Equity Saving Funds allocate a minimum of 30%-35% of their total assets to equity assets, with the remaining portion invested in debt income funds and arbitrages.
3 to 5 years
22 Funds
₹30,581 Cr Total AUM
Fund name | Fund size | Expense Ratio | 3Y Returns |
---|---|---|---|
Sundaram Equity Savings Fund Direct Growth Equity Savings Moderately High risk | ₹773 Cr | 0.55% | 14.4% |
HSBC Equity Savings Fund Direct Growth Equity Savings Moderately High risk | ₹230 Cr | 0.61% | 13.4% |
Kotak Equity Savings Fund Direct Growth Equity Savings Moderate Risk | ₹4,813 Cr | 0.73% | 13.2% |
HDFC Equity Savings Fund Direct Growth Equity Savings Moderately High risk | ₹3,994 Cr | 0.99% | 12.6% |
Mahindra Manulife Equity Savings Fund Direct Growth Equity Savings Moderately High risk | ₹464 Cr | 0.77% | 12.5% |
UTI Equity Savings Fund Direct Growth Equity Savings Moderate Risk | ₹357 Cr | 0.73% | 12.1% |
Mirae Asset Equity Savings Fund Direct Growth Equity Savings Moderately High risk | ₹930 Cr | 0.25% | 11.5% |
SBI Equity Savings Fund Direct Growth Equity Savings Moderately High risk | ₹4,543 Cr | 0.66% | 11.2% |
Edelweiss Equity Savings Fund Direct Growth Equity Savings Moderate Risk | ₹372 Cr | 0.92% | 11.1% |
Axis Equity Saver Fund Direct Growth Equity Savings Moderately High risk | ₹907 Cr | 1.06% | 10.9% |
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By Equity-Debt Allocation
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Equity funds mainly invest in stocks of different companies, making investors partial owners of those companies when they invest in such funds.
Debt Mutual Funds invest in fixed-income securities such as government bonds, corporate bonds, treasury bills, and other money market instruments.