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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: 630
  • 💰 Total AUM: 31,34,601 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
    ₹ 25,534.99 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    49.98%
Performance
The fund's annualised performance has been 20.58% 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 16.07%.
Composition
Small Cap makes up for the majority of the fund at 63.33% along with the largest allocation towards Miscellaneous at 11.68%.
Bank of India Small Cap Fund
  • AUM
    ₹ 1,422.30 Cr.
  • Expense Ratio
    0.54%
  • 5Y CAGR
    41.39%
Performance
The fund's annualised performance has been 34.83% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.9% vs its category average of 16.07%.
Composition
Small Cap makes up for the majority of the fund at 80.1% along with the largest allocation towards Pharmaceuticals at 8.01%.
Quant Infrastructure Fund
  • AUM
    ₹ 3,990.92 Cr.
  • Expense Ratio
    0.66%
  • 5Y CAGR
    41.02%
Performance
The fund's annualised performance has been 20.34% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 22.54% vs its category average of 18.98%.
Composition
Large Cap makes up for the majority of the fund at 55.3% along with the largest allocation towards Construction & Engineering at 21.07%.
Quant Mid Cap Fund
  • AUM
    ₹ 9,367.38 Cr.
  • Expense Ratio
    0.58%
  • 5Y CAGR
    39.81%
Performance
The fund's annualised performance has been 20.59% 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 16.02%.
Composition
Mid Cap makes up for the majority of the fund at 66.26% along with the largest allocation towards Miscellaneous at 17.5%.
Nippon India Small Cap Fund
  • AUM
    ₹ 60,999.55 Cr.
  • Expense Ratio
    0.65%
  • 5Y CAGR
    38.95%
Performance
The fund's annualised performance has been 28.26% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.36% vs its category average of 16.07%.
Composition
Small Cap makes up for the majority of the fund at 69.14% along with the largest allocation towards Industrial Machinery at 8.97%.
Quant ELSS Tax Saver Fund
  • AUM
    ₹ 11,065.42 Cr.
  • Expense Ratio
    0.65%
  • 5Y CAGR
    38.58%
Performance
The fund's annualised performance has been 23.29% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.74% vs its category average of 14.39%.
Composition
Large Cap makes up for the majority of the fund at 76.56% along with the largest allocation towards Power Generation at 11.43%.
Quant Flexi Cap Fund
  • AUM
    ₹ 7,435.74 Cr.
  • Expense Ratio
    0.59%
  • 5Y CAGR
    37.93%
Performance
The fund's annualised performance has been 21.9% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.51% vs its category average of 12.05%.
Composition
Large Cap makes up for the majority of the fund at 60.69% along with the largest allocation towards Oil & Gas - Refining & Marketing at 9.55%.
Canara Rob Small Cap Fund
  • AUM
    ₹ 12,028.48 Cr.
  • Expense Ratio
    0.42%
  • 5Y CAGR
    37.92%
Performance
The fund's annualised performance has been 31.35% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.55% vs its category average of 16.07%.
Composition
Small Cap makes up for the majority of the fund at 67.07% along with the largest allocation towards Pharmaceuticals at 7.88%.
Edelweiss Small Cap Fund
  • AUM
    ₹ 4,141.50 Cr.
  • Expense Ratio
    0.4%
  • 5Y CAGR
    36.81%
Performance
The fund's annualised performance has been 33.3% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.35% vs its category average of 16.07%.
Composition
Small Cap makes up for the majority of the fund at 64.8% along with the largest allocation towards Pharmaceuticals at 7.28%.
Tata Small Cap Fund
  • AUM
    ₹ 8,448.91 Cr.
  • Expense Ratio
    0.29%
  • 5Y CAGR
    36.7%
Performance
The fund's annualised performance has been 30.9% 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 16.07%.
Composition
Small Cap makes up for the majority of the fund at 87.47% along with the largest allocation towards Diversified Chemicals at 7.39%.

Top 3 Sub-Categories in Equity Mutual Funds

Small Cap Fund
5Y CAGR of Top Fund
49.98%
Sectoral Fund - Infrastructure
5Y CAGR of Top Fund
41.02%
Mid Cap Fund
5Y CAGR of Top Fund
39.81%
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.