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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 March 31, 2025 , 9776 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 ₹31.3285
↑ 0.19
₹619-8.9-4.78.710.415.524
Kotak Equity Savings Fund Growth ₹24.9648
↑ 0.13
₹7,897-1.8-2.75.910.213.711.7
Principal Equity Savings Fund Growth ₹67.4312
↑ 0.34
₹1,033-1.2-1.97.910.115.412.6
Edelweiss Equity Savings Fund Growth ₹24.1328
↑ 0.07
₹569-0.80.29.19.812.113.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Apr 25
*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 8.9% since its launch.  Ranked 46 in Equity Savings category.  Return for 2024 was 24% , 2023 was 17% and 2022 was 2% .

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

L&T Equity Savings Fund
Growth
Launch Date 18 Oct 11
NAV (02 Apr 25) ₹31.3285 ↑ 0.19   (0.62 %)
Net Assets (Cr) ₹619 on 28 Feb 25
Category Hybrid - Equity Savings
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.49
Sharpe Ratio 0.02
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
31 Mar 20₹10,000
31 Mar 21₹13,362
31 Mar 22₹15,089
31 Mar 23₹15,359
31 Mar 24₹18,555
31 Mar 25₹20,227

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 ₹447,579.
Net Profit of ₹147,579
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 2 Apr 25

DurationReturns
1 Month 3.1%
3 Month -8.9%
6 Month -4.7%
1 Year 8.7%
3 Year 10.4%
5 Year 15.5%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24%
2022 17%
2021 2%
2020 16.1%
2019 10.8%
2018 3.7%
2017 -0.6%
2016 13.8%
2015 4.6%
2014 5.1%
Fund Manager information for L&T Equity Savings Fund
NameSinceTenure
Mahesh Chhabria15 Jul 231.71 Yr.
Praveen Ayathan1 Oct 231.5 Yr.
Cheenu Gupta2 Jul 213.75 Yr.
Sonal Gupta1 Oct 231.5 Yr.
Abhishek Gupta1 Apr 241 Yr.
Hitesh Gondhia1 Oct 231.5 Yr.
Mohd Asif Rizwi1 Feb 250.16 Yr.

Data below for L&T Equity Savings Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash52.12%
Equity27.57%
Debt20.31%
Equity Sector Allocation
SectorValue
Financial Services30.3%
Consumer Cyclical12.9%
Industrials8.06%
Technology3.6%
Health Care3.58%
Energy2.81%
Consumer Defensive2.04%
Utility1.84%
Communication Services1.65%
Basic Materials1.3%
Real Estate0.04%
Debt Sector Allocation
SectorValue
Cash Equivalent52.12%
Government16.87%
Corporate3.44%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 24 | KOTAKBANK
4%₹23 Cr118,800
↑ 56,000
Future on Kotak Mahindra Bank Ltd
Derivatives | -
4%-₹23 Cr
State Bank of India (Financial Services)
Equity, Since 31 Aug 24 | SBIN
4%₹22 Cr324,750
↑ 46,500
Future on State Bank of India
Derivatives | -
4%-₹22 Cr
Zomato Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 543320
3%₹21 Cr950,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 24 | 532215
3%₹21 Cr201,875
↑ 103,750
Future on Axis Bank Ltd
Derivatives | -
3%-₹20 Cr
7.06% Govt Stock 2028
Sovereign Bonds | -
3%₹20 Cr1,900,000
Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 500251
3%₹18 Cr38,000
↑ 10,000
Blue Star Ltd (Industrials)
Equity, Since 31 Mar 23 | BLUESTARCO
3%₹18 Cr96,000
↑ 60,000

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 9.1% since its launch.  Return for 2024 was 11.7% , 2023 was 15.7% and 2022 was 6.8% .

