ANVESHAN Create account

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.

Narrow by number

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 151–197

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Franklin India Conservative Hybrid Fund
Franklin Templeton Asset Management (India) Private Limited
Conservative Hybrid ₹102.77
21 Sep 2026
2.3% 7.9% ₹205 Cr 0.82%
Regular 1.39%
beat peers in 23% of 3-yr windows109 windows
PGIM India Aggressive Hybrid Equity Fund
PGIM India Asset Management Private Limite
Aggressive Hybrid ₹154.98
21 Sep 2026
−2.2% 9.4% ₹202 Cr 1.09%
Regular 2.56%
beat peers in 0% of 3-yr windows91 windows
ICICI Prudential Balanced Hybrid Fund
ICICI Prudential Asset Management Company Limited · Akhil Kakkar, since Jul 2026
Balanced Hybrid ₹10.12
21 Sep 2026
— — ₹198 Cr 1.37%
Regular 2.55%
not measured
Samco Dynamic Asset Allocation Fund
Samco Asset Management Private Limited
Dynamic Asset Allocation or Balanced Advantage ₹10.65
21 Sep 2026
−1.7% — ₹197 Cr 1.92%
Regular 3.39%
not measured
DSP Conservative Hybrid Fund
DSP Asset Managers Private Limited · Abhishek Singh, since ≥ Jul 2025
Conservative Hybrid ₹69.03
21 Sep 2026
3.6% 8.7% ₹179 Cr 0.64%
Regular 1.25%
beat peers in 37% of 3-yr windows109 windows
BANK OF INDIA BALANCED ADVANTAGE FUND
Bank of India Investment Managers Private Limited · Alok Singh, since ≥ Dec 2024
Dynamic Asset Allocation or Balanced Advantage ₹28.19
21 Sep 2026
4.0% 9.1% ₹178 Cr 1.36%
Regular 2.64%
beat peers in 15% of 3-yr windows109 windows
The Wealth Company Multi Asset Allocation Fund
Wealth Company Asset Management Holdings Private Limited
Multi Asset Allocation ₹10.89
21 Sep 2026
— — ₹170 Cr 1.28%
Regular 2.90%
not measured
Old Bridge Arbitrage Fund
Old Bridge Asset Management Private Limited
Arbitrage ₹10.54
21 Sep 2026
— — ₹165 Cr 1.19%
Regular 2.04%
not measured
HSBC Conservative Hybrid Fund
HSBC Asset Management (India) Private Ltd. · Cheenu Gupta, since Nov 2022
Conservative Hybrid ₹71.48
21 Sep 2026
2.0% 9.1% ₹156 Cr 1.18%
Regular 2.18%
beat peers in 49% of 3-yr windows109 windows
JM Multi Asset Allocation Fund
JM Financial Asset Management Limited
Multi Asset Allocation ₹10.35
21 Sep 2026
— — ₹155 Cr 0.37%
Regular 1.82%
not measured
The Wealth Company Arbitrage Fund
Wealth Company Asset Management Holdings Private Limited
Arbitrage ₹10.60
21 Sep 2026
— — ₹152 Cr 1.61%
Regular 2.28%
not measured
TRUSTMF ARBITRAGE FUND
Trust Asset Management Private Limited · Mihir Vora, since Aug 2025
Arbitrage ₹10.68
21 Sep 2026
6.5% — ₹145 Cr 1.46%
Regular 2.22%
not measured
Shriram Multi Asset Allocation Fund
Shriram Asset Management Co. Ltd.
Multi Asset Allocation ₹13.81
21 Sep 2026
7.5% 11.4% ₹139 Cr 0.61%
Regular 2.47%
beat peers in 0% of 3-yr windows1 windows — thin record
BANK OF INDIA ARBITRAGE FUND
Bank of India Investment Managers Private Limited · Nilesh Jethani, since Feb 2026
Arbitrage ₹15.46
21 Sep 2026
6.2% 6.8% ₹137 Cr 2.19%
Regular 2.86%
beat peers in 0% of 3-yr windows64 windows
