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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Expense at most % Size from ₹ cr Size to ₹ cr Same lead manager for at least years

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.

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13 funds

ordered by size · names starting with A

Fund	Category	NAV	1 yr	3 yrs p.a.	Assets	Expense, Direct	How often it beat its category
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
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
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
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
Axis Balanced Advantage Fund Axis Asset Management Co. Ltd.	Dynamic Asset Allocation or Balanced Advantage	₹24.02 21 Sep 2026	2.2%	11.7%	₹3,759 Cr	1.07% Regular 2.15%	beat peers in 45% of 3-yr windows74 windows
Axis Multi Asset Allocation Fund Axis Asset Management Co. Ltd.	Multi Asset Allocation	₹52.93 21 Sep 2026	9.0%	14.2%	₹2,266 Cr	1.23% Regular 2.30%	beat peers in 33% of 3-yr windows109 windows
Aditya Birla Sun Life Conservative Hybrid Fund Aditya Birla Sun Life AMC Limited · Harshil Suvarnkar, since ≥ Mar 2026	Conservative Hybrid	₹79.13 21 Sep 2026	4.5%	8.7%	₹1,499 Cr	0.96% Regular 1.80%	beat peers in 71% of 3-yr windows109 windows
Axis Aggressive Hybrid Fund Axis Asset Management Co. Ltd.	Aggressive Hybrid	₹22.90 21 Sep 2026	0.8%	9.8%	₹1,442 Cr	1.17% Regular 2.23%	beat peers in 18% of 3-yr windows62 windows
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
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
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
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

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.