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4 بہترین کارکردگی کا مظاہرہ کرنے والے ایکویٹی سیونگز میوچل فنڈز 2022 | Fincash.com

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4 بہترین کارکردگی کا مظاہرہ کرنے والے ایکویٹی سیونگ فنڈز 2022

Updated on November 5, 2024 , 9561 views

ایکویٹی سیونگ فنڈز کے ہائبرڈ زمرے میں آتے ہیں۔باہمی چندہ. یہ تازہ ترین قسم ہے۔اثاثہ تین ہلاک میوچل فنڈز 2014 کے آخر میں متعارف کرائے گئے۔ ایکویٹی سیونگ فنڈز ثالثی، ایکویٹی اور قرض میں سرمایہ کاری کرتے ہیں۔ یہ فنڈ اپنے کل اثاثوں کا کم از کم 65 فیصد ایکوئٹی میں لگائے گا (اس میں سے زیادہ تر ثالثی میں) اور باقی قرض کے آلات میں، لیکن قرض میں کم از کم سرمایہ کاری 10 فیصد ہونی چاہیے۔ ایکویٹی سیونگ فنڈز ان سرمایہ کاروں میں مقبول ہو رہے ہیں جو ایکویٹی میں سرمایہ کاری کرنا چاہتے ہیں لیکن ساتھ ہی محفوظ رہنا چاہتے ہیں۔ تو، آئیے اس فنڈ کے بارے میں سیکھتے ہیں، سرمایہ کاری کے لیے بہترین کارکردگی کا مظاہرہ کرنے والے ایکویٹی سیونگ فنڈز میں سے کچھ کے ساتھ۔

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ایکویٹی سیونگ فنڈز کے بارے میں ایک جائزہ

ایکویٹی سیونگ فنڈز مستحکم پیدا کرنے کی کوشش کرتے ہیں۔آمدنی کی طرف سےسرمایہ کاری قرض کے آلات میں اور ایکویٹی سرمایہ کاری کے ذریعے ممکنہ طور پر زیادہ منافع حاصل کرنے کا مقصد ہے۔ اس طرح، یہ فنڈز خطرے اور واپسی دونوں کے درمیان توازن کی مساوات کے طور پر کام کرتے ہیں۔

مثالی طور پر، ثالثی نقد اور مشتق میں حصص کی قیمتوں میں فرق کا فائدہ اٹھاتا ہےمارکیٹ. مشتقات کا استعمال خالص ایکویٹی ایکسپوژر کو کم کرتا ہے (یعنی مثالی طور پر 20-40 فیصد، اگرچہ یہ فنڈ کے لحاظ سے مختلف ہو سکتا ہے) اور عام طور پر حفاظت کرتا ہے۔سرمایہ کار غیر مستحکم واپسی سے.

چونکہ، ایکویٹی سیونگ فنڈز میں ایکویٹی ایکسپوژر کا 65 فیصد ہوتا ہے (ماخوذ پر غور کیے بغیر)، ان کا علاج کیا جاتا ہےایکویٹی میوچل فنڈز ٹیکس ایکویٹی سیونگ فنڈز کو قدامت پسند سرمایہ کاروں کے لیے سرمایہ کاری کا ایک مثالی آپشن سمجھا جاتا ہے جو مختصر مدت یعنی 1-3 سال کے لیے سرمایہ کاری کرنا چاہتے ہیں۔

ان فنڈز میں سرمایہ کاری کرنے کی منصوبہ بندی کرنے والے سرمایہ کاروں کو ایک لینا چاہیے۔گھونٹ راستے کے طور پر یہ مارکیٹ کے وقت کی پریشانی کو ختم کرتا ہے۔ پوسٹ-ریٹائرمنٹ آپ متواتر وقفہ پر پہلے سے طے شدہ واپسی کو فعال کرنے کے لیے SWP (سسٹمیٹک انخلا پلان) کا اختیار استعمال کر سکتے ہیں۔

ٹاپ 4 بہترین ایکویٹی سیونگ فنڈز FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Equity Savings Fund Growth ₹32.7827
↓ -0.07
₹4783.110.92512.713.117
Kotak Equity Savings Fund Growth ₹25.1348
↓ -0.06
₹7,6440.96.417.710.911.115.7
SBI Equity Savings Fund Growth ₹23.2358
↑ 0.08
₹5,4103.27.816.410.311.417.5
Principal Equity Savings Fund Growth ₹67.507
↓ -0.32
₹9262.37.317.51012.815.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 24
*اوپر بہترین کی فہرست ہے۔ایکویٹی بچت اوپر AUM/نیٹ اثاثے رکھنے والے فنڈز100 کروڑ. پر ترتیب دیا گیاآخری 3 سال کی واپسی۔.

