SOLUTIONS
EXPLORE FUNDS
 CALCULATORS
fincash number+91-22-48913909Dashboard

फिनकैश »म्यूचुअल फंड्स »बेस्ट इक्विटी सेविंग्स फंड्स

4 बेस्ट परफॉर्मिंग इक्विटी सेविंग्स फंड्स 2022

Updated on September 14, 2025 , 10041 views

इक्विटी सेविंग फंड की हाइब्रिड श्रेणी के अंतर्गत आते हैंम्यूचुअल फंड्स. यह नवीनतम प्रकार हैपरिसंपत्ति आवंटन 2014 के अंत में पेश किए गए म्यूचुअल फंड। इक्विटी सेविंग फंड आर्बिट्रेज, इक्विटी और डेट में निवेश करते हैं। यह फंड अपनी कुल संपत्ति का कम से कम 65 प्रतिशत इक्विटी में (ज्यादातर आर्बिट्रेज में) और बाकी डेट इंस्ट्रूमेंट्स में निवेश करेगा, लेकिन डेट में न्यूनतम निवेश 10 प्रतिशत होना चाहिए। इक्विटी सेविंग फंड उन निवेशकों के बीच लोकप्रिय हो रहे हैं जो इक्विटी में निवेश करना चाहते हैं लेकिन साथ ही सुरक्षित रहना चाहते हैं। तो, आइए निवेश करने के लिए सबसे अच्छा प्रदर्शन करने वाले कुछ इक्विटी सेविंग फंडों के साथ इस फंड के बारे में जानें।

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

इक्विटी सेविंग फंड्स के बारे में एक सिंहावलोकन

इक्विटी सेविंग फंड स्थिर उत्पन्न करना चाहते हैंआय द्वारानिवेश ऋण उपकरणों में और इक्विटी निवेश के माध्यम से संभावित रूप से उच्च रिटर्न का लक्ष्य है। इस प्रकार, ये फंड जोखिम और रिटर्न दोनों के बीच संतुलन समीकरण के रूप में कार्य करते हैं।

आदर्श रूप से, आर्बिट्राज नकद और डेरिवेटिव में शेयरों की कीमतों में अंतर का लाभ उठाता हैमंडी. डेरिवेटिव का उपयोग शुद्ध इक्विटी एक्सपोजर को कम करता है (यानी, आदर्श रूप से 20-40 प्रतिशत, हालांकि यह फंड से फंड में भिन्न हो सकता है) और आमतौर पर सुरक्षा करता हैइन्वेस्टर अस्थिर रिटर्न से।

चूंकि, इक्विटी सेविंग फंड्स में इक्विटी एक्सपोजर का 65 प्रतिशत (डेरिवेटिव पर विचार किए बिना) होता है, उन्हें इसके तहत माना जाता हैइक्विटी म्यूचुअल फंड कर लगाना। इक्विटी सेविंग फंड को रूढ़िवादी निवेशकों के लिए एक आदर्श निवेश विकल्प माना जाता है जो छोटी अवधि के लिए यानी 1-3 साल के लिए निवेश करना चाहते हैं।

इन फंडों में निवेश करने की योजना बना रहे निवेशकों को एकसिप मार्ग के रूप में यह बाजार के समय की चिंता को समाप्त करता है। पद-निवृत्ति आप आवधिक अंतराल पर पूर्व-निर्धारित निकासी को सक्षम करने के लिए SWP (सिस्टमैटिक विदड्रॉल प्लान) विकल्प का उपयोग कर सकते हैं।

शीर्ष 4 सर्वश्रेष्ठ इक्विटी बचत निधि वित्तीय वर्ष 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Kotak Equity Savings Fund Growth ₹26.5996
↑ 0.08 		₹8,4522.99.34.211.711.5
Edelweiss Equity Savings Fund Growth ₹25.6204
₹7503.286.811.210.813.4
SBI Equity Savings Fund Growth ₹24.1617
↑ 0.08 		₹5,7381.18.74.210.511.7
HDFC Equity Savings Fund Growth ₹66.525
↑ 0.19 		₹5,6741.47.33.410.312.310.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Sep 25

