+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 (%) SBI Equity Savings Fund Growth ₹24.2624
↑ 0.05 ₹5,919 -0.4 1.6 7.8 11.4 9.6 5 Edelweiss Equity Savings Fund Growth ₹25.9107
↑ 0.09 ₹1,195 -0.1 2.9 9.1 11.4 9.6 8 Kotak Equity Savings Fund Growth ₹26.7406
↑ 0.11 ₹9,651 -1.1 3 8.1 11.1 10.2 7.9 Axis Equity Saver Fund Growth ₹22.5
↑ 0.09 ₹927 -0.5 2.1 6.4 10.3 8.7 5.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 26 Research Highlights & Commentary of 4 Funds showcased
Commentary SBI Equity Savings Fund Edelweiss Equity Savings Fund Kotak Equity Savings Fund Axis Equity Saver Fund Point 1 Upper mid AUM (₹5,919 Cr). Lower mid AUM (₹1,195 Cr). Highest AUM (₹9,651 Cr). Bottom quartile AUM (₹927 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (11 yrs). Established history (11+ yrs). Established history (10+ 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: 9.60% (lower mid). 5Y return: 9.62% (upper mid). 5Y return: 10.19% (top quartile). 5Y return: 8.74% (bottom quartile). Point 6 3Y return: 11.43% (top quartile). 3Y return: 11.43% (upper mid). 3Y return: 11.08% (lower mid). 3Y return: 10.34% (bottom quartile). Point 7 1Y return: 7.85% (lower mid). 1Y return: 9.10% (top quartile). 1Y return: 8.14% (upper mid). 1Y return: 6.38% (bottom quartile). Point 8 1M return: -0.39% (top quartile). 1M return: -0.65% (upper mid). 1M return: -1.60% (bottom quartile). 1M return: -1.01% (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: -0.11 (bottom quartile). Sharpe: 0.48 (top quartile). Sharpe: 0.32 (upper mid). Sharpe: -0.10 (lower mid). SBI Equity Savings Fund
Edelweiss Equity Savings Fund
Kotak Equity Savings Fund
Axis Equity Saver Fund
इक्विटी बचत वरील एयूएम/निव्वळ मालमत्ता असलेले निधी100 कोटी. वर क्रमवारी लावलीमागील 3 वर्षाचा परतावा.
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. 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 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 Below is the key information for Kotak 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 by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. Research Highlights for Axis Equity Saver Fund Below is the key information for Axis Equity Saver Fund Returns up to 1 year are on 1. SBI Equity Savings Fund
SBI Equity Savings Fund
Growth Launch Date 27 May 15 NAV (28 Jan 26) ₹24.2624 ↑ 0.05 (0.20 %) Net Assets (Cr) ₹5,919 on 31 Dec 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 Dec 20 ₹10,000 31 Dec 21 ₹11,323 31 Dec 22 ₹11,533 31 Dec 23 ₹13,554 31 Dec 24 ₹15,180 31 Dec 25 ₹15,946 Returns for SBI Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -0.4% 3 Month -0.4% 6 Month 1.6% 1 Year 7.8% 3 Year 11.4% 5 Year 9.6% 10 Year 15 Year Since launch 8.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 5% 2023 12% 2022 17.5% 2021 1.9% 2020 13.2% 2019 11.9% 2018 9.4% 2017 -0.5% 2016 14.6% 2015 6.2% Fund Manager information for SBI Equity Savings Fund
Name Since Tenure Neeraj Kumar 27 May 15 10.61 Yr. Nidhi Chawla 1 Jan 22 4 Yr. Mohit Jain 15 May 25 0.63 Yr. Pradeep Kesavan 1 Jan 24 2 Yr. Vandna Soni 1 Jan 24 2 Yr. Data below for SBI Equity Savings Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 50.58% Equity 26.37% Debt 23.04% Other 0.01% Equity Sector Allocation
Sector Value Financial Services 28.91% Consumer Cyclical 8.07% Basic Materials 7.85% Energy 5.72% Real Estate 5.43% Industrials 4.89% Communication Services 2.94% Consumer Defensive 2.77% Technology 2.46% Health Care 1.99% Utility 0.98% Debt Sector Allocation
Sector Value Cash Equivalent 49.85% Corporate 16.53% Government 7.24% Credit Quality
Rating Value A 3% AA 45.8% AAA 51.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 15 | HDFCBANK8% ₹454 Cr 4,584,100 Reliance Industries Ltd (Energy)
