Fundalysisby DARKHORSESTOCKS

Scheme type · Hybrid · Sept 2026

Equity Savings

Every equity savings scheme, largest first.

Schemes: 24
Fund houses: 24
AUMDown by 3.1% on the month before: ₹51,811 Cr
In stocks: 66.7%
New this month: 0
Largest: ICICI Prudential Equity Savings Fund
Lead managers: 17
Median TER: 1.29%
Median 1y return: +2.3%
Beat benchmark (3y): 83.3%

ICICI Prudential Equity Savings Fund31.2%
Kotak Equity Savings Fund22.1%
HDFC Equity Savings Fund11.6%
SBI Equity Savings Fund11.3%
DSP Equity Savings Fund6.5%
Other17.2%

Fig. 1.AUM by scheme, Sept 2026.

Every scheme with its figures in Sept 2026. Click a column's header to sort by it.

ICICI Prudential Equity Savings Fund	ICICI	Sri Sharma	87	14,905	1.12%	73.8%	+1.9%	+6.7%	+7.2%	Dec '14	Sep '26
Kotak Equity Savings Fund	Kotak	Abhishek Bisen	100	10,566	1.09%	69.6%	+2.3%	+9.7%	+9.6%	Oct '14	Sep '26
HDFC Equity Savings Fund	HDFC	Anil Bamboli	87	5,533	1.29%	26.9%	+0.8%	+8.0%	+7.7%	Dec '15	Sep '26
SBI Equity Savings Fund	SBI	Neeraj Kumar	86	5,413	–	71.9%	+2.5%	+7.7%	+7.9%	Jul '18	Sep '26
DSP Equity Savings Fund	DSP	Abhishek Singh	59	3,087	1.10%	69.8%	+1.2%	+8.3%	+7.2%	Mar '16	Sep '26
Mirae Asset Equity Savings Fund	Mirae	Harshad Borawake	140	1,994	0.73%	64.9%	+3.7%	+9.7%	+8.6%	Dec '18	Sep '26
HSBC Equity Savings Fund	HSBC	Cheenu Gupta	95	1,558	1.66%	73.3%	+6.1%	+12.4%	+10.7%	Oct '15	Sep '26
Aditya Birla Sun Life Equity Savings Fund	Aditya Birla	Harshil Suvarnkar	98	1,116	0.44%	75.9%	+3.7%	+7.6%	+6.2%	Dec '14	Sep '26
Sundaram Equity Savings Fund	Sundaram	Clyton Richard Fernandes	62	943	1.33%	79.4%	−0.8%	+8.3%	+8.4%	Jan '19	Sep '26
Axis Equity Savings Fund	Axis	Hardik Shah	91	854	1.56%	71.0%	+2.9%	+8.9%	+7.3%	Aug '15	Sep '26
Nippon India Equity Savings Fund	Nippon	Sushil Budhia	52	744	0.95%	79.7%	+0.9%	+6.4%	+6.3%	Jun '15	Sep '26
WhiteOak Capital Equity Savings Fund	WhiteOak	Ramesh Mantri	123	271	–	74.3%	+5.1%	–	–	Mar '25	Sep '26
Invesco India Equity Savings Fund	INVESCO	Amey Sathe	43	269	0.79%	65.9%	−1.0%	+8.4%	+7.1%	Mar '19	Sep '26
Baroda BNP Paribas Equity Savings Fund	BNP	Neeraj Saxena	53	267	1.71%	67.0%	+2.9%	+8.9%	+7.9%	Mar '22	Sep '26
Union Equity Savings Fund	Union	Parijat Agrawal	–	114	2.11%	–	+2.1%	+6.6%	+5.8%	Oct '22	Aug '26
quant Equity Savings Fund	QUANT	–	21	59.9	–	73.5%	+7.0%	–	–	Aug '25	Sep '26
LIC MF Equity Savings Fund	LIC	Pratik Harish Shroff	58	38.7	2.33%	66.3%	+1.5%	+8.2%	+7.0%	Aug '18	Sep '26
Tata Equity Savings Fund	Tata	Murthy Nagarajan	–	–	–	–	–	–	–	Jul '15	Jan '26