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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 101–150

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Mahindra Manulife Multi Asset Allocation Fund
Mahindra Manulife Investment Management Pvt Ltd · Rahul Pal, since Mar 2024
Multi Asset Allocation ₹14.41
21 Sep 2026
12.3% ₹1,224 Cr 0.60%
Regular 1.90%
not measured
BARODA BNP PARIBAS ARBITRAGE FUND
Baroda BNP Paribas Asset Management India Private Limited · Neeraj Saxena, since ≥ Dec 2024
Arbitrage ₹18.28
21 Sep 2026
6.4% 7.3% ₹1,141 Cr 1.50%
Regular 2.27%
beat peers in 79% of 3-yr windows19 windows — thin record
Bajaj Finserv Balanced Advantage Fund
Bajaj Finserv Asset Management Limited · Nimesh Chandan, since ≥ Jun 2026
Dynamic Asset Allocation or Balanced Advantage ₹12.13
21 Sep 2026
3.7% ₹1,130 Cr 1.01%
Regular 2.61%
not measured
Aditya Birla Sun Life Equity Savings Fund
Aditya Birla Sun Life AMC Limited · Atul Penkar, since ≥ Mar 2026
Equity Savings ₹25.97
21 Sep 2026
4.9% 8.0% ₹1,118 Cr 1.21%
Regular 1.69%
beat peers in 42% of 3-yr windows106 windows
Canara Robeco Balanced Advantage Fund
Canara Robeco Asset Management Company Limited · Ennette Fernandes, since ≥ Aug 2025
Dynamic Asset Allocation or Balanced Advantage ₹10.46
21 Sep 2026
−0.8% ₹1,079 Cr 1.04%
Regular 2.39%
not measured
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
Sundaram Asset Management Company Ltd · Dwijendra Srivastava, since ≥ Sep 2024
Equity Savings ₹84.01
21 Sep 2026
1.6% 9.3% ₹1,036 Cr 1.34%
Regular 2.78%
beat peers in 100% of 3-yr windows21 windows — thin record
LIC MF Multi Asset Allocation Fund
LIC Mutual Fund Asset Management Limited · Pratik Shroff, since ≥ Feb 2026
Multi Asset Allocation ₹12.53
21 Sep 2026
6.6% ₹1,003 Cr 1.07%
Regular 2.38%
not measured
Union Multi Asset Allocation Fund
Union Asset Management Company Private Limited · Anindya Sarkar, since Aug 2024
Multi Asset Allocation ₹12.39
21 Sep 2026
10.4% ₹988 Cr 1.29%
Regular 2.41%
not measured
Nippon India Conservative Hybrid Fund (Existing number of Segregated Portfolios - 1)
Nippon Life India Asset Management Limited · Sushil Budhia, since Feb 2020
Conservative Hybrid ₹69.23
21 Sep 2026
6.8% 8.7% ₹962 Cr 1.00%
Regular 1.79%
beat peers in 28% of 3-yr windows109 windows
BARODA BNP PARIBAS CONSERVATIVE HYBRID FUND
Baroda BNP Paribas Asset Management India Private Limited · Gurvinder, since Dec 2024
Conservative Hybrid ₹57.67
21 Sep 2026
5.1% 8.6% ₹943 Cr 0.58%
Regular 2.10%
beat peers in 84% of 3-yr windows19 windows — thin record
Bajaj Finserv Arbitrage Fund
Bajaj Finserv Asset Management Limited · Ilesh Savla, since ≥ Jun 2026
Arbitrage ₹12.26
21 Sep 2026
6.6% 7.0% ₹924 Cr 1.34%
Regular 2.04%
beat peers in 0% of 3-yr windows1 windows — thin record
Mahindra Manulife Balanced Advantage Fund
Mahindra Manulife Investment Management Pvt Ltd · Fatema Pacha, since Dec 2021
Dynamic Asset Allocation or Balanced Advantage ₹16.12
21 Sep 2026
3.9% 11.4% ₹921 Cr 0.85%
Regular 2.42%
beat peers in 100% of 3-yr windows21 windows — thin record
quant Dynamic Asset Allocation Fund
quant Money Managers Limited · Ankit Pande, since ≥ Feb 2024
Dynamic Asset Allocation or Balanced Advantage ₹17.07
21 Sep 2026
−1.6% 14.0% ₹880 Cr 1.58%
Regular 3.04%
beat peers in 100% of 3-yr windows6 windows — thin record
Axis Equity Savings Fund
Axis Asset Management Co. Ltd.
