Equity Savings Funds
Detailed analysis of 69 Equity Savings mutual funds with comprehensive performance metrics and investment insights.
69
Total Funds
₹17.63L Cr
Total AUM
0.67%
Avg Expense Ratio
3.83%
Avg 1Y Return
6.75%
Avg 3Y Return
What are Equity Savings Funds?
Equity Savings funds are a specialized category within Hybrid mutual funds, designed for specific investment objectives and risk profiles. These funds collectively manage assets worth ₹17.63L Cr across 69 different schemes.
With an average expense ratio of 0.67%, Equity Savings funds offer cost-effective investment options for various types of investors. The category has demonstrated average returns of 3.83% over 1 year and 6.75% over 3 years.
All Equity Savings Funds
| Fund Name | AMC | AUM | Expense | 1Y Return | 3Y Return | NAV |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund - Direct Plan - Growth
Plan: Growth | Aditya Birla Sun Life Mutual Fund | ₹37.71K Cr | 0.54% | 8.95% | 9.91% | ₹25.19 |
| Aditya Birla Sun Life Equity Savings Fund - Direct - IDCW
Plan: IDCW | Aditya Birla Sun Life Mutual Fund | ₹94.39 Cr | 0.54% | 1.50% | 2.52% | ₹15.59 |
| Baroda BNP Paribas Equity Savings Fund - Direct Plan - IDCW
Plan: IDCW | Baroda BNP Paribas Mutual Fund | ₹185.95 Cr | 1.37% | -0.67% | 5.30% | ₹14.53 |
| Baroda BNP Paribas Equity Savings Fund - Direct Plan - Growth
Plan: Growth | Baroda BNP Paribas Mutual Fund | ₹3.14K Cr | 1.37% | 7.85% | 10.91% | ₹18.07 |
| DSP Equity Savings Fund - Direct Plan - IDCW - Quarterly
Plan: IDCW | DSP Mutual Fund | ₹9.60 Cr | 0.55% | 1.46% | 5.11% | ₹17.32 |
| DSP Equity Savings Fund - Direct Plan - IDCW - Monthly
Plan: IDCW | DSP Mutual Fund | ₹18.60 Cr | 0.55% | 1.47% | 5.14% | ₹17.48 |
| DSP Equity Savings Fund - Direct Plan - IDCW
Plan: IDCW | DSP Mutual Fund | ₹76.91 Cr | 0.55% | -0.22% | 1.79% | ₹14.29 |
| DSP Equity Savings Fund - Direct Plan - Growth
Plan: Growth | DSP Mutual Fund | ₹1.72L Cr | 0.55% | 6.48% | 10.43% | ₹24.86 |
| HDFC Equity Savings Fund - IDCW Option - Direct Plan
Plan: IDCW | HDFC Mutual Fund | ₹2.26K Cr | 0.93% | 1.53% | 4.32% | ₹15.29 |
| HDFC Equity Savings Fund - Growth Option - Direct Plan
Plan: Growth | HDFC Mutual Fund | ₹1.72L Cr | 0.93% | 7.52% | 10.71% | ₹75.43 |
| quant Equity Savings Fund - Growth Option - Direct Plan
Plan: Growth | quant Mutual Fund | ₹1.68K Cr | 0.65% | 0.00% | 0.00% | ₹10.17 |
| quant Equity Savings Fund - IDCW Option - Direct Plan
Plan: IDCW | quant Mutual Fund | ₹11.54 Cr | 0.65% | 0.00% | 0.00% | ₹10.16 |
| Kotak Equity Savings Fund - Direct - Growth
Plan: Growth | Kotak Mahindra Mutual Fund | ₹2.75L Cr | 0.66% | 7.85% | 11.92% | ₹29.44 |
| Kotak Equity Savings Fund - Direct - Monthly Payout of Income Distribution cum capital withdrawal option
