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4 सर्वोत्तम कामगिरी करणारे इक्विटी सेव्हिंग म्युच्युअल फंड 2022 | Fincash.com

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4 सर्वोत्तम कामगिरी करणारे इक्विटी बचत निधी 2022

Updated on December 20, 2024 , 9634 views

इक्विटी बचत निधी संकरित श्रेणी अंतर्गत येतातम्युच्युअल फंड. हा नवीनतम प्रकार आहेमालमत्ता वाटप म्युच्युअल फंड 2014 च्या उत्तरार्धात सादर केले गेले. इक्विटी सेव्हिंग फंड्स आर्बिट्रेज, इक्विटी आणि डेटमध्ये गुंतवणूक करतात. हा फंड त्याच्या एकूण मालमत्तेपैकी किमान 65 टक्के इक्विटीमध्ये गुंतवेल (बहुतेक लवादामध्ये) आणि उर्वरित कर्ज साधनांमध्ये, परंतु कर्जामध्ये किमान गुंतवणूक 10 टक्के असावी. इक्विटी बचत निधी गुंतवणूकदारांमध्ये लोकप्रिय होत आहेत ज्यांना इक्विटीमध्ये गुंतवणूक करायची आहे आणि त्याच वेळी सुरक्षित राहण्याची इच्छा आहे. तर, गुंतवणुकीसाठी सर्वोत्तम कामगिरी करणाऱ्या इक्विटी बचत निधींसह या फंडाविषयी जाणून घेऊया.

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इक्विटी सेव्हिंग फंड्स बद्दल विहंगावलोकन

इक्विटी सेव्हिंग्स फंड स्थिर उत्पन्न करण्याचा प्रयत्न करतातउत्पन्न द्वारेगुंतवणूक डेट इन्स्ट्रुमेंट्समध्ये आणि इक्विटी गुंतवणुकीद्वारे संभाव्य उच्च परतावा मिळवण्याचे उद्दिष्ट आहे. अशाप्रकारे, हे फंड जोखीम आणि परतावा या दोन्हीमध्ये समतोल साधणारे समीकरण म्हणून काम करतात.

तद्वतच, लवाद रोख आणि डेरिव्हेटिव्हजमधील समभागांच्या किमतीतील फरकाचा फायदा घेतो.बाजार. डेरिव्हेटिव्ह्जचा वापर निव्वळ इक्विटी एक्सपोजर कमी करतो (म्हणजे, आदर्शपणे 20-40 टक्के, जरी हे निधीनुसार भिन्न असू शकते) आणि सहसा संरक्षण करतेगुंतवणूकदार अस्थिर परतावा पासून.

इक्विटी सेव्हिंग फंड्समध्ये 65 टक्के इक्विटी एक्सपोजर (डेरिव्हेटिव्ह्जचा विचार न करता) असल्याने, ते अंतर्गत हाताळले जातातइक्विटी म्युच्युअल फंड कर आकारणी अल्पकालीन गुंतवणूक करू इच्छिणाऱ्या रूढीवादी गुंतवणूकदारांसाठी इक्विटी सेव्हिंग्ज फंड हा एक आदर्श गुंतवणूक पर्याय मानला जातो, म्हणजे १-३ वर्षांसाठी.

या फंडांमध्ये गुंतवणूक करण्याची योजना आखणाऱ्या गुंतवणूकदारांनी अSIP मार्ग कारण यामुळे बाजाराच्या वेळेची चिंता दूर होते. पोस्ट-सेवानिवृत्ती नियतकालिक अंतराने पूर्व-निर्धारित पैसे काढणे सक्षम करण्यासाठी तुम्ही SWP (सिस्टमॅटिक विथड्रॉल प्लॅन) पर्याय वापरू शकता.

शीर्ष 4 सर्वोत्तम इक्विटी बचत निधी FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Equity Savings Fund Growth ₹33.9185
↓ -0.30
₹5833.57.824.614.213.717
Kotak Equity Savings Fund Growth ₹25.3037
↓ -0.15
₹7,974-1.23.213.411.811.115.7
Principal Equity Savings Fund Growth ₹67.6859
↓ -0.30
₹1,005-1.43.913.811.412.815.3
SBI Equity Savings Fund Growth ₹23.3947
↓ -0.04
₹5,9821.15.112.810.811.317.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24
*वरील सर्वोत्कृष्टांची यादी आहेइक्विटी बचत वरील एयूएम/निव्वळ मालमत्ता असलेले निधी100 कोटी. वर क्रमवारी लावलीमागील 3 वर्षाचा परतावा.

1. L&T Equity Savings Fund

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 CAGR/Annualized return of 9.7% since its launch.  Ranked 46 in Equity Savings category.  Return for 2023 was 17% , 2022 was 2% and 2021 was 16.1% .

