Question 1

How many Equity Savings mutual funds are there in India?

Accepted Answer

There are 23 Equity Savings mutual funds with full portfolio disclosure data tracked on Asset Sadhu, sourced from monthly AMFI filings.

Question 2

How many stocks do Equity Savings funds typically hold?

Accepted Answer

On average, Equity Savings funds hold around 91 stocks. Individual funds range from more concentrated portfolios to highly diversified ones within the same SEBI category mandate.

Question 3

Which Equity Savings fund has the most diversified portfolio?

Accepted Answer

Among Equity Savings funds, Mirae Asset Equity Savings Fund by Mirae Asset Mutual Fund has one of the most diversified portfolios with a top-5 concentration of 14.16%.

Question 4

Which Equity Savings fund is most concentrated?

Accepted Answer

Quant Equity Savings Fund by quant Mutual Fund has the highest concentration among Equity Savings funds, with the top 5 holdings accounting for 45.49% of NAV.

Question 5

Which Equity Savings fund is the most actively managed?

Accepted Answer

Bajaj Finserv Equity Savings Fund by Bajaj Finserv Mutual Fund has the highest Active Share (89.38%) among Equity Savings funds, meaning it takes the most differentiated positions relative to its category peers.

Question 6

What is the SEBI mandate for Equity Savings funds?

Accepted Answer

Equity Savings is a SEBI-defined mutual fund category. Funds in this category must follow specific investment guidelines set by SEBI regarding market cap allocation, diversification, and portfolio composition. Asset Sadhu tracks portfolio data for all 23 funds in this category using monthly AMFI disclosures.

Fund	Holdings	Top 5 Wt.	Active Share	Large	Mid	Small	Gini
Aditya Birla Sun Life Equity Savings Fund Aditya Birla Sun Life Mutual Fund	112	26.61%	57.97%	45.20%	11.51%	5.16%	0.627
Axis Equity Savings Fund Axis Mutual Fund	117	31.77%	56.61%	54.02%	6.90%	6.82%	0.646
Bajaj Finserv Equity Savings Fund Bajaj Finserv Mutual Fund	53	40.49%	89.38%	50.75%	7.17%	8.40%	0.538
Bandhan Equity Savings Fund Bandhan Mutual Fund	65	23.40%	63.54%	56.15%	2.92%	—	0.432
Baroda BNP Paribas Equity Savings Fund Baroda BNP Paribas Mutual Fund	71	17.46%	60.53%	48.66%	12.11%	3.92%	0.338
DSP Equity Savings Fund DSP Mutual Fund	114	16.83%	56.12%	49.54%	7.55%	5.90%	0.496
Edelweiss Equity Savings Fund Edelweiss Mutual Fund	135	24.32%	56.03%	38.79%	18.25%	6.26%	0.627
Franklin India Equity Savings Fund Franklin Templeton Mutual Fund	65	23.73%	60.31%	56.59%	6.00%	1.93%	0.491
HDFC Equity Savings Fund HDFC Mutual Fund	115	24.89%	53.60%	58.73%	2.29%	3.89%	0.564
ICICI Prudential Equity Savings Fund ICICI Prudential Mutual Fund	119	36.93%	55.52%	63.45%	2.23%	0.46%	0.712
Invesco India Equity Savings Fund Invesco Mutual Fund	61	29.63%	63.24%	46.62%	10.51%	5.12%	0.520
Kotak Equity Savings Fund Kotak Mutual Fund	145	22.68%	64.63%	44.33%	16.30%	5.94%	0.658
LIC MF Equity Savings Fund LIC Mutual Fund	59	20.72%	63.89%	46.15%	13.39%	5.63%	0.294
Mahindra Manulife Equity Savings Fund Mahindra Manulife Mutual Fund	89	23.43%	71.38%	49.14%	6.06%	8.10%	0.443
Mirae Asset Equity Savings Fund Mirae Asset Mutual Fund	157	14.16%	51.51%	46.64%	10.85%	7.70%	0.490
Nippon India Equity Savings Fund Nippon India Mutual Fund	76	31.12%	55.89%	61.20%	4.08%	—	0.562
PGIM India Equity Savings Fund PGIM Mutual Fund	64	38.52%	84.58%	58.69%	6.19%	0.33%	0.684
Quant Equity Savings Fund quant Mutual Fund	19	45.49%	80.14%	52.56%	21.00%	6.25%	0.294
SBI Equity Savings Fund SBI Mutual Fund	122	22.51%	55.02%	52.99%	7.79%	2.57%	0.600
Sundaram Equity Savings Fund Sundaram Mutual Fund	73	37.47%	56.40%	64.42%	8.55%	2.89%	0.599
Union Equity Savings Fund Union Mutual Fund	79	24.98%	61.61%	40.23%	14.97%	8.88%	0.538
UTI Equity Savings Fund UTI Mutual Fund	62	27.86%	59.02%	58.41%	5.07%	—	0.474
WhiteOak Capital Equity Savings Fund WhiteOak Capital	129	25.46%	60.02%	48.19%	10.07%	5.66%	0.640