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 3-3-2025)	%	%	%	%	%	Rs Cr.
	Hybrid: Aggressive Hybrid Fund Scoreboard
1	Aditya Birla Sun Life Equity Hybrid ’95 Fund	12.2	11.3	14.2	10.6	1.11	7538
2	Aditya Birla Sun Life Retirement Fund – The 40s Plan	12.8	12.1	12.6	—	1.01	114
3	Axis Aggressive Hybrid Fund	14.1	9.0	12.7		1.09	1576
4	Axis Children’s Gift	13.7	7.5	12.5	–	1.26	892
5	Axis Retirement Savings Fund – Aggressive Plan	17.0	11.7	13.2	–	1.02	878
6	Bandhan Hybrid Equity Fund	12.9	12.7	16.2	–	1.03	826
7	Bandhan Retirement Fund	9.5	–	–	–	0.74	174
8	Bank of India Mid & Small Cap Equity & Debt Fund	12.0	16.0	23.8	–	0.89	1108
9	Baroda BNP Paribas Aggressive Hybrid Fund	14.9	14.8	16.8	–	0.58	1184
10	Baroda BNP Paribas Retirement Fund	–	–	–	–	0.30	357
11	Canara Robeco Equity Hybrid Fund	12.2	12.3	15.8	12.8	0.64	10747
12	DSP Aggressive Hybrid Fund	16.3	13.9	16.0	13.1	0.71	10,306
13	Edelweiss Aggressive Hybrid Fund	15.6	17.5	19.1	13.1	0.36	2363
14	Franklin India Equity Hybrid Fund	13.2	14.5	16.7	12.2	1.01	2078
15	HDFC Children’s Gift Fund	10.5	15.9	18.4	13.7	0.94	9944
16	HDFC Hybrid Equity Fund	9.7	12.4	15.8	12.3	1.05	23912
17	HDFC Retirement Savings Fund – Hybrid Equity Plan	10.0	15.0	17.3	–	0.96	1581
18	HSBC Aggressive Hybrid Fund	12.9	12.7	14.7	11.6	0.83	5728
19	ICICI Prudential Child Care Fund – Gift Plan	12.3	16.1	16.2	12.0	1.49	1305
20	ICICI Prudential Equity & Debt Fund	13.5	17.8	21.8	15.5	1.02	39770
21	ICICI Prudential Retirement Fund – Hybrid Aggressive Plan	15.4	17.9	18.9	–	0.94	747
22	Invesco India Aggressive Hybrid Fund	20.7	16.2	15.9	–	0.81	598
23	JM Aggressive Hybrid Fund	13.0	21.1	24.2	12.7	0.71	763
24	Kotak Equity Hybrid Fund	16.9	15.0	18.1	13.5	0.50	6913
25	LIC MF Aggressive Hybrid Fund	11.7	11.0	11.9	9.1	1.41	529
26	LIC MF Unit Linked Insurance Schemes	11.7	10.0	12.5	9.9	1.29	490
27	Mahindra Manulife Aggressive Hybrid Fund	16.0	16.1	19.8	–	0.52	1522
28	Mirae Asset Aggressive Hybrid Fund	11.4	12.2	15.5	–	0.36	8893
29	Navi Aggressive Hybrid Fund	12.4	13.2	14.2	–	0.42	120
30	Nippon India Equity Hybrid Fund	11.2	14.5	13.3	10.2	1.12	3844
31	PGIM India Hybrid Equity Fund	14.5	11.3	13.5	9.4	0.77	211
32	Quant Absolute Fund	3.8	14.3	23.9	15.0	0.69	2115
33	SBI Equity Hybrid Fund	13.3	11.7	14.0	12.0	0.73	71636
34	SBI Magnum Children’s Benefit Fund – Investment Plan	27.8	20.5	–	–	0.81	3245
35	SBI Retirement Benefit Fund – Aggressive Hybrid Plan	9.2	13.4	–	–	1.06	1501
36	Sundaram Aggressive Hybrid Fund	11.9	12.4	15.2	11.7	0.82	5544
37	Tata Hybrid Equity Fund	11.3	12.1	14.9	10.6	1.01	4099
38	Tata Retirement Savings Fund – Moderate Plan	15.0	14.1	15.3	13.2	0.63	2182
39	Union Aggressive Hybrid Fund	9.8	11.6	–	–	1.29	637
40	UTI Aggressive Hybrid Fund	15.8	16.0	18.6	12.2	1.23	6099
	Hybrid: Balanced Hyrid Fund Scoreboard
41	360 ONE Balanced Hybrid Fund	13.8	–	–	–	0.60	864
42	Franklin India Pension Fund	10.4	10.0	10.0	8.7	1.51	517
43	UTI Children’s Hybrid Fund	9.3	8.2	10.5	8.4	1.54	4526
44	UTI Retirement Fund	12.7	12.0	13.8	9.8	1.03	4631