Equity Savings ₹26.55
21 Sep 2026
4.7% 9.6% ₹867 Cr 1.57%
Regular 2.70%
beat peers in 8% of 3-yr windows62 windows
Canara Robeco Conservative Hybrid Fund
Canara Robeco Asset Management Company Limited · Amit Kadam, since ≥ Aug 2025
Conservative Hybrid ₹115.77
21 Sep 2026
3.0% 7.9% ₹852 Cr 0.76%
Regular 1.88%
beat peers in 50% of 3-yr windows109 windows
UTI - Equity Savings Fund
UTI Asset Mgmt. Co. Ltd. · V Srivatsa, since Aug 2018
Equity Savings ₹20.21
21 Sep 2026
3.2% 8.2% ₹849 Cr 1.04%
Regular 2.06%
beat peers in 53% of 3-yr windows62 windows
Nippon India Equity Savings Fund (Existing number of Segregated Portfolios - 2)
Nippon Life India Asset Management Limited · Sushil Budhia, since Feb 2020
Equity Savings ₹18.20
21 Sep 2026
2.5% 6.8% ₹838 Cr 0.95%
Regular 2.00%
beat peers in 12% of 3-yr windows100 windows
Invesco India Multi Asset Allocation Fund
Invesco Asset Management (India) Private Limited · Amey Sathe, since ≥ Jul 2026
Multi Asset Allocation ₹12.65
21 Sep 2026
11.6% ₹812 Cr 0.54%
Regular 1.68%
not measured
PGIM India Balanced Advantage Fund
PGIM India Asset Management Private Limite
Dynamic Asset Allocation or Balanced Advantage ₹16.35
21 Sep 2026
−2.6% 7.3% ₹805 Cr 0.92%
Regular 2.51%
beat peers in 0% of 3-yr windows32 windows — thin record
Invesco India Balanced Advantage Fund
Invesco Asset Management (India) Private Limited · Amey Sathe, since ≥ Jul 2026
Dynamic Asset Allocation or Balanced Advantage ₹62.73
21 Sep 2026
−2.7% 9.1% ₹802 Cr 1.16%
Regular 2.39%
beat peers in 50% of 3-yr windows109 windows
Union Aggressive Hybrid Fund
Union Asset Management Company Private Limited · Parijat Agrawal, since Nov 2020
Aggressive Hybrid ₹19.73
21 Sep 2026
2.7% 10.8% ₹752 Cr 1.63%
Regular 2.85%
beat peers in 0% of 3-yr windows34 windows — thin record
quant Arbitrage Fund
quant Money Managers Limited · Sameer Kate, since ≥ Aug 2025
Arbitrage ₹11.09
21 Sep 2026
7.6% ₹748 Cr 1.63%
Regular 2.28%
not measured
Motilal Oswal Balanced Advantage Fund
Motilal Oswal Asset Management Company Limited · Rakesh Shetty, since Nov 2025
Dynamic Asset Allocation or Balanced Advantage ₹22.10
21 Sep 2026
−3.0% 3.1% ₹743 Cr 1.63%
Regular 2.84%
beat peers in 13% of 3-yr windows85 windows
Invesco India Aggressive Hybrid Fund
Invesco Asset Management (India) Private Limited · Amey Sathe, since ≥ Jul 2026
Aggressive Hybrid ₹24.03
21 Sep 2026
−5.9% 11.1% ₹726 Cr 0.88%
Regular 2.39%
beat peers in 40% of 3-yr windows63 windows
360 ONE Balanced Hybrid Fund
360 ONE Asset Management Limited · Mayur Patel, since ≥ Feb 2024
Balanced Hybrid ₹13.81
21 Sep 2026
4.9% 11.3% ₹722 Cr 0.62%
Regular 2.19%