Below is the key information for Kotak Equity Savings Fund

Kotak Equity Savings Fund
Growth
Launch Date 13 Oct 14
NAV (02 Apr 25) ₹24.9648 ↑ 0.13   (0.51 %)
Net Assets (Cr) ₹7,897 on 28 Feb 25
Category Hybrid - Equity Savings
AMC Kotak Mahindra Asset Management Co Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio -0.4
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
31 Mar 20₹10,000
31 Mar 21₹12,557
31 Mar 22₹13,922
31 Mar 23₹14,665
31 Mar 24₹17,567
31 Mar 25₹18,645

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 ₹426,080.
Net Profit of ₹126,080
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 2 Apr 25

DurationReturns
1 Month 3.4%
3 Month -1.8%
6 Month -2.7%
1 Year 5.9%
3 Year 10.2%
5 Year 13.7%
10 Year
15 Year
Since launch 9.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 11.7%
2022 15.7%
2021 6.8%
2020 11.1%
2019 10.4%
2018 7.8%
2017 4.2%
2016 14%
2015 6.5%
2014 6.4%
Fund Manager information for Kotak Equity Savings Fund
NameSinceTenure
Abhishek Bisen13 Oct 1410.47 Yr.
Devender Singhal1 Apr 214 Yr.
Hiten Shah3 Oct 195.5 Yr.

Data below for Kotak Equity Savings Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash45.85%
Equity35.87%
Debt17.32%
Other0.96%
Equity Sector Allocation
SectorValue
Financial Services14.36%
Consumer Cyclical10.78%
Communication Services9.47%
Basic Materials5.86%
Utility5.72%
Consumer Defensive5.11%
Industrials4.82%
Energy4.19%
Technology3.74%
Health Care0.91%
Real Estate0.27%
Debt Sector Allocation
SectorValue
Cash Equivalent43.84%
Corporate9.71%
Government9.36%
Securitized0.27%
Credit Quality
RatingValue
AA10.18%
AAA89.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Liquid Dir Gr
Investment Fund | -
5%₹427 Cr820,551
↑ 96,112
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 534816
5%₹364 Cr11,267,098
↑ 1,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹306 Cr1,951,880
Bharti Airtel Ltd-MAR2025
Derivatives | -
3%-₹253 Cr1,600,750
↑ 1,600,750
HDFC Bank Ltd.-MAR2025
Derivatives | -
3%-₹251 Cr1,447,050
↑ 1,447,050
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹251 Cr1,447,050
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | MARUTI
3%₹246 Cr205,988
Indus Towers Ltd.-MAR2025
Derivatives | -
3%-₹229 Cr7,031,200
↑ 7,031,200
National Bank For Agriculture And Rural Development
Debentures | -
3%₹225 Cr22,500
↑ 2,500
Vedanta Ltd.-MAR2025
Derivatives | -
2%-₹183 Cr4,604,600
↑ 4,604,600

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 8.7% since its launch.  Ranked 38 in Equity Savings category.  Return for 2024 was 12.6% , 2023 was 15.3% and 2022 was 4.1% .

Below is the key information for Principal Equity Savings Fund

Principal Equity Savings Fund
Growth
Launch Date 23 May 02
NAV (02 Apr 25) ₹67.4312 ↑ 0.34   (0.50 %)
Net Assets (Cr) ₹1,033 on 28 Feb 25
Category Hybrid - Equity Savings
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio -0.02
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
31 Mar 20₹10,000
31 Mar 21₹13,145
31 Mar 22₹15,044
31 Mar 23₹15,341
31 Mar 24₹18,561
31 Mar 25₹20,195

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 ₹447,579.
Net Profit of ₹147,579
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 2 Apr 25

DurationReturns
1 Month 2.5%
3 Month -1.2%
6 Month -1.9%
1 Year 7.9%
3 Year 10.1%
5 Year 15.4%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 12.6%
2022 15.3%
2021 4.1%
2020 18.2%
2019 14.6%
2018 5.1%
2017 1.6%
2016 15%
2015 5.5%
2014 3.6%
Fund Manager information for Principal Equity Savings Fund
NameSinceTenure
Dwijendra Srivastava1 Jan 223.25 Yr.
Sudhir Kedia29 Oct 195.43 Yr.
Rohit Seksaria1 Jan 223.25 Yr.

