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Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

197 funds

ordered by size · showing 1–50

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
HDFC Balanced Advantage Fund
HDFC Asset Management Company Limited
Dynamic Asset Allocation or Balanced Advantage ₹562.16
21 Sep 2026
−0.5% 11.4% ₹1.08 lakh Cr 0.78%
Regular 1.31%
beat peers in 86% of 3-yr windows109 windows
SBI AGGRESSIVE HYBRID FUND
SBI Funds Management Limited · R Srinivasan, since ≥ Jun 2026
Aggressive Hybrid ₹346.00
21 Sep 2026
2.3% 12.0% ₹88,060 Cr 0.75%
Regular 1.40%
beat peers in 60% of 3-yr windows109 windows
ICICI Prudential Multi Asset Allocation Fund
ICICI Prudential Asset Management Company Limited · Gaurav Chikane, since Apr 2021
Multi Asset Allocation ₹891.37
18 Sep 2026
3.5% 14.4% ₹87,933 Cr 0.84%
Regular 1.42%
beat peers in 84% of 3-yr windows109 windows
ICICI Prudential Balanced Advantage Fund
ICICI Prudential Asset Management Company Limited · Manish Banthia, since Nov 2009
Dynamic Asset Allocation or Balanced Advantage ₹87.71
21 Sep 2026
3.9% 11.3% ₹75,356 Cr 1.04%
Regular 1.57%
beat peers in 86% of 3-yr windows109 windows
Kotak Arbitrage Fund
Kotak Mahindra Asset Management Company Limited.
Arbitrage ₹43.28
21 Sep 2026
6.8% 7.5% ₹70,955 Cr 2.32%
Regular 2.92%
beat peers in 100% of 3-yr windows109 windows
ICICI Prudential Aggressive Hybrid Fund
ICICI Prudential Asset Management Company Limited · Manish Banthia, since Sep 2013
Aggressive Hybrid ₹448.42
21 Sep 2026
0.2% 13.3% ₹52,683 Cr 1.06%
Regular 1.60%
beat peers in 90% of 3-yr windows109 windows
SBI Balanced Advantage Fund
SBI Funds Management Limited · Dinesh Balachandran, since ≥ Jun 2026
Dynamic Asset Allocation or Balanced Advantage ₹16.45
21 Sep 2026
2.3% 9.8% ₹42,245 Cr 0.89%
Regular 1.66%
beat peers in 100% of 3-yr windows25 windows — thin record
SBI Arbitrage Fund
SBI Funds Management Limited · Ardhendu Bhattacharya, since ≥ Jun 2026
Arbitrage 6.5% 7.3% ₹38,447 Cr 1.48%
Regular 1.99%
beat peers in 38% of 3-yr windows109 windows
ICICI Prudential Arbitrage Fund
ICICI Prudential Asset Management Company Limited · Nikhil Kabra, since Dec 2020
Arbitrage ₹39.72
21 Sep 2026
6.7% 7.3% ₹34,536 Cr 1.63%
Regular 2.16%
beat peers in 100% of 3-yr windows109 windows
ADITYA BIRLA SUN LIFE ARBITRAGE FUND
Aditya Birla Sun Life AMC Limited · Krina Mehta, since ≥ Mar 2026
Arbitrage ₹30.96
21 Sep 2026
6.8% 7.5% ₹26,997 Cr 1.24%
Regular 1.95%
beat peers in 100% of 3-yr windows109 windows
HDFC Arbitrage Fund
HDFC Asset Management Company Limited
Arbitrage ₹21.77
21 Sep 2026
6.7% 7.3% ₹25,229 Cr 1.50%
Regular 2.09%
beat peers in 28% of 3-yr windows109 windows
Tata Arbitrage Fund
Tata Asset Management Limited · Sailesh Jain, since ≥ May 2025
Arbitrage ₹16.35
21 Sep 2026
6.8% 7.5% ₹24,426 Cr 1.61%
Regular 2.29%
beat peers in 100% of 3-yr windows58 windows
Invesco India Arbitrage Fund
Invesco Asset Management (India) Private Limited · Deepak Gupta, since ≥ Jul 2026
Arbitrage ₹37.34
21 Sep 2026
6.9% 7.5% ₹24,108 Cr 2.25%
Regular 2.91%
beat peers in 93% of 3-yr windows109 windows
HDFC Aggressive Hybrid Fund
HDFC Asset Management Company Limited
Aggressive Hybrid ₹123.24
21 Sep 2026
−4.5% 6.5% ₹22,488 Cr 1.10%
Regular 1.69%
beat peers in 28% of 3-yr windows109 windows
SBI MULTI ASSET ALLOCATION FUND
SBI Funds Management Limited · Dinesh Balachandran, since ≥ Jun 2026
Multi Asset Allocation ₹74.71
21 Sep 2026
10.2% 15.2% ₹18,225 Cr 0.68%
Regular 1.41%
beat peers in 23% of 3-yr windows43 windows
Kotak Balanced Advantage Fund
Kotak Mahindra Asset Management Company Limited.
