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4 بہترین کارکردگی کا مظاہرہ کرنے والے ایکویٹی سیونگز میوچل فنڈز 2022 | Fincash.com

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4 بہترین کارکردگی کا مظاہرہ کرنے والے ایکویٹی سیونگ فنڈز 2022

Updated on April 28, 2025 , 9817 views

ایکویٹی سیونگ فنڈز کے ہائبرڈ زمرے میں آتے ہیں۔باہمی چندہ. یہ تازہ ترین قسم ہے۔اثاثہ تین ہلاک میوچل فنڈز 2014 کے آخر میں متعارف کرائے گئے۔ ایکویٹی سیونگ فنڈز ثالثی، ایکویٹی اور قرض میں سرمایہ کاری کرتے ہیں۔ یہ فنڈ اپنے کل اثاثوں کا کم از کم 65 فیصد ایکوئٹی میں لگائے گا (اس میں سے زیادہ تر ثالثی میں) اور باقی قرض کے آلات میں، لیکن قرض میں کم از کم سرمایہ کاری 10 فیصد ہونی چاہیے۔ ایکویٹی سیونگ فنڈز ان سرمایہ کاروں میں مقبول ہو رہے ہیں جو ایکویٹی میں سرمایہ کاری کرنا چاہتے ہیں لیکن ساتھ ہی محفوظ رہنا چاہتے ہیں۔ تو، آئیے اس فنڈ کے بارے میں سیکھتے ہیں، سرمایہ کاری کے لیے بہترین کارکردگی کا مظاہرہ کرنے والے ایکویٹی سیونگ فنڈز میں سے کچھ کے ساتھ۔

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ایکویٹی سیونگ فنڈز کے بارے میں ایک جائزہ

ایکویٹی سیونگ فنڈز مستحکم پیدا کرنے کی کوشش کرتے ہیں۔آمدنی کی طرف سےسرمایہ کاری قرض کے آلات میں اور ایکویٹی سرمایہ کاری کے ذریعے ممکنہ طور پر زیادہ منافع حاصل کرنے کا مقصد ہے۔ اس طرح، یہ فنڈز خطرے اور واپسی دونوں کے درمیان توازن کی مساوات کے طور پر کام کرتے ہیں۔

مثالی طور پر، ثالثی نقد اور مشتق میں حصص کی قیمتوں میں فرق کا فائدہ اٹھاتا ہےمارکیٹ. مشتقات کا استعمال خالص ایکویٹی ایکسپوژر کو کم کرتا ہے (یعنی مثالی طور پر 20-40 فیصد، اگرچہ یہ فنڈ کے لحاظ سے مختلف ہو سکتا ہے) اور عام طور پر حفاظت کرتا ہے۔سرمایہ کار غیر مستحکم واپسی سے.

چونکہ، ایکویٹی سیونگ فنڈز میں ایکویٹی ایکسپوژر کا 65 فیصد ہوتا ہے (ماخوذ پر غور کیے بغیر)، ان کا علاج کیا جاتا ہےایکویٹی میوچل فنڈز ٹیکس ایکویٹی سیونگ فنڈز کو قدامت پسند سرمایہ کاروں کے لیے سرمایہ کاری کا ایک مثالی آپشن سمجھا جاتا ہے جو مختصر مدت یعنی 1-3 سال کے لیے سرمایہ کاری کرنا چاہتے ہیں۔

ان فنڈز میں سرمایہ کاری کرنے کی منصوبہ بندی کرنے والے سرمایہ کاروں کو ایک لینا چاہیے۔گھونٹ راستے کے طور پر یہ مارکیٹ کے وقت کی پریشانی کو ختم کرتا ہے۔ پوسٹ-ریٹائرمنٹ آپ متواتر وقفہ پر پہلے سے طے شدہ واپسی کو فعال کرنے کے لیے SWP (سسٹمیٹک انخلا پلان) کا اختیار استعمال کر سکتے ہیں۔

