(As of 31 Jul, 2022)
NIFTY Equity Savings TR INR
Investors understand that their principal will be at Risk.
The primary objective of the Scheme is to generate capital appreciation and income by using arbitrage opportunities, investment in equity / equity related instruments and debt/ money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.
1 %(If redeemed within 365 days)
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
HDFC Bank Ltd
5.74% Govt Stock 2026
Reliance Industries Ltd
Future on HDFC Bank Ltd
Equity Savings Mutual Funds are an open ended fund scheme which try to balance risk and returns by investing in equities, arbitrage trades and fixed income securities. These are low risk funds given that the use of derivatives reduces the net equity exposure to 35 percent, thereby protecting investors from volatility. These funds are treated at par with equity funds for taxation purposes, because their gross equity exposure is more than 65%. The equity portion of the scheme opens the scheme for higher returns, while its debt component outlays stability to the returns.
This fund is rated 2 stars by Morning Star Ratings.