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Best Equity Savings Funds

Ranked by 3-Year Sharpe • 18 schemes • Group: Hybrid • Benchmark: Nifty 50 • Data as of 2026-11-11

Funds investing in equity, arbitrage, and debt with minimum 65% total equity and derivative exposure. Across 18 analyzed schemes, the top-ranked fund is Edelweiss Equity Savings Fund (3Y CAGR +10.38%). The category median 3-year CAGR stands at +8.21%, median expense ratio is 2.19%, and median MFIQ score is 4.7/10.

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Rank Scheme Score 1Y Return 3Y CAGR 5Y CAGR Alpha Beta Expense Upside Downside Fund Size
#1
ED
Edelweiss Mutual Fund
3Y: +10.38% • 5Y: +8.51% • AUM: Rs 1,816 cr
7.2 +7.22% +10.38% +8.51% - - 2.10% - - Rs 1,816 cr
#2
HS
HSBC Mutual Fund
3Y: +12.36% • 5Y: - • AUM: Rs 1,676 cr
7.0 +8.70% +12.36% - - - 2.37% - - Rs 1,676 cr
#3
MA
Mirae Asset Mutual Fund
3Y: +9.92% • 5Y: +8.19% • AUM: Rs 2,043 cr
6.6 +5.38% +9.92% +8.19% - - 1.72% - - Rs 2,043 cr
#4
DS
DSP Mutual Fund
3Y: +8.24% • 5Y: +7.26% • AUM: Rs 3,068 cr
4.8 +3.09% +8.24% +7.26% - - 1.96% - - Rs 3,068 cr
#5
AB
Aditya Birla Sun Life Mutual Fund
3Y: +7.88% • 5Y: +5.96% • AUM: Rs 1,155 cr
4.5 +5.14% +7.88% +5.96% - - 1.68% - - Rs 1,155 cr
#6
KM
Kotak Mahindra Mutual Fund
3Y: +9.02% • 5Y: +8.52% • AUM: Rs 10,417 cr
6.3 +3.16% +9.02% +8.52% - - 2.12% - - Rs 10,417 cr
#7
AX
Axis Mutual Fund
3Y: +8.83% • 5Y: +6.75% • AUM: Rs 872 cr
4.6 +4.50% +8.83% +6.75% - - 2.68% - - Rs 872 cr
#8
BB
Baroda BNP Paribas Mutual Fund
3Y: +8.68% • 5Y: +7.40% • AUM: Rs 278 cr
4.9 +3.77% +8.68% +7.40% - - 2.83% - - Rs 278 cr
#9
MM
Mahindra Manulife Mutual Fund
3Y: +8.21% • 5Y: +6.71% • AUM: Rs 530 cr
2.8 +4.27% +8.21% +6.71% - - 2.82% - - Rs 530 cr
#10
UT
UTI Mutual Fund
3Y: +7.91% • 5Y: +7.79% • AUM: Rs 821 cr
5.5 +2.83% +7.91% +7.79% - - 2.06% - - Rs 821 cr
#11
SB
SBI Mutual Fund
3Y: +7.60% • 5Y: +7.48% • AUM: Rs 5,386 cr
4.0 +3.03% +7.60% +7.48% - - 2.00% - - Rs 5,386 cr
#12
LI
LIC Mutual Fund
3Y: +7.83% • 5Y: - • AUM: Rs 38.8 cr
3.9 +2.02% +7.83% - - - 2.80% - - Rs 38.8 cr
#13
IN
Invesco Mutual Fund
3Y: +7.45% • 5Y: +6.02% • AUM: Rs 266 cr
2.9 +0.54% +7.45% +6.02% - - 2.96% - - Rs 266 cr
#14
UN
Union Mutual Fund
3Y: +6.93% • 5Y: +5.77% • AUM: Rs 116 cr
2.7 +3.75% +6.93% +5.77% - - 2.58% - - Rs 116 cr
#15
BA
Bandhan Mutual Fund
3Y: +6.61% • 5Y: +5.92% • AUM: Rs 380 cr
3.3 +4.02% +6.61% +5.92% - - 1.56% - - Rs 380 cr
#16
QU
quant Mutual Fund
3Y: - • 5Y: - • AUM: Rs 59.7 cr
7.7 +7.80% - - - - - - - Rs 59.7 cr
#17
WC
WhiteOak Capital Mutual Fund
3Y: - • 5Y: - • AUM: Rs 276 cr
4.5 +4.77% - - - - 2.97% - - Rs 276 cr
#18
BF
Bajaj Finserv Mutual Fund
3Y: - • 5Y: - • AUM: Rs 38.9 cr
5.3 +4.41% - - - - 2.19% - - Rs 38.9 cr

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Frequently Asked Questions about Equity Savings Funds

What investment mandate defines Equity Savings funds?

Funds investing in equity, arbitrage, and debt with minimum 65% total equity and derivative exposure.

Which is the highest-ranked Equity Savings fund?

The top fund in this category is Edelweiss Equity Savings Fund with a 3Y CAGR of +10.38% and an MFIQ Score of 7.2/10.

What is the median expense ratio for Equity Savings funds?

Across regular growth options in this category, the median total expense ratio (TER) is 2.19%.