.6	11.4	1.10	7684
2	Axis Aggressive Hybrid Fund	15.9	8.8	13.4		1.08	1616
3	Axis Children’s Gift	15.5	7.5	13.3	–	1.25	901
4	Axis Retirement Savings Fund – Aggressive Plan	20.5	11.4	14.2	–	0.91	922
5	Bandhan Hybrid Equity Fund	22.4	14.4	18.0	–	1.00	810
6	Bandhan Retirement Fund	14.5	–	–	–	0.72	173
7	Bank of India Mid & Small Cap Equity & Debt Fund	27.1	18.2	27.7	–	0.95	1054
8	Baroda BNP Paribas Aggressive Hybrid Fund	21.0	16.5	18.1	–	0.58	1180
9	Baroda BNP Paribas Retirement Fund	–	–	–	–	0.30	348
10	Canara Robeco Equity Hybrid Fund	16.5	13.2	16.9	13.6	0.61	10905
11	DSP Aggressive Hybrid Fund	18.7	13.9	17.0	13.7	0.71	10,379
12	Edelweiss Aggressive Hybrid Fund	22.0	18.8	19.9	13.9	0.35	2267
13	Franklin India Equity Hybrid Fund	18.7	15.9	17.4	13.2	1.01	2050
14	HDFC Children’s Gift Fund	16.9	17.2	19.5	14.5	0.89	9937
15	HDFC Hybrid Equity Fund	13.5	13.8	16.3	12.9	1.05	24185
16	HDFC Retirement Savings Fund – Hybrid Equity Plan	15.2	15.6	18.3	–	0.92	1583
17	HSBC Aggressive Hybrid Fund	23.8	14.8	16.7	13.1	0.81	5750
18	ICICI Prudential Child Care Fund – Gift Plan	17.7	16.6	16.8	12.5	1.51	1320
19	ICICI Prudential Equity & Debt Fund	17.7	19.5	21.6	15.9	1.01	40089
20	ICICI Prudential Retirement Fund – Hybrid Aggressive Plan	22.5	18.6	19.8	–	0.85	720
21	Invesco India Aggressive Hybrid Fund	27.9	17.5	17.3	–	0.82	574
22	JM Aggressive Hybrid Fund	29.0	24.1	25.5	14.0	0.67	720
23	Kotak Equity Hybrid Fund	23.1	16.9	19.5	14.6	0.46	6815
24	LIC MF Aggressive Hybrid Fund	18.1	12.1	13.0	9.8	1.40	536
25	LIC MF Unit Linked Insurance Schemes	12.9	10.4	13.0	10.5	1.28	499
26	Mahindra Manulife Aggressive Hybrid Fund	21.5	17.5	20.8	–	0.50	1503
27	Mirae Asset Aggressive Hybrid Fund	15.0	13.0	15.8	–	0.40	9054
28	Navi Aggressive Hybrid Fund	15	13.8	14.4	–	0.42	135
29	Nippon India Equity Hybrid Fund	16.9	16.3	14.1	11.4	1.13	3850
30	PGIM India Hybrid Equity Fund	16.0	10.6	13.8	10.3	0.76	212
31	Quant Absolute Fund	11.8	14.8	24.6	15.7	0.72	2199
32	SBI Equity Hybrid Fund	15.0	11.5	14.4	12.8	0.73	72428
33	SBI Magnum Children’s Benefit Fund – Investment Plan	40.2	25.1	–	–	0.80	2962
34	SBI Retirement Benefit Fund – Aggressive Hybrid Plan	11.6	14.4	–	–	1.06	1532
35	Sundaram Aggressive Hybrid Fund	18.3	13.4	16.3	12.6	0.70	5469
36	Tata Hybrid Equity Fund	14.4	13.5	15.4	11.5	0.99	4150
37	Tata Retirement Savings Fund – Moderate Plan	21.0	15.3	17.0	14.6	0.61	2177
38	Union Aggressive Hybrid Fund	15.6	12.1	–	–	1.25	637
39	UTI Aggressive Hybrid Fund	20.3	17.3	19.3	12.9	1.23	6107
	Hybrid: Balanced Hybrid Fund Scoreboard
40	360 ONE Balanced Hybrid Fund	17.7	–	–	–	0.43	860
41	Franklin India Pension Fund	13.3	10.8	10.4	9.3	1.51	518
42	UTI Children’s Hybrid Fund	10.7	9.0	10.9	8.9	1.54	4562
43	UTI Retirement Fund	15.1	12.8	14.1	10.2	1.03	4646
44	WhiteOak Capital Balanced Hybrid Fund	17.0	–	–	–	0.70	154
	Hybrid: Conservative Hybrid Fund Scoreboard
