3 Year Average Returns
Funds on Dhan
27
Equity Savings Funds are a type of Hybrid Funds that invest in a mix of equity, debt, and arbitrage. These Funds aim to provide a balanced portfolio that can offer both growth and stability. While these are the best Equity Savings Mutual Funds to invest in, you must know these 3 things before you start investing. ...Read More
Name | 1Y Returns | 3Y Returns  | 5Y Returns |
|---|---|---|---|
| 12.42% | 14.11% | 11.68% | |
| 6.23% | 12.55% | 11.35% | |
| 9.46% | 11.82% | 10.64% | |
| 9.97% | 12.26% | 10.32% | |
| 8.98% | 11.79% | 10.24% | |
| 7.68% | 11.27% | 10.23% | |
| 9.07% | 12.16% | 10.09% | |
| 9.07% | 12.16% | 10.09% | |
| 7.73% | 10.75% | 10.04% | |
| 6.19% | 11.01% | 9.52% | |
| 8.80% | 11.76% | 9.45% | |
| 6.91% | 11.33% | 9.14% | |
| 7.54% | 10.58% | 8.92% | |
| 6.67% | 9.36% | 8.53% | |
| 8.44% | 10.83% | 8.51% | |
| 2.98% | 10.96% | 8.44% | |
| 6.48% | 8.69% | 8.19% | |
| 7.10% | 9.70% | 8.13% | |
| 7.10% | 9.70% | 8.13% | |
| 8.46% | 10.44% | 7.84% | |
| 8.16% | 10.01% | 7.83% | |
| 5.41% | 8.60% | 7.56% | |
| 5.57% | 7.46% | 7.43% | |
| 5.12% | 8.42% | 6.76% | |
| - | - | - | |
| - | - | - | |
| 11.91% | - | - |
1Y Returns
12.42%
3Y Returns
14.11%
5Y Returns
11.68%
1Y Returns
6.23%
3Y Returns
12.55%
5Y Returns
11.35%
1Y Returns
9.46%
3Y Returns
11.82%
5Y Returns
10.64%
1Y Returns
9.97%
3Y Returns
12.26%
5Y Returns
10.32%
1Y Returns
8.98%
3Y Returns
11.79%
5Y Returns
10.24%
1Y Returns
7.68%
3Y Returns
11.27%
5Y Returns
10.23%
1Y Returns
9.07%
3Y Returns
12.16%
5Y Returns
10.09%
1Y Returns
9.07%
3Y Returns
12.16%
5Y Returns
10.09%
1Y Returns
7.73%
3Y Returns
10.75%
5Y Returns
10.04%
1Y Returns
6.19%
3Y Returns
11.01%
5Y Returns
9.52%
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Disclaimer: Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
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Equity Savings Funds invest across equity, debt, and arbitrage opportunities, typically allocating a part of the portfolio to direct equity to tap into growth, while debt and arbitrage positions aim to provide stability and income. This hybrid approach is designed to offer a balanced risk-return profile, making them suitable for Equity Saving investors looking for equity exposure with reduced volatility.
These funds are invested in a mix of equity stocks, debt instruments, and use arbitrage strategies. Around 30% to 35% of the portfolio is usually invested in equities, with the balance in debt and arbitrage opportunities. This diversification helps in mitigating risks associated with direct equity investments while aiming to provide moderate returns.
Equity Savings Funds can generate profits through dividends, interest income, and capital appreciation from the equity portion. While the aim is to provide steady returns with lower volatility compared to pure equity funds, profits are not guaranteed and depend on market conditions and the fund manager's strategy.
No, the returns from Equity Savings Funds are not tax-free. The tax treatment of these funds is based on their equity exposure; if the equity component is over 65%, they're taxed like equity funds. Otherwise, they're taxed as debt funds, making the taxation depend on the fund's strategy and holdings.
No investment is 100% safe, including Equity Savings Funds. While they aim to mitigate risks through diversified investments across equities, debt, and arbitrage opportunities, they are still subject to market fluctuations and other inherent risks. However, they are generally considered lower risk compared to pure equity funds, making them a safer option for conservative investors seeking some exposure to equities.
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