Why Equity Funds should be a part of your investment plan
Equity Funds are mutual funds that invest predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. These mutual funds are actively or passively managed. Equity Funds can also be divided as per Market Capitalisation, i.e. Large Cap, Midcap, Small or Micro Cap Funds. Another popular equity mutual funds are Index Funds and Sectoral / Thematic Mutual Funds.
- Ideal for building wealth over the long term
- Asset class with the highest potential gains, therefore come with the highest risk
- Large Cap funds invest in well-established companies known as Blue-chip. The aim of the fund is to generate steady capital appreciation and less volatility
- Large and Midcap funds invest in blue-chip and medium-sized companies. These funds have potential to generate higher return with additional risk of midcap companies
- Midcap funds invest in medium-sized companies that has potential to grow faster. These funds are ideal for high-risk investors because of the volatility during tough market conditions
- Multicap funds invest across large, mid and small sized companies. It covers overall potential of stock market as it has the flexibility to invest across market capitalization depending on opportunities
- Index funds are passively managed funds that mimic their benchmark. The investment in these funds is done in companies as per the weightage in benchmark like Nifty 50, BSE Sensex, etc.
Fund Returns
- Monthly SIP
- Lumpsum Investment
- 1 Year
- 3 Years
- 5 Years
- 10 Years
SBI Focused Equity Fund
Equity
Focused Fund-
₹47,934
-
19.50%
-
18.94%
-
1 / 22
IIFL Focused Equity Fund
Equity
Focused Fund-
₹49,887
-
22.37%
-
18.94%
-
2 / 22
Principal Focused Multicap Fund
Equity
Focused Fund-
₹48,928
-
20.97%
-
18.94%
-
3 / 22
Nippon India Focused Equity Fund
Equity
Focused Fund-
₹53,668
-
27.72%
-
18.94%
-
4 / 22
Franklin India Focused Equity Fund
Equity
Focused Fund-
₹52,389
-
25.94%
-
18.94%
-
5 / 22
Axis Focused 25 Fund
Equity
Focused Fund-
₹44,370
-
14.05%
-
18.94%
-
6 / 22
ICICI Prudential Focused Equity Fund
Equity
Focused Fund-
₹51,542
-
24.74%
-
18.94%
-
7 / 22
IDFC Focused Equity Fund
Equity
Focused Fund-
₹45,703
-
16.12%
-
18.94%
-
8 / 22
HDFC Focused 30 Fund
Equity
Focused Fund-
₹54,617
-
29.03%
-
18.94%
-
9 / 22
Aditya Birla Sun Life Focused Equity Fund
Equity
Focused Fund-
₹47,720
-
19.18%
-
18.94%
-
11 / 22
Motilal Oswal Focused 25 Fund
Equity
Focused Fund-
₹45,513
-
15.83%
-
18.94%
-
12 / 22
Quant Focused Fund
Equity
Focused Fund-
₹52,264
-
25.76%
-
18.94%
-
-
Mirae Asset Focused Fund
Equity
Focused Fund-
₹49,577
-
21.92%
-
18.94%
-
-
Union Focused Fund
Equity
Focused Fund-
₹49,282
-
21.49%
-
18.94%
-
-
IDBI Focused 30 Equity Fund
Equity
Focused Fund-
₹48,272
-
20.00%
-
18.94%
-
-
Kotak Focused Equity Fund
Equity
Focused Fund-
₹48,702
-
20.64%
-
18.94%
-
-
BNP Paribas Focused 25 Equity Fund
Equity
Focused Fund-
₹47,625
-
19.04%
-
18.94%
-
-
Sundaram Select Focus Fund
Equity
Focused Fund-
₹-
-
-
-
18.94%
-
-
L&T Focused Equity Fund
Equity
Focused Fund-
₹44,772
-
14.68%
-
18.94%
-
-