Top 10 Equity Savings funds by 5-year CAGR
All 24 Regular-plan Equity Savings schemes in AMFI’s data with a current NAV, ranked by 5-year CAGR. The table also shows shorter and longer returns, volatility, the deepest fall in five years and the Sharpe ratio, so one number is not read in isolation.
Ranked among 18 Regular-plan Equity Savings schemes with enough history (6 newer schemes left out) · Growth option · data as of 28 Oct 2026.
| # | Scheme | Category | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Edelweiss Equity Savings Fund Edelweiss | Equity Savings | 8.0% | 4.1% | 9.8% | 4.4% | −5.5% | 0.74 | Moderate | ₹1,748 Cr |
| 2 | Kotak Equity Savings Fund Kotak Mahindra | Equity Savings | 7.9% | −0.9% | 8.2% | 6.4% | −6.2% | 0.26 | Moderately High | ₹10,189 Cr |
| 3 | Mirae Asset Equity Savings Fund Mirae Asset | Equity Savings | 7.5% | 1.4% | 8.8% | 6.4% | −7.3% | 0.36 | Moderately High | ₹1,967 Cr |
| 4 | SBI EQUITY SAVINGS FUND SBI | Equity Savings | 7.2% | 0.3% | 7.1% | 5.2% | −7.3% | 0.13 | High | ₹5,319 Cr |
| 5 | UTI - Equity Savings Fund UTI | Equity Savings | 7.1% | −0.9% | 6.9% | 5.1% | −5.3% | 0.08 | Moderately High | ₹792 Cr |
| 6 | ICICI Prudential Equity Savings Fund ICICI Prudential | Equity Savings | 6.7% | 1.0% | 6.3% | 2.9% | −3.3% | -0.07 | Low to Moderate | ₹14,295 Cr |
| 7 | HDFC Equity Savings Fund HDFC | Equity Savings | 6.7% | −1.0% | 7.1% | 5.4% | −5.6% | 0.11 | Moderately High | ₹5,468 Cr |
| 8 | Baroda BNP Paribas Equity Savings Fund Baroda BNP Paribas | Equity Savings | 6.7% | 0.3% | 7.9% | 6.2% | −6.5% | 0.22 | Moderately High | ₹267 Cr |
| 9 | DSP Equity Savings Fund DSP | Equity Savings | 6.5% | −0.9% | 7.2% | 4.0% | −4.6% | 0.19 | Moderately High | ₹2,995 Cr |
| 10 | Mahindra Manulife Equity Savings Fund Mahindra Manulife | Equity Savings | 6.1% | 0.7% | 7.4% | 5.6% | −8.6% | 0.15 | Moderately High | ₹514 Cr |
| Category median | 6.3% | 0.6% | 7.1% | 5.2% | −6.2% | 0.11 | ||||
Regular plans, Growth option. Returns are after expenses (TER is deducted from NAV). MFIC calculates returns, volatility, drawdown and Sharpe from AMFI NAVs; benchmark excess, riskometer and AUM are as published by AMFI. Schemes without enough history for the measure are left out, not estimated.
How to read this list
Is #1 the best fund to buy?
No. A “Top 5” or “Top 10” place means highest or lowest on this one historical measure. Past performance is not indicative of future performance, and a ranking does not consider your goals, time horizon, taxes or existing portfolio.
Why compare several columns?
A high return with a deep fall or high volatility is a different experience from a steadier path to a similar return. Use the dashboard to rank by consistency, risk-adjusted return, SIP returns or your own weights.
Where does the data come from?
Daily NAVs and published returns from AMFI; scheme details from Scheme Summary Documents. Full methodology is on the MFIC Intelligence methodology section.
More rankings
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Past performance is not indicative of future performance. MFIC rankings are based on historical data and selected criteria and should not be interpreted as a guarantee of future performance. Integrato Financial Services Private Limited is an AMFI-registered Mutual Fund Distributor (ARN-173155), not a SEBI-registered Investment Adviser; this page is analytical and educational and is not investment advice.