Equity Savings Mutual Funds

Equity savings funds are open-ended mutual fund schemes that fall under the Hybrid category introduced by the SEBI. These funds generate returns by investing in equity, debt, derivatives, and arbitrage. It is a relatively newer financial instrument in the Indian market and is considered safer than pure equity funds and more tax-efficient than pure debt funds. View More

The investment pattern these funds use sets them apart from traditional schemes. With equity savings schemes, about 30-35% of the assets are invested in equity while the remaining is put in debt funds and arbitrages. As they are a mix of segments, they help maximize returns while maintaining an efficient risk-reward ratio.

Diversification of investments helps neutralize market volatility to an extent. These funds are an excellent option for investors who generate high returns with minimum risk. They are also perfect for individuals seeking capital generation to meet their short-term goals.

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List of Equity Savings Mutual Funds

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Who Should Invest in Equity Savings Mutual Funds?

Equity savings are low-risk mutual fund schemes that offer good returns over the short to medium term. Moreover, some of these even provide investors dividend incomes regularly. View More

Let us see what type of investors should consider these funds.

  • The ESS scheme has always remained popular among investors who look for low-risk equity funds. Equity savings funds are a more secure investment option with returns similar to equity schemes.
  • Investors with a short investment horizon looking for great returns to grow their capital should choose these funds. As they are low-risk, they also suit conservative investors in search of an alternative to conservative saving methods.
  • If you want to invest for less than two years for your investment, this type of fund can help you fulfill your investment goals. However, the ideal investment horizon is over one year to realize gains from these funds. It should also be noted that these funds are not an ideal substitute for equity funds as the latter gives better returns over the long term.

Popular Equity Savings Mutual Funds

  • Min SIP Investment Amt
  • ₹ 1000
  • AUM (Cr.)
  • ₹ 786
  • 3Y Return
  • 14.34%

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 1,207
  • 3Y Return
  • 12.86%

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 9,651
  • 3Y Return
  • 12.67%

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 1,195
  • 3Y Return
  • 12.41%

  • Min SIP Investment Amt
  • ₹ 99
  • AUM (Cr.)
  • ₹ 1,865
  • 3Y Return
  • 12.29%

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 394
  • 3Y Return
  • 12.25%

  • Min SIP Investment Amt
  • -
  • AUM (Cr.)
  • ₹ 810
  • 3Y Return
  • 11.86%

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 567
  • 3Y Return
  • 11.78%

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 5,919
  • 3Y Return
  • 11.69%

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 927
  • 3Y Return
  • 11.56%

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