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Equity Mutual Funds

Equity Mutual Funds

A equity fund is a mutual fund scheme that invests predominantly in equity stocks. As per current SEBI Mutual Fund Regulations, an equity mutual fund scheme must invest at least 65% of the scheme’s assets in equities and equity related instruments.

  • Horizon: Long
  • 🔢 Total funds: 570
  • 💰 Total AUM: 23,09,843 Cr

Best performing Equity Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

Overview of Equity Mutual Funds

  • AUM
    ₹ 15,663.84 Cr.
  • Expense Ratio
    0.77%
  • 5Y CAGR
    38.81%
Performance
The fund's annualised performance has been 19.85% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.29% vs its category average of 11.23%.
Composition
Small Cap makes up for the majority of the fund at 60.09% along with the largest allocation towards Oil & Gas - Refining & Marketing at 11.04%.
  • AUM
    ₹ 1,321.56 Cr.
  • Expense Ratio
    0.77%
  • 5Y CAGR
    38.51%
Performance
The fund's annualised performance has been 20.44% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.58% vs its category average of 12.06%.
Composition
Large Cap makes up for the majority of the fund at 50.35% along with the largest allocation towards Oil & Gas - Refining & Marketing at 13.05%.
  • AUM
    ₹ 6,416.22 Cr.
  • Expense Ratio
    0.76%
  • 5Y CAGR
    34.76%
Performance
The fund's annualised performance has been 22.98% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.41% vs its category average of 10.05%.
Composition
Large Cap makes up for the majority of the fund at 69.68% along with the largest allocation towards Oil & Gas - Refining & Marketing at 15.06%.
  • AUM
    ₹ 4,857.91 Cr.
  • Expense Ratio
    0.76%
  • 5Y CAGR
    33.75%
Performance
The fund's annualised performance has been 19.91% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.86% vs its category average of 11.17%.
Composition
Mid Cap makes up for the majority of the fund at 63.54% along with the largest allocation towards Pharmaceuticals at 19.5%.
  • AUM
    ₹ 910.93 Cr.
  • Expense Ratio
    0.77%
  • 5Y CAGR
    33.08%
Performance
The fund's annualised performance has been 31.86% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.37% vs its category average of 11.23%.
Composition
Small Cap makes up for the majority of the fund at 78.76% along with the largest allocation towards Others at 7.8%.
  • AUM
    ₹ 2,901.20 Cr.
  • Expense Ratio
    0.77%
  • 5Y CAGR
    32.67%
Performance
The fund's annualised performance has been 21.47% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.6% vs its category average of 9.48%.
Composition
Large Cap makes up for the majority of the fund at 44.52% along with the largest allocation towards Pharmaceuticals at 14.51%.
  • AUM
    ₹ 45,894.01 Cr.
  • Expense Ratio
    0.73%
  • 5Y CAGR
    31.84%
Performance
The fund's annualised performance has been 27.05% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.15% vs its category average of 11.23%.
Composition
Small Cap makes up for the majority of the fund at 70.04% along with the largest allocation towards IT Services & Consulting at 8.51%.
  • AUM
    ₹ 8,142.80 Cr.
  • Expense Ratio
    0.77%
  • 5Y CAGR
    31.2%
Performance
The fund's annualised performance has been 21.88% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.81% vs its category average of 10.27%.
Composition
Large Cap makes up for the majority of the fund at 42.09% along with the largest allocation towards Oil & Gas - Refining & Marketing at 12.89%.
  • AUM
    ₹ 3,002.04 Cr.
  • Expense Ratio
    0.4%
  • 5Y CAGR
    31.17%
Performance
The fund's annualised performance has been 31.41% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.96% vs its category average of 11.23%.
Composition
Small Cap makes up for the majority of the fund at 68.32% along with the largest allocation towards Construction & Engineering at 7.38%.
  • AUM
    ₹ 775.11 Cr.
  • Expense Ratio
    1.06%
  • 5Y CAGR
    30.44%
Performance
The fund's annualised performance has been 18% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.67% vs its category average of 11.71%.
Composition
Large Cap makes up for the majority of the fund at 75.21% along with the largest allocation towards Power Generation at 20.89%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.