45	WhiteOak Capital Balanced Hybrid Fund	13.2	–	–	–	0.70	158
	Hybrid: Conservative Hybrid Fund Scoreboard
46	Aditya Birla Sun Life Regular Savings Fund	10.1	9.1	10.5	9.1	1.02	1411
47	Axis Conservative Hybrid Fund	9.2	7.1	9.3	7.9	0.96	292
48	Bandhan Conservative Hybrid Fund	8.8	6.8	7.2	7.4	0.99	118
49	Baroda BNP Paribas Conservative Hybrid Fund	9.2	8.9	8.9	8.8	0.61	749
50	Canara Robeco Conservative Hybrid Fund	9.7	8.4	10.0	8.8	0.73	952
51	DSP Regular Savings Fund	11.0	9.0	9.5	7.9	0.50	179
52	Franklin India Debt Hybrid Fund	10.0	9.2	8.7	8.0	0.69	224
53	HDFC Hybrid Debt Fund	9.2	10.3	11.1	9.0	1.19	3308
54	HDFC Retirement Savings Fund – Hybrid Debt Plan	9.1	9.4	9.7	–	1.02	160
55	HSBC Conservative Hybrid Fund	12.6	8.9	9.3	7.9	1.34	147
56	ICICI Prudential Income Optimizer Fund (FOF)	12.3	11.9	11.3	8.8	0.41	269
57	ICICI Prudential Regular Savings Fund	10.9	9.7	10.4	9.9	0.97	3173
58	Kotak Debt Hybrid Fund	10.6	10.9	12.6	10.6	0.45	3057
59	Nippon India Hybrid Bond Fund	8.6	8.4	6.3	5.9	1.12	827
60	Nippon India Retirement Fund – Income Generation Scheme	10.3	9.1	8.8	–	0.97	156
61	Parag Parikh Conservative Hybrid Fund	11.4	11.5	–	–	0.35	2347
62	SBI Conservative Hybrid Fund	9.4	9.7	11.3	9.6	1.05	9915
63	SBI Magnum Children’s Benefit Fund – Savings Plan	14.2	11.7	13.5	11.9	0.85	123
64	SBI Retirement Benefit Fund – Conservative Hybrid Plan	8.6	10.1	–	–	1.18	272
65	SBI Retirement Benefit Fund – Conservative Plan	8.8	8.9	–	–	0.92	177
66	Tata Retirement Savings Fund – Conservative Plan	8.9	8.2	8.9	9.0	0.97	174
67	UTI Conservative Hybrid Fund	11.5	9.2	10.8	8.7	1.18	1642
	Hybrid: Equity Savings Fund Scoreboard
68	Aditya Birla Sun Life Equity Savings Fund	8.5	7.2	9.0	8.4	0.62	635
69	Axis Equity Savings Fund	10.3	9.8	11.0	–	1.01	994
70	Bandhan Equity Savings Fund	8.6	7.7	8.8	7.6	0.19	255
71	Baroda BNP Paribas Equity Savings Fund	10.0	9.9	9.9	–	1.31	254
72	DSP Equity Savings Fund	12.6	10.0	10.9	–	0.43	2323
73	Edelweiss Equity Savings Fund	12.0	10.6	11.6	9.5	0.60	561
74	Franklin India Equity Savings Fund	8.8	8.2	10.0	–	0.39	703
75	HDFC Equity Savings Fund	8.7	10.2	11.9	10.3	0.91	5580
76	HSBC Equity Savings Fund	13.8	12.2	12.8	9.3	0.61	646
77	ICICI Prudential Equity Savings Fund	8.7	8.8	8.5	8.5	0.50	12555
78	Invesco India Equity Savings Fund	13.9	10.8	10.6	–	0.71	374
79	Kotak Equity Savings Fund	10.1	11.6	11.9	10.0	0.65	8177
80	Mahindra Manulife Equity Savings Fund	8.1	9.7	12.6	–	0.73	574
81	Mirae Asset Equity Savings Fund	10.3	10.4	12.5	–	0.31	1361
82	Nippon India Equity Savings Fund	7.9	8.6	6.6	–	0.74	707
83	SBI Equity Savings Fund	8.0	10.0	11.2	–	0.88	5870
84	Sundaram Equity Savings Fund	12.9	11.8	12.2	9.6	0.75	1051
85	Tata Equity Savings Fund	10.6	9.6	10.2	8.1	0.50	233
86	Union Equity Savings Fund	6.7	7.5	8.6	–	1.43	138
87	UTI Equity Savings Fund	9.4	11.0	12.0	–	0.60	659
	Hybrid: Arbitrage Fund Scoreboard
88	Aditya Birla Sun Life Arbitrage Fund	8.1	7.1	6.0	6.5	0.29	14115
89	Axis Arbitrage Fund	8.0	7.0	6.1	6.6	0.33	5913