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 9.5% 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 (07 Nov 24) ₹32.7827 ↓ -0.07   (-0.21 %)
Net Assets (Cr) ₹478 on 30 Sep 24
Category Hybrid - Equity Savings
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.49
Sharpe Ratio 2.84
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 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

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 7 Nov 24

DurationReturns
1 Month 1.8%
3 Month 3.1%
6 Month 10.9%
1 Year 25%
3 Year 12.7%
5 Year 13.1%
10 Year
15 Year
Since launch 9.5%
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 240.42 Yr.
Mahesh Chhabria15 Jul 231.22 Yr.
Praveen Ayathan1 Oct 231 Yr.
Cheenu Gupta2 Jul 213.25 Yr.
Sonal Gupta1 Oct 231 Yr.
Abhishek Gupta1 Apr 240.5 Yr.
Hitesh Gondhia1 Oct 231 Yr.

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

Asset Allocation
Asset ClassValue
Cash11.3%
Equity69.9%
Debt18.81%
Equity Sector Allocation
SectorValue
Industrials21.67%
Financial Services21.26%
Consumer Cyclical9.32%
Real Estate4.42%
Technology4.11%
Basic Materials3.78%
Health Care2.32%
Energy2.23%
Utility0.76%
Consumer Defensive0.02%
Debt Sector Allocation
SectorValue
Government15.63%
Cash Equivalent8.63%
Corporate5.84%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 23 | HDFCBANK
5%₹24 Cr140,800
↑ 99,000
Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 500251
4%₹18 Cr24,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 543320
4%₹18 Cr650,000
↑ 200,000
Canara Bank (Financial Services)
Equity, Since 31 Aug 24 | 532483
3%₹16 Cr1,444,500
Suzlon Energy Ltd (Industrials)
Equity, Since 30 Apr 24 | SUZLON
3%₹16 Cr2,000,000
↑ 1,000,000
7.38% Govt Stock 2027
Sovereign Bonds | -
3%₹16 Cr1,500,000
Steel Authority Of India Ltd (Basic Materials)
Equity, Since 31 Jul 22 | SAIL
3%₹16 Cr1,100,000
↓ -4,000
5.22% Govt Stock 2025
Sovereign Bonds | -
3%₹15 Cr1,499,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 24 | SBIN
3%₹14 Cr178,500
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Aug 24 | INDUSINDBK
3%₹14 Cr93,500

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 9.6% 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 (07 Nov 24) ₹25.1348 ↓ -0.06   (-0.22 %)
Net Assets (Cr) ₹7,644 on 30 Sep 24
Category Hybrid - Equity Savings
AMC Kotak Mahindra Asset Management Co Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 3
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 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

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 7 Nov 24

DurationReturns
1 Month -0.5%
3 Month 0.9%
6 Month 6.4%
1 Year 17.7%
3 Year 10.9%
5 Year 11.1%
10 Year
15 Year
Since launch 9.6%
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 149.97 Yr.
Devender Singhal1 Apr 213.5 Yr.
Hiten Shah3 Oct 195 Yr.

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

Asset Allocation
Asset ClassValue
Cash56.1%
Equity34.03%
Debt8.88%
Other0.99%
Equity Sector Allocation
SectorValue
Financial Services14.18%
Consumer Cyclical12.35%
Industrials6.29%
Communication Services5.99%
Basic Materials5.97%
Consumer Defensive5.54%
Energy5.3%
Utility5.07%
Technology4.59%
Health Care0.63%
Real Estate0.41%
Debt Sector Allocation
SectorValue
Cash Equivalent50.18%
Corporate10.82%
Government3.98%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Liquid Dir Gr
Investment Fund | -
5%₹366 Cr724,439
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹325 Cr1,899,505
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹295 Cr1,704,756
Bharti Airtel Ltd-OCT2024
Derivatives | -
4%-₹276 Cr1,598,375
↑ 1,598,375
HDFC Bank Ltd.-OCT2024
Derivatives | -
3%-₹253 Cr1,447,050
↑ 1,447,050
Vedanta Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 500295
3%₹236 Cr4,604,600
↑ 1,998,700
Vedanta Ltd.-OCT2024
Derivatives | -
3%-₹236 Cr4,604,600
↑ 4,604,600
Adani Port and Special Economic Zone Ltd.-OCT2024
Derivatives | -
3%-₹232 Cr1,594,400
↑ 1,594,400
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Jun 19 | ADANIPORTS
3%₹231 Cr1,594,400
Kotak Money Market Dir Gr
Investment Fund | -
3%₹231 Cr539,363

