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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: 688
  • 💰 Total AUM: 32,95,326 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
    ₹ 26,221.53 Cr.
  • Expense Ratio
    0.66%
  • 5Y CAGR
    48.11%
Performance
The fund's annualised performance has been 18.27% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 18.28% vs its category average of 10.93%.
Composition
Small Cap makes up for the majority of the fund at 60.96% along with the largest allocation towards Private Banks at 10.43%.
Quant Infrastructure Fund
  • AUM
    ₹ 3,370.02 Cr.
  • Expense Ratio
    0.72%
  • 5Y CAGR
    41.88%
Performance
The fund's annualised performance has been 17.88% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 19.73% vs its category average of 19.01%.
Composition
Large Cap makes up for the majority of the fund at 58.76% along with the largest allocation towards Construction & Engineering at 27.19%.
Nippon India Small Cap Fund
  • AUM
    ₹ 58,028.59 Cr.
  • Expense Ratio
    0.65%
  • 5Y CAGR
    39.9%
Performance
The fund's annualised performance has been 25.6% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 18.47% vs its category average of 10.93%.
Composition
Small Cap makes up for the majority of the fund at 62.99% along with the largest allocation towards Industrial Machinery at 7.18%.
ICICI Pru Infrastructure Fund
  • AUM
    ₹ 7,920.29 Cr.
  • Expense Ratio
    1.14%
  • 5Y CAGR
    38.95%
Performance
The fund's annualised performance has been 17.61% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 16.2% vs its category average of 19.01%.
Composition
Large Cap makes up for the majority of the fund at 45.11% along with the largest allocation towards Construction & Engineering at 26.27%.
Bandhan Small Cap Fund
  • AUM
    ₹ 11,743.70 Cr.
  • Expense Ratio
    0.39%
  • 5Y CAGR
    38.87%
Performance
The fund's annualised performance has been 35.87% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 19.85% vs its category average of 10.93%.
Composition
Small Cap makes up for the majority of the fund at 64.17% along with the largest allocation towards Miscellaneous at 9%.
Motilal Oswal Midcap Fund
  • AUM
    ₹ 27,780.18 Cr.
  • Expense Ratio
    0.7%
  • 5Y CAGR
    38.17%
Performance
The fund's annualised performance has been 24.06% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 18.35% vs its category average of 10.93%.
Composition
Mid Cap makes up for the majority of the fund at 68.99% along with the largest allocation towards IT Services & Consulting at 13.79%.
ICICI Pru Commodities Fund
  • AUM
    ₹ 2,742.30 Cr.
  • Expense Ratio
    0.99%
  • 5Y CAGR
    37.59%
Performance
The fund's annualised performance has been 29.83% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 19.77% vs its category average of 16.65%.
Composition
Large Cap makes up for the majority of the fund at 36.46% along with the largest allocation towards Iron & Steel at 32.89%.
Bank of India Small Cap Fund
  • AUM
    ₹ 1,818.50 Cr.
  • Expense Ratio
    0.47%
  • 5Y CAGR
    37.44%
Performance
The fund's annualised performance has been 28.74% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 23.05% vs its category average of 10.93%.
Composition
Small Cap makes up for the majority of the fund at 63.63% along with the largest allocation towards Electrical Components & Equipments at 6.65%.
HSBC Small Cap Fund
  • AUM
    ₹ 16,061.21 Cr.
  • Expense Ratio
    0.63%
  • 5Y CAGR
    37.3%
Performance
The fund's annualised performance has been 21.99% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 21.07% vs its category average of 10.93%.
Composition
Small Cap makes up for the majority of the fund at 64.83% along with the largest allocation towards Pharmaceuticals at 7.01%.
Sundaram LT Micro Cap Tax Adv Fund-Sr VI
  • AUM
    ₹ 36.39 Cr.
  • Expense Ratio
    1.18%
  • 5Y CAGR
    37.25%
Performance
The fund's annualised performance has been 14.26% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 17.83% vs its category average of 15.39%.
Composition
Small Cap makes up for the majority of the fund at 75.43% along with the largest allocation towards Investment Banking & Brokerage at 12.49%.

Top 3 Sub-Categories in Equity Mutual Funds

Flexi Cap Fund
5Y CAGR of Top Fund
48.11%
Sector Funds - Infrastructure
5Y CAGR of Top Fund
41.88%
Thematic Fund
5Y CAGR of Top Fund
37.59%
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.