Plan: IDCW | Kotak Mahindra Mutual Fund | ₹650.12 Cr | 0.66% | 7.85% | 11.60% | ₹21.14 |
| LIC MF Equity Savings Fund-Direct Plan-Growth
Plan: Growth | LIC Mutual Fund | ₹705.23 Cr | 1.17% | 5.13% | 0.00% | ₹30.98 |
| LIC MF Equity Savings Fund-Direct Plan-Monthly IDCW
Plan: IDCW | LIC Mutual Fund | ₹4.67 Cr | 1.17% | 5.12% | 0.00% | ₹20.92 |
| LIC MF Equity Savings Fund-Direct Plan-Quarterly IDCW
Plan: IDCW | LIC Mutual Fund | ₹1.88 Cr | 1.17% | 5.12% | 0.00% | ₹17.26 |
| ICICI Prudential Equity Savings Fund - Direct Plan - Quarterly IDCW
Plan: IDCW | ICICI Prudential Mutual Fund | ₹1.24K Cr | 0.50% | 1.72% | 3.93% | ₹15.94 |
| ICICI Prudential Equity Savings Fund - Direct Plan - Cumulative option
Plan: Growth | ICICI Prudential Mutual Fund | ₹7.59L Cr | 0.50% | 7.60% | 8.91% | ₹24.92 |
| Nippon India Equity Savings Fund- Direct Plan- Growth Plan-Growth Option
Plan: Growth | Nippon India Mutual Fund | ₹17.91K Cr | 0.29% | 7.23% | 9.42% | ₹18.03 |
| Nippon India Equity Savings Fund- Direct Plan- Growth Plan- Bonus Option
Plan: Bonus | Nippon India Mutual Fund | ₹0.89 Cr | 0.29% | 7.23% | 9.42% | ₹18.03 |
| NIPPON INDIA EQUITY SAVINGS FUND - Direct Plan - IDCW Option
Plan: IDCW | Nippon India Mutual Fund | ₹36.00 Cr | 0.29% | 7.23% | 9.42% | ₹15.54 |
| NIPPON INDIA EQUITY SAVINGS FUND - Direct Plan - MONTHLY IDCW Option
Plan: IDCW | Nippon India Mutual Fund | ₹74.01 Cr | 0.29% | 7.23% | 9.42% | ₹15.32 |
| NIPPON INDIA EQUITY SAVINGS FUND - Direct Plan - QUARTERLY IDCW Option
Plan: IDCW | Nippon India Mutual Fund | ₹24.20 Cr | 0.29% | 7.23% | 9.42% | ₹15.31 |
| SBI Equity Savings Fund - Direct Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)
Plan: IDCW | SBI Mutual Fund | ₹3.23K Cr | 0.99% | 6.90% | 11.63% | ₹24.49 |
| SBI Equity Savings Fund - Direct Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW)
Plan: IDCW | SBI Mutual Fund | ₹234.68 Cr | 0.99% | 6.90% | 11.62% | ₹25.34 |
| SBI Equity Savings Fund - Direct Plan - Growth
Plan: Growth | SBI Mutual Fund | ₹1.07L Cr | 0.99% | 6.90% | 11.62% | ₹26.76 |
| Tata Equity Savings Fund-Direct Plan - Monthly Payout of IDCW Option
Plan: IDCW | Tata Mutual Fund | ₹102.88 Cr | 0.51% | 3.20% | 6.71% | ₹21.62 |
| Tata Equity Savings Fund-Direct Plan - Periodic Payout of IDCWS Option
Plan: Growth | Tata Mutual Fund | ₹26.38 Cr | 0.51% | 6.64% | 10.29% | ₹30.97 |
| Tata Equity Savings Fund- Direct Plan- Growth Option
Plan: Growth | Tata Mutual Fund | ₹6.43K Cr | 0.51% | 6.64% | 10.29% | ₹63.38 |
| Franklin India Equity Savings Fund - Direct - IDCW
Plan: IDCW | Franklin Templeton Mutual Fund | ₹73.40 Cr | 0.29% | 0.27% | 5.40% | ₹14.98 |
| Franklin India Equity Savings Fund - Direct - Monthly - IDCW
Plan: IDCW | Franklin Templeton Mutual Fund | ₹52.63 Cr | 0.29% | 0.32% | 4.00% | ₹13.95 |
| Franklin India Equity Savings Fund - Direct - Quarterly - IDCW
