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Equity Savings

Hybrid category · 23 direct-growth schemes tracked

Combines equity, arbitrage positions, and debt. Maintains at least 65% in equity plus arbitrage (to qualify for equity taxation) while running a lower net equity exposure than an Aggressive Hybrid fund.

Taxation: typically taxed as an equity-oriented fund — gains held over a year are long-term (12.5% beyond the annual exemption threshold), shorter holdings are short-term (20%). This is general information, not tax advice — confirm current rules for your situation with a qualified professional.

1 Day
+0.23%
1 Week
+0.74%
1 Month
+2.28%
1 Year
+4.43%
Median NAV change across direct-plan, growth-option schemes in this category. Updated daily from AMFI.

Top & bottom performing schemes

Top 3

HSBC Equity Savings Fund+0.39%
LIC MF Equity Savings Fund-Direct Plan-Growth+0.37%
Baroda BNP Paribas Equity Savings Fund+0.33%

Bottom 3

BAJAJ FINSERV EQUITY SAVINGS FUND - DIRECT - GROWTH+0.06%
SBI Equity Savings Fund+0.08%
BANDHAN Equity Savings Fund-Direct Plan-Growth+0.11%

Explore this category further

See the full live category table on the dashboard, or estimate returns with the MF returns calculator using this category's actual historical median.