ٹاپ 4 بہترین ایکویٹی سیونگ فنڈز FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Equity Savings Fund Growth ₹31.6425
↓ -0.08
₹6240-2.56.111.114.524
Principal Equity Savings Fund Growth ₹68.5913
↓ -0.04
₹9762.11.78.11114.212.6
Kotak Equity Savings Fund Growth ₹25.4162
↓ -0.04
₹8,0431.91.76.710.912.111.7
DSP BlackRock Equity Savings Fund Growth ₹21.585
↑ 0.01
₹2,51732.81110.412.612.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Apr 25
*اوپر بہترین کی فہرست ہے۔ایکویٹی بچت اوپر AUM/نیٹ اثاثے رکھنے والے فنڈز100 کروڑ. پر ترتیب دیا گیاآخری 3 سال کی واپسی۔.

1. L&T Equity Savings Fund

To generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.

L&T Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 18 Oct 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.9% since its launch.  Ranked 46 in Equity Savings category.  Return for 2024 was 24% , 2023 was 17% and 2022 was 2% .

Below is the key information for L&T Equity Savings Fund

L&T Equity Savings Fund
Growth
Launch Date 18 Oct 11
NAV (30 Apr 25) ₹31.6425 ↓ -0.08   (-0.25 %)
Net Assets (Cr) ₹624 on 31 Mar 25
Category Hybrid - Equity Savings
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.49
Sharpe Ratio 0.22
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹12,856
30 Apr 22₹14,373
30 Apr 23₹15,063
30 Apr 24₹18,559

L&T 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for L&T 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 30 Apr 25

DurationReturns
1 Month 1.5%
3 Month 0%
6 Month -2.5%
1 Year 6.1%
3 Year 11.1%
5 Year 14.5%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24%
2022 17%
2021 2%
2020 16.1%
2019 10.8%
2018 3.7%
2017 -0.6%
2016 13.8%
2015 4.6%
2014 5.1%
Fund Manager information for L&T Equity Savings Fund
NameSinceTenure
Mahesh Chhabria15 Jul 231.71 Yr.
Praveen Ayathan1 Oct 231.5 Yr.
Cheenu Gupta2 Jul 213.75 Yr.
Sonal Gupta1 Oct 231.5 Yr.
Abhishek Gupta1 Apr 241 Yr.
Hitesh Gondhia1 Oct 231.5 Yr.
Mohd Asif Rizwi1 Feb 250.16 Yr.

Data below for L&T Equity Savings Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash52.69%
Equity29.71%
Debt17.6%
Equity Sector Allocation
SectorValue
Financial Services31.52%
Consumer Cyclical13.12%
Industrials8.68%
Health Care3.87%
Technology3.52%
Consumer Defensive3.18%
Energy2.72%
Utility2.09%
Communication Services1.88%
Basic Materials1.43%
Real Estate0.04%
Debt Sector Allocation
SectorValue
Cash Equivalent52.69%
Government14.15%
Corporate3.45%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Future on Kotak Mahindra Bank Ltd
Derivatives | -
4%-₹24 Cr
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 24 | KOTAKBANK
4%₹24 Cr110,800
↓ -8,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 24 | 532215
4%₹22 Cr201,875
Future on Axis Bank Ltd
Derivatives | -
4%-₹22 Cr
Blue Star Ltd (Industrials)
Equity, Since 31 Mar 23 | BLUESTARCO
3%₹21 Cr96,000
Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 500251
3%₹20 Cr38,200
↑ 200
Future on ICICI Bank Ltd
Derivatives | -
3%-₹20 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | ICICIBANK
3%₹20 Cr148,400
↑ 21,700
7.06% Govt Stock 2028
Sovereign Bonds | -
3%₹20 Cr1,900,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 543320
3%₹19 Cr950,000

2. Principal Equity Savings Fund

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

Principal Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 23 May 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.8% since its launch.  Ranked 38 in Equity Savings category.  Return for 2024 was 12.6% , 2023 was 15.3% and 2022 was 4.1% .

