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
4.58%
Avg 1Y Return
7.10%
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 4.58% over 1 year and 7.10% 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% | 9.02% | 10.23% | ₹25.38 |
| Aditya Birla Sun Life Equity Savings Fund - Direct - IDCW
Plan: IDCW | Aditya Birla Sun Life Mutual Fund | ₹94.39 Cr | 0.54% | 1.49% | 2.78% | ₹15.70 |
| Baroda BNP Paribas Equity Savings Fund - Direct Plan - IDCW
Plan: IDCW | Baroda BNP Paribas Mutual Fund | ₹185.95 Cr | 1.37% | -0.61% | 5.72% | ₹14.70 |
| Baroda BNP Paribas Equity Savings Fund - Direct Plan - Growth
Plan: Growth | Baroda BNP Paribas Mutual Fund | ₹3.14K Cr | 1.37% | 7.91% | 11.34% | ₹18.28 |
| DSP Equity Savings Fund - Direct Plan - IDCW - Quarterly
Plan: IDCW | DSP Mutual Fund | ₹9.60 Cr | 0.55% | 1.36% | 5.55% | ₹17.41 |
| DSP Equity Savings Fund - Direct Plan - IDCW - Monthly
Plan: IDCW | DSP Mutual Fund | ₹18.60 Cr | 0.55% | 1.37% | 5.59% | ₹17.50 |
| DSP Equity Savings Fund - Direct Plan - IDCW
Plan: IDCW | DSP Mutual Fund | ₹76.91 Cr | 0.55% | -0.33% | 2.21% | ₹14.36 |
| DSP Equity Savings Fund - Direct Plan - Growth
Plan: Growth | DSP Mutual Fund | ₹1.72L Cr | 0.55% | 6.36% | 10.88% | ₹24.98 |
| HDFC Equity Savings Fund - IDCW Option - Direct Plan
Plan: IDCW | HDFC Mutual Fund | ₹2.26K Cr | 0.93% | 2.01% | 4.96% | ₹15.46 |
| HDFC Equity Savings Fund - Growth Option - Direct Plan
Plan: Growth | HDFC Mutual Fund | ₹1.72L Cr | 0.93% | 8.03% | 11.40% | ₹76.25 |
| quant Equity Savings Fund - Growth Option - Direct Plan
Plan: Growth | quant Mutual Fund | ₹1.68K Cr | 0.65% | 0.00% | 0.00% | ₹10.27 |
| quant Equity Savings Fund - IDCW Option - Direct Plan
Plan: IDCW | quant Mutual Fund | ₹11.54 Cr | 0.65% | 0.00% | 0.00% | ₹10.26 |
| Kotak Equity Savings Fund - Direct - Growth
Plan: Growth | Kotak Mahindra Mutual Fund | ₹2.75L Cr | 0.66% | 8.42% | 12.24% | ₹29.74 |
| 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% | 8.42% | 11.92% | ₹21.35 |
| LIC MF Equity Savings Fund-Direct Plan-Growth
Plan: Growth | LIC Mutual Fund | ₹705.23 Cr | 1.17% | 6.25% | 0.00% | ₹31.46 |
| LIC MF Equity Savings Fund-Direct Plan-Monthly IDCW
Plan: IDCW | LIC Mutual Fund | ₹4.67 Cr | 1.17% | 6.24% | 0.00% | ₹21.25 |
| LIC MF Equity Savings Fund-Direct Plan-Quarterly IDCW
Plan: IDCW | LIC Mutual Fund | ₹1.88 Cr | 1.17% | 6.24% | 0.00% | ₹17.53 |
| ICICI Prudential Equity Savings Fund - Direct Plan - Quarterly IDCW
Plan: IDCW | ICICI Prudential Mutual Fund | ₹1.24K Cr | 0.50% | 1.59% | 4.09% | ₹15.99 |
| ICICI Prudential Equity Savings Fund - Direct Plan - Cumulative option
Plan: Growth | ICICI Prudential Mutual Fund | ₹7.59L Cr | 0.50% | 7.39% | 9.07% | ₹24.99 |
| Nippon India Equity Savings Fund- Direct Plan- Growth Plan-Growth Option
Plan: Growth | Nippon India Mutual Fund | ₹17.91K Cr | 0.29% | 7.53% | 9.85% | ₹18.20 |
| Nippon India Equity Savings Fund- Direct Plan- Growth Plan- Bonus Option
Plan: Bonus | Nippon India Mutual Fund | ₹0.89 Cr | 0.29% | 7.53% | 9.85% | ₹18.20 |
| NIPPON INDIA EQUITY SAVINGS FUND - Direct Plan - IDCW Option
Plan: IDCW | Nippon India Mutual Fund | ₹36.00 Cr | 0.29% | 7.53% | 9.85% | ₹15.68 |
| NIPPON INDIA EQUITY SAVINGS FUND - Direct Plan - MONTHLY IDCW Option
Plan: IDCW | Nippon India Mutual Fund | ₹74.01 Cr | 0.29% | 7.53% | 9.85% | ₹15.46 |
| NIPPON INDIA EQUITY SAVINGS FUND - Direct Plan - QUARTERLY IDCW Option