Research Highlights & Commentary of 4 Funds showcased

CommentaryKotak Equity Savings FundEdelweiss Equity Savings FundSBI Equity Savings FundHDFC Equity Savings Fund
Point 1Highest AUM (₹8,452 Cr).Bottom quartile AUM (₹750 Cr).Upper mid AUM (₹5,738 Cr).Lower mid AUM (₹5,674 Cr).
Point 2Established history (10+ yrs).Established history (10+ yrs).Established history (10+ yrs).Oldest track record among peers (21 yrs).
Point 3Not Rated.Not Rated.Not Rated.Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 11.50% (lower mid).5Y return: 10.77% (bottom quartile).5Y return: 11.68% (upper mid).5Y return: 12.31% (top quartile).
Point 63Y return: 11.71% (top quartile).3Y return: 11.25% (upper mid).3Y return: 10.53% (lower mid).3Y return: 10.26% (bottom quartile).
Point 71Y return: 4.16% (lower mid).1Y return: 6.82% (top quartile).1Y return: 4.24% (upper mid).1Y return: 3.43% (bottom quartile).
Point 81M return: 1.93% (top quartile).1M return: 1.22% (upper mid).1M return: 1.04% (lower mid).1M return: 1.03% (bottom quartile).
Point 9Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).
Point 10Sharpe: -0.43 (lower mid).Sharpe: 0.18 (top quartile).Sharpe: -0.20 (upper mid).Sharpe: -0.58 (bottom quartile).

Kotak Equity Savings Fund

  • Highest AUM (₹8,452 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.50% (lower mid).
  • 3Y return: 11.71% (top quartile).
  • 1Y return: 4.16% (lower mid).
  • 1M return: 1.93% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.43 (lower mid).

Edelweiss Equity Savings Fund

  • Bottom quartile AUM (₹750 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.77% (bottom quartile).
  • 3Y return: 11.25% (upper mid).
  • 1Y return: 6.82% (top quartile).
  • 1M return: 1.22% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.18 (top quartile).

SBI Equity Savings Fund

  • Upper mid AUM (₹5,738 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.68% (upper mid).
  • 3Y return: 10.53% (lower mid).
  • 1Y return: 4.24% (upper mid).
  • 1M return: 1.04% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.20 (upper mid).

HDFC Equity Savings Fund

  • Lower mid AUM (₹5,674 Cr).
  • Oldest track record among peers (21 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.31% (top quartile).
  • 3Y return: 10.26% (bottom quartile).
  • 1Y return: 3.43% (bottom quartile).
  • 1M return: 1.03% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.58 (bottom quartile).
 *ऊपर सर्वश्रेष्ठ की सूची हैइक्विटी बचत ऊपर एयूएम/शुद्ध संपत्ति वाले फंड100 करोड़. पर छाँटा गयापिछले 3 साल का रिटर्न.

1. Kotak Equity Savings Fund

The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Research Highlights for Kotak Equity Savings Fund

  • Highest AUM (₹8,452 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.50% (lower mid).
  • 3Y return: 11.71% (top quartile).
  • 1Y return: 4.16% (lower mid).
  • 1M return: 1.93% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.43 (lower mid).
  • Information ratio: 0.00 (top quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Conservative stance with elevated cash (~48%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding State Bank of India (~6.7%).

Below is the key information for Kotak Equity Savings Fund

Kotak Equity Savings Fund
Growth
Launch Date 13 Oct 14
NAV (16 Sep 25) ₹26.5996 ↑ 0.08   (0.30 %)
Net Assets (Cr) ₹8,452 on 31 Jul 25
Category Hybrid - Equity Savings
AMC Kotak Mahindra Asset Management Co Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio -0.43
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 20₹10,000
31 Aug 21₹11,625
31 Aug 22₹12,483
31 Aug 23₹13,743
31 Aug 24₹16,701
31 Aug 25₹17,126

Kotak Equity Savings Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Kotak Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Sep 25

DurationReturns
1 Month 1.9%
3 Month 2.9%
6 Month 9.3%
1 Year 4.2%
3 Year 11.7%
5 Year 11.5%
10 Year
15 Year
Since launch 9.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Kotak Equity Savings Fund
NameSinceTenure
Abhishek Bisen13 Oct 1410.89 Yr.
Devender Singhal1 Apr 214.42 Yr.
Hiten Shah3 Oct 195.92 Yr.

