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 | ₹2,153 Cr | +2.75% | 1.33 | |
| ICICI Prudential Equity Savings FundModerate | ₹14,905 Cr | +2.6% | 1.12 | View → |
| Kotak Equity Savings FundModerate | ₹10,423 Cr | +1.4% | 1.56 | View → |
| HDFC Equity Savings FundModerate | ₹5,533 Cr | +1.3% | 1.30 | View → |
| SBI Equity Savings FundModerate | ₹5,413 Cr | +2.1% | 1.41 | View → |
| DSP Equity Savings FundModerate | ₹3,087 Cr | +0.9% | 1.10 | View → |
| Mirae Asset Equity Savings FundModerate | ₹1,994 Cr | +3.4% | 0.73 | View → |
| Edelweiss Equity Savings FundModerate | ₹1,704 Cr | +6.0% | 1.11 | View → |
| HSBC Equity Savings FundModerate | ₹1,558 Cr | +7.0% | 1.41 | View → |
| Aditya Birla Sun Life Equity Savings FundModerate | ₹1,116 Cr | +3.5% | 1.19 | View → |
| Sundaram Equity Savings FundModerate | ₹943 Cr | -0.7% | 0.63 | View → |
| Axis Equity Savings FundModerate | ₹854 Cr | +3.6% | 1.56 | View → |
| UTI Equity Savings FundModerate | ₹804 Cr | +1.6% | 2.11 | View → |
| Nippon India Equity Savings FundModerate | ₹744 Cr | +1.1% | 0.99 | View → |
| Franklin India Equity Savings FundModerate | ₹560 Cr | +3.1% | 0.82 | View → |
| Mahindra Manulife Equity Savings FundModerate | ₹519 Cr | +3.6% | 1.28 | View → |
| Bandhan Equity Savings FundModerate | ₹394 Cr | +3.9% | 0.63 | View → |
| WhiteOak Capital Equity Savings FundModerate | ₹271 Cr | +4.7% | 1.51 | View → |
| Invesco India Equity Savings FundModerate | ₹268 Cr | -0.6% | 1.51 | View → |
| Baroda BNP Paribas Equity Savings FundModerate | ₹267 Cr | +2.2% | 1.71 | View → |
| Union Equity Savings FundModerate | ₹114 Cr | +1.5% | 2.11 | View → |
| Quant Equity Savings FundModerate | ₹60 Cr | +6.7% | 2.03 | View → |
| PGIM India Equity Savings FundModerate | ₹57 Cr | +2.5% | 1.11 | View → |
| Bajaj Finserv Equity Savings FundModerate | ₹40 Cr | +4.2% | 1.05 | View → |
| LIC MF Equity Savings FundModerate | ₹39 Cr | +0.4% | 1.86 | View → |