Best Equity Savings Fund

Equity Savings Fund

Equity Savings Funds are a type of investment that split your money between stocks, safe fixed deposit-like options, and risk-free tools. They can give you higher returns compared to regular bank fixed deposits of the same time frame.

The table below shows the Best Equity Savings Fund based on AUM, NAV and minimum SIP. 

NameAUMNAVMinimum SIP
ICICI Pru Equity Savings Fund6461.1420.67100.00
HDFC Equity Savings Fund2978.2060.51100.00
Kotak Equity Savings Fund2935.5722.92100.00
SBI Equity Savings Fund2447.0921.845000.00
Axis Equity Saver Fund888.0220.30100.00
Mirae Asset Equity Savings Fund690.2317.41100.00
DSP Equity Savings Fund661.1919.87100.00
Sundaram Equity Savings Fund587.6064.92100.00
Aditya Birla SL Equity Savings Fund465.4220.69100.00
Mahindra Manulife Equity Savings Fund404.9819.68100.00

Content:

Best Equity Savings Fund

The table below shows Best Equity Savings Fund based on lowest to highest expense ratio. 

NameExpense Ratio
Franklin India Equity Savings Fund0.31
Bandhan Equity Savings Fund0.37
Tata Equity Savings Fund0.41
Mirae Asset Equity Savings Fund0.42
ICICI Pru Equity Savings Fund0.45
PGIM India Equity Savings Fund0.51
Aditya Birla SL Equity Savings Fund0.55
Edelweiss Equity Savings Fund0.60
HSBC Equity Savings Fund0.60
DSP Equity Savings Fund0.61

Equity Savings Mutual Fund

The table below shows Equity Savings Mutual Fund  In India based on Highest 3Y CAGR. 

NameCAGR 3Y
Sundaram Equity Savings Fund15.99
HDFC Equity Savings Fund14.99
Mahindra Manulife Equity Savings Fund14.90
UTI Equity Savings Fund14.25
Mirae Asset Equity Savings Fund13.88
HSBC Equity Savings Fund13.85
SBI Equity Savings Fund13.68
Franklin India Equity Savings Fund12.49
Kotak Equity Savings Fund12.43
DSP Equity Savings Fund12.38

Top Equity Savings Fund

The table below shows Top Equity Savings Fund based on exit load i.e. the fee that the AMC charges investors when exiting or redeeming their fund units.

NameAMCExit Load
Sundaram Equity Savings FundSundaram Asset Management Company Limited0.00
Franklin India Equity Savings FundFranklin Templeton Asset Management (India) Private Limited0.00
DSP Equity Savings FundDSP Investment Managers Private Limited0.00
PGIM India Equity Savings FundPGIM India Asset Management Private Limited0.00
SBI Equity Savings FundSBI Funds Management Limited0.10
Edelweiss Equity Savings FundEdelweiss Asset Management Limited0.25
Aditya Birla SL Equity Savings FundAditya Birla Sun Life AMC Limited0.25
Tata Equity Savings FundTata Asset Management Private Limited0.25
ICICI Pru Equity Savings FundICICI Prudential Asset Management Company Limited0.25
Bandhan Equity Savings FundBandhan AMC Limited0.25

Best Equity Savings Fund

The table below shows Best Equity Savings Fund based on Absolute Return 1 Year and AMC.

NameAMCAbsolute Returns – 1Y
UTI Equity Savings FundUTI Asset Management Company Private Limited13.93
SBI Equity Savings FundSBI Funds Management Limited13.53
Sundaram Equity Savings FundSundaram Asset Management Company Limited13.40
Kotak Equity Savings FundKotak Mahindra Asset Management Company Limited12.79
HSBC Equity Savings FundHSBC Global Asset Management (India) Private Limited12.56
Nippon India Equity Savings FundNippon Life India Asset Management Limited12.25
Mirae Asset Equity Savings FundMirae Asset Investment Managers (India) Private Limited12.04
Mahindra Manulife Equity Savings FundMahindra Manulife Investment Management Private Limited12.00
Invesco India Equity Savings FundInvesco Asset Management Company Pvt Ltd.11.31
ICICI Pru Equity Savings FundICICI Prudential Asset Management Company Limited11.13

Equity Savings Fund

The table below shows Equity Savings Fund based on Highest 5Y CAGR.