Data below for Kotak Equity Savings Fund as on 31 Jul 25

Asset Allocation
Asset ClassValue
Cash48.01%
Equity35.97%
Debt15.12%
Other0.9%
Equity Sector Allocation
SectorValue
Financial Services18.82%
Consumer Cyclical10.86%
Communication Services10.45%
Basic Materials5.58%
Industrials4.93%
Energy3.83%
Utility3.72%
Consumer Defensive3.57%
Technology3.02%
Health Care0.8%
Real Estate0.38%
Debt Sector Allocation
SectorValue
Cash Equivalent46.83%
Corporate9.17%
Government7.13%
Credit Quality
RatingValue
AA11.35%
AAA88.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 30 Apr 24 | SBIN		7%₹565 Cr7,090,789
↑ 4,196,538
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL		6%₹477 Cr2,492,355
Kotak Liquid Dir Gr
Investment Fund | -		5%₹439 Cr820,551
Bharti Airtel Ltd-AUG2025
Derivatives | -		4%-₹328 Cr1,708,575
↑ 1,708,575
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 534816		4%₹328 Cr9,028,198
↓ -2,238,900
Cnx Nifty-Aug2025
- | -		4%-₹298 Cr120,000
↑ 120,000
STATE BANK OF INDIA-AUG2025
Derivatives | -		3%-₹237 Cr2,952,750
↑ 2,952,750
National Bank For Agriculture And Rural Development
Debentures | -		3%₹229 Cr22,500
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | MARUTI		3%₹222 Cr175,988
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 14 | RELIANCE		3%₹217 Cr1,557,452

2. Edelweiss Equity Savings Fund

(Erstwhile Edelweiss Equity Savings Advantage Fund)

"The investment objective of the scheme is to provide capital appreciation and income distribution tothe investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments"

Research Highlights for Edelweiss Equity Savings Fund

  • Bottom quartile AUM (₹750 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.77% (bottom quartile).
  • 3Y return: 11.25% (upper mid).
  • 1Y return: 6.82% (top quartile).
  • 1M return: 1.22% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.18 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Top sector: Financial Services.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Conservative stance with elevated cash (~59%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Reliance Industries Ltd (~5.9%).

Below is the key information for Edelweiss Equity Savings Fund

Edelweiss Equity Savings Fund
Growth
Launch Date 13 Oct 14
NAV (16 Sep 25) ₹25.6204
Net Assets (Cr) ₹750 on 31 Jul 25
Category Hybrid - Equity Savings
AMC Edelweiss Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.59
Sharpe Ratio 0.18
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 20₹10,000
31 Aug 21₹11,908
31 Aug 22₹12,212
31 Aug 23₹13,282
31 Aug 24₹15,622
31 Aug 25₹16,615

Edelweiss Equity Savings Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for Edelweiss Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Sep 25

DurationReturns
1 Month 1.2%
3 Month 3.2%
6 Month 8%
1 Year 6.8%
3 Year 11.2%
5 Year 10.8%
10 Year
15 Year
Since launch 9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 13.4%
2023 12.9%
2022 3.2%
2021 11.7%
2020 13%
2019 7%
2018 3.8%
2017 15.1%
2016 4.6%
2015 5.3%
Fund Manager information for Edelweiss Equity Savings Fund
NameSinceTenure
Bhavesh Jain1 Oct 213.92 Yr.
Bharat Lahoti18 Sep 177.96 Yr.
Rahul Dedhia1 Jul 241.17 Yr.
Pranavi Kulkarni1 Aug 241.08 Yr.

