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Best Equity Savings Funds
Funds investing in equity, arbitrage, and debt with minimum 65% total equity and derivative exposure. Across 18 analyzed schemes, the top-ranked fund is Edelweiss Equity Savings Fund (3Y CAGR +10.38%). The category median 3-year CAGR stands at +8.21%, median expense ratio is 2.19%, and median MFIQ score is 4.7/10.
Click any column header to sort • Showing 18 funds
| Rank | Scheme | Score | 1Y Return | 3Y CAGR | 5Y CAGR | Alpha | Beta | Expense | Upside | Downside | Fund Size |
|---|---|---|---|---|---|---|---|---|---|---|---|
| #1 |
ED
3Y: +10.38%
•
5Y: +8.51%
•
AUM: Rs 1,816 cr
|
7.2 | +7.22% | +10.38% | +8.51% | - | - | 2.10% | - | - | Rs 1,816 cr |
| #2 |
HS
3Y: +12.36%
•
5Y: -
•
AUM: Rs 1,676 cr
|
7.0 | +8.70% | +12.36% | - | - | - | 2.37% | - | - | Rs 1,676 cr |
| #3 |
MA
3Y: +9.92%
•
5Y: +8.19%
•
AUM: Rs 2,043 cr
|
6.6 | +5.38% | +9.92% | +8.19% | - | - | 1.72% | - | - | Rs 2,043 cr |
| #4 |
DS
3Y: +8.24%
•
5Y: +7.26%
•
AUM: Rs 3,068 cr
|
4.8 | +3.09% | +8.24% | +7.26% | - | - | 1.96% | - | - | Rs 3,068 cr |
| #5 |
AB
3Y: +7.88%
•
5Y: +5.96%
•
AUM: Rs 1,155 cr
|
4.5 | +5.14% | +7.88% | +5.96% | - | - | 1.68% | - | - | Rs 1,155 cr |
| #6 |
KM
3Y: +9.02%
•
5Y: +8.52%
•
AUM: Rs 10,417 cr
|
6.3 | +3.16% | +9.02% | +8.52% | - | - | 2.12% | - | - | Rs 10,417 cr |
| #7 |
AX
3Y: +8.83%
•
5Y: +6.75%
•
AUM: Rs 872 cr
|
4.6 | +4.50% | +8.83% | +6.75% | - | - | 2.68% | - | - | Rs 872 cr |
| #8 |
BB
3Y: +8.68%
•
5Y: +7.40%
•
AUM: Rs 278 cr
|
4.9 | +3.77% | +8.68% | +7.40% | - | - | 2.83% | - | - | Rs 278 cr |
| #9 |
MM
3Y: +8.21%
•
5Y: +6.71%
•
AUM: Rs 530 cr
|
2.8 | +4.27% | +8.21% | +6.71% | - | - | 2.82% | - | - | Rs 530 cr |
| #10 |
UT
3Y: +7.91%
•
5Y: +7.79%
•
AUM: Rs 821 cr
|
5.5 | +2.83% | +7.91% | +7.79% | - | - | 2.06% | - | - | Rs 821 cr |
| #11 |
SB
3Y: +7.60%
•
5Y: +7.48%
•
AUM: Rs 5,386 cr
|
4.0 | +3.03% | +7.60% | +7.48% | - | - | 2.00% | - | - | Rs 5,386 cr |
| #12 |
LI
3Y: +7.83%
•
5Y: -
•
AUM: Rs 38.8 cr
|
3.9 | +2.02% | +7.83% | - | - | - | 2.80% | - | - | Rs 38.8 cr |
| #13 |
IN
3Y: +7.45%
•
5Y: +6.02%
•
AUM: Rs 266 cr
|
2.9 | +0.54% | +7.45% | +6.02% | - | - | 2.96% | - | - | Rs 266 cr |
| #14 |
UN
3Y: +6.93%
•
5Y: +5.77%
•
AUM: Rs 116 cr
|
2.7 | +3.75% | +6.93% | +5.77% | - | - | 2.58% | - | - | Rs 116 cr |
| #15 |
BA
3Y: +6.61%
•
5Y: +5.92%
•
AUM: Rs 380 cr
|
3.3 | +4.02% | +6.61% | +5.92% | - | - | 1.56% | - | - | Rs 380 cr |
| #16 |
QU
3Y: -
•
5Y: -
•
AUM: Rs 59.7 cr
|
7.7 | +7.80% | - | - | - | - | - | - | - | Rs 59.7 cr |
| #17 |
WC
3Y: -
•
5Y: -
•
AUM: Rs 276 cr
|
4.5 | +4.77% | - | - | - | - | 2.97% | - | - | Rs 276 cr |
| #18 |
BF
3Y: -
•
5Y: -
•
AUM: Rs 38.9 cr
|
5.3 | +4.41% | - | - | - | - | 2.19% | - | - | Rs 38.9 cr |
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Frequently Asked Questions about Equity Savings Funds
What investment mandate defines Equity Savings funds?
Funds investing in equity, arbitrage, and debt with minimum 65% total equity and derivative exposure.
Which is the highest-ranked Equity Savings fund?
The top fund in this category is Edelweiss Equity Savings Fund with a 3Y CAGR of +10.38% and an MFIQ Score of 7.2/10.
What is the median expense ratio for Equity Savings funds?
Across regular growth options in this category, the median total expense ratio (TER) is 2.19%.