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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) 26.4500 930.91 3.62 10.40 10.08 10.18 2.29 Lumpsum SIP
AXIS Children`s Fund - No Lock in (G) 26.4600 930.91 3.62 10.40 10.08 10.18 2.29 Lumpsum SIP
AXIS Children`s Fund - Lock in (G) 26.4600 930.91 3.62 10.40 10.08 10.18 2.29 Lumpsum SIP
AXIS Children`s Fund - Lock in (IDCW) 26.4700 930.91 3.62 10.40 10.08 10.18 2.29 Lumpsum SIP
Franklin India Retirement Fund (IDCW) 18.1800 521.51 3.94 9.86 8.68 11.21 2.26 Lumpsum SIP
Franklin India Retirement Fund (G) 221.0100 521.51 3.94 9.86 8.80 11.37 2.26 Lumpsum SIP
Bandhan Income Plus Arbitrage Active FOF-Reg (IDCW-F) 12.1400 1954.65 7.05 6.39 5.13 6.69 0.29 Lumpsum SIP
Aditya Birla SL Income plus Arbitrage Active FOF-Reg (IDCW) 24.0800 1388.27 6.85 7.34 5.91 6.80 0.42 Lumpsum SIP
HSBC Income Plus Arbitrage Active FOF - Reg (IDCW) 17.1800 697.01 4.95 7.26 5.64 6.98 0.49 Lumpsum SIP
HSBC Income Plus Arbitrage Active FOF - Reg (G) 21.9300 697.01 4.95 7.27 5.64 6.98 0.49 Lumpsum SIP
Bandhan Income Plus Arbitrage Active FOF-Reg (IDCW-D) 12.3600 1954.65 7.09 6.67 5.47 7.07 0.29 Lumpsum SIP
Bandhan Income Plus Arbitrage Active FOF-Reg (IDCW-H) 13.0000 1954.65 7.06 7.20 5.61 7.16 0.29 Lumpsum SIP
ICICI Pru Diversified Debt Strategy Active FOF-Reg (IDCW) 40.2500 109.07 7.68 7.71 6.30 7.18 0.61 Lumpsum SIP
ICICI Pru Diversified Debt Strategy Active FOF-Reg (G) 46.1400 109.07 7.68 7.71 6.30 7.18 0.61 Lumpsum SIP
Bandhan Income Plus Arbitrage Active FOF-Reg (IDCW-W) 12.3700 1954.65 7.13 7.14 5.67 7.26 0.29 Lumpsum SIP
Bandhan Income Plus Arbitrage Active FOF-Reg (IDCW-A) 15.1100 1954.65 7.06 7.20 5.61 7.29 0.29 Lumpsum SIP
Bandhan Income Plus Arbitrage Active FOF-Reg (G) 44.8200 1954.65 7.06 7.18 5.60 7.30 0.29 Lumpsum SIP
Bandhan Income Plus Arbitrage Active FOF-Reg (IDCW-Q) 12.8600 1954.65 7.06 7.17 5.61 7.31 0.29 Lumpsum SIP
Aditya Birla SL Income plus Arbitrage Active FOF-Reg (G) 38.3900 1388.27 6.85 7.34 5.91 7.34 0.42 Lumpsum SIP
ICICI Pru Income plus Arbitrage Omni FOF-Reg (G) 64.1300 2085.13 6.37 10.94 10.15 8.68 0.23 Lumpsum SIP
ICICI Pru Income plus Arbitrage Omni FOF-Reg (IDCW) 49.2100 2085.13 6.37 10.94 10.15 8.68 0.23 Lumpsum SIP
Aditya Birla SL Conservative Hybrid Active FOF-Reg (IDCW) 31.5600 16.93 6.33 11.49 9.95 8.81 0.97 Lumpsum SIP
Aditya Birla SL Conservative Hybrid Active FOF-Reg (G) 34.6800 16.93 6.33 11.49 9.95 8.88 0.97 Lumpsum SIP
Quantum Multi Asset Active FOF - Regular (G) 36.2200 73.03 13.78 13.37 10.81 9.76 0.47 Lumpsum SIP
Aditya Birla SL Aggressive Hybrid Omni FOF-Reg (IDCW) 38.7900 39.93 6.83 13.96 12.42 10.43 1.18 Lumpsum SIP
HDFC Income Plus Arbitrage Active FOF - Reg (G) 39.8300 2355.92 0.52 11.70 13.00 10.47 0.42 Lumpsum SIP
HDFC Income Plus Arbitrage Active FOF - Reg (IDCW) 34.9000 2355.92 0.52 11.70 13.01 10.52 0.42 Lumpsum SIP
Aditya Birla SL Aggressive Hybrid Omni FOF-Reg (G) 43.2500 39.93 6.83 13.96 12.43 10.53 1.18 Lumpsum SIP
ICICI Pru Dynamic Asset Allocation Active FOF-Reg (G) 124.2800 28974.11 8.75 13.73 13.28 11.94 1.25 Lumpsum SIP
ICICI Pru Dynamic Asset Allocation Active FOF-Reg (IDCW) 95.5100 28974.11 8.75 13.73 13.28 11.95 1.25 Lumpsum SIP
Aditya Birla SL Dynamic Asset Allocation Omni FOF-Reg (IDCW) 50.1000 233.48 5.71 15.82 14.63 12.33 1.07 Lumpsum SIP
Aditya Birla SL Dynamic Asset Allocation Omni FOF-Reg (G) 54.7300 233.48 5.71 15.82 14.63 12.33 1.07 Lumpsum SIP
ICICI Pru Multi Sector Passive FOF - Reg (G) 169.9100 209.40 9.13 17.68 17.62 13.51 0.44 Lumpsum SIP
ICICI Pru Multi Sector Passive FOF - Reg (IDCW) 132.3800 209.40 9.13 17.70 17.63 13.51 0.44 Lumpsum SIP
ICICI Pru Thematic Advantage Fund (FOF) (G) 231.6100 8102.04 7.75 18.62 20.75 14.97 1.48 Lumpsum SIP
ICICI Pru Thematic Advantage Fund (FOF) (IDCW) 179.5400 8102.04 7.75 18.64 20.77 14.97 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.