Below is the key information for Principal Equity Savings Fund

Principal Equity Savings Fund
Growth
Launch Date 23 May 02
NAV (30 Apr 25) ₹68.5913 ↓ -0.04   (-0.07 %)
Net Assets (Cr) ₹976 on 31 Mar 25
Category Hybrid - Equity Savings
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.33
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹12,467
30 Apr 22₹14,203
30 Apr 23₹14,888
30 Apr 24₹17,986

Principal 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Principal 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 30 Apr 25

DurationReturns
1 Month 1.7%
3 Month 2.1%
6 Month 1.7%
1 Year 8.1%
3 Year 11%
5 Year 14.2%
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 12.6%
2022 15.3%
2021 4.1%
2020 18.2%
2019 14.6%
2018 5.1%
2017 1.6%
2016 15%
2015 5.5%
2014 3.6%
Fund Manager information for Principal Equity Savings Fund
NameSinceTenure
Dwijendra Srivastava1 Jan 223.25 Yr.
Sudhir Kedia29 Oct 195.43 Yr.
Rohit Seksaria1 Jan 223.25 Yr.

Data below for Principal Equity Savings Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash46.23%
Equity32.53%
Debt21.24%
Equity Sector Allocation
SectorValue
Financial Services17.16%
Communication Services9.26%
Energy9.2%
Consumer Cyclical9.09%
Technology6.82%
Industrials6.35%
Health Care3.77%
Basic Materials3.6%
Consumer Defensive3.44%
Utility0.65%
Real Estate0.25%
Debt Sector Allocation
SectorValue
Cash Equivalent41.35%
Government17.53%
Corporate8.58%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
9%₹87 Cr681,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL
9%₹85 Cr487,525
↑ 172,900
Future on Reliance Industries Ltd
Derivatives | -
8%-₹78 Cr609,500
Future on Bharti Airtel Ltd
Derivatives | -
7%-₹73 Cr417,525
↑ 172,900
7.1% Govt Stock 2034
Sovereign Bonds | -
7%₹67 Cr6,500,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 21 | INFY
6%₹55 Cr350,700
Infosys Limited April 2025
Derivatives | -
5%-₹49 Cr312,400
↑ 312,400
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
3%₹32 Cr237,200
↓ -61,600
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | HDFCBANK
3%₹28 Cr155,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | MARUTI
3%₹27 Cr23,300

3. 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.

Kotak Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.2% since its launch.  Return for 2024 was 11.7% , 2023 was 15.7% and 2022 was 6.8% .

Below is the key information for Kotak Equity Savings Fund

Kotak Equity Savings Fund
Growth
Launch Date 13 Oct 14
NAV (30 Apr 25) ₹25.4162 ↓ -0.04   (-0.14 %)
Net Assets (Cr) ₹8,043 on 31 Mar 25
Category Hybrid - Equity Savings
AMC Kotak Mahindra Asset Management Co Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio -0.08
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
30 Apr 20₹10,000
30 Apr 21₹11,707
30 Apr 22₹13,002
30 Apr 23₹13,899
30 Apr 24₹16,625

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 ₹415,684.
Net Profit of ₹115,684
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 30 Apr 25

DurationReturns
1 Month 2%
3 Month 1.9%
6 Month 1.7%
1 Year 6.7%
3 Year 10.9%
5 Year 12.1%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 6.4%
Fund Manager information for Kotak Equity Savings Fund
NameSinceTenure
Abhishek Bisen13 Oct 1410.47 Yr.
Devender Singhal1 Apr 214 Yr.
Hiten Shah3 Oct 195.5 Yr.