not measured
JM Aggressive Hybrid Fund
JM Financial Asset Management Limited · Ruchi Fozdar, since Oct 2024
Aggressive Hybrid ₹139.87
21 Sep 2026
0.1% 13.4% ₹706 Cr 0.74%
Regular 2.04%
beat peers in 53% of 3-yr windows109 windows
LIC MF Balanced Advantage Fund
LIC Mutual Fund Asset Management Limited · Rahul Singh, since Apr 2026
Dynamic Asset Allocation or Balanced Advantage ₹14.87
21 Sep 2026
1.6% 8.5% ₹694 Cr 1.52%
Regular 2.94%
beat peers in 0% of 3-yr windows23 windows — thin record
Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund)
Sundaram Asset Management Company Ltd · Dwijendra Srivastava, since ≥ Sep 2024
Arbitrage ₹16.48
21 Sep 2026
6.8% 7.3% ₹600 Cr 0.99%
Regular 1.71%
beat peers in 0% of 3-yr windows21 windows — thin record
Franklin India Equity Savings Fund
Franklin Templeton Asset Management (India) Private Limited
Equity Savings ₹18.77
21 Sep 2026
3.7% 7.4% ₹593 Cr 0.82%
Regular 1.61%
beat peers in 52% of 3-yr windows62 windows
JioBlackRock Arbitrage Fund
Jio BlackRock Asset Management Private Limited · Anand Shah, since Dec 2025
Arbitrage ₹10.53
21 Sep 2026
₹572 Cr 1.93%
Regular 3.53%
not measured
LIC MF Aggressive Hybrid Fund
LIC Mutual Fund Asset Management Limited · Pratik Shroff, since ≥ Feb 2026
Aggressive Hybrid ₹234.34
21 Sep 2026
3.7% 11.9% ₹554 Cr 1.74%
Regular 2.80%
beat peers in 11% of 3-yr windows109 windows
Mahindra Manulife Equity Savings Fund
Mahindra Manulife Investment Management Pvt Ltd · Rahul Pal, since Feb 2017
Equity Savings ₹25.67
21 Sep 2026
5.5% 9.5% ₹533 Cr 1.24%
Regular 2.79%
beat peers in 69% of 3-yr windows62 windows
360 ONE Multi Asset Allocation Fund
360 ONE Asset Management Limited · Equity & Commodities, since Aug 2025
Multi Asset Allocation ₹12.47
21 Sep 2026
18.8% ₹505 Cr 0.60%
Regular 2.17%
not measured
WhiteOak Capital Aggressive Hybrid Fund
WhiteOak Capital Asset Management Limited · Ashish Agrawal, since Jun 2026
Aggressive Hybrid ₹10.33
21 Sep 2026
₹499 Cr 1.35%
Regular 3.16%
not measured
JM Arbitrage Fund
JM Financial Asset Management Limited · Asit Bhandarkar, since Jul 2014
Arbitrage ₹37.42
21 Sep 2026
6.4% 7.0% ₹453 Cr 0.35%
Regular 0.91%
beat peers in 0% of 3-yr windows109 windows
Samco Multi Asset Allocation Fund
Samco Asset Management Private Limited
Multi Asset Allocation ₹12.60
18 Sep 2026
5.3% ₹405 Cr 2.25%
Regular 3.73%
not measured
BANDHAN EQUITY SAVINGS FUND
Bandhan AMC Limited · Harshal Joshi, since ≥ Feb 2023
Equity Savings ₹36.38
21 Sep 2026
4.0% 7.2% ₹400 Cr 0.65%
Regular 1.55%
beat peers in 6% of 3-yr windows109 windows
Groww Multi Asset Allocation Fund
Groww Asset Management Limited · Kaustubh Sule, since Oct 2025