Mahindra Manulife Arbitrage Fund
Mahindra Manulife Investment Management Pvt Ltd · Rahul Pal, since Aug 2020
Arbitrage ₹13.81
21 Sep 2026
6.3% 6.5% ₹134 Cr 1.17%
Regular 1.93%
beat peers in 0% of 3-yr windows38 windows
Union Equity Savings Fund
Union Asset Management Company Private Limited · Parijat Agrawal, since Jul 2018
Equity Savings ₹18.19
21 Sep 2026
3.4% 7.0% ₹130 Cr 2.10%
Regular 2.58%
beat peers in 6% of 3-yr windows62 windows
Helios Arbitrage Fund
Helios Capital Asset Management (India) Pvt. Ltd. · Alok Bahl, since Mar 2026
Arbitrage ₹10.30
21 Sep 2026
— — ₹114 Cr 1.88%
Regular 2.41%
not measured
Navi Aggressive Hybrid Fund
Navi AMC Limited · Tanmay Sethi, since Feb 2024
Aggressive Hybrid ₹25.87
21 Sep 2026
8.3% 12.6% ₹114 Cr 0.71%
Regular 2.60%
beat peers in 8% of 3-yr windows65 windows
PGIM India Arbitrage Fund
PGIM India Asset Management Private Limite
Arbitrage ₹21.14
21 Sep 2026
6.5% 7.1% ₹95 Cr 1.26%
Regular 1.93%
beat peers in 0% of 3-yr windows91 windows
BANDHAN CONSERVATIVE HYBRID FUND
Bandhan AMC Limited · Harshal Joshi, since ≥ Feb 2023
Conservative Hybrid ₹37.25
21 Sep 2026
3.2% 7.2% ₹92 Cr 0.89%
Regular 1.97%
beat peers in 17% of 3-yr windows109 windows
Groww Arbitrage Fund
Groww Asset Management Limited · Paras Matalia, since Apr 2026
Arbitrage ₹10.24
21 Sep 2026
— — ₹88 Cr 1.74%
Regular 2.44%
not measured
ITI Arbitrage Fund
ITI Asset Management Limited · Laukik Bagwe, since Apr 2026
Arbitrage ₹14.59
21 Sep 2026
6.5% 7.3% ₹68 Cr 1.11%
Regular 1.80%
beat peers in 14% of 3-yr windows49 windows
PGIM India Equity Savings Fund
PGIM India Asset Management Private Limite
Equity Savings ₹58.21
21 Sep 2026
3.4% 6.6% ₹60 Cr 1.11%
Regular 1.77%
beat peers in 32% of 3-yr windows91 windows
Quantum Multi Asset Allocation Fund
Quantum Asset Management Company Private Limited · Mansi Vasa, since Apr 2025
Multi Asset Allocation ₹12.21
21 Sep 2026
1.4% — ₹59 Cr 0.45%
Regular 2.03%
not measured
quant Equity Savings Fund
quant Money Managers Limited · Ankit Pande, since ≥ Sep 2025
Equity Savings ₹11.06
21 Sep 2026
9.5% — ₹55 Cr 1.99%
Regular 3.71%
not measured
Groww Aggressive Hybrid Fund
Groww Asset Management Limited · Kaustubh Sule, since May 2023
Aggressive Hybrid ₹23.10
21 Sep 2026
−1.6% 9.2% ₹53 Cr 2.15%
Regular 2.91%
beat peers in 0% of 3-yr windows58 windows
Shriram Aggressive Hybrid Fund
Shriram Asset Management Co. Ltd.
Aggressive Hybrid ₹36.80
21 Sep 2026
1.3% 9.7% ₹49 Cr 0.86%
Regular 2.46%
beat peers in 15% of 3-yr windows109 windows
Shriram Balanced Advantage Fund
Shriram Asset Management Co. Ltd.
Dynamic Asset Allocation or Balanced Advantage ₹18.73
21 Sep 2026
−0.8% 6.7% ₹49 Cr 0.92%
Regular 2.59%
beat peers in 16% of 3-yr windows51 windows
LIC MF Conservative Hybrid Fund
LIC Mutual Fund Asset Management Limited · Pratik Shroff, since ≥ Feb 2026
Conservative Hybrid ₹94.32
21 Sep 2026
3.9% 6.6% ₹47 Cr 1.69%
Regular 2.25%
beat peers in 9% of 3-yr windows109 windows
The Wealth Company Balanced Advantage Fund
