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Scheme Name NAV () AUM ( in Cr) 1 Yr (%) 3 Yr (%) 5 Yr (%) Inception (%) Expense Ratio Action
AXIS Children`s Fund - No Lock in (IDCW) 26.3000 930.91 1.82 10.38 9.98 10.12 2.29 Lumpsum SIP
AXIS Children`s Fund - No Lock in (G) 26.3100 930.91 1.82 10.38 9.98 10.12 2.29 Lumpsum SIP
AXIS Children`s Fund - Lock in (G) 26.3100 930.91 1.82 10.38 9.98 10.12 2.29 Lumpsum SIP
AXIS Children`s Fund - Lock in (IDCW) 26.3200 930.91 1.82 10.38 9.98 10.13 2.29 Lumpsum SIP
Franklin India Retirement Fund (IDCW) 18.1400 521.51 3.14 9.84 8.64 11.20 2.26 Lumpsum SIP
Franklin India Retirement Fund (G) 220.5100 521.51 3.14 9.84 8.75 11.37 2.26 Lumpsum SIP
Bandhan Income Plus Arbitrage Active FOF-Reg (IDCW-F) 12.1400 1954.65 6.78 6.40 5.13 6.69 0.29 Lumpsum SIP
Aditya Birla SL Income plus Arbitrage Active FOF-Reg (IDCW) 24.0700 1388.27 6.81 7.33 5.74 6.80 0.42 Lumpsum SIP
HSBC Income Plus Arbitrage Active FOF - Reg (IDCW) 17.1700 697.01 4.72 7.25 5.65 6.98 0.49 Lumpsum SIP
HSBC Income Plus Arbitrage Active FOF - Reg (G) 21.9200 697.01 4.72 7.25 5.66 6.98 0.49 Lumpsum SIP
Bandhan Income Plus Arbitrage Active FOF-Reg (IDCW-D) 12.3600 1954.65 6.98 6.66 5.46 7.07 0.29 Lumpsum SIP
Bandhan Income Plus Arbitrage Active FOF-Reg (IDCW-H) 12.9900 1954.65 6.96 7.21 5.61 7.17 0.29 Lumpsum SIP
ICICI Pru Diversified Debt Strategy Active FOF-Reg (IDCW) 40.2100 109.07 7.53 7.69 6.29 7.18 0.61 Lumpsum SIP
ICICI Pru Diversified Debt Strategy Active FOF-Reg (G) 46.0900 109.07 7.53 7.69 6.29 7.18 0.61 Lumpsum SIP
Bandhan Income Plus Arbitrage Active FOF-Reg (IDCW-W) 12.3700 1954.65 7.04 7.10 5.67 7.26 0.29 Lumpsum SIP
Bandhan Income Plus Arbitrage Active FOF-Reg (IDCW-A) 15.1100 1954.65 6.96 7.21 5.61 7.29 0.29 Lumpsum SIP
Bandhan Income Plus Arbitrage Active FOF-Reg (G) 44.8100 1954.65 6.96 7.19 5.60 7.30 0.29 Lumpsum SIP
Bandhan Income Plus Arbitrage Active FOF-Reg (IDCW-Q) 12.8600 1954.65 6.96 7.18 5.61 7.31 0.29 Lumpsum SIP
Aditya Birla SL Income plus Arbitrage Active FOF-Reg (G) 38.3800 1388.27 6.81 7.33 5.74 7.34 0.42 Lumpsum SIP
ICICI Pru Income plus Arbitrage Omni FOF-Reg (G) 64.1000 2085.13 6.18 10.97 10.13 8.68 0.23 Lumpsum SIP
ICICI Pru Income plus Arbitrage Omni FOF-Reg (IDCW) 49.1900 2085.13 6.18 10.97 10.13 8.68 0.23 Lumpsum SIP
Aditya Birla SL Conservative Hybrid Active FOF-Reg (IDCW) 31.5500 16.93 5.82 11.51 10.02 8.82 0.97 Lumpsum SIP
Aditya Birla SL Conservative Hybrid Active FOF-Reg (G) 34.6700 16.93 5.82 11.51 10.02 8.89 0.97 Lumpsum SIP
Quantum Multi Asset Active FOF - Regular (G) 36.1200 73.03 13.12 13.38 10.86 9.77 0.47 Lumpsum SIP
Aditya Birla SL Aggressive Hybrid Omni FOF-Reg (IDCW) 38.7900 39.93 6.00 14.03 12.55 10.45 1.18 Lumpsum SIP
HDFC Income Plus Arbitrage Active FOF - Reg (G) 39.8100 2355.92 -0.09 11.77 13.00 10.47 0.42 Lumpsum SIP
HDFC Income Plus Arbitrage Active FOF - Reg (IDCW) 34.8900 2355.92 -0.09 11.77 13.00 10.52 0.42 Lumpsum SIP
Aditya Birla SL Aggressive Hybrid Omni FOF-Reg (G) 43.2400 39.93 6.00 14.03 12.55 10.55 1.18 Lumpsum SIP
ICICI Pru Dynamic Asset Allocation Active FOF-Reg (G) 123.7300 28974.11 8.14 13.76 13.30 11.95 1.25 Lumpsum SIP
ICICI Pru Dynamic Asset Allocation Active FOF-Reg (IDCW) 95.0800 28974.11 8.14 13.76 13.31 11.95 1.25 Lumpsum SIP
Aditya Birla SL Dynamic Asset Allocation Omni FOF-Reg (IDCW) 50.0900 233.48 4.52 15.89 14.77 12.35 1.07 Lumpsum SIP
Aditya Birla SL Dynamic Asset Allocation Omni FOF-Reg (G) 54.7200 233.48 4.52 15.88 14.77 12.35 1.07 Lumpsum SIP
ICICI Pru Multi Sector Passive FOF - Reg (G) 168.9500 209.40 7.45 17.59 17.56 13.48 0.44 Lumpsum SIP
ICICI Pru Multi Sector Passive FOF - Reg (IDCW) 131.6300 209.40 7.45 17.61 17.57 13.49 0.44 Lumpsum SIP
ICICI Pru Thematic Advantage Fund (FOF) (G) 229.9300 8102.04 6.98 18.73 20.65 14.99 1.48 Lumpsum SIP
ICICI Pru Thematic Advantage Fund (FOF) (IDCW) 178.2400 8102.04 6.98 18.75 20.67 14.99 1.48 Lumpsum SIP

