Equity Savings Mutual Funds
Find here some best Equity Savings fund to invest
- Annual Returns 8.34%
- Average Risk Medium
- Total Funds 24
What is Equity Savings Mutual Fund?
Equity Savings Mutual Funds are those, which invest in opportunities that generates in debt and cash segments of the equity space through a arbitrage strategy. Equity Savings Schemes also invest a considerable part in the equity and related securities, to provide a higher returns to the investors. The allocation in these schemes are great option for investors, who want moderate growth, and have a low to moderate risk appetite.
MoreTop 5 Equity Savings Funds for 2-3X Returns in 5 Yrs
Latest Recommendation By Team of ExpertsTop Performing Equity Savings in India for High Return
|
Lumpsum 3Y P.a
12.38%
|
SIP 3Y P.a.
16.86%
|
Return Vs Category
High |
Risk Vs Category
Average |
Invest | |
|
Lumpsum 3Y P.a
11.43%
|
SIP 3Y P.a.
15.1%
|
Return Vs Category
High |
Risk Vs Category
Average |
Invest | |
|
Lumpsum 3Y P.a
11.43%
|
SIP 3Y P.a.
15.1%
|
Return Vs Category
High |
Risk Vs Category
Average |
Invest | |
|
Lumpsum 3Y P.a
10.65%
|
SIP 3Y P.a.
13.11%
|
Return Vs Category
High |
Risk Vs Category
Average |
Invest | |
|
Lumpsum 3Y P.a
9.56%
|
SIP 3Y P.a.
13.21%
|
Return Vs Category
High |
Risk Vs Category
Average |
Invest | |
|
Lumpsum 3Y P.a
9.53%
|
SIP 3Y P.a.
12.22%
|
Return Vs Category
High |
Risk Vs Category
Average |
Invest | |
|
Lumpsum 3Y P.a
9.41%
|
SIP 3Y P.a.
12.07%
|
Return Vs Category
High |
Risk Vs Category
Average |
Invest | |
|
Lumpsum 3Y P.a
9.35%
|
SIP 3Y P.a.
13.29%
|
Return Vs Category
High |
Risk Vs Category
Average |
Invest | |
|
Lumpsum 3Y P.a
9.23%
|
SIP 3Y P.a.
12.33%
|
Return Vs Category
High |
Risk Vs Category
Average |
Invest | |
|
Lumpsum 3Y P.a
9%
|
SIP 3Y P.a.
12.34%
|
Return Vs Category
High |
Risk Vs Category
Average |
Invest |
Short Term
Long Term
SIP
Rolling Term
1 Week
0.38%
|
1 Month
-2.02%
|
3 Months
1.82%
|
6 Months
10.82%
|
1 Year
23.52%
|
Invest | ||
1 Week
-0.26%
|
1 Month
-1.47%
|
3 Months
1.59%
|
6 Months
8.12%
|
1 Year
18.68%
|
Invest | ||
1 Week
-0.26%
|
1 Month
-1.47%
|
3 Months
1.59%
|
6 Months
8.12%
|
1 Year
18.68%
|
Invest | ||
1 Week
0.17%
|
1 Month
-1.53%
|
3 Months
0.21%
|
6 Months
6.06%
|
1 Year
16.94%
|
Invest | ||
1 Week
-0.28%
|
1 Month
-1.6%
|
3 Months
1.18%
|
6 Months
7.23%
|
1 Year
16.74%
|
Invest | ||
1 Week
-0.18%
|
1 Month
-0.83%
|
3 Months
0.61%
|
6 Months
6.02%
|
1 Year
15.96%
|
Invest | ||
1 Week
-0.62%
|
1 Month
-1.85%
|
3 Months
-0.02%
|
6 Months
4.24%
|
1 Year
13.34%
|
Invest | ||
1 Week
-1.3%
|
1 Month
-1.81%
|
3 Months
1.64%
|
6 Months
6.38%
|
1 Year
14.12%
|
Invest | ||
1 Week
-0.37%
|
1 Month
-0.19%
|
3 Months
2.21%
|
6 Months
8.53%
|
1 Year
16.83%
|
Invest | ||
1 Week
-0.21%
|
1 Month
-1.1%
|
3 Months
1.01%
|
6 Months
7.33%
|
1 Year
16.51%
|
Invest |
2 Years
17.89%
|
3 Years
12.38%
|
5 Years
13.01%
|
Annual Rt
9.59%
|
Invest | ||
2 Years
15.34%
|
3 Years
11.43%
|
5 Years
14.56%
|
Annual Rt
9.71%
|
Invest | ||
2 Years
15.34%
|
3 Years
11.43%
|
5 Years
14.56%
|
Annual Rt
9.71%
|
Invest | ||
2 Years
13.75%
|
3 Years
10.65%
|
5 Years
11.11%
|
Annual Rt
9.89%
|
Invest | ||
2 Years
13.41%
|
3 Years
9.56%
|
5 Years
12.82%
|
Annual Rt
