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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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Essel Liquid Fund | Debt | Low | 4.2% | 2star | ₹39 | |
| Essel Large & Midcap Fund | Equity | Moderately High | -2.8% | 2star | ₹99 | |
| Essel Long Term Advantage Fund | Equity | Moderately High | -3.7% | 3star | ₹55 | |
| Essel Largecap Equity Fund | Equity | Moderately High | -2.7% | 3star | ₹85 | |
| Essel 3 in 1 Fund | Hybrid | Moderately High | 3.1% | 3star | ₹15 | |
| Essel Ultra Short Term Fund | Debt | Moderately Low | 5.2% | 3star | ₹20 | |
| Essel Regular Savings Fund | Hybrid | Moderately High | 4.2% | 4star | ₹35 | |
| Essel Multi Cap Fund | Equity | Moderately High | -3.6% | star | ₹176 | |
| Essel Equity Hybrid Fund | Balanced | Moderately High | -1.2% | star | ₹150 | |
| 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 |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given 6.17% annualized returns in the last three years. In the last year, its returns were 4.22%. 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 4.22% 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 | ₹39Cr |
| 1Y Returns | 4.2% |
Fund Performance: This fund has given 3.18% annualized returns in the last three years. In the last year, its returns were -2.84%. 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 -2.84% 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 | ₹99Cr |
| 1Y Returns | -2.8% |
Fund Performance: This fund has given 3% annualized returns in the last three years. In the last year, its returns were -3.68%. 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 -3.68% 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 | ₹55Cr |
| 1Y Returns | -3.7% |
Fund Performance: This fund has given 2.61% annualized returns in the last three years. In the last year, its returns were -2.69%. 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 -2.69% 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 | ₹85Cr |
| 1Y Returns | -2.7% |
Fund Performance: This fund has given 5.03% annualized returns in the last three years. In the last year, its returns were 3.07%. 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 3.07% 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 | ₹15Cr |
| 1Y Returns | 3.1% |
Fund Performance: This fund has given 6.61% annualized returns in the last three years. In the last year, its returns were 5.24%. 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 5.24% 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 | ₹20Cr |
| 1Y Returns | 5.2% |
Fund Performance: This fund has given 5.69% annualized returns in the last three years. In the last year, its returns were 4.22%. 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 4.22% 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 | ₹35Cr |
| 1Y Returns | 4.2% |
Fund Performance: In the last year, its returns were -3.56%. 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 -3.56% 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 | ₹176Cr |
| 1Y Returns | -3.6% |
Fund Performance: In the last year, its returns were -1.18%. 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 -1.18% 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 | ₹150Cr |
| 1Y Returns | -1.2% |
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% |
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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