FAQs

Equity refers to the amount of owner’s capital in the business. This equity capital is divided into small units called equity shares. Equity shares denote the part of ownership in the company. Equity shareholders receive a part of the company’s profit in the form of dividends. The shareholders can also gain with the rise in share prices.

When you invest in equity funds, you can enjoy the following benefits:

  • Management: Such funds are professionally managed by experts who have a good grasp of the equity markets.
  • Accessible: You can invest in equity funds even with smaller amounts through instruments like SIPs.
  • Diversification: You can invest in various stocks across sectors with an equity fund and are thus able to diversify your portfolio to mitigate the effects of market fluctuations.
  • Liquidity: You can redeem the units of an equity fund at any time. Do note that Equity-Linked Saving Schemes (ELSS) funds are an exception to this benefit.
  • Tax Benefits: If you invest in ELSS you can also enjoy tax benefits and deductions up to Rs 1.5 lakhs per year under Section 80C of the Income Tax Act.

Anyone can invest in equity funds, even if they do not have a larger amount of capital to put towards investments. However, you must consider your investment horizon, risk profile, and other objectives before taking on any investment. If you prefer to work towards a long-term goal, an equity fund can go a long way. It will provide the time needed for your investments to work through market fluctuations. You can take a look at the top-performing equity funds list and consider the options you can choose from.