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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: 499
  • 💰 Total AUM: 15,97,579 Cr

Best performing Equity Mutual Funds

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

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Overview of Equity Mutual Funds

Quant Small Cap Fund
  • AUM
    ₹ 2,870.43 Cr.
  • Expense Ratio
    0.62%
  • 5Y CAGR
    23.65%
Performance
The fund's annualised performance has been 15.74% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 23.17% vs its category average of 16.2%.
Composition
Small Cap makes up for the majority of the fund at 75.24% along with the largest allocation towards Construction & Engineering at 9.71%.
Tata Digital India Fund
  • AUM
    ₹ 6,804.74 Cr.
  • Expense Ratio
    0.32%
  • 5Y CAGR
    22.42%
Performance
The fund's annualised performance has been 19.86% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 21.07% vs its category average of 20.26%.
Composition
Large Cap makes up for the majority of the fund at 76.53% along with the largest allocation towards IT Services & Consulting at 75.37%.
ICICI Pru Technology Fund
  • AUM
    ₹ 8,794.16 Cr.
  • Expense Ratio
    0.89%
  • 5Y CAGR
    22.36%
Performance
The fund's annualised performance has been 22.33% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 20.45% vs its category average of 20.26%.
Composition
Large Cap makes up for the majority of the fund at 79.51% along with the largest allocation towards IT Services & Consulting at 78.35%.
SBI Technology Opp Fund
  • AUM
    ₹ 2,832.08 Cr.
  • Expense Ratio
    0.89%
  • 5Y CAGR
    22.05%
Performance
The fund's annualised performance has been 21.24% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.83% vs its category average of 20.26%.
Composition
Large Cap makes up for the majority of the fund at 65.91% along with the largest allocation towards IT Services & Consulting at 68.94%.
Aditya Birla SL Digital India Fund
  • AUM
    ₹ 3,244.21 Cr.
  • Expense Ratio
    0.89%
  • 5Y CAGR
    21.02%
Performance
The fund's annualised performance has been 21.51% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 21.03% vs its category average of 20.26%.
Composition
Large Cap makes up for the majority of the fund at 66.9% along with the largest allocation towards IT Services & Consulting at 80.64%.
Quant Tax Plan
  • AUM
    ₹ 2,327.41 Cr.
  • Expense Ratio
    0.57%
  • 5Y CAGR
    20.93%
Performance
The fund's annualised performance has been 20.26% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 21.41% vs its category average of 16.14%.
Composition
Large Cap makes up for the majority of the fund at 76.3% along with the largest allocation towards Public Banks at 16.93%.
Quant Active Fund
  • AUM
    ₹ 3,479.65 Cr.
  • Expense Ratio
    0.58%
  • 5Y CAGR
    19.81%
Performance
The fund's annualised performance has been 19.69% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 21.17% vs its category average of 15.42%.
Composition
Large Cap makes up for the majority of the fund at 50.04% along with the largest allocation towards Public Banks at 15.04%.
Quant Mid Cap Fund
  • AUM
    ₹ 1,272.71 Cr.
  • Expense Ratio
    0.63%
  • 5Y CAGR
    19.47%
Performance
The fund's annualised performance has been 16.43% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 21.11% vs its category average of 16.18%.
Composition
Mid Cap makes up for the majority of the fund at 54.02% along with the largest allocation towards Public Banks at 24.69%.
SBI Tax Advantage Fund-III
  • AUM
    ₹ 30.57 Cr.
  • Expense Ratio
    2.6%
  • 5Y CAGR
    19.46%
Performance
The fund's annualised performance has been 23.01% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.83% vs its category average of 16.14%.
Composition
Large Cap makes up for the majority of the fund at 52.76% along with the largest allocation towards Specialized Finance at 13.54%.
Quant Infrastructure Fund
  • AUM
    ₹ 853.83 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    18.91%
Performance
The fund's annualised performance has been 16.02% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 23.05% vs its category average of 17.24%.
Composition
Large Cap makes up for the majority of the fund at 71.49% along with the largest allocation towards Public Banks at 16.12%.

Top 3 Sub-Categories in Equity Mutual Funds

Small Cap Fund
5Y CAGR of Top Fund
23.65%
Sectoral Fund - Technology
5Y CAGR of Top Fund
22.42%
Equity Linked Savings Scheme (ELSS)
5Y CAGR of Top Fund
20.93%
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.