Dynamic Asset Allocation or Balanced Advantage ₹23.00
21 Sep 2026
2.3% 9.7% ₹17,125 Cr 0.83%
Regular 1.89%
beat peers in 32% of 3-yr windows62 windows
Nippon India Arbitrage Fund
Nippon Life India Asset Management Limited · Rohit Hashmukh Shah, since Apr 2024
Arbitrage ₹30.99
21 Sep 2026
6.8% 7.3% ₹16,560 Cr 1.34%
Regular 2.03%
beat peers in 100% of 3-yr windows109 windows
ICICI Prudential Equity Savings Fund
ICICI Prudential Asset Management Company Limited · Manish Banthia, since Dec 2014
Equity Savings ₹25.15
21 Sep 2026
2.6% 6.8% ₹15,983 Cr 1.13%
Regular 1.60%
beat peers in 42% of 3-yr windows106 windows
Nippon India Multi Asset Allocation Fund
Nippon Life India Asset Management Limited · Kinjal Desai, since Aug 2020
Multi Asset Allocation ₹27.11
18 Sep 2026
11.5% 19.4% ₹15,774 Cr 0.47%
Regular 1.44%
beat peers in 76% of 3-yr windows38 windows
Edelweiss Arbitrage Fund
Edelweiss Asset Management Limited
Arbitrage ₹22.47
21 Sep 2026
6.7% 7.4% ₹14,863 Cr 1.58%
Regular 2.25%
beat peers in 100% of 3-yr windows109 windows
Kotak Multi Asset Allocation Fund
Kotak Mahindra Asset Management Company Limited.
Multi Asset Allocation ₹16.56
18 Sep 2026
14.7% 18.4% ₹13,629 Cr 0.64%
Regular 1.77%
not measured
Edelweiss Balanced Advantage Fund
Edelweiss Asset Management Limited
Dynamic Asset Allocation or Balanced Advantage ₹60.85
21 Sep 2026
4.3% 10.8% ₹12,896 Cr 0.80%
Regular 1.91%
beat peers in 70% of 3-yr windows109 windows
DSP Aggressive Hybrid Fund
DSP Asset Managers Private Limited · Abhishek Singh, since ≥ Jul 2025
Aggressive Hybrid ₹391.31
21 Sep 2026
−3.5% 10.1% ₹11,865 Cr 0.79%
Regular 1.84%
beat peers in 68% of 3-yr windows109 windows
Canara Robeco Aggressive Hybrid Fund
Canara Robeco Asset Management Company Limited · Avnish Jain, since ≥ Aug 2025
Aggressive Hybrid ₹417.44
21 Sep 2026
1.0% 11.0% ₹11,396 Cr 0.69%
Regular 1.80%
beat peers in 60% of 3-yr windows109 windows
UTI - Arbitrage Fund
UTI Asset Mgmt. Co. Ltd. · Amit Sharma, since Jul 2018
Arbitrage ₹40.27
21 Sep 2026
6.7% 7.4% ₹11,322 Cr 1.25%
Regular 1.80%
beat peers in 98% of 3-yr windows109 windows
DSP Multi Asset Allocation Fund
DSP Asset Managers Private Limited · Aparna Karnik, since ≥ Jul 2025
Multi Asset Allocation ₹16.64
18 Sep 2026
12.7% 18.7% ₹10,882 Cr 0.63%
Regular 1.59%
beat peers in 100% of 3-yr windows1 windows — thin record
SBI CONSERVATIVE HYBRID FUND
SBI Funds Management Limited · Mansi Sajeja, since ≥ Jun 2026
Conservative Hybrid ₹84.10
21 Sep 2026
5.0% 8.4% ₹10,210 Cr 0.98%
Regular 1.49%
beat peers in 75% of 3-yr windows109 windows
Kotak Equity Savings Fund
Kotak Mahindra Asset Management Company Limited.