3. 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 (06 Nov 24) ₹23.2358 ↑ 0.08   (0.34 %)
Net Assets (Cr) ₹5,410 on 30 Sep 24
Category Hybrid - Equity Savings
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.18
Sharpe Ratio 1.96
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
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

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 7 Nov 24

DurationReturns
1 Month 0.4%
3 Month 3.2%
6 Month 7.8%
1 Year 16.4%
3 Year 10.3%
5 Year 11.4%
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 159.36 Yr.
Nidhi Chawla1 Jan 222.75 Yr.
Mansi Sajeja1 Jun 213.34 Yr.
Pradeep Kesavan1 Jan 240.75 Yr.
Vandna Soni1 Jan 240.75 Yr.

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

Asset Allocation
Asset ClassValue
Cash38.91%
Equity36.12%
Debt24.97%
Equity Sector Allocation
SectorValue
Financial Services24.86%
Consumer Cyclical12.38%
Industrials10.65%
Basic Materials8.05%
Energy3.39%
Real Estate2.94%
Health Care2.9%
Communication Services2.04%
Technology1.84%
Utility0.72%
Consumer Defensive0.43%
Debt Sector Allocation
SectorValue
Cash Equivalent38.91%
Corporate15.81%
Government8.12%
Securitized1.04%
Credit Quality
RatingValue
AA48.23%
AAA51.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 15 | HDFCBANK
9%₹483 Cr2,786,650
Future on HDFC Bank Ltd
Derivatives | -
8%-₹432 Cr2,476,650
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | KOTAKBANK
3%₹179 Cr965,600
↑ 10,000
7.38% Govt Stock 2027
Sovereign Bonds | -
3%₹163 Cr16,000,000
Future on Kotak Mahindra Bank Ltd
Derivatives | -
2%-₹123 Cr655,600
↑ 10,000
Cube Highways Trust (Industrials)
Equity, Since 30 Apr 23 | 543899
2%₹109 Cr9,000,000
↑ 4,000,000
National Highways Infra Trust Units (Real Estate)
-, Since 31 Mar 24 | 543385
2%₹106 Cr8,054,770
07.18 Goi 14082033
Sovereign Bonds | -
2%₹103 Cr10,000,000
↑ 5,000,000
Infopark Properties Ltd.
Debentures | -
2%₹100 Cr10,000
364 Day T-Bill 30.01.25
Sovereign Bonds | -
2%₹98 Cr10,000,000
↑ 10,000,000

4. 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 8.9% 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 (07 Nov 24) ₹67.507 ↓ -0.32   (-0.47 %)
Net Assets (Cr) ₹926 on 30 Sep 24
Category Hybrid - Equity Savings
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 2.38
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 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

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 7 Nov 24

DurationReturns
1 Month 0%
3 Month 2.3%
6 Month 7.3%
1 Year 17.5%
3 Year 10%
5 Year 12.8%
10 Year
15 Year
Since launch 8.9%
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 222.75 Yr.
Sudhir Kedia29 Oct 194.93 Yr.
Rohit Seksaria1 Jan 222.75 Yr.

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

Asset Allocation
Asset ClassValue
Cash40.57%
Equity42.58%
Debt16.85%
Equity Sector Allocation
SectorValue
Financial Services20.02%
Consumer Cyclical9.88%
Technology9.34%
Energy8.21%
Industrials8.07%
Communication Services6.25%
Health Care5.62%
Basic Materials3.83%
Consumer Defensive3.18%
Utility0.4%
Real Estate0.32%
Debt Sector Allocation
SectorValue
Cash Equivalent40.57%
Government14.15%
Corporate2.69%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
7%₹63 Cr207,250
7.10%Goi 08/04/2034
Sovereign Bonds | -
6%₹56 Cr5,500,000
Future on Reliance Industries Ltd
Derivatives | -
6%-₹52 Cr171,250
↑ 171,250
Infosys Ltd (Technology)
Equity, Since 30 Jun 21 | INFY
4%₹40 Cr205,100
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL
4%₹38 Cr239,850
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | INDUSINDBK
4%₹33 Cr232,000
Infosys Limited September 2024
Derivatives | -
4%-₹33 Cr166,800
Future on IndusInd Bank Ltd
Derivatives | -
3%-₹28 Cr198,000
↑ 198,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
3%₹25 Cr210,875
Future on Bharti Airtel Ltd
Derivatives | -
3%-₹25 Cr154,850
↑ 154,850

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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