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 NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Essel Liquid FundDebtLow4.2%2star39
Essel Large & Midcap Fund EquityModerately High-2.8%2star99
Essel Long Term Advantage FundEquityModerately High-3.7%3star55
Essel Largecap Equity Fund EquityModerately High-2.7%3star85
Essel 3 in 1 FundHybridModerately High3.1%3star15
Essel Ultra Short Term FundDebtModerately Low5.2%3star20
Essel Regular Savings Fund HybridModerately High4.2%4star35
Essel Multi Cap FundEquityModerately High-3.6%star176
Essel Equity Hybrid FundBalancedModerately High-1.2%star150
Essel Flexible Income FundDebtModerate1.2%2star10
Essel Short Term FundDebtModerately Low8.9%3star13
View All Top 10 Essel Mutual Funds

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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 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
AUM39Cr
1Y Returns4.2%

Essel Large & Midcap Fund Direct Growth

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
AUM99Cr
1Y Returns-2.8%

Essel Long Term Advantage Fund Direct Growth

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
AUM55Cr
1Y Returns-3.7%

Essel Large Cap Equity Fund Direct Growth

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
AUM85Cr
1Y Returns-2.7%

Essel 3 in 1 Fund Direct Growth

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
AUM15Cr
1Y Returns3.1%

Essel Ultra Short Term Fund Super Institutional Plan Direct Growth

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
AUM20Cr
1Y Returns5.2%

Essel Regular Savings Fund Direct Growth

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
AUM35Cr
1Y Returns4.2%

Essel Multi Cap Fund Direct Growth

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
AUM176Cr
1Y Returns-3.6%

Essel Equity Hybrid Fund Direct Growth

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
AUM150Cr
1Y Returns-1.2%

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
AUM10Cr
1Y Returns1.2%

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
AUM13Cr
1Y Returns8.9%

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