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: 680
💰 Total AUM: 31,95,475 Cr

Best performing Equity Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR

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Overview of Equity Mutual Funds

Quant Small Cap Fund

AUM
₹ 27,160.76 Cr.
Expense Ratio
0.64%
5Y CAGR
48.69%

Performance

The fund's annualised performance has been 19.72% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 20.05% vs its category average of 17.1%.

Composition

Small Cap makes up for the majority of the fund at 66.58% along with the largest allocation towards Pharmaceuticals at 9.89%.

Bank of India Small Cap Fund

AUM
₹ 1,613.36 Cr.
Expense Ratio
0.46%
5Y CAGR
40.35%

Performance

The fund's annualised performance has been 33.5% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 18.12% vs its category average of 17.1%.

Composition

Small Cap makes up for the majority of the fund at 73.18% along with the largest allocation towards Miscellaneous at 11.32%.

Nippon India Small Cap Fund

AUM
₹ 61,646.36 Cr.
Expense Ratio
0.68%
5Y CAGR
38.01%

Performance

The fund's annualised performance has been 27.56% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.38% vs its category average of 17.1%.

Composition

Small Cap makes up for the majority of the fund at 66.09% along with the largest allocation towards Industrial Machinery at 9.24%.

Quant Infrastructure Fund

AUM
₹ 3,585.30 Cr.
Expense Ratio
0.66%
5Y CAGR
37.53%

Performance

The fund's annualised performance has been 19.43% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 22.67% vs its category average of 19.81%.

Composition

Large Cap makes up for the majority of the fund at 63.4% along with the largest allocation towards Construction & Engineering at 32.18%.

Canara Rob Small Cap Fund

AUM
₹ 12,451.67 Cr.
Expense Ratio
0.47%
5Y CAGR
36.8%

Performance

The fund's annualised performance has been 29.8% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.79% vs its category average of 17.1%.

Composition

Small Cap makes up for the majority of the fund at 60% along with the largest allocation towards Pharmaceuticals at 7.27%.

Edelweiss Small Cap Fund

AUM
₹ 4,256.07 Cr.
Expense Ratio
0.38%
5Y CAGR
36.01%

Performance

The fund's annualised performance has been 32.04% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.21% vs its category average of 17.1%.

Composition

Small Cap makes up for the majority of the fund at 65.66% along with the largest allocation towards Pharmaceuticals at 7.6%.

Motilal Oswal Midcap Fund

AUM
₹ 22,897.62 Cr.
Expense Ratio
0.54%
5Y CAGR
35.37%

Performance

The fund's annualised performance has been 26.76% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.85% vs its category average of 16.86%.

Composition

Mid Cap makes up for the majority of the fund at 50.16% along with the largest allocation towards IT Services & Consulting at 19.27%.

Tata Small Cap Fund

AUM
₹ 9,572.45 Cr.
Expense Ratio
0.34%
5Y CAGR
35.37%

Performance

The fund's annualised performance has been 29.51% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.8% vs its category average of 17.1%.

Composition

Small Cap makes up for the majority of the fund at 82.63% along with the largest allocation towards Diversified Chemicals at 7.17%.

Invesco India Smallcap Fund

AUM
₹ 5,842.20 Cr.
Expense Ratio
0.41%
5Y CAGR
34.98%

Performance

The fund's annualised performance has been 29.26% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.75% vs its category average of 17.1%.

Composition

Small Cap makes up for the majority of the fund at 60.01% along with the largest allocation towards Pharmaceuticals at 9.04%.

Quant Mid Cap Fund

AUM
₹ 8,940.54 Cr.
Expense Ratio
0.58%
5Y CAGR
34.92%

Performance

The fund's annualised performance has been 19.32% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 19.71% vs its category average of 16.86%.

Composition

Mid Cap makes up for the majority of the fund at 70.71% along with the largest allocation towards Oil & Gas - Refining & Marketing at 13.13%.

Top 3 Sub-Categories in Equity Mutual Funds

Small Cap Fund

5Y CAGR of Top Fund

48.69%

Sectoral Fund - Infrastructure

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.