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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: 658
  • 💰 Total AUM: 32,58,179 Cr

Best performing Equity Mutual Funds

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

Overview of Equity Mutual Funds

  • AUM
    ₹ 26,644.74 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    47.85%
Performance
The fund's annualised performance has been 19.9% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.55% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 61.84% along with the largest allocation towards Miscellaneous at 11.74%.
  • AUM
    ₹ 1,516.96 Cr.
  • Expense Ratio
    0.48%
  • 5Y CAGR
    38.82%
Performance
The fund's annualised performance has been 33.43% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.5% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 77.1% along with the largest allocation towards Miscellaneous at 8.54%.
  • AUM
    ₹ 62,259.56 Cr.
  • Expense Ratio
    0.66%
  • 5Y CAGR
    36.86%
Performance
The fund's annualised performance has been 27.6% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.77% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 67.86% along with the largest allocation towards Industrial Machinery at 8.65%.
  • AUM
    ₹ 12,247.75 Cr.
  • Expense Ratio
    0.44%
  • 5Y CAGR
    35.86%
Performance
The fund's annualised performance has been 29.83% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.18% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 63.2% along with the largest allocation towards Pharmaceuticals at 7.14%.
  • AUM
    ₹ 3,936.99 Cr.
  • Expense Ratio
    0.66%
  • 5Y CAGR
    35.85%
Performance
The fund's annualised performance has been 19.55% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 22.12% vs its category average of 19.36%.
Composition
Large Cap makes up for the majority of the fund at 65.54% along with the largest allocation towards Construction & Engineering at 24.57%.
  • AUM
    ₹ 9,319.04 Cr.
  • Expense Ratio
    0.29%
  • 5Y CAGR
    35.52%
Performance
The fund's annualised performance has been 30.18% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.06% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 74.83% along with the largest allocation towards Diversified Chemicals at 7.93%.
  • AUM
    ₹ 4,292.71 Cr.
  • Expense Ratio
    0.37%
  • 5Y CAGR
    34.65%
Performance
The fund's annualised performance has been 32.01% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.73% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 65.18% along with the largest allocation towards Pharmaceuticals at 7.23%.
  • AUM
    ₹ 9,500.70 Cr.
  • Expense Ratio
    0.58%
  • 5Y CAGR
    34.54%
Performance
The fund's annualised performance has been 19.58% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.37% vs its category average of 16.45%.
Composition
Mid Cap makes up for the majority of the fund at 61.34% along with the largest allocation towards Oil & Gas - Refining & Marketing at 13.99%.
  • AUM
    ₹ 11,560.66 Cr.
  • Expense Ratio
    0.65%
  • 5Y CAGR
    33.6%
Performance
The fund's annualised performance has been 22.35% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.67% vs its category average of 14.67%.
Composition
Large Cap makes up for the majority of the fund at 80.76% along with the largest allocation towards Power Generation at 13.82%.
  • AUM
    ₹ 7,912.16 Cr.
  • Expense Ratio
    0.59%
  • 5Y CAGR
    33.33%
Performance
The fund's annualised performance has been 20.89% 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 12.24%.
Composition
Large Cap makes up for the majority of the fund at 62.53% along with the largest allocation towards Miscellaneous at 13.61%.
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.