45	Aditya Birla Sun Life Regular Savings Fund	11.5	9.5	10.5	9.5	1.01	1426
46	Axis Conservative Hybrid Fund	8.8	6.8	9.4	8.1	0.96	297
47	Bandhan Conservative Hybrid Fund	8.7	6.7	7.3	7.7	0.99	119
48	Baroda BNP Paribas Conservative Hybrid Fund	11.4	9.3	9.4	9.3	0.61	747
49	Canara Robeco Conservative Hybrid Fund	11.4	8.7	10.5	9.3	0.72	957
50	DSP Regular Savings Fund	11.6	9.4	9.8	8.1	0.50	180
51	Franklin India Debt Hybrid Fund	11.4	9.5	9.0	8.4	0.66	245
52	HDFC Hybrid Debt Fund	11.0	10.6	11.2	9.3	1.21	3322
53	HDFC Retirement Savings Fund – Hybrid Debt Plan	11.0	9.5	10.0	–	1.02	161
54	HSBC Conservative Hybrid Fund	16.8	9.8	10.0	8.5	1.34	144
55	ICICI Prudential Income Optimizer Fund (FOF)	12.7	11.9	11.4	9.2	0.53	271
56	ICICI Prudential Regular Savings Fund	12.1	10.1	10.6	10.2	0.94	3201
57	Kotak Debt Hybrid Fund	12.7	11.2	12.7	10.9	0.45	3035
58	Nippon India Hybrid Bond Fund	8.4	8.3	5.3	6.3	1.12	831
59	Nippon India Retirement Fund – Income Generation Scheme	12.2	8.9	8.9	–	1.00	156
60	Parag Parikh Conservative Hybrid Fund	12.7	11.5	–	–	0.35	2315
61	SBI Conservative Hybrid Fund	11.5	9.7	11.6	10.0	1.05	10046
62	SBI Magnum Children’s Benefit Fund – Savings Plan	17.8	12.3	14.2	12.4	0.84	123
63	SBI Retirement Benefit Fund – Conservative Hybrid Plan	9.9	10.4	–	–	1.18	276
64	SBI Retirement Benefit Fund – Conservative Plan	9.5	8.9	–	–	0.93	178
65	Tata Retirement Savings Fund – Conservative Plan	11.1	8.5	9.5	9.5	0.96	175
66	UTI Conservative Hybrid Fund	12.2	9.3	10.5	9.1	1.18	1649
	Hybrid: Equity Savings Fund Scoreboard
67	Aditya Birla Sun Life Equity Savings Fund	8.7	6.9	9.3	–	0.62	624
68	Axis Equity Savings Fund	12.3	9.7	11.4	–	0.96	1015
69	Bandhan Equity Savings Fund	8.6	7.6	9.0	7.6	0.18	246
70	Baroda BNP Paribas Equity Savings Fund	12.0	10.2	10.3	–	1.31	254
71	DSP Equity Savings Fund	12.9	10.5	11.0	–	0.44	2258
72	Edelweiss Equity Savings Fund	14.3	11.0	12.0	9.9	0.59	561
73	Franklin India Equity Savings Fund	9.7	8.6	10.1	–	0.32	726
74	HDFC Equity Savings Fund	11.2	11.0	12.0	10.5	0.91	5516
75	HSBC Equity Savings Fund	24.9	15.0	14.8	10.3	0.61	583
76	ICICI Prudential Equity Savings Fund	8.9	9.0	8.5	8.7	0.50	12437
77	Invesco India Equity Savings Fund	18.2	11.6	11.4	–	0.71	354
78	Kotak Equity Savings Fund	12.9	12.5	12.2	10.3	0.63	7974
79	Mahindra Manulife Equity Savings Fund	10.1	10.2	12.8	–	0.72	580
80	Mirae Asset Equity Savings Fund	12.4	10.7	12.7	–	0.34	1374
81	Nippon India Equity Savings Fund	9.0	8.9	6.6	–	0.74	713
82	SBI Equity Savings Fund	12.6	10.8	11.8	–	0.88	5982
83	Sundaram Equity Savings Fund	14.4	12.5	12.5	9.9	0.60	1005
84	Tata Equity Savings Fund	11.8	9.7	10.3	8.3	0.50	224
85	Union Equity Savings Fund	8.9	7.7	8.8	–	1.42	140
86	UTI Equity Savings Fund	10.0	11.3	11.9	–	0.61	642
	Hybrid: Arbitrage Fund Scoreboard
87	Aditya Birla Sun Life Arbitrage Fund	8.2	7.0	6.0	6.5	0.29	13844