Plan: IDCW | Franklin Templeton Mutual Fund | ₹47.74 Cr | 0.29% | 2.06% | 4.53% | ₹14.01 |
| Franklin India Equity Savings Fund- Growth Direct
Plan: Growth | Franklin Templeton Mutual Fund | ₹5.16K Cr | 0.29% | 6.75% | 9.00% | ₹18.35 |
| UTI Equity Savings Fund - Direct Plan - Monthly IDCW
Plan: IDCW | UTI Mutual Fund | ₹10.83 Cr | 1.08% | 8.63% | 11.44% | ₹20.13 |
| UTI Equity Savings Fund - Direct Plan - Quarterly IDCW
Plan: IDCW | UTI Mutual Fund | ₹67.84 Cr | 1.08% | 8.63% | 11.44% | ₹20.13 |
| UTI Equity Savings Fund - Direct Plan - IDCW
Plan: IDCW | UTI Mutual Fund | ₹77.02 Cr | 1.08% | 8.63% | 11.44% | ₹20.13 |
| UTI Equity Savings Fund - Direct Plan - Growth Option
Plan: Growth | UTI Mutual Fund | ₹18.80K Cr | 1.08% | 8.63% | 11.44% | ₹20.13 |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Plan: Growth | Sundaram Mutual Fund | ₹16.78K Cr | 0.60% | 7.35% | 12.40% | ₹82.93 |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Plan: IDCW | Sundaram Mutual Fund | ₹104.22 Cr | 0.60% | 0.18% | 4.76% | ₹16.56 |
| HSBC Equity Savings Fund - Direct Quarterly IDCW
Plan: IDCW | HSBC Mutual Fund | ₹26.77 Cr | 0.66% | -2.73% | 5.75% | ₹17.42 |
| HSBC Equity Savings Fund - Direct Growth
Plan: Growth | HSBC Mutual Fund | ₹20.68K Cr | 0.66% | 4.98% | 13.84% | ₹37.49 |
| HSBC Equity Savings Fund - Direct Monthly IDCW
Plan: IDCW | HSBC Mutual Fund | ₹118.50 Cr | 0.66% | -2.73% | 5.69% | ₹16.81 |
| Invesco India Equity Savings Fund - Direct Plan - Growth
Plan: Growth | Invesco Mutual Fund | ₹7.18K Cr | 0.71% | 3.33% | 11.89% | ₹18.64 |
| Invesco India Equity Savings Fund - Direct Plan - IDCW (Payout / Reinvestment)
Plan: IDCW | Invesco Mutual Fund | ₹2.61K Cr | 0.71% | 3.28% | 11.84% | ₹18.56 |
| Mirae Asset Equity Savings Fund- Direct Plan- Growth
Plan: Growth | Mirae Asset Mutual Fund | ₹76.81K Cr | 0.36% | 9.12% | 11.77% | ₹22.18 |
| Mirae Asset Equity Savings Fund Direct IDCW
Plan: IDCW | Mirae Asset Mutual Fund | ₹173.15 Cr | 0.36% | 0.46% | 2.17% | ₹14.42 |
| Edelweiss Equity Savings Fund - Direct Plan - IDCW Option
Plan: IDCW | Edelweiss Mutual Fund | ₹96.09 Cr | 0.60% | 8.84% | 12.02% | ₹20.80 |
| Edelweiss Equity Savings Fund - Direct Plan - Bonus Option
Plan: Bonus | Edelweiss Mutual Fund | ₹0.14 Cr | 0.60% | 8.84% | 12.02% | ₹28.63 |
| Edelweiss Equity Savings Fund - Direct Plan - Growth Option
Plan: Growth | Edelweiss Mutual Fund | ₹25.32K Cr | 0.60% | 8.84% | 12.02% | ₹28.62 |
| Edelweiss Equity Savings Fund - Direct Plan - Monthly - IDCW Option
Plan: IDCW | Edelweiss Mutual Fund | ₹95.56 Cr | 0.60% | 2.09% | 5.25% | ₹16.27 |
| BANDHAN Equity Savings Fund-Direct Plan-Growth
Plan: Growth | Bandhan Mutual Fund | ₹8.65K Cr | 0.19% | 6.39% | 8.62% | ₹35.46 |
| BANDHAN Equity Savings Fund-Direct Plan-Monthly IDCW
