Best Essel Equity Mutual Funds
Essel Mutual Funds is one the leading financial sector companies in India and falls under the Essel Group. It was established on 4th December, 2009 and it is sponsored by Essel Finance Wealth Zone Private Limited.
They aim to make a path breaking financial system by constantly supporting their clients strategic transactions and helping them make financial decisions.
Essel Mutual Funds provide a host of schemes, under different fund categories and they invest in a diverse portfolio across various market categorization. The asset management company aims at taking a customer centric approach and follows a systematic methodology in investing. With vast experience and the target to help each and every customer, Essel has made a mark in the Indian mutual fund industry.
Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.
These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.
Purpose: Invest here for your longer duration to get higher returns than debt funds.
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Top 10 Essel Mutual Funds
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Essel Liquid Fund | Debt | Moderate | 3.1% | 2star | ₹59 | |
| Essel Large & Midcap Fund | Equity | Very High | 71.3% | 4star | ₹112 | |
| Essel Long Term Advantage Fund | Equity | Very High | 59.5% | 3star | ₹62 | |
| Essel Largecap Equity Fund | Equity | Very High | 60.9% | 2star | ₹95 | |
| Essel 3 in 1 Fund | Hybrid | Very High | 42.1% | 3star | ₹16 | |
| Essel Ultra Short Term Fund | Debt | Moderate | 3.9% | 3star | ₹25 | |
| Essel Regular Savings Fund | Hybrid | Moderately High | 14.2% | 3star | ₹32 | |
| Essel Flexi Cap Fund | Equity | Very High | 57.3% | star | ₹187 | |
| Essel Equity Hybrid Fund | Balanced | Very High | 39.0% | star | ₹117 | |
| Essel Flexible Income Fund | Debt | Moderate | 1.2% | 2star | ₹10 | |
| Essel Short Term Fund | Debt | Moderately Low | 8.9% | 3star | ₹13 | |
| View All Top 10 Essel Mutual Funds |
Let's have a closer look
Now let us jump and check about these top 10 mutual fund schemes.
Essel Liquid Fund Super Institutional Plan Direct Growth
Fund Performance: This fund has given 5.46% annualized returns in the last three years. In the last year, its returns were 3.15%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.15% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹59Cr |
| 1Y Returns | 3.1% |
Essel Large & Midcap Fund Direct Growth
Fund Performance: This fund has given 11.87% annualized returns in the last three years. In the last year, its returns were 71.26%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 71.26% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹112Cr |
| 1Y Returns | 71.3% |
Essel Long Term Advantage Fund Direct Growth
Fund Performance: This fund has given 9.97% annualized returns in the last three years. In the last year, its returns were 59.53%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 59.53% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹62Cr |
| 1Y Returns | 59.5% |
Essel Large Cap Equity Fund Direct Growth
Fund Performance: This fund has given 10.95% annualized returns in the last three years. In the last year, its returns were 60.9%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 60.9% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹95Cr |
| 1Y Returns | 60.9% |
Essel 3 in 1 Fund Direct Growth
Fund Performance: This fund has given 9.86% annualized returns in the last three years. In the last year, its returns were 42.11%. It has continually hit its benchmark in the Hybrid segment.
Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 42.11% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹16Cr |
| 1Y Returns | 42.1% |
Essel Ultra Short Term Fund Super Institutional Plan Direct Growth
Fund Performance: This fund has given 5.92% annualized returns in the last three years. In the last year, its returns were 3.92%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.92% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹25Cr |
| 1Y Returns | 3.9% |
Essel Regular Savings Fund Direct Growth
Fund Performance: This fund has given 6.9% annualized returns in the last three years. In the last year, its returns were 14.16%. It has continually hit its benchmark in the Hybrid segment.
Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 14.16% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹32Cr |
| 1Y Returns | 14.2% |
Essel Flexi Cap Fund Direct Growth
Fund Performance: In the last year, its returns were 57.31%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 57.31% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹187Cr |
| 1Y Returns | 57.3% |
Essel Equity Hybrid Fund Direct Growth
Fund Performance: In the last year, its returns were 39.04%. It has continually hit its benchmark in the Balanced segment.
Why to invest: It is one of the most remarkable Balanced mutual funds in India. This fund has constantly outperformed other similar funds, providing 39.04% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹117Cr |
| 1Y Returns | 39.0% |
Essel Flexible Income Fund Direct Growth
Fund Performance: This fund has given 6.85% annualized returns in the last three years. In the last year, its returns were 1.16%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 1.16% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹10Cr |
| 1Y Returns | 1.2% |
Essel Short Term Fund Direct Growth
Fund Performance: This fund has given 7.43% annualized returns in the last three years. In the last year, its returns were 8.92%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.92% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹13Cr |
| 1Y Returns | 8.9% |
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