What are the best Equity Savings Funds in India?

There are 24 Equity Savings Funds in India. The top performer is HSBC Equity Savings Fund - Regular Growth by HSBC Mutual Fund with a 3-year CAGR of 11.41%. MFGenie shows 21 with a 3-year track record, ranked by CAGR. Data from AMFI, updated daily.

What is the average return of Equity Savings Funds?

The average 3-year CAGR is 7.25%. Past performance does not guarantee future results.

Best Equity Savings Funds

Equity savings funds with equity, arbitrage, and debt exposure. Low risk, equity taxation. Data from AMFI, updated daily.

24 funds in this category · showing top 21 ranked by 3-year return

Looking for the full directory? View all Equity Savings Funds

Category:

Less than One Year More than One Year

#	Scheme	AUM	NAV	1Y	3Y	5Y	10Y	Since Inception
1	HSBC Equity Savings Fund · Regular · Growth HSBC Mutual Fund	₹965 Cr	₹36.28	+6.55%	+11.41%	+9.85%	+8.95%	+8.96% Sep 2011	Invest
2	Edelweiss Equity Savings Fund · Regular · Growth Edelweiss Mutual Fund	₹1,344 Cr	₹27.27	+6.99%	+10.05%	+8.34%	+9.01%	+8.75% Oct 2014	Invest
3	Mirae Asset Equity Savings Fund · Regular · Growth Mirae Asset Mutual Fund	₹1,936 Cr	₹21.06	+3.80%	+8.62%	+7.78%	—	+10.04% Dec 2018	Invest
4	Kotak Equity Savings Fund · Regular · Growth Kotak Mahindra Mutual Fund	₹10,023 Cr	₹27.28	+2.61%	+8.59%	+8.72%	+8.84%	+8.69% Sep 2014	Invest
5	Baroda BNP Paribas Equity Savings Fund · Regular · Growth Baroda BNP Paribas Mutual Fund	₹277 Cr	₹17.10	+3.31%	+7.81%	+6.91%	—	+7.75% Jul 2019	Invest
6	Axis Equity Savings Fund · Regular · Growth Axis Mutual Fund	₹867 Cr	₹22.83	+3.12%	+7.67%	+6.26%	+8.05%	+7.65% Jul 2015	Invest
7	Mahindra Manulife Equity Savings Fund · Regular · Growth Mahindra Manulife Mutual Fund	₹528 Cr	₹21.37	+3.33%	+7.27%	+6.65%	—	+8.18% Jan 2017	Invest
8	DSP Equity Savings Fund · Regular · Growth DSP Mutual Fund	₹3,532 Cr	₹22.02	+1.05%	+7.20%	+6.35%	+7.21%	+7.80% Mar 2016	Invest
9	LIC MF Equity Savings Fund · Regular · Growth LIC Mutual Fund	₹34.6 Cr	₹28.31	+1.78%	+7.17%	+6.40%	+6.40%	+6.91% Mar 2011	Invest
10	Aditya Birla Sun Life Equity Savings Fund · Regular · Growth Aditya Birla Sun Life Mutual Fund	₹1,097 Cr	₹23.14	+4.09%	+7.13%	+5.76%	+6.95%	+7.34% Nov 2014	Invest
11	SBI Equity Savings Fund · Regular · Growth SBI Mutual Fund	₹5,672 Cr	₹24.55	+3.00%	+7.05%	+7.49%	+8.10%	+8.20% May 2015	Invest
12	HDFC Equity Savings Fund · Regular · Growth HDFC Mutual Fund	₹5,682 Cr	₹66.71	+0.88%	+6.87%	+6.95%	+8.31%	+8.99% Aug 2004	Invest
13	UTI Equity Savings Fund · Regular · Growth UTI Mutual Fund	₹822 Cr	₹18.59	+1.72%	+6.83%	+7.36%	—	+7.97% Aug 2018	Invest
14	Sundaram Equity Savings Fund · Regular · Growth Sundaram Mutual Fund	₹1,077 Cr	₹69.90	-0.76%	+6.74%	—	—	+7.40% Dec 2021	Invest
15	Invesco India Equity Savings Fund · Regular · Growth Invesco Mutual Fund	₹320 Cr	₹16.54	-1.64%	+6.71%	+5.67%	—	+6.88% Jun 2010	Invest
16	Franklin India Equity Savings Fund · Regular · Growth Franklin Templeton Mutual Fund	₹628 Cr	₹16.88	+2.45%	+6.19%	+5.86%	—	+6.69% Aug 2018	Invest
17	ICICI Prudential Equity Savings Fund · Regular · Growth ICICI Prudential Mutual Fund	₹16,816 Cr	₹23.19	+2.11%	+6.17%	+6.68%	+7.21%	+7.38% Nov 2014	Invest
18	Union Equity Savings Fund · Regular · Growth Union Mutual Fund	₹141 Cr	₹17.23	+2.74%	+6.09%	+5.44%	—	+6.89% Jul 2018	Invest
19	Bandhan Equity Savings Fund · Regular · Growth Bandhan Mutual Fund	₹392 Cr	₹32.20	+2.60%	+5.87%	+5.57%	+6.11%	+6.60% May 2008	Invest
20	PGIM India Equity Savings Fund · Regular · Growth PGIM India Mutual Fund	₹60.3 Cr	₹50.50	+2.24%	+5.48%	+5.12%	+6.42%	+7.41% Feb 2004	Invest
21	Nippon India Equity Savings Fund · Regular · Growth Nippon India Mutual Fund	₹848 Cr	₹16.16	+0.90%	+5.38%	+5.52%	—	+4.32% May 2015	Invest
―	Category averagemedian of 48 funds	—	—	+3.18%	+7.45%	+7.08%	—	+8.13%

Showing Regular-Growth plans. Returns are CAGR (annualised) for periods ≥1 year, absolute for periods <1 year. Data sourced from AMFI. Past performance is not indicative of future results.

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