NameCAGR 5Y
Sundaram Equity Savings Fund11.89
Mahindra Manulife Equity Savings Fund11.69
SBI Equity Savings Fund10.33
Kotak Equity Savings Fund10.04
UTI Equity Savings Fund9.90
HDFC Equity Savings Fund9.86
Edelweiss Equity Savings Fund9.82
Axis Equity Saver Fund9.49
HSBC Equity Savings Fund9.44
DSP Equity Savings Fund9.22

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Equity Savings Fund – FAQs  

What are the Best Equity Savings Fund?

Best Equity Savings Fund #1:ICICI Pru Equity Savings Fund.

Best Equity Savings Fund #2:HDFC Equity Savings Fund.

Best Equity Savings Fund #3:Kotak Equity Savings Fund.

Best Equity Savings Fund #4:SBI Equity Savings Fund.

Best Equity Savings Fund #5:Axis Equity Saver Fund.

These funds are listed based on Highest AUM.

What is an equity saving fund?

Equity Savings Schemes allocate 30-35% to stocks for growth and invest the rest in debt for stability, with potential returns from arbitrage. Aiming for balance, ESS combines equity gains, fixed-income stability, and arbitrage tactics.

Are equity saving funds good?

Equity savings funds offer a balanced mix of equity, debt, and arbitrage components, appealing to those with moderate risk tolerance. Combining growth potential with stability, these funds suit investors seeking balance. Evaluate alignment with personal financial goals and risk tolerance before investing

Why equity is better than FD?

Equity investments are favored over FDs due to their potential for higher returns, beating inflation and enabling wealth growth. Unlike fixed-rate FDs, equities allow participation in company profits, potentially yielding significant gains. However, they entail higher volatility, suiting long-term investors with high risk tolerance

Are equity savings funds safe?

Equity savings funds, despite their balanced approach with equity, debt, and arbitrage components, entail inherent market risks, especially in equities. Safety relies on asset allocation and strategy, emphasizing the need for investors to evaluate risk tolerance and goals before including these funds in their portfolio.

What are the Top Equity Savings Funds?

Top Equity Savings Funds #1:UTI Equity Savings Fund

Top Equity Savings Funds #2:SBI Equity Savings Fund

Top Equity Savings Funds #3:Sundaram Equity Savings Fund

Top Equity Savings Funds #4:Kotak Equity Savings Fund

Top Equity Savings Funds #5:HSBC Equity Savings Fund

These funds are listed based on Highest Absolute Returns of 1 tear.

Introduction to Equity Savings Fund

Equity Savings Fund – AUM, NAV

ICICI Pru Equity Savings Fund

ICICI Prudential Equity Savings Fund Direct-Growth is an Equity Savings mutual fund scheme offered by Icici Prudential Mutual Fund. This fund has a track record of 8 years and 10 months. Currently, ICICI Prudential Equity Savings Fund Direct-Growth manages assets worth ₹6461.14 Crores.

HDFC Equity Savings Fund

HDFC Retirement Savings Fund – Hybrid Equity Plan Direct-Growth is a mutual fund scheme specializing in Retirement Solutions, offered by HDFC Mutual Fund. This fund has a history of 7 years and 7 months. Currently, HDFC Retirement Savings Fund – Hybrid Equity Plan Direct-Growth manages assets totaling ₹2978.20 Crores.

Kotak Equity Savings Fund

Kotak Equity Savings Fund Direct-Growth is an Equity Savings mutual fund scheme provided by Kotak Mahindra Mutual Fund. This fund has a history of 9 years. As of now, Kotak Equity Savings Fund Direct-Growth manages assets amounting to ₹2935.57 Crores.

Best Equity Savings Fund – Expense Ratio

Franklin India Equity Savings Fund

The Franklin India Equity Savings Fund Direct – Growth scheme demonstrates a consistent return performance that is in line with the majority of funds in its category. However, its ability to mitigate losses in a declining market is considered below average. It’s noteworthy that the fund maintains a relatively low expense ratio of 0.31%, which is lower than the fees charged by most other Equity Savings funds.

