+91-22-489139094 बेस्ट परफॉर्मिंग इक्विटी सेविंग्स फंड्स 2022
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।
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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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Equity Savings Fund Growth ₹27.1988
↑ 0.06 ₹9,023 3.5 5.5 5.8 11.5 10.9 11.7 SBI Equity Savings Fund Growth ₹24.4132
↑ 0.05 ₹5,993 1.9 2.6 4.5 11.1 10.3 12 Edelweiss Equity Savings Fund Growth ₹25.9435
↑ 0.02 ₹1,028 1.9 4.4 8 10.7 10.1 13.4 HDFC Equity Savings Fund Growth ₹67.774
↑ 0.11 ₹5,823 2.8 3.5 5.4 9.9 11.2 10.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Dec 25 Research Highlights & Commentary of 4 Funds showcased
Commentary Kotak Equity Savings Fund SBI Equity Savings Fund Edelweiss Equity Savings Fund HDFC Equity Savings Fund Point 1 Highest AUM (₹9,023 Cr). Upper mid AUM (₹5,993 Cr). Bottom quartile AUM (₹1,028 Cr). Lower mid AUM (₹5,823 Cr). Point 2 Established history (11+ yrs). Established history (10+ yrs). Established history (11+ yrs). Oldest track record among peers (21 yrs). Point 3 Not Rated. Not Rated. Not Rated. Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 10.94% (upper mid). 5Y return: 10.34% (lower mid). 5Y return: 10.12% (bottom quartile). 5Y return: 11.23% (top quartile). Point 6 3Y return: 11.54% (top quartile). 3Y return: 11.05% (upper mid). 3Y return: 10.74% (lower mid). 3Y return: 9.88% (bottom quartile). Point 7 1Y return: 5.76% (upper mid). 1Y return: 4.47% (bottom quartile). 1Y return: 7.99% (top quartile). 1Y return: 5.44% (lower mid). Point 8 1M return: 0.95% (upper mid). 1M return: 0.32% (lower mid). 1M return: 0.01% (bottom quartile). 1M return: 0.97% (top quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.26 (upper mid). Sharpe: -0.11 (lower mid). Sharpe: 0.67 (top quartile). Sharpe: -0.14 (bottom quartile). Kotak Equity Savings Fund
SBI Equity Savings Fund
Edelweiss Equity Savings Fund
HDFC Equity Savings Fund
इक्विटी बचत ऊपर एयूएम/शुद्ध संपत्ति वाले फंड100 करोड़. पर छाँटा गयापिछले 3 साल का रिटर्न.
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. Below is the key information for Kotak Equity Savings Fund Returns up to 1 year are on 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 Below is the key information for SBI Equity Savings Fund Returns up to 1 year are on (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 Below is the key information for Edelweiss Equity Savings Fund Returns up to 1 year are on 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 Below is the key information for HDFC Equity Savings Fund Returns up to 1 year are on 1. Kotak Equity Savings Fund
Kotak Equity Savings Fund
Growth Launch Date 13 Oct 14 NAV (05 Dec 25) ₹27.1988 ↑ 0.06 (0.22 %) Net Assets (Cr) ₹9,023 on 31 Oct 25 Category Hybrid - Equity Savings AMC Kotak Mahindra Asset Management Co Ltd Rating Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.26 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.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹11,289 30 Nov 22 ₹12,174 30 Nov 23 ₹13,611 30 Nov 24 ₹15,767 30 Nov 25 ₹16,882 Returns for Kotak Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Dec 25 Duration Returns 1 Month 1% 3 Month 3.5% 6 Month 5.5% 1 Year 5.8% 3 Year 11.5% 5 Year 10.9% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.7% 2023 15.7% 2022 6.8% 2021 11.1% 2020 10.4% 2019 7.8% 2018 4.2% 2017 14% 2016 6.5% 2015 6.4% Fund Manager information for Kotak Equity Savings Fund
Name Since Tenure Abhishek Bisen 13 Oct 14 11.06 Yr. Devender Singhal 1 Apr 21 4.59 Yr. Hiten Shah 3 Oct 19 6.08 Yr. Data below for Kotak Equity Savings Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Cash 50.34% Equity 34.37% Debt 14.41% Other 0.88% Equity Sector Allocation
Sector Value Financial Services 19.4% Consumer Cyclical 11.26% Communication Services 10.2% Basic Materials 5.2% Consumer Defensive 4.95% Industrials 4.26% Utility 3.85% Energy 3.19% Technology 3.09% Health Care 0.87% Real Estate 0.34% Debt Sector Allocation
