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Low Risk Moderate Returns

Tax-efficient choice for higher than FD returns in 2-3 years. Through a near equal allocation to risk-free hedging instruments, Debt & Stocks, these funds mean low risk too.

Show returns & current values for:
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Investment: 6 Lakh

List of Low Risk Moderate Returns in India sorted by ET Money Ranking

Edelweiss Equity Savings Fund
AUM
₹389 Crs
Current Value
Return (p.a)
+ 11.96% + 34.99% N.A. + 14.98% + 4.09% + 12.05% + 19.7% + 13.82% + 2.11% + 14.68% + 15.64% + 15.98% + 8.39% + 16.55% + 1.22%
ETM Rank #2 of 21 in Equity Savings
Expense 0.59%
HDFC Equity Savings Fund
AUM
₹4,180 Crs
Current Value
Return (p.a)
+ 13.28% + 39.49% + 11.28% + 79.63% + 14.36% + 3.93% + 12.87% + 21.12% + 9.56% + 1.48% + 15.37% + 16.4% + 16.64% + 8.73% + 9.92% + 0.75%
ETM Rank #3 of 21 in Equity Savings
Expense 0.99%
Kotak Equity Savings Fund
AUM
₹5,132 Crs
Current Value
Return (p.a)
+ 13.51% + 40.26% N.A. + 16.66% + 4.53% + 14.41% + 23.83% + 13.61% + 2.08% + 16.9% + 18.07% + 18.71% + 9.78% + 14.04% + 1.05%
ETM Rank #4 of 21 in Equity Savings
Expense 0.73%
PGIM India Equity Savings Fund
AUM
₹91 Crs
Current Value
Return (p.a)
+ 8.8% + 24.81% + 8.54% + 55.44% + 8.49% + 2.36% + 7.67% + 12.27% + 8.06% + 1.26% + 8.72% + 9.19% + 8.91% + 4.73% + 7.62% + 0.59%
ETM Rank #6 of 21 in Equity Savings
Expense 0.52%
Sundaram Equity Savings Fund
AUM
₹816 Crs
Current Value
Return (p.a)
+ 13.42% + 39.95% + 10.82% + 75.33% + 18.04% + 4.89% + 14.14% + 23.35% + 19.56% + 2.92% + 17.19% + 18.39% + 18.58% + 9.72% + 20.86% + 1.52%
ETM Rank #10 of 21 in Equity Savings
Expense 0.55%
Axis Equity Saver Fund
AUM
₹908 Crs
Current Value
Return (p.a)
+ 11.74% + 34.26% N.A. + 11.66% + 3.21% + 11.54% + 18.82% + 6.94% + 1.09% + 14.59% + 15.54% + 15.47% + 8.13% + 7.0% + 0.54%
ETM Rank #14 of 21 in Equity Savings
Expense 1.1%
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