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4 बेस्ट परफॉर्मिंग इक्विटी सेविंग्स फंड्स 2022
इक्विटी सेविंग फंड की हाइब्रिड श्रेणी के अंतर्गत आते हैंम्यूचुअल फंड्स. यह नवीनतम प्रकार हैपरिसंपत्ति आवंटन 2014 के अंत में पेश किए गए म्यूचुअल फंड। इक्विटी सेविंग फंड आर्बिट्रेज, इक्विटी और डेट में निवेश करते हैं। यह फंड अपनी कुल संपत्ति का कम से कम 65 प्रतिशत इक्विटी में (ज्यादातर आर्बिट्रेज में) और बाकी डेट इंस्ट्रूमेंट्स में निवेश करेगा, लेकिन डेट में न्यूनतम निवेश 10 प्रतिशत होना चाहिए। इक्विटी सेविंग फंड उन निवेशकों के बीच लोकप्रिय हो रहे हैं जो इक्विटी में निवेश करना चाहते हैं लेकिन साथ ही सुरक्षित रहना चाहते हैं। तो, आइए निवेश करने के लिए सबसे अच्छा प्रदर्शन करने वाले कुछ इक्विटी सेविंग फंडों के साथ इस फंड के बारे में जानें।
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इक्विटी सेविंग फंड्स के बारे में एक सिंहावलोकन
इक्विटी सेविंग फंड स्थिर उत्पन्न करना चाहते हैंआय द्वारानिवेश ऋण उपकरणों में और इक्विटी निवेश के माध्यम से संभावित रूप से उच्च रिटर्न का लक्ष्य है। इस प्रकार, ये फंड जोखिम और रिटर्न दोनों के बीच संतुलन समीकरण के रूप में कार्य करते हैं।
आदर्श रूप से, आर्बिट्राज नकद और डेरिवेटिव में शेयरों की कीमतों में अंतर का लाभ उठाता हैमंडी. डेरिवेटिव का उपयोग शुद्ध इक्विटी एक्सपोजर को कम करता है (यानी, आदर्श रूप से 20-40 प्रतिशत, हालांकि यह फंड से फंड में भिन्न हो सकता है) और आमतौर पर सुरक्षा करता हैइन्वेस्टर अस्थिर रिटर्न से।
चूंकि, इक्विटी सेविंग फंड्स में इक्विटी एक्सपोजर का 65 प्रतिशत (डेरिवेटिव पर विचार किए बिना) होता है, उन्हें इसके तहत माना जाता हैइक्विटी म्यूचुअल फंड कर लगाना। इक्विटी सेविंग फंड को रूढ़िवादी निवेशकों के लिए एक आदर्श निवेश विकल्प माना जाता है जो छोटी अवधि के लिए यानी 1-3 साल के लिए निवेश करना चाहते हैं।
इन फंडों में निवेश करने की योजना बना रहे निवेशकों को एकसिप मार्ग के रूप में यह बाजार के समय की चिंता को समाप्त करता है। पद-निवृत्ति आप आवधिक अंतराल पर पूर्व-निर्धारित निकासी को सक्षम करने के लिए SWP (सिस्टमैटिक विदड्रॉल प्लान) विकल्प का उपयोग कर सकते हैं।
शीर्ष 4 सर्वश्रेष्ठ इक्विटी बचत निधि वित्तीय वर्ष 22 - 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) L&T Equity Savings Fund Growth ₹30.8095
↑ 0.15 ₹646 -5.1 -4.8 9.1 10.3 11.2 24 Kotak Equity Savings Fund Growth ₹24.6201
↑ 0.06 ₹8,177 -0.9 -2.2 5.7 10.2 10.2 11.7 Principal Equity Savings Fund Growth ₹66.6259
↑ 0.05 ₹1,067 -0.3 -0.5 8.4 10 12.4 12.6 Edelweiss Equity Savings Fund Growth ₹23.842
↑ 0.03 ₹572 0.9 1.3 8.6 9.4 10.1 13.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 25 इक्विटी बचत ऊपर एयूएम/शुद्ध संपत्ति वाले फंड100 करोड़. पर छाँटा गयापिछले 3 साल का रिटर्न.
To generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments. L&T Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 18 Oct 11. It is a fund with Moderately High risk and has given a Below is the key information for L&T Equity Savings Fund Returns up to 1 year are on The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved. Kotak Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Equity Savings Fund Returns up to 1 year are on The investment objective of the Scheme is to provide capital
appreciation and income distribution to the investors by using
equity and equity related instruments, arbitrage opportunities, and
investments in debt and money market instruments Principal Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 23 May 02. It is a fund with Moderately High risk and has given a Below is the key information for Principal Equity Savings Fund Returns up to 1 year are on (Erstwhile Edelweiss Equity Savings Advantage Fund) "The investment objective of the scheme is to provide capital appreciation and income distribution tothe investors by using equity and equity related instruments, arbitrage opportunities, and investments
in debt and money market instruments" Edelweiss Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a Below is the key information for Edelweiss Equity Savings Fund Returns up to 1 year are on 1. L&T Equity Savings Fund
CAGR/Annualized return of 8.8% since its launch. Ranked 46 in Equity Savings category. Return for 2024 was 24% , 2023 was 17% and 2022 was 2% . L&T Equity Savings Fund
Growth Launch Date 18 Oct 11 NAV (19 Feb 25) ₹30.8095 ↑ 0.15 (0.47 %) Net Assets (Cr) ₹646 on 31 Jan 25 Category Hybrid - Equity Savings AMC L&T Investment Management Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.49 Sharpe Ratio 0.56 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹10,843 31 Jan 22 ₹12,710 31 Jan 23 ₹12,902 31 Jan 24 ₹15,492 31 Jan 25 ₹17,478 Returns for L&T Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 25 Duration Returns 1 Month -6.4% 3 Month -5.1% 6 Month -4.8% 1 Year 9.1% 3 Year 10.3% 5 Year 11.2% 10 Year 15 Year Since launch 8.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 24% 2023 17% 2022 2% 2021 16.1% 2020 10.8% 2019 3.7% 2018 -0.6% 2017 13.8% 2016 4.6% 2015 5.1% Fund Manager information for L&T Equity Savings Fund
Name Since Tenure Kapil Punjabi 1 May 24 0.76 Yr. Mahesh Chhabria 15 Jul 23 1.55 Yr. Praveen Ayathan 1 Oct 23 1.34 Yr. Cheenu Gupta 2 Jul 21 3.59 Yr. Sonal Gupta 1 Oct 23 1.34 Yr. Abhishek Gupta 1 Apr 24 0.84 Yr. Hitesh Gondhia 1 Oct 23 1.34 Yr. Data below for L&T Equity Savings Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 40.87% Equity 41.75% Debt 17.37% Equity Sector Allocation
Sector Value Financial Services 25.29% Industrials 20.6% Consumer Cyclical 8.72% Technology 5.46% Real Estate 3.18% Energy 2.71% Basic Materials 2.53% Health Care 2.12% Utility 0.98% Consumer Defensive 0.02% Debt Sector Allocation
Sector Value Cash Equivalent 35.77% Government 14.11% Corporate 8.37% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Transformers & Rectifiers (India) Ltd (Industrials)
Equity, Since 31 Jan 24 | TARIL4% ₹27 Cr 240,866 Future on IndusInd Bank Ltd
Derivatives | -3% -₹22 Cr IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Aug 24 | INDUSINDBK3% ₹22 Cr 232,500
↑ 106,500 Future on State Bank of India
Derivatives | -3% -₹22 Cr State Bank of India (Financial Services)
Equity, Since 31 Aug 24 | SBIN3% ₹22 Cr 278,250
↑ 81,000 Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002513% ₹20 Cr 28,000 Future on City Union Bank Ltd