Multi Asset Allocation ₹10.33
21 Sep 2026
3.3% ₹391 Cr 1.01%
Regular 2.66%
not measured
Bank of India Multi Asset Allocation Fund
Bank of India Investment Managers Private Limited · Mithraem Bharucha, since Mar 2024
Multi Asset Allocation ₹13.10
21 Sep 2026
11.0% ₹375 Cr 1.11%
Regular 2.26%
not measured
ITI Balanced Advantage Fund
ITI Asset Management Limited · Laukik Bagwe, since Oct 2025
Dynamic Asset Allocation or Balanced Advantage ₹16.45
21 Sep 2026
0.2% 9.8% ₹354 Cr 1.60%
Regular 3.25%
beat peers in 18% of 3-yr windows45 windows
LIC MF Arbitrage Fund
LIC Mutual Fund Asset Management Limited · Pratik Shroff, since ≥ Feb 2026
Arbitrage ₹15.60
21 Sep 2026
6.7% 7.1% ₹313 Cr 1.09%
Regular 1.67%
beat peers in 0% of 3-yr windows57 windows
WhiteOak Capital Balanced Hybrid Fund
WhiteOak Capital Asset Management Limited · Piyush Baranwal, since Oct 2023
Balanced Hybrid ₹13.84
21 Sep 2026
2.8% ₹300 Cr 0.71%
Regular 2.26%
not measured
Helios Balanced Advantage Fund
Helios Capital Asset Management (India) Pvt. Ltd. · Alok Bahl, since Mar 2024
Dynamic Asset Allocation or Balanced Advantage ₹11.95
21 Sep 2026
2.5% ₹292 Cr 1.30%
Regular 2.82%
not measured
Baroda BNP Paribas Equity Savings Fund
Baroda BNP Paribas Asset Management India Private Limited · Neeraj Saxena, since ≥ Oct 2024
Equity Savings ₹18.72
21 Sep 2026
4.8% 9.5% ₹283 Cr 1.68%
Regular 2.81%
beat peers in 0% of 3-yr windows51 windows
WhiteOak Capital Equity Savings Fund
WhiteOak Capital Asset Management Limited · Ashish Agrawal, since Mar 2025
Equity Savings ₹11.78
21 Sep 2026
6.2% ₹274 Cr 1.54%
Regular 3.01%
not measured
PGIM India Multi Asset Allocation Fund
PGIM India Asset Management Private Limite
Multi Asset Allocation ₹10.64
21 Sep 2026
₹270 Cr 0.82%
Regular 2.54%
not measured
NJ Arbitrage Fund
NJ Asset Management Private Limited
Arbitrage ₹13.15
21 Sep 2026
6.3% 6.8% ₹270 Cr 1.07%
Regular 1.66%
beat peers in 0% of 3-yr windows14 windows — thin record
Invesco India Equity Savings Fund
Invesco Asset Management (India) Private Limited · Amey Sathe, since ≥ Jul 2026
Equity Savings ₹18.92
21 Sep 2026
−0.4% 8.8% ₹268 Cr 1.52%
Regular 2.97%
beat peers in 33% of 3-yr windows55 windows
Union Arbitrage Fund
Union Asset Management Company Private Limited · Devesh Thacker, since Jan 2019
Arbitrage ₹15.66
21 Sep 2026
6.6% 7.2% ₹250 Cr 1.55%
Regular 2.17%
beat peers in 4% of 3-yr windows56 windows
Axis Conservative Hybrid Fund
Axis Asset Management Co. Ltd.
Conservative Hybrid ₹35.95
21 Sep 2026
1.9% 6.6% ₹219 Cr 1.16%
Regular 2.18%
beat peers in 20% 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.