Equity Savings ₹30.62
21 Sep 2026
4.1% 10.3% ₹10,023 Cr 1.07%
Regular 2.11%
beat peers in 85% of 3-yr windows108 windows
Axis Arbitrage Fund
Axis Asset Management Co. Ltd.
Arbitrage ₹21.94
21 Sep 2026
6.7% 7.4% ₹9,735 Cr 1.41%
Regular 2.10%
beat peers in 100% of 3-yr windows109 windows
Nippon India Balanced Advantage Fund
Nippon Life India Asset Management Limited · Sushil Budhia, since Mar 2021
Dynamic Asset Allocation or Balanced Advantage ₹209.46
21 Sep 2026
2.8% 10.8% ₹9,674 Cr 0.88%
Regular 1.98%
beat peers in 71% of 3-yr windows109 windows
Aditya Birla Sun Life Balanced Advantage Fund
Aditya Birla Sun Life AMC Limited · Harish Krishnan, since ≥ Mar 2026
Dynamic Asset Allocation or Balanced Advantage ₹129.48
21 Sep 2026
6.1% 11.9% ₹9,658 Cr 0.89%
Regular 1.95%
beat peers in 71% of 3-yr windows108 windows
Mirae Asset Aggressive Hybrid Fund
Mirae Asset Investment Managers (India) Pvt. Ltd · Harshad Borawake, since Apr 2020
Aggressive Hybrid ₹39.20
21 Sep 2026
3.1% 11.2% ₹9,493 Cr 0.62%
Regular 1.93%
beat peers in 63% of 3-yr windows99 windows
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Sundaram Asset Management Company Ltd · : Bharath S, since ≥ Sep 2024
Aggressive Hybrid ₹184.74
21 Sep 2026
−0.9% 9.5% ₹9,048 Cr 1.16%
Regular 2.15%
beat peers in 0% of 3-yr windows21 windows — thin record
Tata Balanced Advantage Fund
Tata Asset Management Limited · Amit Somani, since ≥ Jun 2026
Dynamic Asset Allocation or Balanced Advantage ₹23.25
21 Sep 2026
1.8% 8.5% ₹8,837 Cr 0.70%
Regular 1.87%
beat peers in 54% of 3-yr windows57 windows
Kotak Aggressive Hybrid Fund
Kotak Mahindra Asset Management Company Limited.