Data below for Principal Equity Savings Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash51.12%
Equity28.99%
Debt19.89%
Equity Sector Allocation
SectorValue
Financial Services19%
Technology10.11%
Consumer Cyclical10.01%
Energy8.17%
Industrials6.05%
Communication Services5.33%
Health Care3.49%
Consumer Defensive3.47%
Basic Materials3.07%
Utility0.54%
Real Estate0.22%
Debt Sector Allocation
SectorValue
Cash Equivalent46.55%
Government16.41%
Corporate8.04%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
8%₹82 Cr681,500
Future on Reliance Industries Ltd
Derivatives | -
7%-₹74 Cr609,500
7.1% Govt Stock 2034
Sovereign Bonds | -
6%₹66 Cr6,500,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 21 | INFY
6%₹59 Cr350,700
↑ 90,000
Infosys Limited March 2025
Derivatives | -
5%-₹53 Cr312,400
↑ 312,400
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL
5%₹49 Cr314,625
↓ -15,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
4%₹39 Cr380,500
Future on Bharti Airtel Ltd
Derivatives | -
4%-₹39 Cr244,625
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
3%₹36 Cr298,800
Future on Axis Bank Ltd
Derivatives | -
3%-₹31 Cr302,500

4. Edelweiss Equity Savings Fund

(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 CAGR/Annualized return of 8.8% since its launch.  Return for 2024 was 13.4% , 2023 was 12.9% and 2022 was 3.2% .

Below is the key information for Edelweiss Equity Savings Fund

Edelweiss Equity Savings Fund
Growth
Launch Date 13 Oct 14
NAV (02 Apr 25) ₹24.1328 ↑ 0.07   (0.28 %)
Net Assets (Cr) ₹569 on 28 Feb 25
Category Hybrid - Equity Savings
AMC Edelweiss Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.66
Sharpe Ratio 0.18
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹12,194
31 Mar 22₹13,189
31 Mar 23₹13,710
31 Mar 24₹16,018
31 Mar 25₹17,546

Edelweiss 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 Edelweiss 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 2 Apr 25

DurationReturns
1 Month 2.3%
3 Month -0.8%
6 Month 0.2%
1 Year 9.1%
3 Year 9.8%
5 Year 12.1%
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 13.4%
2022 12.9%
2021 3.2%
2020 11.7%
2019 13%
2018 7%
2017 3.8%
2016 15.1%
2015 4.6%
2014 5.3%
Fund Manager information for Edelweiss Equity Savings Fund
NameSinceTenure
Bhavesh Jain1 Oct 213.5 Yr.
Bharat Lahoti18 Sep 177.54 Yr.
Rahul Dedhia1 Jul 240.75 Yr.
Pranavi Kulkarni1 Aug 240.66 Yr.

Data below for Edelweiss Equity Savings Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash62.1%
Equity24.34%
Debt13.56%
Equity Sector Allocation
SectorValue
Financial Services15.77%
Energy10.13%
Consumer Cyclical8.64%
Basic Materials7.88%
Industrials7.85%
Technology4.06%
Health Care3.92%
Utility2.51%
Consumer Defensive2.49%
Communication Services2.12%
Real Estate0.41%
Debt Sector Allocation
SectorValue
Cash Equivalent53.34%
Corporate14.01%
Government8.05%
Securitized0.27%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 21 | RELIANCE
8%₹43 Cr355,769
↑ 4,737
Future on Reliance Industries Ltd
Derivatives | -
6%-₹36 Cr299,500
7.18% Govt Stock 2033
Sovereign Bonds | -
5%₹26 Cr2,500,000
Hdb Financial Services Ltd.
Debentures | -
4%₹25 Cr2,500,000
Future on UPL Ltd
Derivatives | -
4%-₹23 Cr363,140
Future on Aditya Birla Fashion and Retail Ltd
Derivatives | -
3%-₹18 Cr741,000
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | ABFRL
3%₹18 Cr741,000
Future on Adani Ports & Special Economic Zone Ltd
Derivatives | -
3%-₹15 Cr136,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 20 | ADANIPORTS
3%₹15 Cr136,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 14 | LT
2%₹14 Cr43,143
↑ 5,965

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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