Equity, Since 31 May 15 | RELIANCE5% ₹319 Cr 2,032,162
↑ 12,500 Hdfc Bank Ltd. 27-Jan-26
Derivatives | -5% -₹300 Cr 3,004,100
↑ 3,004,100 Kotak Mahindra Bank Ltd. 27-Jan-26
Derivatives | -4% -₹261 Cr 1,179,600
↑ 1,179,600 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | KOTAKBANK4% ₹260 Cr 1,179,800
↑ 248,400 State Bank of India (Financial Services)
Equity, Since 29 Feb 16 | SBIN4% ₹213 Cr 2,165,000
↑ 973,750 State Bank Of India 27-Jan-26
Derivatives | -3% -₹164 Cr 1,665,000
↑ 1,665,000 Bharti Telecom Limited
Debentures | -3% ₹155 Cr 15,000 SBI Liquid Dir Gr
Investment Fund | -3% ₹151 Cr 355,010
↑ 355,010 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 16 | LT3% ₹149 Cr 365,275 2. Edelweiss Equity Savings Fund
Edelweiss Equity Savings Fund
Growth Launch Date 13 Oct 14 NAV (28 Jan 26) ₹25.9107 ↑ 0.09 (0.36 %) Net Assets (Cr) ₹1,195 on 31 Dec 25 Category Hybrid - Equity Savings AMC Edelweiss Asset Management Limited Rating Risk Moderately High Expense Ratio 1.59 Sharpe Ratio 0.48 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 Dec 20 ₹10,000 31 Dec 21 ₹11,167 31 Dec 22 ₹11,529 31 Dec 23 ₹13,021 31 Dec 24 ₹14,761 31 Dec 25 ₹15,934 Returns for Edelweiss Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -0.6% 3 Month -0.1% 6 Month 2.9% 1 Year 9.1% 3 Year 11.4% 5 Year 9.6% 10 Year 15 Year Since launch 8.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 13.4% 2022 12.9% 2021 3.2% 2020 11.7% 2019 13% 2018 7% 2017 3.8% 2016 15.1% 2015 4.6% Fund Manager information for Edelweiss Equity Savings Fund
Name Since Tenure Kedar Karnik 15 Jan 26 0 Yr. Bhavesh Jain 1 Oct 21 4.25 Yr. Bharat Lahoti 18 Sep 17 8.29 Yr. Rahul Dedhia 1 Jul 24 1.5 Yr. Data below for Edelweiss Equity Savings Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 59.52% Equity 28.68% Debt 11.78% Other 0.02% Equity Sector Allocation
Sector Value Financial Services 20.58% Basic Materials 10.71% Consumer Cyclical 6.65% Communication Services 5.98% Energy 5.77% Industrials 5.72% Utility 4.12% Health Care 3.54% Technology 2.99% Consumer Defensive 1.38% Real Estate 0.88% Debt Sector Allocation
Sector Value Cash Equivalent 57.64% Corporate 8.45% Government 5.22% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 21 | RELIANCE5% ₹58 Cr 367,751 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | HDFCBANK4% ₹51 Cr 512,964 Hdb Financial Services Limited
Debentures | -4% ₹50 Cr 5,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | 5321744% ₹44 Cr 329,929
↑ 48,300 Future on Reliance Industries Ltd
Derivatives | -4% -₹43 Cr 271,000 UPL Ltd (Basic Materials)
Equity, Since 31 May 25 | UPL3% ₹39 Cr 489,155 Future on HDFC Bank Ltd
Derivatives | -3% -₹38 Cr 384,450 Future on Adani Green Energy Ltd
Derivatives | -3% -₹37 Cr 360,000
↑ 360,000 Adani Green Energy Ltd (Utilities)
Equity, Since 31 Dec 25 | ADANIGREEN3% ₹37 Cr 360,000
↑ 360,000 Edelweiss Low Duration Dir Gr
Investment Fund | -3% ₹36 Cr 340,264 3. Kotak Equity Savings Fund
Kotak Equity Savings Fund
Growth Launch Date 13 Oct 14 NAV (28 Jan 26) ₹26.7406 ↑ 0.11 (0.40 %) Net Assets (Cr) ₹9,651 on 31 Dec 25 Category Hybrid - Equity Savings AMC Kotak Mahindra Asset Management Co Ltd Rating Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.32 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 Dec 20 ₹10,000 31 Dec 21 ₹11,109 31 Dec 22 ₹11,865 31 Dec 23 ₹13,724 31 Dec 24 ₹15,330 31 Dec 25 ₹16,545 Returns for Kotak Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -1.6% 3 Month -1.1% 6 Month 3% 1 Year 8.1% 3 Year 11.1% 5 Year 10.2% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.9% 2023 11.7% 2022 15.7% 2021 6.8% 2020 11.1% 2019 10.4% 2018 7.8% 2017 4.2% 2016 14% 2015 6.5% Fund Manager information for Kotak Equity Savings Fund