Aggressive Hybrid ₹77.11
21 Sep 2026
2.7% 13.0% ₹8,650 Cr 0.65%
Regular 1.90%
beat peers in 87% of 3-yr windows107 windows
WhiteOak Capital Multi Asset Allocation Fund
WhiteOak Capital Asset Management Limited · Piyush Baranwal, since May 2023
Multi Asset Allocation ₹16.73
18 Sep 2026
11.5% 17.0% ₹8,562 Cr 0.64%
Regular 1.67%
beat peers in 80% of 3-yr windows5 windows — thin record
BANDHAN Arbitrage Fund
Bandhan AMC Limited · Harshal Joshi, since ≥ Feb 2023
Arbitrage ₹37.86
21 Sep 2026
6.5% 7.3% ₹8,011 Cr 1.67%
Regular 2.39%
beat peers in 89% of 3-yr windows109 windows
Aditya Birla Sun Life Aggressive Hybrid Fund
Aditya Birla Sun Life AMC Limited · Chanchal Khandelwal, since ≥ Mar 2026
Aggressive Hybrid ₹1,724.17
21 Sep 2026
−0.2% 10.0% ₹7,145 Cr 1.16%
Regular 1.89%
beat peers in 17% of 3-yr windows109 windows
Aditya Birla Sun Life Multi Asset Allocation Fund
Aditya Birla Sun Life AMC Limited · Bhupesh Bameta, since ≥ Apr 2026
Multi Asset Allocation ₹17.78
21 Sep 2026
11.6% 16.5% ₹7,139 Cr 0.67%
Regular 1.78%
beat peers in 88% of 3-yr windows8 windows — thin record
UTI Multi Asset Allocation Fund
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Nov 2021
Multi Asset Allocation ₹87.56
21 Sep 2026
4.0% 15.3% ₹6,957 Cr 0.89%
Regular 1.81%
beat peers in 30% of 3-yr windows109 windows
DSP Arbitrage fund
DSP Asset Managers Private Limited · Kaivalya Nadkarni, since ≥ Jul 2025
Arbitrage ₹16.87
21 Sep 2026
6.5% 7.2% ₹6,744 Cr 1.17%
Regular 1.81%
beat peers in 43% of 3-yr windows69 windows
UTI Aggressive Hybrid Fund
UTI Asset Mgmt. Co. Ltd. · V Srivatsa, since Nov 2009
Aggressive Hybrid ₹434.56
21 Sep 2026
−0.2% 10.7% ₹6,711 Cr 1.31%
Regular 1.88%
beat peers in 55% of 3-yr windows109 windows
Quant Multi Asset Allocation Fund
quant Money Managers Limited · Ankit Pande, since ≥ Mar 2024
Multi Asset Allocation ₹181.38
21 Sep 2026
15.8% 22.6% ₹6,356 Cr 1.18%
Regular 2.32%
beat peers in 100% of 3-yr windows43 windows
HDFC Multi Asset Allocation Fund
HDFC Asset Management Company Limited
Multi Asset Allocation ₹84.16
21 Sep 2026
2.8% 12.0% ₹6,045 Cr 0.99%
Regular 1.99%
beat peers in 34% of 3-yr windows109 windows
HSBC Aggressive Hybrid Fund
HSBC Asset Management (India) Private Ltd. · Shriram Ramanathan, since May 2016
Aggressive Hybrid ₹68.64
21 Sep 2026
5.0% 13.8% ₹5,870 Cr 0.95%
Regular 1.96%
beat peers in 100% of 3-yr windows11 windows — thin record
HDFC Equity Savings Fund
HDFC Asset Management Company Limited
Equity Savings ₹76.47
21 Sep 2026
2.5% 8.3% ₹5,766 Cr 1.27%
Regular 2.17%
beat peers in 88% of 3-yr windows109 windows
SBI EQUITY SAVINGS FUND
SBI Funds Management Limited · Mohit jain, since ≥ Jun 2026
Equity Savings ₹27.46
21 Sep 2026
3.2% 8.1% ₹5,328 Cr 1.49%
Regular 2.03%
beat peers in 82% of 3-yr windows100 windows
Tata Multi Asset Allocation Fund
Tata Asset Management Limited · Murthy Nagarajan, since ≥ May 2025
Multi Asset Allocation ₹28.12
18 Sep 2026
6.8% 13.5% ₹5,206 Cr 0.65%
Regular 1.95%
beat peers in 19% of 3-yr windows43 windows
Baroda BNP Paribas Balanced Advantage Fund
Baroda BNP Paribas Asset Management India Private Limited · Neeraj Saxena, since ≥ Oct 2024
Dynamic Asset Allocation or Balanced Advantage ₹28.29
21 Sep 2026
5.5% 12.1% ₹5,076 Cr 0.92%
Regular 2.05%
beat peers in 100% of 3-yr windows59 windows
UTI - Unit Linked Insurance Plan
UTI Asset Mgmt. Co. Ltd. · Akash Shah, since Jan 2026
Dynamic Asset Allocation or Balanced Advantage 1.5% 7.8% ₹5,074 Cr 1.10%
Regular 1.59%
beat peers in 11% of 3-yr windows109 windows

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.