Below is the key information for L&T Equity Savings Fund

L&T Equity Savings Fund
Growth
Launch Date 18 Oct 11
NAV (20 Dec 24) ₹33.9185 ↓ -0.30   (-0.88 %)
Net Assets (Cr) ₹583 on 30 Nov 24
Category Hybrid - Equity Savings
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.49
Sharpe Ratio 2.63
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,807
30 Nov 21₹12,817
30 Nov 22₹13,268
30 Nov 23₹15,143
30 Nov 24₹18,598

L&T Equity Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for L&T Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 4.5%
3 Month 3.5%
6 Month 7.8%
1 Year 24.6%
3 Year 14.2%
5 Year 13.7%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Kapil Punjabi1 May 240.59 Yr.
Mahesh Chhabria15 Jul 231.38 Yr.
Praveen Ayathan1 Oct 231.17 Yr.
Cheenu Gupta2 Jul 213.42 Yr.
Sonal Gupta1 Oct 231.17 Yr.
Abhishek Gupta1 Apr 240.67 Yr.
Hitesh Gondhia1 Oct 231.17 Yr.

Data below for L&T Equity Savings Fund as on 30 Nov 24

Asset Allocation
Asset ClassValue
Cash43.83%
Equity37.52%
Debt18.64%
Equity Sector Allocation
SectorValue
Financial Services25.46%
Industrials22.61%
Consumer Cyclical7.57%
Technology3.94%
Real Estate3.92%
Energy3.34%
Health Care2.97%
Basic Materials2.33%
Utility0.42%
Consumer Defensive0.02%
Debt Sector Allocation
SectorValue
Cash Equivalent41.27%
Government14.84%
Corporate6.36%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Future on HDFC Bank Ltd
Derivatives | -
4%-₹24 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 23 | HDFCBANK
4%₹24 Cr140,800
Transformers & Rectifiers (India) Ltd (Industrials)
Equity, Since 31 Jan 24 | TARIL
4%₹22 Cr240,866
↑ 110,866
Future on City Union Bank Ltd
Derivatives | -
4%-₹20 Cr
City Union Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | CUB
4%₹20 Cr1,135,000
↑ 1,135,000
Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 500251
3%₹17 Cr24,000
Future on State Bank of India
Derivatives | -
3%-₹16 Cr
State Bank of India (Financial Services)
Equity, Since 31 Aug 24 | SBIN
3%₹16 Cr197,250
↑ 18,750
Zomato Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 543320
3%₹16 Cr650,000
7.38% Govt Stock 2027
Sovereign Bonds | -
3%₹16 Cr1,500,000

2. Kotak Equity Savings Fund

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 CAGR/Annualized return of 9.5% since its launch.  Return for 2023 was 15.7% , 2022 was 6.8% and 2021 was 11.1% .

Below is the key information for Kotak Equity Savings Fund

Kotak Equity Savings Fund
Growth
Launch Date 13 Oct 14
NAV (20 Dec 24) ₹25.3037 ↓ -0.15   (-0.59 %)
Net Assets (Cr) ₹7,974 on 30 Nov 24
Category Hybrid - Equity Savings
AMC Kotak Mahindra Asset Management Co Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 1.69
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,821
30 Nov 21₹12,215
30 Nov 22₹13,173
30 Nov 23₹14,728
30 Nov 24₹17,061

Kotak Equity Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Kotak Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 1.9%
3 Month -1.2%
6 Month 3.2%
1 Year 13.4%
3 Year 11.8%
5 Year 11.1%
10 Year
15 Year
Since launch 9.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Abhishek Bisen13 Oct 1410.14 Yr.
Devender Singhal1 Apr 213.67 Yr.
Hiten Shah3 Oct 195.17 Yr.

Data below for Kotak Equity Savings Fund as on 30 Nov 24

Asset Allocation
Asset ClassValue
Cash51.83%
Equity36.25%
Debt10.95%
Other0.97%
Equity Sector Allocation
SectorValue
Financial Services14.87%
Consumer Cyclical12.47%
Basic Materials6.46%
Communication Services5.91%
Industrials5.57%
Energy5.18%
Consumer Defensive5.05%
Technology4.76%
Utility4.6%
Health Care0.84%
Real Estate0.37%
Debt Sector Allocation
SectorValue
Cash Equivalent48.5%
Corporate9.69%
Government4.55%
Securitized0.03%
Credit Quality
RatingValue
AA12.25%
AAA87.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Liquid Dir Gr
Investment Fund | -
5%₹368 Cr724,439
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹306 Cr1,899,505
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹261 Cr1,504,756
↓ -200,000
Bharti Airtel Ltd-NOV2024
Derivatives | -
3%-₹259 Cr1,598,375
↑ 1,598,375
State Bank of India (Financial Services)
Equity, Since 30 Apr 24 | SBIN
3%₹254 Cr3,100,000
↑ 2,100,000
HDFC Bank Ltd.-NOV2024
Derivatives | -
3%-₹253 Cr1,447,050
↑ 1,447,050
Kotak Money Market Dir Gr
Investment Fund | -
3%₹232 Cr539,363
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | MARUTI
3%₹221 Cr199,963
↑ 75,000
Adani Port and Special Economic Zone Ltd.-NOV2024
Derivatives | -
3%-₹221 Cr1,594,400
↑ 1,594,400
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Jun 19 | ADANIPORTS
3%₹219 Cr1,594,400

3. Principal Equity Savings Fund

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 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% .