Bandhan Equity Savings Fund

Bandhan Equity Savings Fund Direct-Growth is an Equity Savings mutual fund scheme offered by Bandhan Mutual Fund. This fund has a track record of 10 years and 8 months. Notably, the fund maintains a relatively low expense ratio of 0.37%, which is below the typical fees charged by most other Equity Savings funds.

Tata Equity Savings Fund

The Tata Equity Savings Fund Direct-Growth scheme demonstrates a consistent return performance that is in line with most funds in its category. Additionally, its ability to manage losses in a declining market is considered to be at an average level. The fund maintains a relatively low expense ratio of 0.41%

Equity Savings Mutual Fund – 3Y CAGR

Sundaram Equity Savings Fund

Sundaram Equity Savings Fund Direct-Growth is an Equity Savings mutual fund scheme offered by Sundaram Mutual Fund. This fund has a history of 10 years and 8 months. Over the past 3 years, the fund has given a CAGR of 15.99%.

Mahindra Manulife Equity Savings Fund

The Mahindra Manulife Equity Savings Fund Direct – Growth scheme demonstrates a higher level of consistency in delivering returns compared to most funds in its category. However, its ability to manage losses in a declining market is considered to be at an average level. Over the past 3 years, the fund has given a CAGR of 14.99%.

UTI Equity Savings Fund

UTI Equity Savings Fund Direct-Growth is an Equity Savings mutual fund scheme provided by UTI Mutual Fund. This fund has a track record of 5 years and 1 month. Over the past 3 years, the fund has given a CAGR of 14.90%.

Top Equity Savings Fund – Exit Load

DSP Equity Savings Fund

DSP Equity Savings Fund Direct-Growth is an Equity Savings mutual fund scheme offered by DSP Mutual Fund. This fund has been in existence for a period of 7 years and 6 months. The fund has an exit load of 0.

PGIM India Equity Savings Fund

The PGIM India Equity Savings Fund Direct-Growth scheme is in line with most funds in its category when it comes to delivering returns consistently. Additionally, it is notable for its high ability to control losses in a falling market, making it a potentially attractive option for investors seeking stability during market downturns. The fund has an exit load of 0.

SBI Equity Savings Fund

The SBI Equity Savings Fund Direct-Growth scheme exhibits a performance in line with most funds in its category when it comes to delivering returns consistently. Furthermore, it demonstrates an above-average ability to control losses in a declining market, making it potentially attractive to investors looking for some level of downside protection during market downturns. The fund has an exit load of 0.1.

Best Equity Savings Fund – Absolute Return 1 Year

HSBC Equity Savings Fund

The HSBC Equity Savings Fund Direct-Growth scheme aligns with the performance of most funds in its category when it comes to delivering returns consistently. Additionally, it exhibits an above-average ability to control losses in a declining market. As of the last 1-year period, the HSBC Equity Savings Fund Direct-Growth has delivered returns of  12.56%.

Nippon India Equity Savings Fund

The Nippon India Equity Savings Fund Direct-Growth scheme’s performance in delivering returns consistently is in line with the majority of funds in its category. Moreover, its ability to manage losses in a declining market is considered to be at an average level. As of the last 1-year period, the Nippon India Equity Savings Fund has delivered returns of  12.25%.

Mirae Asset Equity Savings Fund

Mirae Asset Equity Savings Fund Direct-Growth is an Equity Savings mutual fund scheme offered by Mirae Asset Mutual Fund. This fund has been in existence for a duration of 4 years and 9 months.  As of the last 1-year period, the Mirae Asset Equity Savings Fund has delivered returns of  12.04%.

Equity Savings Fund – 5Y CAGR

Edelweiss Equity Savings Fund

The Edelweiss Equity Savings Fund Direct-Growth scheme’s performance in delivering returns consistently is in line with most funds in its category. Additionally, it stands out with an above-average ability to control losses in a declining market, making it potentially appealing to investors seeking some level of downside protection during market downturns.  Over the past 5 years, the fund has given a CAGR of 9.82%

Axis Equity Saver Fund

Axis Equity Saver Fund Direct-Growth is an Equity Savings mutual fund scheme provided by Axis Mutual Fund. This fund has a track record of 8 years and 1 month. Over the past 5 years, the fund has given a CAGR of 9.49%.

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Disclaimer: The above article is written for educational purposes, and the company’s data mentioned in the article may change over time.

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