88	Axis Arbitrage Fund	8.2	6.9	6.1	6.6	0.33	5592
89	Bajaj Finserv Arbitrage Fund	7.5	–	–	–	0.25	1029
90	Bandhan Arbitrage Fund	8.2	7.0	6.0	6.5	0.37	7524
91	Baroda BNP Paribas Arbitrage Fund	8.2	6.8	6.0	–	0.38	1376
92	DSP Arbitrage Fund	8.1	6.9	5.9	–	0.35	5971
93	Edelweiss Arbitrage Fund	8.4	7.1	6.2	6.7	0.38	12199
94	Franklin India Arbitrage Fund					0.30	141
95	HDFC Arbitrage Fund – Wholesale	8.2	6.9	5.8	6.3	0.41	16791
96	HSBC Arbitrage Fund	8.0	6.8	6.0	6.5	0.26	2448
97	ICICI Prudential Equity Arbitrage Fund	8.1	6.9	6.0	6.5	0.36	24760
98	Invesco India Arbitrage Fund	8.2	7.4	6.3	6.6	0.39	18252
99	JM Arbitrage Fund	7.9	6.6	5.2	5.8	0.40	178
100	Kotak Equity Arbitrage Fund	8.4	7.2	6.2	6.6	0.43	54915
101	LIC MF Arbitrage Fund	7.7	6.7	5.6	–	0.34	238
102	Mirae Asset Arbitrage Fund	8.3	7.0	–	–	0.16	3061
103	Nippon India Arbitrage Fund	8.2	7.0	6.1	6.7	0.38	15418
104	NJ Arbitrage Fund	7.6	–	–	–	0.27	330
105	Parag Parikh Arbitrage Fund	7.7	–	–	–	0.31	1116
106	SBI Arbitrage Opportunities Fund	8.1	7.0	5.9	6.4	0.42	31422
107	Sundaram Arbitrage Fund	7.7	6.5	5.5	–	0.27	231
108	Tata Arbitrage Fund	8.3	7.0	6.3	–	0.30	12589
109	Union Arbitrage Fund	8.2	6.7	5.8	–	0.41	233
110	UTI Arbitrage Fund	8.2	6.9	6.0	6.5	0.28	6462
111	WhiteOak Capital Arbitrage Fund					0.43	134
	Hybrid: Dynamic Asset Allocation Fund Scoreboard
112	Aditya Birla Sun Life Balanced Advantage Fund	14.2	12.4	13.7	11.6	0.72	7400
113	Axis Balanced Advantage Fund	18.8	13.4	13.7	–	0.82	2599
114	Axis Retirement Savings Fund – Dynamic Plan	25.6	13.5	16.3	–	1.12	388
115	Bajaj Finserv Balanced Advantage Fund	8.7	–	–	–	0.56	1315
116	Bandhan Balanced Advantage Fund	15.9	10.4	12.5	10.1	0.75	2283
117	Bank of India Balanced Advantage Fund	7.5	14.5	11.6	8.0	1.42	136
118	Baroda BNP Paribas Balanced Advantage Fund	16.2	14.0	17.5	–	0.77	4213
119	Canara Robeco Balanced Advantage Fund					0.61	1495
120	DSP Dynamic Asset Allocation Fund	13.6	10.9	11.7	10.1	0.73	3201
121	Edelweiss Balanced Advantage Fund	14.3	12.5	16.4	12.0	0.52	12381
122	Franklin India Balanced Advantage Fund	17.0	–	–	–	0.49	2428
123	Franklin India Dynamic Asset Allocation Fund of Funds	13.8	14.8	14.2	11.5	1.16	1314
124	HDFC Balanced Advantage Fund	17.3	22.9	20.6	14.5	0.75	95570
125	Helios Balanced Advantage Fund	–	–	–	–	0.72	264
126	HSBC Balanced Advantage Fund	16.8	13.0	12.6	9.7	0.76	1523
127	ICICI Prudential Balanced Advantage Fund	12.9	12.9	13.4	11.9	0.91	60534
128	Invesco India Balanced Advantage Fund	17.3	14.7	13.5	11.6	0.82	926
129	ITI Balanced Advantage Fund	15.4	10.9	–	–	0.63	388
130	Kotak Balanced Advantage Fund	15.5	12.6	13.4	–	0.56	16959
131	LIC MF Balanced Advantage Fund	13.8	12.1	–	–	0.78	797
132	Mahindra Manulife Balanced Advantage Fund	16.0	–	–	–	0.57	904
133	Mirae Asset Balanced Advantage Fund	12.6	–	–	–	0.74	1775
134	Motilal Oswal Balance Advantage Fund	10.7	11.7	10.8	–	0.94	1145