Plan: IDCW | Nippon India Mutual Fund | ₹24.20 Cr | 0.29% | 7.53% | 9.85% | ₹15.44 |
| SBI Equity Savings Fund - Direct Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)
Plan: IDCW | SBI Mutual Fund | ₹3.23K Cr | 0.99% | 7.76% | 12.18% | ₹24.71 |
| SBI Equity Savings Fund - Direct Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW)
Plan: IDCW | SBI Mutual Fund | ₹234.68 Cr | 0.99% | 7.76% | 12.17% | ₹25.57 |
| SBI Equity Savings Fund - Direct Plan - Growth
Plan: Growth | SBI Mutual Fund | ₹1.07L Cr | 0.99% | 7.76% | 12.17% | ₹27.00 |
| Tata Equity Savings Fund-Direct Plan - Monthly Payout of IDCW Option
Plan: IDCW | Tata Mutual Fund | ₹102.88 Cr | 0.51% | 3.09% | 7.15% | ₹21.70 |
| Tata Equity Savings Fund-Direct Plan - Periodic Payout of IDCWS Option
Plan: Growth | Tata Mutual Fund | ₹26.38 Cr | 0.51% | 6.81% | 10.75% | ₹31.17 |
| Tata Equity Savings Fund- Direct Plan- Growth Option
Plan: Growth | Tata Mutual Fund | ₹6.43K Cr | 0.51% | 6.81% | 10.75% | ₹63.79 |
| Franklin India Equity Savings Fund - Direct - IDCW
Plan: IDCW | Franklin Templeton Mutual Fund | ₹73.40 Cr | 0.29% | 0.34% | 5.88% | ₹15.07 |
| Franklin India Equity Savings Fund - Direct - Monthly - IDCW
Plan: IDCW | Franklin Templeton Mutual Fund | ₹52.63 Cr | 0.29% | 0.65% | 4.32% | ₹13.97 |
| Franklin India Equity Savings Fund - Direct - Quarterly - IDCW
Plan: IDCW | Franklin Templeton Mutual Fund | ₹47.74 Cr | 0.29% | 2.13% | 5.00% | ₹14.09 |
| Franklin India Equity Savings Fund- Growth Direct
Plan: Growth | Franklin Templeton Mutual Fund | ₹5.16K Cr | 0.29% | 6.83% | 9.48% | ₹18.46 |
| UTI Equity Savings Fund - Direct Plan - Monthly IDCW
Plan: IDCW | UTI Mutual Fund | ₹10.83 Cr | 1.08% | 8.58% | 11.88% | ₹20.33 |
| UTI Equity Savings Fund - Direct Plan - Quarterly IDCW
Plan: IDCW | UTI Mutual Fund | ₹67.84 Cr | 1.08% | 8.58% | 11.88% | ₹20.33 |
| UTI Equity Savings Fund - Direct Plan - IDCW
Plan: IDCW | UTI Mutual Fund | ₹77.02 Cr | 1.08% | 8.58% | 11.88% | ₹20.33 |
| UTI Equity Savings Fund - Direct Plan - Growth Option
Plan: Growth | UTI Mutual Fund | ₹18.80K Cr | 1.08% | 8.58% | 11.88% | ₹20.33 |
| 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% | 7.94% | 13.16% | ₹83.97 |
| 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% | 0.73% | 5.46% | ₹16.77 |
| HSBC Equity Savings Fund - Direct Quarterly IDCW
Plan: IDCW | HSBC Mutual Fund | ₹26.77 Cr | 0.66% | 0.72% | 6.38% | ₹17.79 |
| HSBC Equity Savings Fund - Direct Growth
Plan: Growth | HSBC Mutual Fund | ₹20.68K Cr | 0.66% | 8.71% | 14.51% | ₹38.29 |
| HSBC Equity Savings Fund - Direct Monthly IDCW
Plan: IDCW | HSBC Mutual Fund | ₹118.50 Cr | 0.66% | 0.76% | 6.26% | ₹17.06 |
| Invesco India Equity Savings Fund - Direct Plan - Growth
Plan: Growth | Invesco Mutual Fund | ₹7.18K Cr | 0.71% | 3.39% | 12.17% | ₹18.72 |
| Invesco India Equity Savings Fund - Direct Plan - IDCW (Payout / Reinvestment)
Plan: IDCW | Invesco Mutual Fund | ₹2.61K Cr | 0.71% | 3.34% | 12.12% | ₹18.64 |
| Mirae Asset Equity Savings Fund- Direct Plan- Growth
Plan: Growth | Mirae Asset Mutual Fund | ₹76.81K Cr | 0.36% | 9.68% | 12.60% | ₹22.51 |
| Mirae Asset Equity Savings Fund Direct IDCW
Plan: IDCW | Mirae Asset Mutual Fund | ₹173.15 Cr | 0.36% | -7.12% | 0.10% | ₹13.46 |
| Edelweiss Equity Savings Fund - Direct Plan - IDCW Option
Plan: IDCW | Edelweiss Mutual Fund | ₹96.09 Cr | 0.60% | 8.93% | 12.42% | ₹21.01 |