Name Since Tenure Abhishek Bisen 13 Oct 14 11.23 Yr. Devender Singhal 1 Apr 21 4.75 Yr. Hiten Shah 3 Oct 19 6.25 Yr. Data below for Kotak Equity Savings Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 49.6% Equity 37.47% Debt 12.91% Other 0.02% Equity Sector Allocation
Sector Value Financial Services 18.79% Communication Services 12.39% Consumer Cyclical 11.17% Technology 8.44% Basic Materials 5.03% Consumer Defensive 4.49% Industrials 4.18% Utility 3.46% Energy 2.57% Real Estate 0.96% Health Care 0.83% Debt Sector Allocation
Sector Value Cash Equivalent 46.67% Corporate 11% Government 4.84% Credit Quality
Rating Value AA 11.28% AAA 88.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL7% ₹716 Cr 3,402,730 State Bank of India (Financial Services)
Equity, Since 30 Apr 24 | SBIN7% ₹628 Cr 6,395,789 Kotak Liquid Dir Gr
Investment Fund | -6% ₹551 Cr 1,003,846 Cnx Nifty-Jan2026
- | -4% -₹394 Cr 149,955
↑ 149,955 STATE BANK OF INDIA-JAN2026
Derivatives | -4% -₹383 Cr 3,882,750
↑ 3,882,750 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 5348164% ₹378 Cr 9,028,198 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | MARUTI4% ₹347 Cr 207,838 Bharti Airtel Ltd-JAN2026
Derivatives | -4% -₹346 Cr 1,634,000
↑ 1,634,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | HEROMOTOCO3% ₹271 Cr 470,000 ONE 97 COMMUNICATIONS LTD.-JAN2026
Derivatives | -3% -₹258 Cr 1,973,450
↑ 1,973,450 4. Axis Equity Saver Fund
Axis Equity Saver Fund
Growth Launch Date 14 Aug 15 NAV (28 Jan 26) ₹22.5 ↑ 0.09 (0.40 %) Net Assets (Cr) ₹927 on 31 Dec 25 Category Hybrid - Equity Savings AMC Axis Asset Management Company Limited Rating Risk Moderately High Expense Ratio 2.26 Sharpe Ratio -0.1 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹11,327 31 Dec 22 ₹11,307 31 Dec 23 ₹12,953 31 Dec 24 ₹14,387 31 Dec 25 ₹15,160 Returns for Axis Equity Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -1% 3 Month -0.5% 6 Month 2.1% 1 Year 6.4% 3 Year 10.3% 5 Year 8.7% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.4% 2023 11.1% 2022 14.6% 2021 -0.2% 2020 13.3% 2019 11.6% 2018 8.3% 2017 5.2% 2016 14.7% 2015 2.4% Fund Manager information for Axis Equity Saver Fund
Name Since Tenure Devang Shah 5 Apr 24 1.74 Yr. Hardik Shah 1 Feb 23 2.92 Yr. Mayank Hyanki 13 May 24 1.64 Yr. Krishnaa N 16 Dec 24 1.04 Yr. Data below for Axis Equity Saver Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 40.8% Equity 39.04% Debt 20.16% Other 0.01% Equity Sector Allocation
Sector Value Financial Services 25.47% Energy 10.31% Consumer Cyclical 7.67% Industrials 6.86% Health Care 6.5% Basic Materials 5.21% Technology 3.21% Communication Services 3.04% Consumer Defensive 2.29% Real Estate 1.27% Utility 0.66% Debt Sector Allocation
Sector Value Cash Equivalent 38.55% Corporate 11.46% Government 10.95% Credit Quality
Rating Value A 5.25% AA 39.12% AAA 55.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Future on BANK Index
- | -12% -₹116 Cr 3,000,975
↑ 3,000,975 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 15 | RELIANCE10% ₹92 Cr 589,004 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 15 | HDFCBANK9% ₹85 Cr 861,322 Reliance Industries Limited January 2026 Future
Derivatives | -7% -₹62 Cr 390,500
↑ 390,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5321745% ₹44 Cr 324,804
↑ 60,500 7.18% Govt Stock 2033
Sovereign Bonds | -4% ₹41 Cr 4,000,000 7.1% Govt Stock 2034
Sovereign Bonds | -4% ₹36 Cr 3,500,000 Nifty Bank Future Jan 26
- | -3% ₹31 Cr 5,250
↑ 5,250 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 18 | LT3% ₹30 Cr 72,664
↑ 1,225 Shriram Finance Limited
Debentures | -3% ₹25 Cr 2,500
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 SBI Equity Savings Fund