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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