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

Asset Allocation
Asset ClassValue
Cash45.89%
Equity37.75%
Debt15.48%
Other0.89%
Equity Sector Allocation
SectorValue
Financial Services14.98%
Consumer Cyclical10.61%
Communication Services10.52%
Basic Materials6.62%
Utility6.17%
Energy6.04%
Industrials5.51%
Consumer Defensive4.95%
Technology3.86%
Health Care0.96%
Real Estate0.28%
Debt Sector Allocation
SectorValue
Cash Equivalent43.99%
Government8.89%
Corporate8.22%
Securitized0.27%
Credit Quality
RatingValue
AA10.83%
AAA89.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Liquid Dir Gr
Investment Fund | -
5%₹430 Cr820,551
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
5%₹389 Cr2,242,355
↑ 290,475
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 534816
5%₹377 Cr11,267,098
Bharti Airtel Ltd-APR2025
Derivatives | -
4%-₹312 Cr1,791,225
↑ 1,791,225
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 14 | RELIANCE
4%₹286 Cr2,245,952
↑ 910,500
HDFC Bank Ltd.-APR2025
Derivatives | -
3%-₹266 Cr1,447,050
↑ 1,447,050
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹265 Cr1,447,050
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | MARUTI
3%₹237 Cr205,988
Indus Towers Ltd.-APR2025
Derivatives | -
3%-₹236 Cr7,031,200
↑ 7,031,200
National Bank For Agriculture And Rural Development
Debentures | -
3%₹226 Cr22,500

4. DSP BlackRock Equity Savings Fund

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.

DSP BlackRock Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 28 Mar 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.8% since its launch.  Return for 2024 was 12.1% , 2023 was 12.2% and 2022 was 4.6% .

Below is the key information for DSP BlackRock Equity Savings Fund

DSP BlackRock Equity Savings Fund
Growth
Launch Date 28 Mar 16
NAV (30 Apr 25) ₹21.585 ↑ 0.01   (0.04 %)
Net Assets (Cr) ₹2,517 on 31 Mar 25
Category Hybrid - Equity Savings
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 1.43
Sharpe Ratio 0.85
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹12,432
30 Apr 22₹13,458
30 Apr 23₹14,136
30 Apr 24₹16,314

DSP BlackRock 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 DSP BlackRock 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 30 Apr 25

DurationReturns
1 Month 1.7%
3 Month 3%
6 Month 2.8%
1 Year 11%
3 Year 10.4%
5 Year 12.6%
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 12.1%
2022 12.2%
2021 4.6%
2020 12.8%
2019 7.8%
2018 7.2%
2017 -1.4%
2016 15.5%
2015
2014
Fund Manager information for DSP BlackRock Equity Savings Fund
NameSinceTenure
Abhishek Singh1 May 213.92 Yr.
Shantanu Godambe1 Aug 240.67 Yr.
Kaivalya Nadkarni1 Oct 240.5 Yr.

Data below for DSP BlackRock Equity Savings Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash42.73%
Equity32.61%
Debt24.66%
Equity Sector Allocation
SectorValue
Financial Services26.85%
Consumer Cyclical8.21%
Energy7.98%
Communication Services4.57%
Basic Materials4.45%
Health Care3.92%
Industrials3.72%
Utility3.31%
Technology2.8%
Consumer Defensive1.93%
Real Estate0.17%
Debt Sector Allocation
SectorValue
Cash Equivalent40.78%
Government18.91%
Corporate6.16%
Securitized1.54%
Credit Quality
RatingValue
AA4.12%
AAA95.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | HDFCBANK
7%₹165 Cr951,781
7.93% Govt Stock 2033
Sovereign Bonds | -
6%₹144 Cr13,500,000
↑ 2,500,000
Future on Reliance Industries Ltd
Derivatives | -
3%-₹85 Cr708,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 21 | RELIANCE
3%₹85 Cr708,500
Future on HDFC Bank Ltd
Derivatives | -
3%-₹79 Cr453,200
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | ICICIBANK
3%₹72 Cr596,880
Future on Adani Enterprises Ltd
Derivatives | -
3%-₹70 Cr334,500
Adani Enterprises Ltd (Energy)
Equity, Since 30 Jun 23 | 512599
3%₹70 Cr334,500
7.38% Govt Stock 2027
Sovereign Bonds | -
3%₹67 Cr6,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 19 | 532215
3%₹66 Cr649,097

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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