Plan: IDCW | Bandhan Mutual Fund | ₹349.95 Cr | 0.19% | -28.81% | -8.65% | ₹11.64 |
| BANDHAN Equity Savings Fund-Direct Plan-Annual IDCW
Plan: IDCW | Bandhan Mutual Fund | ₹6.06 Cr | 0.19% | 0.03% | 2.48% | ₹14.54 |
| BANDHAN Equity Savings Fund-Direct Plan -Quarterly IDCW
Plan: IDCW | Bandhan Mutual Fund | ₹1.03 Cr | 0.19% | 0.16% | 2.59% | ₹13.41 |
| Axis Equity Savings Fund - Direct Plan - Growth
Plan: Growth | Axis Mutual Fund | ₹13.70K Cr | 1.08% | 6.33% | 11.02% | ₹25.52 |
| Axis Equity Savings Fund - Direct Plan - Regular IDCW
Plan: IDCW | Axis Mutual Fund | ₹27.63 Cr | 1.08% | -2.41% | 0.99% | ₹13.78 |
| Axis Equity Savings Fund - Direct Plan - Quarterly IDCW
Plan: IDCW | Axis Mutual Fund | ₹44.62 Cr | 1.08% | -1.56% | 2.66% | ₹13.86 |
| Axis Equity Savings Fund - Direct Plan - Monthly IDCW
Plan: IDCW | Axis Mutual Fund | ₹151.32 Cr | 1.08% | -1.74% | 2.47% | ₹13.58 |
| PGIM India Equity Savings Fund - Direct Plan - Growth
Plan: Growth | PGIM India Mutual Fund | ₹979.38 Cr | 0.58% | 6.20% | 7.57% | ₹56.79 |
| PGIM India Equity Savings Fund - Direct Plan - Monthly Dividend
Plan: IDCW | PGIM India Mutual Fund | ₹50.79 Cr | 0.58% | -0.39% | 0.63% | ₹13.78 |
| PGIM India Equity Savings Fund - Direct Plan - Annual Dividend
Plan: IDCW | PGIM India Mutual Fund | ₹1.76 Cr | 0.58% | -0.85% | 0.39% | ₹16.33 |
| Union Equity Savings Fund - Direct Plan - IDCW Option
Plan: IDCW | Union Mutual Fund | ₹2.59 Cr | 1.46% | 5.26% | 8.21% | ₹17.61 |
| Union Equity Savings Fund - Direct Plan - Growth Option
Plan: Growth | Union Mutual Fund | ₹2.92K Cr | 1.46% | 5.26% | 8.21% | ₹17.61 |
| Mahindra Manulife Equity Savings Fund - Direct Plan -Growth
Plan: Growth | Mahindra Manulife Mutual Fund | ₹1.32K Cr | 0.69% | 8.28% | 11.43% | ₹24.63 |
| Mahindra Manulife Equity Savings Fund -Direct Plan -Dividend
Plan: IDCW | Mahindra Manulife Mutual Fund | ₹21.77 Cr | 0.69% | 3.54% | 5.04% | ₹17.42 |
| WhiteOak Capital Equity Savings Fund Direct Plan Growth
Plan: Growth | WhiteOak Capital Mutual Fund | ₹288.24 Cr | 0.46% | 13.45% | 0.00% | ₹11.34 |
| BAJAJ FINSERV EQUITY SAVINGS FUND - DIRECT - GROWTH
Plan: Growth | Bajaj Finserv Mutual Fund | ₹79.23 Cr | 0.30% | 0.00% | 0.00% | ₹10.20 |
| BAJAJ FINSERV EQUITY SAVINGS FUND - DIRECT - IDCW
Plan: IDCW | Bajaj Finserv Mutual Fund | ₹1.29 Cr | 0.30% | 0.00% | 0.00% | ₹10.20 |
Showing 69 Equity Savings funds
Key Investment Insights
💡
Average Performance
Equity Savings funds have delivered an average return of 3.83% over 1 year, with the category's expense ratio averaging 0.67%.
📊
Market Coverage
With 69 funds managing ₹17.63L Cr, this subcategory offers diverse investment options across various fund houses.
🎯
Investment Strategy
Equity Savings funds are part of the Hybrid category, designed for investors seeking balanced investment approach.