Equity Savings Funds

Combine equity, arbitrage and debt, with at least 65% in equity including arbitrage positions.

Funds: 23
Average 1Y: 4%
Average 3Y (p.a.): 8.6%
Average 5Y (p.a.): 7.8%

All equity savings funds by returns

Equity Savings Funds with NAV and returns
Fund	Fund house	NAV	1Y	3Y	5Y	Expense	Fund size
HSBC Equity Savings Fund	HSBC Mutual Fund	₹41.17	7.1%	13.1%	–	1.68%	₹1,475 Cr
Edelweiss Equity Savings Fund	Edelweiss Mutual Fund	₹30.58	7.7%	11.2%	9.6%	1.16%	₹1,660 Cr
Kotak Equity Savings Fund	Kotak Mahindra Mutual Fund	₹30.63	4.1%	10.1%	10.1%	1.07%	₹10,684 Cr
Mirae Asset Equity Savings Fund	Mirae Asset Mutual Fund	₹23.04	4.8%	9.8%	9%	0.31%	₹2,041 Cr
Axis Equity Savings Fund	Axis Mutual Fund	₹26.52	4.3%	9.3%	7.8%	1.52%	₹886 Cr
Baroda BNP Paribas Equity Savings Fund	Baroda BNP Paribas Mutual Fund	₹18.74	4.6%	9.3%	8.4%	1.34%	₹289 Cr
Mahindra Manulife Equity Savings Fund	Mahindra Manulife Mutual Fund	₹25.67	5.3%	9.3%	8.7%	1.25%	₹530 Cr
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)	Sundaram Mutual Fund	₹84.22	1.6%	9.1%	–	0.65%	₹1,002 Cr
Invesco India Equity Savings Fund	Invesco Mutual Fund	₹18.9	-0.8%	8.6%	7.5%	0.78%	₹280 Cr
LIC MF Equity Savings Fund	LIC Mutual Fund	₹32.67	2.7%	8.4%	–	1.93%	₹39 Cr
DSP Equity Savings Fund	DSP Mutual Fund	₹25.09	1.8%	8.1%	7.4%	1.1%	₹3,306 Cr
HDFC Equity Savings Fund	HDFC Mutual Fund	₹76.37	2.1%	8.1%	8.3%	1.27%	₹5,758 Cr
UTI - Equity Savings Fund	UTI Mutual Fund	₹20.21	2.9%	8%	8.6%	1.07%	₹816 Cr
Aditya Birla Sun Life Equity Savings Fund	Aditya Birla Sun Life Mutual Fund	₹26.05	5.1%	8%	6.5%	0.45%	₹1,130 Cr
SBI Equity Savings Fund	SBI Mutual Fund	₹27.49	2.9%	8%	8.2%	1.48%	₹5,486 Cr
Franklin India Equity Savings Fund	Franklin Templeton Mutual Fund	₹18.75	3.5%	7.2%	7.2%	0.82%	₹587 Cr
Bandhan Equity Savings Fund	Bandhan Mutual Fund	₹36.36	3.9%	7%	6.6%	0.66%	₹400 Cr
Union Equity Savings Fund	Union Mutual Fund	₹18.18	3.1%	6.7%	6.1%	1.25%	₹115 Cr
Nippon India Equity Savings Fund (Existing number of Segregated Portfolios - 2)	Nippon India Mutual Fund	₹18.19	2.3%	6.7%	6.7%	0.93%	₹771 Cr
PGIM India Equity Savings Fund	PGIM India Mutual Fund	₹58.17	3.2%	6.5%	6.2%	1.1%	₹59 Cr
Quant Equity Savings Fund	quant Mutual Fund	₹11.04	9%	–	–	2.08%	₹59 Cr
WhiteOak Capital Equity Savings Fund	WhiteOak Capital Mutual Fund	₹11.78	6.1%	–	–	1.55%	₹273 Cr
Bajaj Finserv Equity Savings Fund	Bajaj Finserv Mutual Fund	₹10.54	4.9%	–	–	1.13%	₹40 Cr