8.51%
|
Invest | ||
2 Years
12.41%
|
3 Years
9.53%
|
5 Years
11.3%
|
Annual Rt
9.74%
|
Invest | ||
2 Years
12.08%
|
3 Years
9.41%
|
5 Years
11.08%
|
Annual Rt
9.31%
|
Invest | ||
2 Years
14.05%
|
3 Years
9.35%
|
5 Years
11.17%
|
Annual Rt
9.21%
|
Invest | ||
2 Years
12.55%
|
3 Years
9.23%
|
5 Years
9.95%
|
Annual Rt
8.97%
|
Invest | ||
2 Years
12.57%
|
3 Years
9%
|
5 Years
11.86%
|
Annual Rt
12.15%
|
Invest |
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest |
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest |
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest |
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.51%
|
Fund Manager
Mahesh A Chhabria
|
Launch Date
01-Jan 2013
|
Invest | ||
Min SIP
₹200000
|
Min Lumpsum
₹100
|
Expense Ratio
0.5%
|
Fund Manager
Dwijendra Srivastava
|
Launch Date
02-Jan 2013
|
Invest | ||
Min SIP
₹200000
|
Min Lumpsum
₹100
|
Expense Ratio
0.5%
|
Fund Manager
Dwijendra Srivastava
|
Launch Date
02-Jan 2013
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.79%
|
Fund Manager
Abhishek Bisen
|
Launch Date
11-Oct 2014
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
2.16%
|
Fund Manager
Dwijendra Srivastava
|
Launch Date
05-Jan 2013
|
Invest | ||
Min SIP
₹300
|
Min Lumpsum
₹100
|
Expense Ratio
1.92%
|
Fund Manager
Anil Bamboli
|
Launch Date
05-Sep 2004
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.51%
|
Fund Manager
V Srivatsa
|
Launch Date
30-Aug 2018
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹1000
|
Expense Ratio
1.19%
|
Fund Manager
Nidhi Chawla
|
Launch Date
01-May 2015
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.27%
|
Fund Manager
Kedar Karnik
|
Launch Date
28-Mar 2016
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.31%
|
Fund Manager
Mahendra Kumar Jajoo
|
Launch Date
15-Dec 2018
|
Invest |
Latest NAV
32.1064(14-11-2024)
|
Previous NAV
32.1064(14-11-2024)
|
NAV Change
-0.2822%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
76.6485(14-11-2024)
|
Previous NAV
76.6485(14-11-2024)
|
NAV Change
-0.236%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
76.6485(14-11-2024)
|
Previous NAV
76.6485(14-11-2024)
|
NAV Change
-0.236%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
24.8331(14-11-2024)
|
Previous NAV
24.8331(14-11-2024)
|
NAV Change
-0.1343%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
66.7038(14-11-2024)
|
Previous NAV
66.7038(14-11-2024)
|
NAV Change
-0.2403%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
63.117(14-11-2024)
|
Previous NAV
63.117(14-11-2024)
|
NAV Change
-0.2506%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
17.3958(14-11-2024)
|
Previous NAV
17.3958(14-11-2024)
|
NAV Change
-0.2268%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
22.9070(14-11-2024)
|
Previous NAV
22.9070(14-11-2024)
|
NAV Change
-0.1161%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
20.875(14-11-2024)
|
Previous NAV
20.875(14-11-2024)
|
NAV Change
-0.0779%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
18.954(14-11-2024)
|
Previous NAV
18.954(14-11-2024)
|
NAV Change
-0.3201%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest |
Join 50,000+ Investors Who Tested Their Suitability
Are Equity Savings Funds Suitable for You?
