Sunday, January 16, 2022

2010 to 2020 - Equity Savings Mutual Funds Yearly Performance

Equity Savings funds are Hybrid MF schemes which invests 65% in Equity & Arbitrage positions while remaining in Debt. 

These are minimum risk funds can be hold long.


See below the Annual performance of Equity Savings MFs from 2010 - 2020:

Scheme Name

2020

2019

2018

2017

2016

2015

2014

2013

2012

2011

2010

PGIM India Equity Savings Fund

5%

11%

2%

12%

6%

13%

14%

4%

13%

1%

8%

Tata Equity Savings Fund

9%

8%

2%

7%

8%

2%

16%

5%

13%

2%

3%

Principal Equity Savings Fund

14%

5%

2%

15%

5%

4%

13%

1%

10%

3%

5%

IDBI Equity Savings Fund

9%

7%

2%

4%

6%

5%

14%

3%

11%

4%

-

Franklin India Equity Savings Fund

8%

4%

-

-

-

-

-

-

-

-

-

ICICI Prudential Equity Savings Fund

5%

10%

4%

11%

11%

4%

0%

-

-

-

-

Kotak Equity Savings Fund

10%

8%

4%

14%

6%

6%

3%

-

-

-

-

Mahindra Manulife Equity Savings Dhan Sanchay Yojana

13%

9%

-3%

12%

-

-

-

-

-

-

-

HDFC Equity Savings Fund

8%

6%

1%

16%

14%

2%

16%

6%

12%

6%

11%

IDFC Equity Savings Fund

10%

5%

3%

5%

7%

7%

8%

9%

9%

7%

6%

SBI Equity Savings Fund

12%

10%

0%

15%

6%

3%

-

-

-

-

-

Nippon India Equity Savings Fund

-6%

-6%

-1%

18%

4%

3%

-

-

-

-

-

Invesco India Equity Savings Fund

8%

6%

-

-

-

-

-

-

-

-

-

Aditya Birla Sun Life Equity Savings Fund

11%

8%

-2%

17%

8%

4%

1%

-

-

-

-

Union Equity Savings Fund

11%

8%

2%

-

-

-

-

-

-

-

-

DSP Equity Savings Fund - Regular Plan

8%

7%

-1%

15%

8%

-

-

-

-

-

-

Mirae Asset Equity Savings Fund

13%

11%

0%

-

-

-

-

-

-

-

-

UTI Equity Savings Fund

10%

4%

0%

-

-

-

-

-

-

-

-

Edelweiss Equity Savings Fund

13%

7%

4%

15%

5%

5%

3%

-

-

-

-

Axis Equity Saver Fund

11%

9%

5%

15%

2%

1%

-

-

-

-

-

Sundaram Equity Savings Fund

7%

7%

0%

-

-

-

-

-

-

-

-

L&T Equity Savings Fund

11%

4%

0%

14%

4%

5%

21%

3%

9%

1%

-

Baroda Equity Savings Fund

12%

4%

-

-

-

-

-

-

-

-

-

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