135	Nippon India Balanced Advantage Fund	14.2	13.2	13.9	11.3	0.57	8850
136	NJ Balanced Advantage Fund	11.4	12.0	–	–	0.63	3988
137	Parag Parikh Dynamic Asset Allocation Fund	–	–	–	–	0.33	1385
138	PGIM India Balanced Advantage Fund	11.9	10.6	–	–	0.47	1038
139	Quant Dynamic Asset Allocation Fund	21.9	–	–	–	0.66	1341
140	Samco Dynamic Asset Allocation Fund	–	–	–	–	0.72	605
141	SBI Balanced Advantage Fund	14.5	13.9	–	–	0.70	33187
142	Sundaram Balanced Advantage Fund	14.2	12.4	15.6	10.8	0.62	1540
143	Tata Balanced Advantage Fund	12.2	12.6	14.7	–	0.42	10258
144	Union Balanced Advantage Fund	11.2	10.6	12.9	–	0.91	1457
145	UTI Balanced Advantage Fund	12.4	–	–	–	0.68	3003
146	UTI Unit Linked Insurance Plan	12.1	7.6	10.5	8.8	0.97	5463
147	WhiteOak Capital Balanced Advantage Fund	18.5	–	–	–	0.51	1273
	Hybrid: Multi Asset Allocation Fund Scoreboard
148	Aditya Birla Sun Life Asset Allocator FoF	17.8	14.5	17.0	12.5	0.21	187
149	Aditya Birla Sun Life Financial Planning FoF – Aggressive Plan	17.7	15.6	17.8	13.3	0.42	216
150	Aditya Birla Sun Life Multi Asset Allocation Fund	17.6	–	–	–	0.56	3695
151	Axis Multi Asset Allocation Fund	16.3	8.4	13.7	11.3	1.04	1282
152	Bajaj Finserv Multi Asset Allocation Fund					0.55	1108
153	Bandhan Multi Asset Allocation Fund	–	–	–	–	0.46	1806
154	Bank of India Multi Asset Allocation Fund	–	–	–	–	1.02	351
155	Baroda BNP Paribas Multi Asset Fund	15.8	–	–	–	1.04	1193
156	DSP Multi Asset Allocation Fund	18.0	–	–	–	0.32	2355
157	Edelweiss Multi Asset Allocation Fund	8.3	–	–	–	0.40	1428
158	HDFC Asset Allocator FoF	15.1	15.9	–	–	0.06	3398
159	HDFC Multi Asset Fund	14.7	13.2	16.2	11.5	0.79	3818
160	HSBC Multi Asset Allocation Fund	–	–	–	–	0.51	2133
161	ICICI Prudential Asset Allocator Fund (FOF)	14.6	14.5	15.2	12.7	0.28	23353
162	ICICI Prudential Multi Asset Fund	16.9	19.8	20.9	15.0	0.72	50988
163	ICICI Prudential Passive Multi-Asset FoF	11.0	–	–	–	0.22	1112
164	Kotak Multi Asset Allocation Fund	17.7	–	–	–	0.36	7653
165	Kotak Multi Asset Allocator FoF – Dynamic	19.6	18.7	21.4	15.2	0.33	1615
166	Mahindra Manulife Multi Asset Allocation Fund		–	–	–	0.39	545
167	Mirae Asset Multi Asset Allocation Fund	–	–	–	–	0.49	1756
168	Nippon India Asset Allocator FoF	18.8	18.6	–	–	0.35	321
169	Nippon India Multi Asset Allocation Fund	20.0	16.5	–	–	0.31	4683
170	Quant Multi Asset Fund	27.3	22.1	29.4	17.9	0.61	3153
171	SBI Multi Asset Allocation Fund	13.9	15.2	14.9	11.9	0.54	6843
172	Sundaram Multi Asset Allocation Fund	–	–	–	–	0.21	2442
173	Shriram Multi Asset Allocation Fund	10.8	–	–	–	0.55	160
174	Tata Multi Asset Opportunities Fund	16.1	15.0	–	–	0.49	3431
175	Union Multi Asset Allocation					1.06	868
176	UTI Multi Asset Allocation Fund	21.7	18.7	16.5	10.8	0.42	4682
177	Whiteoak Capital Multi Asset Allocation	18.8	–	–	–	0.66	1053

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Fund Scoreboard

Funds: