Equity Savings Funds

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

Funds: 24
Average 1Y: 4.7%
Average 3Y (p.a.): 9.1%
Average 5Y (p.a.): 7.9%

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	₹42.17	9.8%	13.4%	–	1.47%	₹1,558 Cr
Edelweiss Equity Savings Fund	Edelweiss Mutual Fund	₹31.1	8.1%	11.5%	9.7%	1.14%	₹1,490 Cr
Mirae Asset Equity Savings Fund	Mirae Asset Mutual Fund	₹23.69	6.2%	11%	9.2%	0.73%	₹1,994 Cr
Axis Equity Savings Fund	Axis Mutual Fund	₹27.25	5.6%	10.1%	8%	1.58%	₹855 Cr
Kotak Equity Savings Fund	Kotak Mahindra Mutual Fund	₹30.96	4%	10.1%	9.6%	1.07%	₹10,443 Cr
Baroda BNP Paribas Equity Savings Fund	Baroda BNP Paribas Mutual Fund	₹19.14	4.9%	9.9%	8.5%	1.33%	₹267 Cr
Mahindra Manulife Equity Savings Fund	Mahindra Manulife Mutual Fund	₹26.16	5.6%	9.9%	8.4%	1.24%	₹519 Cr
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)	Sundaram Mutual Fund	₹85.06	1.4%	9.2%	–	0.65%	₹943 Cr
HDFC Equity Savings Fund	HDFC Mutual Fund	₹78.66	3.8%	9%	8.4%	1.29%	₹5,532 Cr
DSP Equity Savings Fund	DSP Mutual Fund	₹25.75	3.3%	9%	8%	1.11%	₹3,087 Cr
Invesco India Equity Savings Fund	Invesco Mutual Fund	₹19.35	1.9%	8.9%	7.6%	1.51%	₹268 Cr
LIC MF Equity Savings Fund	LIC Mutual Fund	₹32.91	3%	8.9%	–	1.88%	₹39 Cr
UTI - Equity Savings Fund	UTI Mutual Fund	₹20.66	3.2%	8.8%	8.6%	1.04%	₹804 Cr
Aditya Birla Sun Life Equity Savings Fund	Aditya Birla Sun Life Mutual Fund	₹26.42	5.1%	8.4%	6.6%	1.21%	₹1,116 Cr
SBI Equity Savings Fund	SBI Mutual Fund	₹27.69	2.7%	8.1%	7.9%	1.49%	₹5,413 Cr
Franklin India Equity Savings Fund	Franklin Templeton Mutual Fund	₹19.09	4.3%	7.7%	6.9%	0.82%	₹560 Cr
Union Equity Savings Fund	Union Mutual Fund	₹18.54	4.1%	7.5%	6.3%	2.1%	₹114 Cr
Bandhan Equity Savings Fund	Bandhan Mutual Fund	₹36.9	4.4%	7.5%	6.8%	0.65%	₹393 Cr
Nippon India Equity Savings Fund (Existing number of Segregated Portfolios - 2)	Nippon India Mutual Fund	₹18.5	2.9%	7.2%	6.8%	0.95%	₹744 Cr
PGIM India Equity Savings Fund	PGIM India Mutual Fund	₹59.24	4.1%	7%	6.3%	1.11%	₹56 Cr
Quant Equity Savings Fund	quant Mutual Fund	₹11.18	8.9%	–	–	1.99%	₹60 Cr
WhiteOak Capital Equity Savings Fund	WhiteOak Capital Mutual Fund	₹11.96	6%	–	–	1.54%	₹271 Cr
Bajaj Finserv Equity Savings Fund	Bajaj Finserv Mutual Fund	₹10.64	5.1%	–	–	1.11%	₹40 Cr
Samco Equity Savings Fund	Samco Mutual Fund	₹10.02	–	–	–	–	–