Equity Savings Funds explained.
Equity Savings Funds combine equity, arbitrage positions and debt (at least 65% in equity including arbitrage, at least 10% in debt).
What they invest in
Equity Savings Funds combine equity, arbitrage positions and debt (at least 65% in equity including arbitrage, at least 10% in debt).
Generally used by investors wanting modest equity exposure with lower volatility.
All Equity Savings Funds (44)
Growth options · alphabetical by fund house · not a rankingCommon questions
What are Equity Savings Funds?
Equity Savings Funds combine equity, arbitrage positions and debt (at least 65% in equity including arbitrage, at least 10% in debt).
Who are Equity Savings Funds generally suited for?
They are generally used by investors wanting modest equity exposure with lower volatility. Suitability depends on your goals, time horizon and risk profile; check the scheme's riskometer and documents.
Which is the best fund in this category?
There is no single best fund for everyone, and past returns do not guarantee future returns. Compare schemes on consistency, costs (expense ratio), portfolio and how well they fit your goals, or talk to a professional.
Direct or Regular plan?
Both hold the same portfolio. Direct plans are bought from the fund house and cost less; Regular plans are bought through a distributor (like Plenitude Connect), who is paid a commission from the expense ratio and helps with selection, paperwork and reviews.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Plenitude Connect is an AMFI-registered Mutual Fund Distributor (ARN-130934). This page is for information only and does not recommend any scheme. NAVs from AMFI; may be delayed.
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