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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 (%) 2023 (%) L&T Equity Savings Fund Growth ₹32.4721
↑ 0.00 ₹548 0.3 7.4 21.3 12.3 12.9 17 Kotak Equity Savings Fund Growth ₹24.7843
↓ -0.05 ₹7,804 -1.9 3.5 14.6 10.4 10.8 15.7 SBI Equity Savings Fund Growth ₹22.9363
↑ 0.03 ₹5,616 0.9 5.7 13.4 9.6 11.2 17.5 Principal Equity Savings Fund Growth ₹66.714
↓ -0.11 ₹990 -0.6 5.2 14.6 9.5 12.6 15.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 24 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 scheme aims to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation
through a moderate exposure in equity. SBI Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 27 May 15. It is a fund with Moderately High risk and has given a Below is the key information for SBI 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 1. L&T Equity Savings Fund
CAGR/Annualized return of 9.4% since its launch. Ranked 46 in Equity Savings category. Return for 2023 was 17% , 2022 was 2% and 2021 was 16.1% . L&T Equity Savings Fund
Growth Launch Date 18 Oct 11 NAV (21 Nov 24) ₹32.4721 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹548 on 31 Oct 24 Category Hybrid - Equity Savings AMC L&T Investment Management Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.49 Sharpe Ratio 2.78 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 Oct 19 ₹10,000 31 Oct 20 ₹10,287 31 Oct 21 ₹12,896 31 Oct 22 ₹13,275 31 Oct 23 ₹14,669 31 Oct 24 ₹18,333 Returns for L&T Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24 Duration Returns 1 Month -1.3% 3 Month 0.3% 6 Month 7.4% 1 Year 21.3% 3 Year 12.3% 5 Year 12.9% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 21.2% Fund Manager information for L&T Equity Savings Fund
Name Since Tenure Kapil Punjabi 1 May 24 0.5 Yr. Mahesh Chhabria 15 Jul 23 1.3 Yr. Praveen Ayathan 1 Oct 23 1.09 Yr. Cheenu Gupta 2 Jul 21 3.33 Yr. Sonal Gupta 1 Oct 23 1.09 Yr. Abhishek Gupta 1 Apr 24 0.58 Yr. Hitesh Gondhia 1 Oct 23 1.09 Yr. Data below for L&T Equity Savings Fund as on 31 Oct 24
Asset Allocation
Asset Class Value Cash 44.43% Equity 37.78% Debt 17.79% Equity Sector Allocation
Sector Value Industrials 21.67% Financial Services 21.26% Consumer Cyclical 9.32% Real Estate 4.42% Technology 4.11% Basic Materials 3.78% Health Care 2.32% Energy 2.23% Utility 0.76% Consumer Defensive 0.02% Debt Sector Allocation
Sector Value Cash Equivalent 40.75% Government 15.63% Corporate 5.84% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 23 | HDFCBANK5% ₹24 Cr 140,800
↑ 99,000 Future on HDFC Bank Ltd
Derivatives | -5% -₹24 Cr Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002514% ₹18 Cr 24,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5433204% ₹18 Cr 650,000
↑ 200,000 Canara Bank (Financial Services)
Equity, Since 31 Aug 24 | 5324833% ₹16 Cr 1,444,500 Future on Canara Bank
Derivatives | -3% -₹16 Cr Suzlon Energy Ltd (Industrials)
Equity, Since 30 Apr 24 | SUZLON3% ₹16 Cr 2,000,000
↑ 1,000,000 7.38% Govt Stock 2027
Sovereign Bonds | -3% ₹16 Cr 1,500,000 Steel Authority Of India Ltd (Basic Materials)
Equity, Since 31 Jul 22 | SAIL3% ₹16 Cr 1,100,000
↓ -4,000 Future on Steel Authority Of India Ltd
Derivatives | -3% -₹16 Cr 2. Kotak Equity Savings Fund
CAGR/Annualized return of 9.4% since its launch. Return for 2023 was 15.7% , 2022 was 6.8% and 2021 was 11.1% . Kotak Equity Savings Fund