Sector Value Cash Equivalent 48.54% Corporate 9.48% Government 5% Securitized 1.73% Credit Quality
Rating Value AA 10.8% AAA 89.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 30 Apr 24 | SBIN7% ₹618 Cr 6,590,789 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL6% ₹504 Cr 2,450,780
↓ -100,000 Kotak Liquid Dir Gr
Investment Fund | -5% ₹446 Cr 820,551 Cnx Nifty-Nov2025
- | -4% -₹389 Cr 150,000
↑ 150,000 STATE BANK OF INDIA-NOV2025
Derivatives | -4% -₹384 Cr 4,077,750
↑ 4,077,750 Bharti Airtel Ltd-NOV2025
Derivatives | -4% -₹365 Cr 1,767,000
↑ 1,767,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | MARUTI4% ₹336 Cr 207,838
↑ 6,850 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 5348164% ₹328 Cr 9,028,198 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | HEROMOTOCO3% ₹288 Cr 520,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Oct 14 | ITC3% ₹232 Cr 5,520,219
↑ 3,000,000 2. SBI Equity Savings Fund
SBI Equity Savings Fund
Growth Launch Date 27 May 15 NAV (05 Dec 25) ₹24.4132 ↑ 0.05 (0.19 %) Net Assets (Cr) ₹5,993 on 31 Oct 25 Category Hybrid - Equity Savings AMC SBI Funds Management Private Limited Rating Risk Moderately High Expense Ratio 1.28 Sharpe Ratio -0.11 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.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹11,684 30 Nov 22 ₹12,081 30 Nov 23 ₹13,828 30 Nov 24 ₹15,747 30 Nov 25 ₹16,628 Returns for SBI Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Dec 25 Duration Returns 1 Month 0.3% 3 Month 1.9% 6 Month 2.6% 1 Year 4.5% 3 Year 11.1% 5 Year 10.3% 10 Year 15 Year Since launch 8.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 12% 2023 17.5% 2022 1.9% 2021 13.2% 2020 11.9% 2019 9.4% 2018 -0.5% 2017 14.6% 2016 6.2% 2015 Fund Manager information for SBI Equity Savings Fund
Name Since Tenure Neeraj Kumar 27 May 15 10.44 Yr. Nidhi Chawla 1 Jan 22 3.84 Yr. Mohit Jain 15 May 25 0.47 Yr. Pradeep Kesavan 1 Jan 24 1.84 Yr. Vandna Soni 1 Jan 24 1.84 Yr. Data below for SBI Equity Savings Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Cash 29.55% Equity 46.93% Debt 23.53% Equity Sector Allocation
Sector Value Financial Services 24.2% Consumer Cyclical 11.62% Basic Materials 11.6% Industrials 6.61% Energy 5.42% Real Estate 4.9% Health Care 2.46% Consumer Defensive 2.34% Technology 1.83% Utility 1.01% Communication Services 0.44% Debt Sector Allocation
Sector Value Cash Equivalent 29.38% Corporate 17.57% Government 6.12% Credit Quality
Rating Value A 2.86% AA 45.75% AAA 51.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 15 | HDFCBANK8% ₹453 Cr 4,584,100
↓ -150,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 15 | RELIANCE5% ₹300 Cr 2,019,662
↓ -200,000 Future on HDFC Bank Ltd
Derivatives | -5% -₹299 Cr 3,004,100 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | KOTAKBANK3% ₹167 Cr 795,400
↓ -25,000 Bharti Telecom Limited
Debentures | -3% ₹155 Cr 15,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 16 | LT2% ₹147 Cr 365,275 Embassy Office Parks REIT (Real Estate)
-, Since 30 Apr 25 | EMBASSY2% ₹133 Cr 3,102,830 7.1% Govt Stock 2034
Sovereign Bonds | -2% ₹129 Cr 12,500,000 Future on Reliance Industries Ltd
Derivatives | -2% -₹118 Cr 791,000 Bank of Baroda (Financial Services)
Equity, Since 31 Dec 22 | 5321342% ₹114 Cr 4,091,025
↑ 1,000,000 3. Edelweiss Equity Savings Fund
Edelweiss Equity Savings Fund
Growth Launch Date 13 Oct 14 NAV (05 Dec 25) ₹25.9435 ↑ 0.02 (0.09 %) Net Assets (Cr) ₹1,028 on 31 Oct 25 Category Hybrid - Equity Savings AMC Edelweiss Asset Management Limited Rating Risk Moderately High Expense Ratio 1.59 Sharpe Ratio 0.67 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.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹11,490 30 Nov 22 ₹12,018 30 Nov 23 ₹13,163 30 Nov 24 ₹15,002 30 Nov 25 ₹16,364 Returns for Edelweiss Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Dec 25 Duration Returns 1 Month 0% 3 Month 1.9% 6 Month 4.4% 1 Year 8% 3 Year 10.7% 5 Year 10.1% 10 Year 15 Year Since launch 8.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Dhawal Dalal 22 Sep 25 0.11 Yr. Bhavesh Jain 1 Oct 21 4.09 Yr. Bharat Lahoti 18 Sep 17 8.13 Yr. Rahul Dedhia 1 Jul 24 1.34 Yr. Pranavi Kulkarni 1 Aug 24 1.25 Yr. Data below for Edelweiss Equity Savings Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Cash 66.14% Equity 24.84% Debt 8.98% Other 0.03% Equity Sector Allocation
Sector Value Financial Services 21.45% Basic Materials 10.89% Energy 5.59% Industrials 4.94% Communication Services 4.94% Consumer Cyclical 4.57% Technology 4.49% Health Care 4.04% Real Estate 1.66% Consumer Defensive 1.5% Utility 1.5% Debt Sector Allocation
Sector Value Cash Equivalent 62.05% Corporate 7.02% Government 6.05% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Edelweiss Money Market Dir Gr
Investment Fund | -7% ₹76 Cr 23,697,253 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 21 | RELIANCE5% ₹52 Cr 352,751 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | HDFCBANK4% ₹43 Cr 435,414 Future on Reliance Industries Ltd
Derivatives | -4% -₹41 Cr 271,000 Edelweiss Low Duration Dir Gr
Investment Fund | -3% ₹36 Cr 340,264 Future on UPL Ltd
Derivatives | -3% -₹35 Cr 489,155 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | ICICIBANK3% ₹35 Cr 263,429
↑ 60,200 UPL Ltd (Basic Materials)
Equity, Since 31 May 25 | UPL3% ₹35 Cr 489,155 Future on HDFC Bank Ltd
Derivatives | -3% -₹31 Cr 306,900 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL3% ₹26 Cr 126,570 4. HDFC Equity Savings Fund
HDFC Equity Savings Fund
Growth Launch Date 17 Sep 04 NAV (05 Dec 25) ₹67.774 ↑ 0.11 (0.16 %) Net Assets (Cr) ₹5,823 on 31 Oct 25 Category Hybrid - Equity Savings AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio -0.14 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.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹12,106 30 Nov 22 ₹13,011 30 Nov 23 ₹14,241 30 Nov 24 ₹16,252 30 Nov 25 ₹17,266 Returns for HDFC Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Dec 25 Duration Returns 1 Month 1% 3 Month 2.8% 6 Month 3.5% 1 Year 5.4% 3 Year 9.9% 5 Year 11.2% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anil Bamboli 17 Sep 04 21.13 Yr. Arun Agarwal 17 Sep 04 21.13 Yr. Srinivasan Ramamurthy 14 Dec 21 3.88 Yr. Dhruv Muchhal 22 Jun 23 2.36 Yr. Nandita Menezes 29 Mar 25 0.59 Yr. Data below for HDFC Equity Savings Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Cash 37.97% Equity 39.73% Debt 22.3% Equity Sector Allocation
Sector Value Financial Services 23.7% Consumer Cyclical 9.25% Energy 8.06% Industrials 7.06% Health Care 5.57% Basic Materials 4.18% Technology 3.88% Communication Services 2.42% Utility 2.39% Consumer Defensive 2.11% Real Estate 1.71% Debt Sector Allocation
Sector Value Cash Equivalent 36.27% Corporate 13.1% Government 10.47% Securitized 0.44% Credit Quality
Rating Value AA 13.45% AAA 86.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK9% ₹512 Cr 5,186,900 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 15 | RELIANCE6% ₹355 Cr 2,388,500 Hdfc Bank Ltd.
Derivatives | SHORT6% -₹327 Cr 3,287,900
↑ 3,287,900 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK6% ₹321 Cr 2,389,000 Reliance Industries Ltd.
Derivatives | SHORT4% -₹245 Cr 1,638,500
↑ 1,638,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 15 | LT4% ₹216 Cr 535,325 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 16 | SUNPHARMA3% ₹189 Cr 1,118,350 Titan Company Ltd.
Derivatives | SHORT3% -₹181 Cr 479,325
↑ 479,325 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 17 | TITAN3% ₹180 Cr 479,325 State Bank of India (Financial Services)
Equity, Since 30 Sep 12 | SBIN3% ₹165 Cr 1,756,250
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।
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Research Highlights for Kotak Equity Savings Fund