Check Suitability of Equity Savings Funds for your Portfolio
Comparison of Top Equity Savings Funds
Equity Savings Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
Explore Other Popular Calculators
Equity Oriented Hybrid Specialty Funds : It Will Work Wonders
Equity oriented hybrid specialty plans are the ones which allow the clients to invest majorly in the equity schemes along with a less but significant portion in the money market instruments. As the name suggests, the clients have access to a scheme which allows them to make use of their money in such a way that a single scheme can achieve the capital appreciation and security of funds. But, before understanding the details of the scheme, one must get to know the reason behind launching such a scheme.
Equity oriented hybrid specialty: Segregating the elements
Equity oriented hybrid specialty fund includes various elements that must be studied thoroughly before investing in this scheme. As already discussed, equity hybrid funds invest a major portion which is 65% of the equity and the remaining 35% in the debt instruments.
Equity or shares are the major attraction for the clients as they are capable of providing higher returns to the clients for building up an enormous amount over a period of time. There are clients who want to get the best returns for their investments and make use of each and every penny they put into a particular scheme.
Money market instruments are the schemes which allow the clients to have a secured investment schedule. The clients who aspire to invest in mutual fund for its benefits but do not want to take the risk of losing their money go in for these funds. Money market instruments include bonds, debentures, securities, certificate of deposit, commercial paper, etc. The money market instruments can be of public or private companies. However, both of them serve the clients with safe investment methods along with allowing them to create a huge corpus.
Hybrid schemes are themutual fund plans that allow the customers to enjoy the benefit of equity and debt investments in a single plan. It is a perfect scheme for the clients who want their money to achieve a growth under equity schemes and at the same time intends to retain a portion of their investments under secured methods.
Therefore, equity oriented hybrid specialty funds are well known for providing the benefits of equity and debt in a single scheme. Equity debt funds are majorly for the clients who want to invest more in equity and at the same time want some of their money to be invested in the fixed income funds. Hence, instead of investing in two different schemes, the clients can avail the plus points of both the schemes by investing in a single plan.
Equity oriented hybrid specialty funds: A must invest
Equity hybrid funds are the most important schemes for the ones who want to row two boats at the same time without toppling over. If a client does not invest in equity hybrid schemes, then they would have to invest separately in equity and debt schemes. The clients will have to maintain the details of each scheme and will also have to remember SIP investment dates (if they opt for SIP). It will not only increase the burden on the clients but at the same time will result in a task which would consume more time and money. But, by investing in a single scheme, i.e., equity oriented hybrid scheme, the clients can easily make the best possible use of their time and money. This would make the clients happy and create an excellent impact on their portfolio. If a client has the investment strategy of investing in equity and debt schemes, then equity hybrid plans are the most accurate for them in terms of returns, time saving, twin benefits in a single scheme and single amount, etc. So, one can have many benefits from a single scheme.
To conclude, equity hybrid funds are a boon for the clients who want to include capital appreciation schemes and fixed income funds in their portfolio. The clients have to pay a single SIP for a attaining the benefits of two different schemes. MySIPonline.com offers you to invest in various equity oriented hybrid specialty funds which will make the clients happy and let them park their money in the correct schemes as well and offer the SIP return calculator for calculting the return for the invested amount.
Frequently Asked Questions
Explore Other Categories
By Equity-Debt Allocation
By Solutions
Top Videos and Blogs on Equity Savings Mutual Funds
Blogs