90	Bajaj Finserv Arbitrage Fund	7.5	–	–	–	0.27	968
91	Bandhan Arbitrage Fund	8.1	7.1	6.0	6.5	0.37	7724
92	Baroda BNP Paribas Arbitrage Fund	8.0	6.9	6.0	–	0.38	1358
93	DSP Arbitrage Fund	7.9	7.0	5.9	–	0.35	6132
94	Edelweiss Arbitrage Fund	8.2	7.2	6.3	6.7	0.39	12136
95	Franklin India Arbitrage Fund					0.30	172
96	HDFC Arbitrage Fund – Wholesale	8.0	7.0	5.8	6.3	0.41	16867
97	HSBC Arbitrage Fund	7.8	6.9	6.0	6.5	0.25	2423
98	ICICI Prudential Equity Arbitrage Fund	8.0	7.0	6.0	6.5	0.39	24369
99	Invesco India Arbitrage Fund	8.1	7.5	6.3	6.6	0.39	18910
100	JM Arbitrage Fund	7.7	6.7	5.2	5.8	0.40	195
101	Kotak Equity Arbitrage Fund	8.2	7.3	6.2	6.6	0.43	54913
102	LIC MF Arbitrage Fund	7.7	6.8	5.7	–	0.34	310
103	Mahindra Manulife Arbitrage Fund	6.8	6.0			0.42	110
104	Mirae Asset Arbitrage Fund	8.1	7.1	–	–	0.15	2931
105	Motilal Oswal Arbitrage Fund					0.11	306
106	Nippon India Arbitrage Fund	8.0	7.1	6.1	6.6	0.38	14739
107	NJ Arbitrage Fund	7.4	–	–	–	0.27	327
108	Parag Parikh Arbitrage Fund	7.6	–	–	–	0.30	1158
109	PGIM India Arbitrage Fund	7.6	6.6	5.7	6.3	0.37	87
110	SBI Arbitrage Opportunities Fund	7.9	7.1	5.9	6.3	0.41	31141
111	Sundaram Arbitrage Fund	7.7	6.6	5.6	–	0.27	234
112	Tata Arbitrage Fund	8.2	7.1	6.3	–	0.30	12675
113	Union Arbitrage Fund	8.0	6.8	5.8	–	0.41	223
114	UTI Arbitrage Fund	8.1	7.0	6.0	6.5	0.28	6695
115	WhiteOak Capital Arbitrage Fund					0.40	152
	Hybrid: Dynamic Asset Allocation Fund Scoreboard
116	Aditya Birla Sun Life Balanced Advantage Fund	12.3	12.2	13.4	11.2	0.75	7305
117	Axis Balanced Advantage Fund	16.4	13.5	13.4	–	0.83	2634
118	Axis Retirement Savings Fund – Dynamic Plan	18.5	12.7	15.0	–	1.18	375
119	Bajaj Finserv Balanced Advantage Fund	7.0	–	–	–	0.56	1294
120	Bandhan Balanced Advantage Fund	11.7	10.0	11.5	9.3	0.77	2273
121	Bank of India Balanced Advantage Fund	4.4	13.9	11.2	7.5	1.36	133
122	Baroda BNP Paribas Balanced Advantage Fund	11.5	13.4	16.4	–	0.77	4221
123	Canara Robeco Balanced Advantage Fund					0.73	1483
124	DSP Dynamic Asset Allocation Fund	12.8	11.1	11.3	9.8	0.72	3179
125	Edelweiss Balanced Advantage Fund	10.5	11.7	15.4	11.3	0.52	12428
126	Franklin India Balanced Advantage Fund	12.5	–	–	–	0.46	2483
127	Franklin India Dynamic Asset Allocation Fund of Funds	10.0	13.6	14.0	10.8	1.18	1305
128	HDFC Balanced Advantage Fund	10.8	20.3	20.4	13.9	0.78	95521
129	Helios Balanced Advantage Fund	–	–	–	–	0.73	278
130	HSBC Balanced Advantage Fund	11.3	12.0	11.7	8.7	0.78	1528
131	ICICI Prudential Balanced Advantage Fund	11.4	12.5	13.3	11.6	0.92	60434
132	Invesco India Balanced Advantage Fund	13.1	13.3	12.9	10.5	0.80	945
133	ITI Balanced Advantage Fund	8.9	9.9	8.2	–	0.63	388
134	Kotak Balanced Advantage Fund	13.0	12.0	12.9	–	0.58	16937
135	LIC MF Balanced Advantage Fund	12.1	11.2	–	–	0.80	792
136	Mahindra Manulife Balanced Advantage Fund	8.7	13.0	–	–	0.58	908
137	Mirae Asset Balanced Advantage Fund	10.0	–	–	–	0.68	1779
138	Motilal Oswal Balance Advantage Fund	-2.5	8.3	9.0	–	0.99	1114
139	Nippon India Balanced Advantage Fund	11.6	12.8	13.5	10.6	0.58	8808
