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
Kotak Emerging Equity Fund
Equity
Mid Cap Fund-
₹47,609
-
19.05%
-
31.85%
-
1 / 25
PGIM India Midcap Opportunities Fund
Equity
Mid Cap Fund-
₹48,222
-
19.97%
-
31.85%
-
2 / 25
Edelweiss Mid Cap Fund
Equity
Mid Cap Fund-
₹47,258
-
18.52%
-
31.85%
-
3 / 25
Axis Mid Cap Fund
Equity
Mid Cap Fund-
₹42,213
-
10.63%
-
31.85%
-
4 / 25
Nippon India Growth Fund
Equity
Mid Cap Fund-
₹47,422
-
18.77%
-
31.85%
-
5 / 25
Tata Mid Cap Growth Fund
Equity
Mid Cap Fund-
₹44,712
-
14.62%
-
31.85%
-
6 / 25
SBI Magnum Mid Cap Fund
Equity
Mid Cap Fund-
₹49,057
-
21.20%
-
31.85%
-
7 / 25
Invesco India Midcap Fund
Equity
Mid Cap Fund-
₹44,303
-
13.97%
-
31.85%
-
8 / 25
BNP Paribas Mid Cap Fund
Equity
Mid Cap Fund-
₹45,291
-
15.52%
-
31.85%
-
9 / 25
UTI Mid Cap Fund
Equity
Mid Cap Fund-
₹44,248
-
13.89%
-
31.85%
-
10 / 25
ICICI Prudential Midcap Fund
Equity
Mid Cap Fund-
₹45,474
-
15.80%
-
31.85%
-
12 / 25
HDFC MiD-Cap Opportunities Fund
Equity
Mid Cap Fund-
₹49,076
-
21.23%
-
31.85%
-
13 / 25
Motilal Oswal Midcap 30 Fund
Equity
Mid Cap Fund-
₹51,942
-
25.36%
-
31.85%
-
14 / 25
Aditya Birla Sun Life Midcap Fund
Equity
Mid Cap Fund-
₹43,911
-
13.36%
-
31.85%
-
15 / 25
L&T Midcap Fund
Equity
Mid Cap Fund-
₹42,848
-
11.66%
-
31.85%
-
16 / 25
Sundaram Mid Cap Fund
Equity
Mid Cap Fund-
₹44,932
-
14.96%
-
31.85%
-
17 / 25
Quant Mid Cap Fund
Equity
Mid Cap Fund-
₹50,901
-
23.87%
-
31.85%
-
-
Mirae Asset Midcap Fund
Equity
Mid Cap Fund-
₹46,119
-
16.79%
-
31.85%
-
-
Mahindra Manulife Mid Cap Unnati Yojana
Equity
Mid Cap Fund-
₹45,867
-
16.40%
-
31.85%
-
-