Equity Savings funds hold a mix of equity, arbitrage positions, and debt. The arbitrage portion and debt keep volatility low while the net equity exposure — typically 20–40% — provides some growth. They're taxed as equity funds (held over 1 year), which is a tax advantage over pure debt funds for investors in higher brackets.
| Fund Name | AUM | 1Y Returns | TER(%) | |
|---|---|---|---|---|
| Category Average | ₹2,230 Cr | +5.22% | 1.31 | |
| ICICI Prudential Equity Savings FundModerate | ₹15,795 Cr | +3.2% | 1.12 | View → |
| Kotak Equity Savings FundModerate | ₹10,716 Cr | +5.6% | 1.07 | View → |
| HDFC Equity Savings FundModerate | ₹5,758 Cr | +3.9% | 1.29 | View → |
| SBI Equity Savings FundModerate | ₹5,486 Cr | +3.6% | 1.47 | View → |
| DSP Equity Savings FundModerate | ₹3,306 Cr | +2.6% | 1.09 | View → |
| Mirae Asset Equity Savings FundModerate | ₹2,041 Cr | +6.2% | 0.72 | View → |
| Edelweiss Equity Savings FundModerate | ₹1,660 Cr | +8.7% | 1.15 | View → |
| HSBC Equity Savings FundModerate | ₹1,475 Cr | +8.8% | 1.59 | View → |
| Aditya Birla Sun Life Equity Savings FundModerate | ₹1,130 Cr | +5.9% | 1.22 | View → |
| Sundaram Equity Savings FundModerate | ₹1,002 Cr | +3.0% | 1.34 | View → |
| Axis Equity Savings FundModerate | ₹887 Cr | +5.8% | 1.55 | View → |
| UTI Equity Savings FundModerate | ₹816 Cr | +4.7% | 1.07 | View → |
| Nippon India Equity Savings FundModerate | ₹771 Cr | +3.4% | 0.93 | View → |
| Franklin India Equity Savings FundModerate | ₹587 Cr | +4.3% | 0.82 | View → |
| Mahindra Manulife Equity Savings FundModerate | ₹530 Cr | +7.6% | 1.25 | View → |
| Bandhan Equity Savings FundModerate | ₹397 Cr | +4.4% | 0.66 | View → |
| Baroda BNP Paribas Equity Savings FundModerate | ₹289 Cr | +6.0% | 1.67 | View → |
| Invesco India Equity Savings FundModerate | ₹280 Cr | +0.5% | 1.49 | View → |
| WhiteOak Capital Equity Savings FundModerate | ₹273 Cr | +8.0% | 1.58 | View → |
| Union Equity Savings FundModerate | ₹115 Cr | +4.6% | 2.14 | View → |
| Quant Equity Savings FundModerate | ₹60 Cr | +11.0% | 2.02 | View → |
| PGIM India Equity Savings FundModerate | ₹59 Cr | +4.0% | 1.10 | View → |
| Bajaj Finserv Equity Savings FundModerate | ₹40 Cr | +5.3% | 1.13 | View → |
| LIC MF Equity Savings FundModerate | ₹39 Cr | +4.0% | 1.93 | View → |