140	NJ Balanced Advantage Fund	6.4	11.9	–	–	0.64	3945
141	Parag Parikh Dynamic Asset Allocation Fund	–	–	–	–	0.34	1529
142	PGIM India Balanced Advantage Fund	10.2	10.2	–	–	0.47	1006
143	Quant Dynamic Asset Allocation Fund	9.1	–	–	–	0.68	1310
144	Samco Dynamic Asset Allocation Fund	4.3	–	–	–	0.80	613
145	SBI Balanced Advantage Fund	10.9	13.8	–	–	0.69	33202
146	Sundaram Balanced Advantage Fund	10.3	11.4	14.9	10.2	0.70	1533
147	Tata Balanced Advantage Fund	8.9	12.0	14.3	–	0.43	10217
148	Union Balanced Advantage Fund	7.5	9.9	12.5	–	0.95	1431
149	UTI Balanced Advantage Fund	11.8	–	–	–	0.71	2961
150	UTI Unit Linked Insurance Plan	12.3	7.7	10.1	8.3	0.99	5434
151	WhiteOak Capital Balanced Advantage Fund	15.2	–	–	–	0.53	1330
	Hybrid: Multi Asset Allocation Fund Scoreboard
152	Aditya Birla Sun Life Asset Allocator FoF	12.9	14.2	16.2	11.8	0.27	187
153	Aditya Birla Sun Life Financial Planning FoF – Aggressive Plan	11.8	14.6	16.7	12.5	0.42	215
154	Aditya Birla Sun Life Multi Asset Allocation Fund	15.5	–	–	–	0.60	3691
155	Axis Multi Asset Allocation Fund	15.3	8.7	13.1	10.6	1.07	1273
156	Bajaj Finserv Multi Asset Allocation Fund					0.53	1103
157	Bandhan Multi Asset Allocation Fund	–	–	–	–	0.47	1814
158	Bank of India Multi Asset Allocation Fund	–	–	–	–	0.92	344
159	Baroda BNP Paribas Multi Asset Fund	13.7	–	–	–	1.04	1172
160	DSP Multi Asset Allocation Fund	16.0	–	–	–	0.34	2445
161	Edelweiss Multi Asset Allocation Fund	8.3	–	–	–	0.41	1436
162	HDFC Asset Allocator FoF	13.5	15.4	–	–	0.10	3393
163	HDFC Multi Asset Fund	12.9	13.5	15.7	11.4	0.79	3844
164	HSBC Multi Asset Allocation Fund	–	–	–	–	0.51	2226
165	ICICI Prudential Asset Allocator Fund (FOF)	13.1	14.2	15.2	12.1	0.28	23680
166	ICICI Prudential Multi Asset Fund	16.9	18.9	21.6	14.7	0.70	51027
167	ICICI Prudential Passive Multi-Asset FoF	13.3	12.0	–	–	0.22	1095
168	Invesco India Multi Asset Allocation Fund					0.45	300
169	Kotak Multi Asset Allocation Fund	14.0	–	–	–	0.41	7679
170	Kotak Multi Asset Allocator FoF – Dynamic	16.1	18.4	20.6	14.8	0.35	1632
171	Mahindra Manulife Multi Asset Allocation Fund		–	–	–	0.39	551
172	Mirae Asset Multi Asset Allocation Fund	–	–	–	–	0.41	1782
173	Motilal Oswal Multi Asset Fund	-4.9	4.7			0.90	102
174	Nippon India Asset Allocator FoF	15.7	18.0	–	–	0.90	102
175	Nippon India Multi Asset Allocation Fund	17.1	16.4	–	–	0.30	4850
176	Quant Multi Asset Fund	15.9	19.8	28.2	17.4	0.61	3201
177	Samco Multi Asset Allocation Fund					0.34	174
178	SBI Multi Asset Allocation Fund	12.3	15.1	14.6	11.7	0.53	6983
179	Shriram Multi Asset Allocation Fund	1.9	–	–	–	0.55	154
180	Sundaram Multi Asset Allocation Fund	13.9	–	–	–	0.51	2429
181	Tata Multi Asset Opportunities Fund	12.1	14.1	–	–	0.48	3490
182	Union Multi Asset Allocation Fund					1.04	858
183	UTI Multi Asset Allocation Fund	17.0	18.2	15.9	10.0	0.41	4963
184	Whiteoak Capital Multi Asset Allocation	19.5	–	–	–	0.61	1149

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Fund Scoreboard

Funds: