+91-22-489139094 सर्वोत्तम कामगिरी करणारे इक्विटी बचत निधी 2022
इक्विटी बचत निधी संकरित श्रेणी अंतर्गत येतातम्युच्युअल फंड. हा नवीनतम प्रकार आहेमालमत्ता वाटप म्युच्युअल फंड 2014 च्या उत्तरार्धात सादर केले गेले. इक्विटी सेव्हिंग फंड्स आर्बिट्रेज, इक्विटी आणि डेटमध्ये गुंतवणूक करतात. हा फंड त्याच्या एकूण मालमत्तेपैकी किमान 65 टक्के इक्विटीमध्ये गुंतवेल (बहुतेक लवादामध्ये) आणि उर्वरित कर्ज साधनांमध्ये, परंतु कर्जामध्ये किमान गुंतवणूक 10 टक्के असावी. इक्विटी बचत निधी गुंतवणूकदारांमध्ये लोकप्रिय होत आहेत ज्यांना इक्विटीमध्ये गुंतवणूक करायची आहे आणि त्याच वेळी सुरक्षित राहण्याची इच्छा आहे. तर, गुंतवणुकीसाठी सर्वोत्तम कामगिरी करणाऱ्या इक्विटी बचत निधींसह या फंडाविषयी जाणून घेऊया.
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इक्विटी सेव्हिंग फंड्स बद्दल विहंगावलोकन
इक्विटी सेव्हिंग्स फंड स्थिर उत्पन्न करण्याचा प्रयत्न करतातउत्पन्न द्वारेगुंतवणूक डेट इन्स्ट्रुमेंट्समध्ये आणि इक्विटी गुंतवणुकीद्वारे संभाव्य उच्च परतावा मिळवण्याचे उद्दिष्ट आहे. अशाप्रकारे, हे फंड जोखीम आणि परतावा या दोन्हीमध्ये समतोल साधणारे समीकरण म्हणून काम करतात.
तद्वतच, लवाद रोख आणि डेरिव्हेटिव्हजमधील समभागांच्या किमतीतील फरकाचा फायदा घेतो.बाजार. डेरिव्हेटिव्ह्जचा वापर निव्वळ इक्विटी एक्सपोजर कमी करतो (म्हणजे, आदर्शपणे 20-40 टक्के, जरी हे निधीनुसार भिन्न असू शकते) आणि सहसा संरक्षण करतेगुंतवणूकदार अस्थिर परतावा पासून.
इक्विटी सेव्हिंग फंड्समध्ये 65 टक्के इक्विटी एक्सपोजर (डेरिव्हेटिव्ह्जचा विचार न करता) असल्याने, ते अंतर्गत हाताळले जातातइक्विटी म्युच्युअल फंड कर आकारणी अल्पकालीन गुंतवणूक करू इच्छिणाऱ्या रूढीवादी गुंतवणूकदारांसाठी इक्विटी सेव्हिंग्ज फंड हा एक आदर्श गुंतवणूक पर्याय मानला जातो, म्हणजे १-३ वर्षांसाठी.
या फंडांमध्ये गुंतवणूक करण्याची योजना आखणाऱ्या गुंतवणूकदारांनी अSIP मार्ग कारण यामुळे बाजाराच्या वेळेची चिंता दूर होते. पोस्ट-सेवानिवृत्ती नियतकालिक अंतराने पूर्व-निर्धारित पैसे काढणे सक्षम करण्यासाठी तुम्ही SWP (सिस्टमॅटिक विथड्रॉल प्लॅन) पर्याय वापरू शकता.
शीर्ष 4 सर्वोत्तम इक्विटी बचत निधी FY 22 - 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Equity Savings Fund Growth ₹27.1434
↓ -0.06 ₹9,023 3.1 5.7 8.7 11.7 11 11.7 SBI Equity Savings Fund Growth ₹24.4366
↓ -0.10 ₹5,993 1.4 3.5 6.6 11.5 10.8 12 Edelweiss Equity Savings Fund Growth ₹25.918
↓ -0.05 ₹1,028 1.7 4.7 9.4 11 10.3 13.4 DSP Equity Savings Fund Growth ₹22.16
↓ -0.04 ₹3,841 1.6 2.1 5.7 10 10 12.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Nov 25 Research Highlights & Commentary of 4 Funds showcased
Commentary Kotak Equity Savings Fund SBI Equity Savings Fund Edelweiss Equity Savings Fund DSP 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 (₹3,841 Cr). Point 2 Oldest track record among peers (11 yrs). Established history (10+ yrs). Established history (11+ yrs). Established history (9+ yrs). Point 3 Not Rated. Not Rated. Not Rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 10.97% (top quartile). 5Y return: 10.77% (upper mid). 5Y return: 10.26% (lower mid). 5Y return: 9.97% (bottom quartile). Point 6 3Y return: 11.71% (top quartile). 3Y return: 11.54% (upper mid). 3Y return: 10.96% (lower mid). 3Y return: 10.00% (bottom quartile). Point 7 1Y return: 8.67% (upper mid). 1Y return: 6.59% (lower mid). 1Y return: 9.42% (top quartile). 1Y return: 5.74% (bottom quartile). Point 8 1M return: 0.90% (top quartile). 1M return: 0.58% (upper mid). 1M return: -0.01% (bottom quartile). 1M return: 0.11% (lower mid). 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: -0.39 (bottom quartile). Kotak Equity Savings Fund
SBI Equity Savings Fund
Edelweiss Equity Savings Fund
DSP Equity Savings Fund
इक्विटी बचत वरील एयूएम/निव्वळ मालमत्ता असलेले निधी100 कोटी. वर क्रमवारी लावलीमागील 3 वर्षाचा परतावा.
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 generate income through investments in fixed income securities and using arbitrage and other derivative Strategies. The Scheme also intends to generate long-term capital appreciation by investing a portion of the Scheme’s assets in equity and equity related instruments. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for DSP Equity Savings Fund Below is the key information for DSP 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 (24 Nov 25) ₹27.1434 ↓ -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 31 Oct 20 ₹10,000 31 Oct 21 ₹11,814 31 Oct 22 ₹12,483 31 Oct 23 ₹13,658 31 Oct 24 ₹16,119 31 Oct 25 ₹17,378 Returns for Kotak Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Nov 25 Duration Returns 1 Month 0.9% 3 Month 3.1% 6 Month 5.7% 1 Year 8.7% 3 Year 11.7% 5 Year 11% 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 (21 Nov 25) ₹24.4366 ↓ -0.10 (-0.40 %) 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 31 Oct 20 ₹10,000 31 Oct 21 ₹12,306 31 Oct 22 ₹12,712 31 Oct 23 ₹14,203 31 Oct 24 ₹16,515 31 Oct 25 ₹17,392 Returns for SBI Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Nov 25 Duration Returns 1 Month 0.6% 3 Month 1.4% 6 Month 3.5% 1 Year 6.6% 3 Year 11.5% 5 Year 10.8% 10 Year 15 Year Since launch 8.9% 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 (24 Nov 25) ₹25.918 ↓ -0.05 (-0.21 %) 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 31 Oct 20 ₹10,000 31 Oct 21 ₹11,906 31 Oct 22 ₹12,231 31 Oct 23 ₹13,276 31 Oct 24 ₹15,470 31 Oct 25 ₹16,860 Returns for Edelweiss Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Nov 25 Duration Returns 1 Month 0% 3 Month 1.7% 6 Month 4.7% 1 Year 9.4% 3 Year 11% 5 Year 10.3% 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. DSP Equity Savings Fund
DSP Equity Savings Fund
Growth Launch Date 28 Mar 16 NAV (24 Nov 25) ₹22.16 ↓ -0.04 (-0.16 %) Net Assets (Cr) ₹3,841 on 31 Oct 25 Category Hybrid - Equity Savings AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.31 Sharpe Ratio -0.39 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹12,118 31 Oct 22 ₹12,534 31 Oct 23 ₹13,429 31 Oct 24 ₹15,847 31 Oct 25 ₹16,636 Returns for DSP Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Nov 25 Duration Returns 1 Month 0.1% 3 Month 1.6% 6 Month 2.1% 1 Year 5.7% 3 Year 10% 5 Year 10% 10 Year 15 Year Since launch 8.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.1% 2023 12.2% 2022 4.6% 2021 12.8% 2020 7.8% 2019 7.2% 2018 -1.4% 2017 15.5% 2016 2015 Fund Manager information for DSP Equity Savings Fund
Name Since Tenure Abhishek Singh 1 May 21 4.51 Yr. Shantanu Godambe 1 Aug 24 1.25 Yr. Kaivalya Nadkarni 1 Oct 24 1.08 Yr. Data below for DSP Equity Savings Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Cash 44.58% Equity 32.41% Debt 23% Equity Sector Allocation
Sector Value Financial Services 27.41% Energy 7.18% Technology 5.81% Consumer Cyclical 5.66% Health Care 5.64% Communication Services 4.6% Basic Materials 3.91% Consumer Defensive 3.63% Industrials 3.19% Utility 3.18% Real Estate 1.38% Debt Sector Allocation
Sector Value Cash Equivalent 43.95% Government 15.6% Corporate 8.03% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.82% Govt Stock 2033
Sovereign Bonds | -6% ₹229 Cr 22,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | HDFCBANK6% ₹222 Cr 2,244,846 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 19 | 5322154% ₹169 Cr 1,372,405
↑ 43,750 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC3% ₹128 Cr 3,034,785
↑ 67,200 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN3% ₹117 Cr 1,251,944
↑ 52,500 Future on HDFC Bank Ltd
Derivatives | -3% -₹116 Cr 1,170,400 Future on Reliance Industries Ltd
Derivatives | -3% -₹115 Cr 769,500
↑ 27,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 21 | RELIANCE3% ₹114 Cr 769,500
↑ 27,500 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | KOTAKBANK3% ₹106 Cr 506,196 Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY3% ₹106 Cr 716,784
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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Research Highlights for Kotak Equity Savings Fund