Equity Savings Fund
SEBI’s rule: At least 65% in shares and at least 10% in debt, with unhedged equity of 15% to 40% of assets. Source: SEBI
- Schemes
- 25
- Fund houses
- 25
- Launched between
- 2002 and 2025
- NFOs open
- 1
Source: fund houses’ disclosures, as of 28 Oct 2026.
- Low to Moderate 3
- Moderate 12
- Moderately High 9
Riskometer levels as shown on each fund’s page, read by Felix on 28 Oct 2026.
Every scheme, Regular plan – Growth
Sorted A to Z (default)
| Scheme | Benchmark | Assets, ₹ cr (30 Sep 2026) | SIP from, ₹ | Launched | Riskometer |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund | NIFTY Equity Savings Total Return Index | 1,116 | 100 | 2014 | Moderate |
| Axis Equity Savings Fund | NIFTY Equity Savings Total Return Index | 855 | 100 | 2015 | Moderately High |
| Bajaj Finserv Equity Savings Fund | NIFTY Equity Savings Total Return Index | 40 | Not reported | 2025 | Moderate |
| Bandhan Equity Savings Fund | CRISIL Equity Saving Index | 393 | 100 | 2008 | Low to Moderate |
| Baroda BNP Paribas Equity Savings Fund | NIFTY Equity Savings Total Return Index | 267 | 250 | 2019 | Moderate |
| DSP Equity Savings Fund | NIFTY Equity Savings Total Return Index | 3,087 | 100 | 2016 | Moderately High |
| Edelweiss Equity Savings Fund | NIFTY Equity Savings Total Return Index | 1,704 | 100 | 2014 | Moderate |
| Franklin India Equity Savings Fund | NIFTY Equity Savings Total Return Index | 560 | 500 | 2018 | Low to Moderate |
| HDFC Equity Savings Fund | NIFTY Equity Savings Total Return Index | 5,533 | 100 | 2004 | Moderately High |
| HSBC Equity Savings Fund | NIFTY Equity Savings Total Return Index | 1,558 | 500 | 2011 | Moderate |
| ICICI Prudential Equity Savings Fund | NIFTY Equity Savings Total Return Index | 14,905 | 100 | 2014 | Low to Moderate |
| Invesco India Equity Savings Fund | NIFTY Equity Savings Total Return Index | 268 | 100 | 2019 | Moderate |
| Kotak Equity Savings Fund | NIFTY Equity Savings Total Return Index | 10,443 | 100 | 2014 | Moderately High |
| LIC MF Equity Savings Fund | NIFTY Equity Savings Total Return Index | 39 | 200 | 2011 | Moderate |
| Mahindra Manulife Equity Savings Fund | NIFTY Equity Savings Total Return Index | 519 | 500 | 2017 | Moderately High |
| Mirae Asset Equity Savings Fund | NIFTY Equity Savings Total Return Index | 1,994 | 99 | 2018 | Moderately High |
| Nippon India Equity Savings Fund | NIFTY Equity Savings Total Return Index | 744 | 100 | 2015 | Moderately High |
| PGIM India Equity Savings Fund | NIFTY Equity Savings Total Return Index | 57 | 1,000 | 2004 | Moderate |
| Quant Equity Savings Fund | NIFTY Equity Savings Total Return Index | 60 | Not reported | 2025 | Moderate |
| Samco Equity Savings FundIn its NFO | NIFTY Equity Savings Total Return Index | Not reported | Not reported | Not reported | Not reported |
| SBI Equity Savings Fund | NIFTY Equity Savings Total Return Index | 5,413 | 500 | 2015 | Moderate |
| Sundaram Equity Savings Fund | NIFTY Equity Savings Total Return Index | 943 | 100 | 2002 | Moderate |
| Union Equity Savings Fund | CRISIL Equity Saving Index | 114 | 500 | 2018 | Moderately High |
| UTI Equity Savings Fund | CRISIL Equity Saving Index | 804 | 500 | 2018 | Moderately High |
| WhiteOak Capital Equity Savings Fund | NIFTY Equity Savings Total Return Index | 146 | 100 | 2025 | Moderate |
Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as of 28 Oct 2026; benchmarks as each SID names them.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
New fund offers in this category
Open and opening soon, A to Z after any Ad.
- Samco Equity Savings FundCloses Mon 2 Nov
NFO, Samco Mutual Fund.
The risk of the scheme is Moderately HighBenchmark riskometer: in the SID on the fund house’s site
The above product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made
Sources: fund houses’ NFO documents, AMFI and SEBI, as of 28 Oct 2026, 11:18 am IST.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.