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Top 10 Best Performing Equity Savings Fund


Explain Equity Savings Hybrid Mutual Funds?

Equity Savings Hybrid Mutual Funds can invest in Equity, Debt, and Arbitrage all three in one. Minimum 65% Equity or Equity instruments and Arbitrage opportunities of the total assets is mandatory and 10% in debt. Fund house needs to declare minimum hedged and un-hedged investments in the scheme information documents.

Benefits of Equity Savings Hybrid Mutual Funds

  • Return – Equity Saving Funds are mixed with Balanced and Arbitrage Funds. On return point of view, they come under Medium return as 65% allocation is done under Equity and Arbitrage opportunities. The average return is 10 to 15 % in 1 yrs time horizon.
  • Low Risk – Equity Savings Funds Comes under Low-Risk Category as the fund is divided into 3 strategy – Capital Appreciation- Equity Investment 10 to 40%, Stability by Arbitrage Opportunities between 25 to 55% and Fixed Income with Debt Instruments – 10 to 35%.
  • Investment Horizon – Equity Savings Hybrid Funds are for Long-term Investment Horizon which is 3+ Yeras.
  • Tax – Equity Savings Hybrid Funds are treated as Equity Funds. So the short term capital gain (STCG), if invested for up to one year window is 15%, for the long term till Rs 1 lakh is tax-free after that 10% long-term capital gains (LTCG) is applicable.

Consideration of Equity Savings Hybrid Mutual Funds

  • Cost – As frequent trades are associated with Equity Savings Hybrid Funds, the expense ratio is a bit higher.

In this section we have defined "Top 10 best performing Equity Savings Hybrid Funds" in India. The calculation is done clearly on between current NAV and 30 days prior NAV. This is not an average return.

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FAQs

  1. 1. Why to invest in Equity Savings Hybrid Mutual Funds?

    Good for investors who want regular income with reasonable returns, Exposure to equity with lower risk, better return from traditional investment avenues.

     

     

  2. 2. Who can invest in Equity Savings Hybrid Mutual Funds?

    An investor who wishes to invest in Equity, but wants to get a flavor of the market can opt for this scheme. This is a low risk and moderately high return investment. The new investor must have to try this before moving to equity investment.

     

     


Disclaimer: We personally suggest you to start SIP, so you can average your NAV. The above list is not a recommendation of funds, nor does it claim to the only correct way to rank funds. Please check the complete risk document of Mutual Funds and their current exposure to market before doing your investment.

Last updated on 29-Jul-21


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