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 Long Term Advantage FundEquityModerately High-29.6%3star58
Essel Largecap Equity Fund EquityModerately High-29.0%2star89
Essel 3 in 1 FundHybridModerate-18.4%3star20
Essel Ultra Short Term FundDebtModerately Low6.4%3star23
Essel Regular Savings Fund HybridModerate-1.6%4star36
Essel Multi Cap FundEquityModerately High-27.3%star197
Essel Liquid FundDebtLow5.7%2star49
Essel Large & Midcap Fund EquityModerately High-29.4%2star102
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 Long Term Advantage Fund Direct Growth

Fund Performance: This fund has given -5.63% annualized returns in the last three years. In the last year, its returns were -29.65%. 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 -29.65% 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
AUM58Cr
1Y Returns-29.6%

Essel Large Cap Equity Fund Direct Growth

Fund Performance: This fund has given -5.98% annualized returns in the last three years. In the last year, its returns were -28.99%. 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 -28.99% 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
AUM89Cr
1Y Returns-29.0%

Essel 3 in 1 Fund Direct Growth

Fund Performance: This fund has given -2.97% annualized returns in the last three years. In the last year, its returns were -18.43%. 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 -18.43% 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 Returns-18.4%

Essel Ultra Short Term Fund Super Institutional Plan Direct Growth

Fund Performance: This fund has given 6.96% annualized returns in the last three years. In the last year, its returns were 6.43%. 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 6.43% 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
AUM23Cr
1Y Returns6.4%

Essel Regular Savings Fund Direct Growth

Fund Performance: This fund has given 3.88% annualized returns in the last three years. In the last year, its returns were -1.57%. 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 -1.57% 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
AUM36Cr
1Y Returns-1.6%

Essel Multi Cap Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were -27.26%. 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 -27.26% 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
AUM197Cr
1Y Returns-27.3%

Essel Liquid Fund Super Institutional Plan Direct Growth

Fund Performance: This fund has given 6.76% annualized returns in the last three years. In the last year, its returns were 5.7%. 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 5.7% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹1,000
AUM49Cr
1Y Returns5.7%

Essel Large & Midcap Fund Direct Growth

Fund Performance: This fund has given -6.26% annualized returns in the last three years. In the last year, its returns were -29.36%. 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 -29.36% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹1,000
AUM102Cr
1Y Returns-29.4%

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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