| Edelweiss Equity Savings Fund - Direct Plan - Bonus Option
Plan: Bonus | Edelweiss Mutual Fund | ₹0.14 Cr | 0.60% | 8.94% | 12.42% | ₹28.92 |
| Edelweiss Equity Savings Fund - Direct Plan - Growth Option
Plan: Growth | Edelweiss Mutual Fund | ₹25.32K Cr | 0.60% | 8.93% | 12.42% | ₹28.91 |
| Edelweiss Equity Savings Fund - Direct Plan - Monthly - IDCW Option
Plan: IDCW | Edelweiss Mutual Fund | ₹95.56 Cr | 0.60% | 2.69% | 5.63% | ₹16.43 |
| BANDHAN Equity Savings Fund-Direct Plan-Growth
Plan: Growth | Bandhan Mutual Fund | ₹8.65K Cr | 0.19% | 6.38% | 8.74% | ₹35.58 |
| BANDHAN Equity Savings Fund-Direct Plan-Monthly IDCW
Plan: IDCW | Bandhan Mutual Fund | ₹349.95 Cr | 0.19% | 1.37% | -8.58% | ₹11.62 |
| BANDHAN Equity Savings Fund-Direct Plan-Annual IDCW
Plan: IDCW | Bandhan Mutual Fund | ₹6.06 Cr | 0.19% | 0.02% | 2.59% | ₹14.59 |
| BANDHAN Equity Savings Fund-Direct Plan -Quarterly IDCW
Plan: IDCW | Bandhan Mutual Fund | ₹1.03 Cr | 0.19% | 0.15% | 2.70% | ₹13.45 |
| Axis Equity Savings Fund - Direct Plan - Growth
Plan: Growth | Axis Mutual Fund | ₹13.70K Cr | 1.08% | 6.83% | 11.55% | ₹25.82 |
| Axis Equity Savings Fund - Direct Plan - Regular IDCW
Plan: IDCW | Axis Mutual Fund | ₹27.63 Cr | 1.08% | -1.97% | 1.45% | ₹13.94 |
| Axis Equity Savings Fund - Direct Plan - Quarterly IDCW
Plan: IDCW | Axis Mutual Fund | ₹44.62 Cr | 1.08% | -1.06% | 3.16% | ₹14.03 |
| Axis Equity Savings Fund - Direct Plan - Monthly IDCW
Plan: IDCW | Axis Mutual Fund | ₹151.32 Cr | 1.08% | -1.23% | 3.00% | ₹13.65 |
| PGIM India Equity Savings Fund - Direct Plan - Growth
Plan: Growth | PGIM India Mutual Fund | ₹979.38 Cr | 0.58% | 6.18% | 7.86% | ₹57.22 |
| PGIM India Equity Savings Fund - Direct Plan - Monthly Dividend
Plan: IDCW | PGIM India Mutual Fund | ₹50.79 Cr | 0.58% | -0.40% | 0.90% | ₹13.89 |
| PGIM India Equity Savings Fund - Direct Plan - Annual Dividend
Plan: IDCW | PGIM India Mutual Fund | ₹1.76 Cr | 0.58% | -0.86% | 0.66% | ₹16.45 |
| Union Equity Savings Fund - Direct Plan - IDCW Option
Plan: IDCW | Union Mutual Fund | ₹2.59 Cr | 1.46% | 5.99% | 8.82% | ₹17.86 |
| Union Equity Savings Fund - Direct Plan - Growth Option
Plan: Growth | Union Mutual Fund | ₹2.92K Cr | 1.46% | 5.99% | 8.82% | ₹17.86 |
| Mahindra Manulife Equity Savings Fund - Direct Plan -Growth
Plan: Growth | Mahindra Manulife Mutual Fund | ₹1.32K Cr | 0.69% | 9.26% | 12.23% | ₹24.99 |
| Mahindra Manulife Equity Savings Fund -Direct Plan -Dividend
Plan: IDCW | Mahindra Manulife Mutual Fund | ₹21.77 Cr | 0.69% | 4.47% | 5.80% | ₹17.67 |
| WhiteOak Capital Equity Savings Fund Direct Plan Growth
Plan: Growth | WhiteOak Capital Mutual Fund | ₹288.24 Cr | 0.46% | 14.47% | 0.00% | ₹11.44 |
| BAJAJ FINSERV EQUITY SAVINGS FUND - DIRECT - GROWTH
Plan: Growth | Bajaj Finserv Mutual Fund | ₹79.23 Cr | 0.30% | 0.00% | 0.00% | ₹10.24 |
| BAJAJ FINSERV EQUITY SAVINGS FUND - DIRECT - IDCW
Plan: IDCW | Bajaj Finserv Mutual Fund | ₹1.29 Cr | 0.30% | 0.00% | 0.00% | ₹10.24 |
Showing 69 Equity Savings funds
Key Investment Insights
💡
Average Performance
Equity Savings funds have delivered an average return of 4.58% 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.
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Investment Strategy
Equity Savings funds are part of the Hybrid category, designed for investors seeking balanced investment approach.