Wealth Company Asset Management Holdings Private Limited
Dynamic Asset Allocation or Balanced Advantage ₹10.03
21 Sep 2026
— — ₹46 Cr 1.33%
Regular 3.35%
not measured
LIC MF Equity Savings Fund
LIC Mutual Fund Asset Management Limited · Pratik Shroff, since ≥ Feb 2026
Equity Savings ₹32.59
21 Sep 2026
2.6% 8.6% ₹38 Cr 1.88%
Regular 2.85%
beat peers in 100% of 3-yr windows3 windows — thin record
Samco Arbitrage Fund
Samco Asset Management Private Limited
Arbitrage ₹10.96
21 Sep 2026
5.1% — ₹33 Cr 1.07%
Regular 2.53%
not measured
Capitalmind Multi Asset Allocation Fund
Capitalmind Asset Management Private Limited
Multi Asset Allocation ₹9.95
18 Sep 2026
— — ₹31 Cr 0.98%
Regular 2.47%
not measured
Bajaj Finserv Equity Savings Fund
Bajaj Finserv Asset Management Limited · Ilesh Savla, since ≥ Jun 2026
Equity Savings ₹10.58
21 Sep 2026
5.3% — ₹29 Cr 1.11%
Regular 2.29%
not measured
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)
Sundaram Asset Management Company Ltd · Dwijendra Srivastava, since Dec 2025
Conservative Hybrid ₹32.56
21 Sep 2026
−0.1% 5.3% ₹19 Cr 1.13%
Regular 1.89%
beat peers in 39% of 3-yr windows109 windows
Capitalmind Arbitrage Fund
Capitalmind Asset Management Private Limited
Arbitrage ₹10.31
21 Sep 2026
— — ₹19 Cr 1.15%
Regular 1.93%
not measured
AlphaGrep Multi Asset Allocation Fund
AlphaGrep Investment Management Private Limited
Multi Asset Allocation ₹10.36
21 Sep 2026
— — — 1.47%
Regular 3.28%
not measured
ITI Multi Asset Allocation Fund
ITI Asset Management Limited
Multi Asset Allocation ₹9.98
21 Sep 2026
— — — 0.42%
Regular 2.11%
not measured
UTI Balanced Hybrid Fund
UTI Asset Mgmt. Co. Ltd.
Balanced Hybrid ₹10.04
21 Sep 2026
— — — 0.88%
Regular 2.18%
not measured
Zerodha Arbitrage Fund
Zerodha Asset Management Private Limited
Arbitrage ₹10.05
21 Sep 2026
— — — 3.83%
Regular 0.00%
not measured
Tata Equity Savings Fundno recent NAV
Tata Asset Management Limited · Sailesh Jain, since ≥ May 2025
Equity Savings ₹63.75
20 Feb 2026
7.5% 10.9% ₹158 Cr 0.60%
Regular 1.15%
beat peers in 54% of 3-yr windows102 windows
Navi Conservative Hybrid Fundno recent NAV
Navi AMC Limited
Conservative Hybrid — — — ₹27 Cr 0.36%
Regular 2.04%
not measured
Invesco India Regular Savings Fundno recent NAV
Invesco Asset Management (India) Private Limited
Conservative Hybrid — — — ₹18 Cr 0.75%
Regular 1.75%
not measured
UTI - Regular Saving Fund (Segregated - 17022020)no recent NAV
UTI Asset Mgmt. Co. Ltd.
Conservative Hybrid ₹4.08
27 Jan 2022
342.7% — ₹15 Cr — not measured
DSP Savings Manager Fund - Conservativeno recent NAV
DSP Asset Managers Private Limited
Conservative Hybrid — — — — — not measured
JioBlackRock Balanced Advantage Fundno recent NAV
Jio BlackRock Asset Management Private Limited
Dynamic Asset Allocation or Balanced Advantage — — — — — not measured
Navi 3 in 1 Fundno recent NAV
Navi AMC Limited
Multi Asset Allocation — — — — 0.34%
Regular 2.25%
not measured

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.