Data below for Edelweiss Equity Savings Fund as on 31 Jul 25

Asset Allocation
Asset ClassValue
Cash58.87%
Equity26.61%
Debt14.5%
Other0.01%
Equity Sector Allocation
SectorValue
Financial Services18.61%
Basic Materials10.44%
Energy7.34%
Consumer Cyclical6.32%
Communication Services5.73%
Industrials4.85%
Health Care4.36%
Technology2.88%
Consumer Defensive1.95%
Utility1.78%
Real Estate1.53%
Debt Sector Allocation
SectorValue
Cash Equivalent56.99%
Government9.5%
Corporate6.89%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 21 | RELIANCE		6%₹44 Cr316,751
Future on UPL Ltd
Derivatives | -		5%-₹36 Cr506,770
↑ 126,015
Edelweiss Low Duration Dir Gr
Investment Fund | -		5%₹35 Cr340,264
↑ 340,264
Future on Reliance Industries Ltd
Derivatives | -		5%-₹34 Cr245,500
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | HDFCBANK		5%₹34 Cr168,207
7.18% Govt Stock 2033
Sovereign Bonds | -		3%₹26 Cr2,500,000
Hdb Financial Services Limited
Debentures | -		3%₹25 Cr2,500,000
UPL Ltd Ordinary Shares (Partly Paid Rs.1) (Basic Materials)
Equity, Since 31 Dec 24 | 890209		3%₹25 Cr489,155
↑ 126,015
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL		3%₹23 Cr122,295
Future on HDFC Bank Ltd
Derivatives | -		3%-₹23 Cr112,200

3. SBI Equity Savings Fund

The scheme aims to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.

Research Highlights for SBI Equity Savings Fund

  • Upper mid AUM (₹5,738 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.68% (upper mid).
  • 3Y return: 10.53% (lower mid).
  • 1Y return: 4.24% (upper mid).
  • 1M return: 1.04% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.20 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Conservative stance with elevated cash (~31%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding HDFC Bank Ltd (~9.0%).

Below is the key information for SBI Equity Savings Fund

SBI Equity Savings Fund
Growth
Launch Date 27 May 15
NAV (16 Sep 25) ₹24.1617 ↑ 0.08   (0.33 %)
Net Assets (Cr) ₹5,738 on 31 Jul 25
Category Hybrid - Equity Savings
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.28
Sharpe Ratio -0.2
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 20₹10,000
31 Aug 21₹12,369
31 Aug 22₹12,746
31 Aug 23₹14,426
31 Aug 24₹16,656
31 Aug 25₹17,274

SBI Equity Savings Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for SBI Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Sep 25

DurationReturns
1 Month 1%
3 Month 1.1%
6 Month 8.7%
1 Year 4.2%
3 Year 10.5%
5 Year 11.7%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for SBI Equity Savings Fund
NameSinceTenure
Neeraj Kumar27 May 1510.27 Yr.
Nidhi Chawla1 Jan 223.67 Yr.
Mohit Jain15 May 250.3 Yr.
Pradeep Kesavan1 Jan 241.67 Yr.
Vandna Soni1 Jan 241.67 Yr.

Data below for SBI Equity Savings Fund as on 31 Jul 25

Asset Allocation
Asset ClassValue
Cash30.83%
Equity49.79%
Debt19.38%
Equity Sector Allocation
SectorValue
Financial Services24.03%
Consumer Cyclical11.47%
Basic Materials9.83%
Industrials9.57%
Real Estate6.06%
Energy5.65%
Health Care2.24%
Consumer Defensive1.47%
Utility1.47%
Communication Services0.73%
Technology0.07%
Debt Sector Allocation
SectorValue
Cash Equivalent29.98%
Corporate15.12%
Government5.12%
Credit Quality
RatingValue
AA35.1%
AAA64.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 15 | HDFCBANK		9%₹514 Cr2,548,950
↓ -179,600
Future on HDFC Bank Ltd
Derivatives | -		5%-₹311 Cr1,533,950
↑ 70,400
Reliance Industries Ltd (Energy)
Equity, Since 31 May 15 | RELIANCE		5%₹303 Cr2,181,662
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | KOTAKBANK		3%₹184 Cr930,800
↓ -60,000
Bharti Telecom Limited
Debentures | -		3%₹156 Cr15,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 16 | LT		2%₹133 Cr365,275
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | ICICIBANK		2%₹132 Cr894,200
7.1% Govt Stock 2034
Sovereign Bonds | -		2%₹130 Cr12,500,000
Cube Highways Trust (Industrials)
Equity, Since 30 Apr 23 | 543899		2%₹118 Cr9,000,000
Embassy Office Parks REIT (Real Estate)
-, Since 30 Apr 25 | EMBASSY		2%₹117 Cr2,947,558

4. HDFC Equity Savings Fund

The investment objective of the scheme is to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments.