Growth Launch Date 13 Oct 14 NAV (21 Nov 24) ₹24.7843 ↓ -0.05 (-0.21 %) Net Assets (Cr) ₹7,804 on 31 Oct 24 Category Hybrid - Equity Savings AMC Kotak Mahindra Asset Management Co Ltd Rating Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 1.89 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 Oct 19 ₹10,000 31 Oct 20 ₹10,503 31 Oct 21 ₹12,409 31 Oct 22 ₹13,112 31 Oct 23 ₹14,346 31 Oct 24 ₹16,930 Returns for Kotak Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24 Duration Returns 1 Month -1.9% 3 Month -1.9% 6 Month 3.5% 1 Year 14.6% 3 Year 10.4% 5 Year 10.8% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 Fund Manager information for Kotak Equity Savings Fund
Name Since Tenure Abhishek Bisen 13 Oct 14 10.06 Yr. Devender Singhal 1 Apr 21 3.59 Yr. Hiten Shah 3 Oct 19 5.08 Yr. Data below for Kotak Equity Savings Fund as on 31 Oct 24
Asset Allocation
Asset Class Value Cash 56.1% Equity 34.03% Debt 8.88% Other 0.99% Equity Sector Allocation
Sector Value Financial Services 14.18% Consumer Cyclical 12.35% Industrials 6.29% Communication Services 5.99% Basic Materials 5.97% Consumer Defensive 5.54% Energy 5.3% Utility 5.07% Technology 4.59% Health Care 0.63% Real Estate 0.41% Debt Sector Allocation
Sector Value Cash Equivalent 50.18% Corporate 10.82% Government 3.98% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kotak Liquid Dir Gr
Investment Fund | -5% ₹366 Cr 724,439 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL4% ₹325 Cr 1,899,505 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK4% ₹295 Cr 1,704,756 Bharti Airtel Ltd-OCT2024
Derivatives | -4% -₹276 Cr 1,598,375
↑ 1,598,375 HDFC Bank Ltd.-OCT2024
Derivatives | -3% -₹253 Cr 1,447,050
↑ 1,447,050 Vedanta Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 5002953% ₹236 Cr 4,604,600
↑ 1,998,700 Vedanta Ltd.-OCT2024
Derivatives | -3% -₹236 Cr 4,604,600
↑ 4,604,600 Adani Port and Special Economic Zone Ltd.-OCT2024
Derivatives | -3% -₹232 Cr 1,594,400
↑ 1,594,400 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Jun 19 | ADANIPORTS3% ₹231 Cr 1,594,400 Kotak Money Market Dir Gr
Investment Fund | -3% ₹231 Cr 539,363 3. SBI Equity Savings Fund
CAGR/Annualized return of 9.1% since its launch. Return for 2023 was 17.5% , 2022 was 1.9% and 2021 was 13.2% . SBI Equity Savings Fund
Growth Launch Date 27 May 15 NAV (19 Nov 24) ₹22.9363 ↑ 0.03 (0.14 %) Net Assets (Cr) ₹5,616 on 31 Oct 24 Category Hybrid - Equity Savings AMC SBI Funds Management Private Limited Rating Risk Moderately High Expense Ratio 1.18 Sharpe Ratio 2.19 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 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 Oct 19 ₹10,000 31 Oct 20 ₹10,358 31 Oct 21 ₹12,746 31 Oct 22 ₹13,166 31 Oct 23 ₹14,711 31 Oct 24 ₹17,106 Returns for SBI Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24 Duration Returns 1 Month -1.4% 3 Month 0.9% 6 Month 5.7% 1 Year 13.4% 3 Year 9.6% 5 Year 11.2% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 17.5% 2022 1.9% 2021 13.2% 2020 11.9% 2019 9.4% 2018 -0.5% 2017 14.6% 2016 6.2% 2015 2014 Fund Manager information for SBI Equity Savings Fund
Name Since Tenure Neeraj Kumar 27 May 15 9.44 Yr. Nidhi Chawla 1 Jan 22 2.84 Yr. Mansi Sajeja 1 Jun 21 3.42 Yr. Pradeep Kesavan 1 Jan 24 0.84 Yr. Vandna Soni 1 Jan 24 0.84 Yr. Data below for SBI Equity Savings Fund as on 31 Oct 24
Asset Allocation
Asset Class Value Cash 38.91% Equity 36.12% Debt 24.97% Equity Sector Allocation