Derivatives | -3% -₹20 Cr City Union Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | CUB3% ₹20 Cr 1,135,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Sep 23 | KAYNES3% ₹19 Cr 26,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Jun 23 | 5000933% ₹18 Cr 250,000
↑ 50,000 2. Kotak Equity Savings Fund
CAGR/Annualized return of 9.1% since its launch. Return for 2024 was 11.7% , 2023 was 15.7% and 2022 was 6.8% . Kotak Equity Savings Fund
Growth Launch Date 13 Oct 14 NAV (19 Feb 25) ₹24.6201 ↑ 0.06 (0.23 %) Net Assets (Cr) ₹8,177 on 31 Jan 25 Category Hybrid - Equity Savings AMC Kotak Mahindra Asset Management Co Ltd Rating Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.38 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹10,951 31 Jan 22 ₹12,375 31 Jan 23 ₹13,070 31 Jan 24 ₹15,305 31 Jan 25 ₹16,667 Returns for Kotak Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 25 Duration Returns 1 Month -1.8% 3 Month -0.9% 6 Month -2.2% 1 Year 5.7% 3 Year 10.2% 5 Year 10.2% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.7% 2023 15.7% 2022 6.8% 2021 11.1% 2020 10.4% 2019 7.8% 2018 4.2% 2017 14% 2016 6.5% 2015 6.4% Fund Manager information for Kotak Equity Savings Fund
Name Since Tenure Abhishek Bisen 13 Oct 14 10.31 Yr. Devender Singhal 1 Apr 21 3.84 Yr. Hiten Shah 3 Oct 19 5.34 Yr. Data below for Kotak Equity Savings Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 52.18% Equity 34.52% Debt 12.41% Other 0.88% Equity Sector Allocation
Sector Value Financial Services 14.42% Consumer Cyclical 11.47% Communication Services 9.04% Utility 6.46% Basic Materials 6.32% Industrials 5.54% Consumer Defensive 4.89% Energy 4.42% Technology 3.43% Health Care 1.13% Real Estate 0.34% Debt Sector Allocation
Sector Value Cash Equivalent 46.08% Corporate 11.98% Government 6.24% Securitized 0.29% Credit Quality
Rating Value AA 10.05% AAA 89.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kotak Liquid Dir Gr
Investment Fund | -5% ₹373 Cr 724,439 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 5348164% ₹351 Cr 10,267,098
↑ 8,246,098 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL4% ₹302 Cr 1,901,880
↑ 2,375 HDFC Bank Ltd.-JAN2025
Derivatives | -3% -₹258 Cr 1,447,050
↑ 1,447,050 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK3% ₹257 Cr 1,447,050 Bharti Airtel Ltd-JAN2025
Derivatives | -3% -₹256 Cr 1,600,750
↑ 1,600,750 Indus Towers Ltd.-JAN2025
Derivatives | -3% -₹241 Cr 7,031,200
↑ 7,031,200 Kotak Money Market Dir Gr
Investment Fund | -3% ₹235 Cr 539,363 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | MARUTI3% ₹225 Cr 207,638 Vedanta Ltd.-JAN2025
Derivatives | -3% -₹206 Cr 4,604,600
↑ 4,604,600 3. Principal Equity Savings Fund
CAGR/Annualized return of 8.7% since its launch. Ranked 38 in Equity Savings category. Return for 2024 was 12.6% , 2023 was 15.3% and 2022 was 4.1% . Principal Equity Savings Fund
Growth Launch Date 23 May 02 NAV (19 Feb 25) ₹66.6259 ↑ 0.05 (0.07 %) Net Assets (Cr) ₹1,067 on 31 Jan 25 Category Hybrid - Equity Savings AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.82 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹11,521 31 Jan 22 ₹13,696 31 Jan 23 ₹14,064 31 Jan 24 ₹16,389 31 Jan 25 ₹18,208 Returns for Principal Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 25 Duration Returns 1 Month -0.7% 3 Month -0.3% 6 Month -0.5% 1 Year 8.4% 3 Year 10% 5 Year 12.4% 10 Year 15 Year Since launch 8.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.6% 2023 15.3% 2022 4.1% 2021 18.2% 2020 14.6% 2019 5.1% 2018 1.6% 2017 15% 2016 5.5% 2015 3.6% Fund Manager information for Principal Equity Savings Fund
