Equity Savings Funds combines equity, debt, and arbitrage strategies, aiming for capital appreciation while minimising risk. They offer a diversified approach to generate returns, often suiting investors seeking moderate growth with lower volatility.
ICICI Prudential Equity Savings Fund Direct Plan Quarterly IDCW Reinvestment Hybrid Equity Savings |
₹12,851.16 Cr. |
13.75% |
2.5 |
|
ICICI Prudential Equity Savings Fund Direct Plan Quarterly IDCW Reinvestment Hybrid Equity Savings |
₹12,851.16 Cr. |
13.75% |
2.5 |
|
Sundaram Equity Savings Fund Hybrid Equity Savings |
₹976.11 Cr. |
13.47% |
5 |
|
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Half Yearly Reinvestment Hybrid Equity Savings |
₹976.11 Cr. |
13.47% |
5 |
|
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Half Yearly Reinvestment Hybrid Equity Savings |
₹976.11 Cr. |
13.47% |
5 |
|
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Reinvestment Hybrid Equity Savings |
₹976.11 Cr. |
13.45% |
5 |
|
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Reinvestment Hybrid Equity Savings |
₹976.11 Cr. |
13.45% |
5 |
|
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Reinvestment Hybrid Equity Savings |
₹976.11 Cr. |
13.45% |
5 |
|
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Reinvestment Hybrid Equity Savings |
₹976.11 Cr. |
13.45% |
5 |
|
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan Growth Hybrid Equity Savings |
₹976.11 Cr. |
12.87% |
5 |
Equity Savings Mutual Funds are a type of hybrid mutual fund that strategically combines investments in equities, arbitrage opportunities, and fixed-income instruments to deliver steady returns with relatively low volatility. These funds are designed for conservative investors who seek a balanced approach, offering the growth potential of equities with the stability of debt investments.
As per SEBI guidelines, equity savings funds must invest at least 65% of their total assets in equity and equity-related instruments (including arbitrage positions), and at least 10% in debt instruments. This allocation allows the fund to qualify for equity taxation while maintaining a conservative risk profile.
Equity savings funds use a combination of three components to manage risk and return:
Equity Savings Mutual Funds are suitable for conservative to moderate investors who want exposure to the equity markets but with lower risk than pure equity mutual funds. These funds are also a good choice for those seeking tax-efficient investments with the potential for stable returns.
Overall, these funds offer an ideal blend of safety, growth, and tax benefits, making them a balanced investment option in a diversified portfolio.
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