Sector Value Financial Services 24.86% Consumer Cyclical 12.38% Industrials 10.65% Basic Materials 8.05% Energy 3.39% Real Estate 2.94% Health Care 2.9% Communication Services 2.04% Technology 1.84% Utility 0.72% Consumer Defensive 0.43% Debt Sector Allocation
Sector Value Cash Equivalent 38.91% Corporate 15.81% Government 8.12% Securitized 1.04% Credit Quality
Rating Value AA 49.15% AAA 50.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 15 | HDFCBANK9% ₹483 Cr 2,786,650 Future on HDFC Bank Ltd
Derivatives | -8% -₹432 Cr 2,476,650 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | KOTAKBANK3% ₹179 Cr 965,600
↑ 10,000 7.38% Govt Stock 2027
Sovereign Bonds | -3% ₹163 Cr 16,000,000 Future on Kotak Mahindra Bank Ltd
Derivatives | -2% -₹123 Cr 655,600
↑ 10,000 Cube Highways Trust (Industrials)
Equity, Since 30 Apr 23 | 5438992% ₹109 Cr 9,000,000
↑ 4,000,000 National Highways Infra Trust Units (Real Estate)
-, Since 31 Mar 24 | 5433852% ₹106 Cr 8,054,770 07.18 Goi 14082033
Sovereign Bonds | -2% ₹103 Cr 10,000,000
↑ 5,000,000 Infopark Properties Ltd.
Debentures | -2% ₹100 Cr 10,000 364 Day T-Bill 30.01.25
Sovereign Bonds | -2% ₹98 Cr 10,000,000
↑ 10,000,000 4. Principal Equity Savings Fund
CAGR/Annualized return of 8.8% since its launch. Ranked 38 in Equity Savings category. Return for 2023 was 15.3% , 2022 was 4.1% and 2021 was 18.2% . Principal Equity Savings Fund
Growth Launch Date 23 May 02 NAV (21 Nov 24) ₹66.714 ↓ -0.11 (-0.16 %) Net Assets (Cr) ₹990 on 31 Oct 24 Category Hybrid - Equity Savings AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 2.15 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 Oct 19 ₹10,000 31 Oct 20 ₹10,616 31 Oct 21 ₹13,665 31 Oct 22 ₹14,281 31 Oct 23 ₹15,451 31 Oct 24 ₹18,367 Returns for Principal Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24 Duration Returns 1 Month -2.2% 3 Month -0.6% 6 Month 5.2% 1 Year 14.6% 3 Year 9.5% 5 Year 12.6% 10 Year 15 Year Since launch 8.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 12.8% Fund Manager information for Principal Equity Savings Fund
Name Since Tenure Dwijendra Srivastava 1 Jan 22 2.83 Yr. Sudhir Kedia 29 Oct 19 5.01 Yr. Rohit Seksaria 1 Jan 22 2.83 Yr. Data below for Principal Equity Savings Fund as on 31 Oct 24
Asset Allocation
Asset Class Value Cash 39.22% Equity 40.39% Debt 20.4% Equity Sector Allocation
Sector Value Financial Services 23.07% Consumer Cyclical 10.01% Industrials 8.95% Energy 7.57% Technology 7.53% Communication Services 6.79% Health Care 5.08% Basic Materials 3.48% Consumer Defensive 3.15% Utility 0.39% Real Estate 0.32% Debt Sector Allocation
Sector Value Cash Equivalent 39.22% Government 16.6% Corporate 3.8% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.10%Goi 08/04/2034
Sovereign Bonds | -7% ₹67 Cr 6,500,000
↑ 1,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE6% ₹61 Cr 207,250 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL5% ₹51 Cr 298,275
↑ 58,425 Future on Reliance Industries Ltd
Derivatives | -5% -₹51 Cr 171,250
↑ 171,250 India (Republic of)
- | -5% ₹48 Cr 5,000,000
↑ 5,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5322154% ₹40 Cr 324,625
↑ 113,750 Infosys Ltd (Technology)
Equity, Since 30 Jun 21 | INFY4% ₹38 Cr 205,100 Future on Bharti Airtel Ltd
Derivatives | -4% -₹37 Cr 213,275
↑ 213,275 Future on Axis Bank Ltd
Derivatives | -4% -₹35 Cr 285,625
↑ 285,625 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | INDUSINDBK3% ₹34 Cr 232,000
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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