Below is the key information for Principal Equity Savings Fund

Principal Equity Savings Fund
Growth
Launch Date 23 May 02
NAV (20 Dec 24) ₹67.6859 ↓ -0.30   (-0.44 %)
Net Assets (Cr) ₹1,005 on 30 Nov 24
Category Hybrid - Equity Savings
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 1.56
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,138
30 Nov 21₹13,457
30 Nov 22₹14,290
30 Nov 23₹15,963
30 Nov 24₹18,278

Principal Equity Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Principal Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 1.3%
3 Month -1.4%
6 Month 3.9%
1 Year 13.8%
3 Year 11.4%
5 Year 12.8%
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dwijendra Srivastava1 Jan 222.92 Yr.
Sudhir Kedia29 Oct 195.1 Yr.
Rohit Seksaria1 Jan 222.92 Yr.

Data below for Principal Equity Savings Fund as on 30 Nov 24

Asset Allocation
Asset ClassValue
Cash47.68%
Equity37.96%
Debt14.36%
Equity Sector Allocation
SectorValue
Financial Services20.87%
Consumer Cyclical8.22%
Industrials7.87%
Technology7.12%
Energy6.84%
Communication Services6.46%
Health Care4.48%
Basic Materials3.27%
Consumer Defensive2.67%
Utility0.37%
Real Estate0.29%
Debt Sector Allocation
SectorValue
Cash Equivalent47.68%
Government11.82%
Corporate2.53%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2034
Sovereign Bonds | -
7%₹66 Cr6,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
6%₹55 Cr414,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL
5%₹48 Cr298,275
Future on Reliance Industries Ltd
Derivatives | -
5%-₹46 Cr342,500
↑ 171,250
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
4%₹42 Cr363,625
↑ 39,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 21 | INFY
4%₹36 Cr205,100
Future on Bharti Airtel Ltd
Derivatives | -
3%-₹35 Cr213,275
Future on Axis Bank Ltd
Derivatives | -
3%-₹33 Cr285,625
Infosys Limited November 2024
Derivatives | -
3%-₹30 Cr166,800
↑ 166,800
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
3%₹29 Cr226,000
↑ 25,000

4. SBI Equity Savings Fund

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 CAGR/Annualized return of 9.3% since its launch.  Return for 2023 was 17.5% , 2022 was 1.9% and 2021 was 13.2% .

Below is the key information for SBI Equity Savings Fund

SBI Equity Savings Fund
Growth
Launch Date 27 May 15
NAV (19 Dec 24) ₹23.3947 ↓ -0.04   (-0.17 %)
Net Assets (Cr) ₹5,982 on 30 Nov 24
Category Hybrid - Equity Savings
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.18
Sharpe Ratio 1.76
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,850
30 Nov 21₹12,678
30 Nov 22₹13,107
30 Nov 23₹15,004
30 Nov 24₹17,085

SBI Equity Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for SBI Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 2%
3 Month 1.1%
6 Month 5.1%
1 Year 12.8%
3 Year 10.8%
5 Year 11.3%
10 Year
15 Year
Since launch 9.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Neeraj Kumar27 May 159.52 Yr.
Nidhi Chawla1 Jan 222.92 Yr.
Mansi Sajeja1 Jun 213.5 Yr.
Pradeep Kesavan1 Jan 240.92 Yr.
Vandna Soni1 Jan 240.92 Yr.

Data below for SBI Equity Savings Fund as on 30 Nov 24

Asset Allocation
Asset ClassValue
Cash43.45%
Equity34.49%
Debt22.06%
Equity Sector Allocation
SectorValue
Financial Services22.82%
Consumer Cyclical12.98%
Industrials9.8%
Basic Materials6.91%
Energy5.44%
Health Care3.42%
Real Estate2.72%
Communication Services1.77%
Utility1.21%
Technology1.18%
Consumer Defensive0.61%
Debt Sector Allocation
SectorValue
Cash Equivalent43.45%
Corporate13.33%
Government7.83%
Securitized0.9%
Credit Quality
RatingValue
AA47.02%
AAA52.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 15 | HDFCBANK
6%₹387 Cr2,156,600
↓ -930,050
Future on HDFC Bank Ltd
Derivatives | -
5%-₹279 Cr1,546,600
↓ -930,050
Future on Reliance Industries Ltd
Derivatives | -
4%-₹229 Cr1,761,000
↑ 952,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 15 | RELIANCE
4%₹228 Cr1,761,000
↑ 952,000
Future on Kotak Mahindra Bank Ltd
Derivatives | -
3%-₹169 Cr951,600
↓ -30,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | KOTAKBANK
3%₹168 Cr951,600
↓ -40,000
State Bank of India (Financial Services)
Equity, Since 29 Feb 16 | SBIN
3%₹165 Cr1,965,500
↑ 345,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | ICICIBANK
3%₹165 Cr1,267,300
↑ 132,300
7.38% Govt Stock 2027
Sovereign Bonds | -
3%₹163 Cr16,000,000
Bharti Telecom Limited 8.75%
Debentures | -
3%₹151 Cr15,000
↑ 15,000

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