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Best Essel Hybrid 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.

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

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Top 10 Essel Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Essel Liquid FundDebtModerate3.1%2star59
Essel Large & Midcap Fund EquityVery High71.3%4star112
Essel Long Term Advantage FundEquityVery High59.5%3star62
Essel Largecap Equity Fund EquityVery High60.9%2star95
Essel 3 in 1 FundHybridVery High42.1%3star16
Essel Ultra Short Term FundDebtModerate3.9%3star25
Essel Regular Savings Fund HybridModerately High14.2%3star32
Essel Flexi Cap FundEquityVery High57.3%star187
Essel Equity Hybrid FundBalancedVery High39.0%star117
Essel Flexible Income FundDebtModerate1.2%2star10
Essel Short Term FundDebtModerately Low8.9%3star13
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
AUM59Cr
1Y Returns3.1%

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
AUM112Cr
1Y Returns71.3%

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
AUM62Cr
1Y Returns59.5%

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
AUM95Cr
1Y Returns60.9%

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
AUM16Cr
1Y Returns42.1%

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
AUM25Cr
1Y Returns3.9%

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
AUM32Cr
1Y Returns14.2%

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
AUM187Cr
1Y Returns57.3%

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
AUM117Cr
1Y Returns39.0%

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
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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