Name Since Tenure Dwijendra Srivastava 1 Jan 22 3.08 Yr. Sudhir Kedia 29 Oct 19 5.26 Yr. Rohit Seksaria 1 Jan 22 3.08 Yr. Data below for Principal Equity Savings Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 47.55% Equity 32.92% Debt 19.53% Equity Sector Allocation
Sector Value Financial Services 20.99% Consumer Cyclical 10.24% Energy 9.08% Industrials 7.36% Communication Services 6.42% Technology 6.1% Health Care 4.15% Basic Materials 2.66% Consumer Defensive 2.45% Utility 0.57% Real Estate 0.28% Debt Sector Allocation
Sector Value Cash Equivalent 45.33% Government 13.86% Corporate 7.89% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE8% ₹83 Cr 681,500
↑ 212,000 Future on Reliance Industries Ltd
Derivatives | -7% -₹75 Cr 609,500
↑ 212,000 7.1% Govt Stock 2034
Sovereign Bonds | -6% ₹66 Cr 6,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL5% ₹51 Cr 322,975 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5322154% ₹41 Cr 380,500
↑ 16,250 Infosys Ltd (Technology)
Equity, Since 30 Jun 21 | INFY4% ₹40 Cr 213,500 Future on Bharti Airtel Ltd
Derivatives | -4% -₹38 Cr 237,975 Infosys Limited January 2025
Derivatives | -3% -₹33 Cr 175,200
↑ 175,200 Future on Axis Bank Ltd
Derivatives | -3% -₹32 Cr 302,500
↑ 16,250 Future on Mahindra & Mahindra Ltd
Derivatives | -3% -₹32 Cr 104,650
↑ 54,250 4. Edelweiss Equity Savings Fund
CAGR/Annualized return of 8.8% since its launch. Return for 2024 was 13.4% , 2023 was 12.9% and 2022 was 3.2% . Edelweiss Equity Savings Fund
Growth Launch Date 13 Oct 14 NAV (19 Feb 25) ₹23.842 ↑ 0.03 (0.14 %) Net Assets (Cr) ₹572 on 31 Jan 25 Category Hybrid - Equity Savings AMC Edelweiss Asset Management Limited Rating Risk Moderately High Expense Ratio 1.66 Sharpe Ratio 1.03 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹11,124 31 Jan 22 ₹12,509 31 Jan 23 ₹12,824 31 Jan 24 ₹14,756 31 Jan 25 ₹16,370 Returns for Edelweiss Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 25 Duration Returns 1 Month -0.7% 3 Month 0.9% 6 Month 1.3% 1 Year 8.6% 3 Year 9.4% 5 Year 10.1% 10 Year 15 Year Since launch 8.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.4% 2023 12.9% 2022 3.2% 2021 11.7% 2020 13% 2019 7% 2018 3.8% 2017 15.1% 2016 4.6% 2015 5.3% Fund Manager information for Edelweiss Equity Savings Fund
Name Since Tenure Bhavesh Jain 1 Oct 21 3.34 Yr. Bharat Lahoti 18 Sep 17 7.38 Yr. Rahul Dedhia 1 Jul 24 0.59 Yr. Pranavi Kulkarni 1 Aug 24 0.5 Yr. Data below for Edelweiss Equity Savings Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 63.79% Equity 24.28% Debt 11.94% Equity Sector Allocation
Sector Value Financial Services 16.79% Energy 10.53% Consumer Cyclical 8.22% Industrials 8.06% Basic Materials 7.74% Technology 3.48% Health Care 3.28% Utility 2.42% Communication Services 1.9% Consumer Defensive 1.84% Real Estate 0.47% Debt Sector Allocation
Sector Value Cash Equivalent 55.02% Corporate 14.08% Government 6.36% Securitized 0.26% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 21 | RELIANCE7% ₹41 Cr 339,782
↑ 166,671 Future on Reliance Industries Ltd
Derivatives | -7% -₹37 Cr 299,500
↑ 165,000 7.18% Govt Stock 2033
Sovereign Bonds | -5% ₹26 Cr 2,500,000 Hdb Financial Services Ltd.
Debentures | -4% ₹25 Cr 2,500,000 Future on Aditya Birla Fashion and Retail Ltd
Derivatives | -4% -₹21 Cr 741,000 Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | ABFRL4% ₹21 Cr 741,000 Future on UPL Ltd
Derivatives | -3% -₹18 Cr 363,140
↑ 363,140 Future on Adani Ports & Special Economic Zone Ltd
Derivatives | -3% -₹17 Cr 136,000 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 20 | ADANIPORTS3% ₹17 Cr 136,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 14 | LT2% ₹12 Cr 33,182
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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