Research Highlights for HDFC Equity Savings Fund

  • Lower mid AUM (₹5,674 Cr).
  • Oldest track record among peers (21 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.31% (top quartile).
  • 3Y return: 10.26% (bottom quartile).
  • 1Y return: 3.43% (bottom quartile).
  • 1M return: 1.03% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.58 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Conservative stance with elevated cash (~41%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding HDFC Bank Ltd (~9.2%).

Below is the key information for HDFC Equity Savings Fund

HDFC Equity Savings Fund
Growth
Launch Date 17 Sep 04
NAV (16 Sep 25) ₹66.525 ↑ 0.19   (0.28 %)
Net Assets (Cr) ₹5,674 on 31 Jul 25
Category Hybrid - Equity Savings
AMC HDFC Asset Management Company Limited
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio -0.58
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 20₹10,000
31 Aug 21₹12,618
31 Aug 22₹13,307
31 Aug 23₹14,520
31 Aug 24₹17,197
31 Aug 25₹17,629

HDFC Equity Savings Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for HDFC Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Sep 25

DurationReturns
1 Month 1%
3 Month 1.4%
6 Month 7.3%
1 Year 3.4%
3 Year 10.3%
5 Year 12.3%
10 Year
15 Year
Since launch 9.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 10.3%
2023 13.8%
2022 6%
2021 16.8%
2020 8.8%
2019 5.8%
2018 0.9%
2017 16.5%
2016 14.1%
2015 2%
Fund Manager information for HDFC Equity Savings Fund
NameSinceTenure
Anil Bamboli17 Sep 0420.97 Yr.
Arun Agarwal17 Sep 0420.97 Yr.
Srinivasan Ramamurthy14 Dec 213.72 Yr.
Dhruv Muchhal22 Jun 232.2 Yr.
Nandita Menezes29 Mar 250.43 Yr.

Data below for HDFC Equity Savings Fund as on 31 Jul 25

Asset Allocation
Asset ClassValue
Cash40.97%
Equity37.29%
Debt21.74%
Equity Sector Allocation
SectorValue
Financial Services23.76%
Consumer Cyclical8.47%
Energy7.35%
Industrials6.12%
Health Care5.7%
Technology5%
Basic Materials3.31%
Consumer Defensive2.96%
Utility2.32%
Communication Services2.05%
Real Estate1.61%
Debt Sector Allocation
SectorValue
Cash Equivalent39.25%
Corporate12.65%
Government10.82%
Credit Quality
RatingValue
AA8.67%
AAA91.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK		9%₹523 Cr2,593,450
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK		7%₹411 Cr2,771,900
↑ 700,000
Future on HDFC Bank Ltd
Derivatives | -		6%-₹334 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 15 | RELIANCE		6%₹332 Cr2,388,500
Future on ICICI Bank Ltd
Derivatives | -		4%-₹232 Cr
Future on Reliance Industries Ltd
Derivatives | -		4%-₹229 Cr
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 16 | SUNPHARMA		3%₹182 Cr1,068,350
↑ 350,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY		3%₹170 Cr1,129,600
Future on Titan Co Ltd
Derivatives | -		3%-₹161 Cr
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 17 | TITAN		3%₹160 Cr479,325

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।

You Might Also Like

How helpful was this page ?
☆☆☆☆☆ Rated 4.8, based on 6 reviews.
POST A COMMENT

1 - 1 of 1
Get it on Google Play
PRODUCT SOLUTIONS
MUTUAL FUNDS
TOP FUNDS
CALCULATORS
ABOUT US
CONNECT WITH US
Shepard Technologies Pvt. Ltd : 1808, Solus, Hiranandani Estate, Thane, Maharashtra - 400607

AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.

©2025 Shepard Technologies Private Limited. All Rights Reserved