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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: 602
  • 💰 Total AUM: 26,38,702 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
    ₹ 21,242.79 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    44.28%
Performance
The fund's annualised performance has been 20.44% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.53% vs its category average of 15.34%.
Composition
Small Cap makes up for the majority of the fund at 56.38% along with the largest allocation towards Private Banks at 10.43%.
Quant Infrastructure Fund
  • AUM
    ₹ 3,187.60 Cr.
  • Expense Ratio
    0.66%
  • 5Y CAGR
    38.72%
Performance
The fund's annualised performance has been 20.97% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 22.23% vs its category average of 18.36%.
Composition
Large Cap makes up for the majority of the fund at 53.43% along with the largest allocation towards Power Generation at 16.7%.
Quant Mid Cap Fund
  • AUM
    ₹ 7,952.99 Cr.
  • Expense Ratio
    0.62%
  • 5Y CAGR
    37.54%
Performance
The fund's annualised performance has been 21% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.07% vs its category average of 15.33%.
Composition
Mid Cap makes up for the majority of the fund at 53.86% along with the largest allocation towards Oil & Gas - Refining & Marketing at 15.22%.
Bank of India Small Cap Fund
  • AUM
    ₹ 1,079.65 Cr.
  • Expense Ratio
    0.61%
  • 5Y CAGR
    36.96%
Performance
The fund's annualised performance has been 34.34% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.98% vs its category average of 15.34%.
Composition
Small Cap makes up for the majority of the fund at 75.8% along with the largest allocation towards Electrical Components & Equipments at 6.65%.
Quant ELSS Tax Saver Fund
  • AUM
    ₹ 9,360.89 Cr.
  • Expense Ratio
    0.77%
  • 5Y CAGR
    35.42%
Performance
The fund's annualised performance has been 23.51% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.25% vs its category average of 13.64%.
Composition
Large Cap makes up for the majority of the fund at 71.85% along with the largest allocation towards Power Generation at 12.64%.
Nippon India Small Cap Fund
  • AUM
    ₹ 50,422.78 Cr.
  • Expense Ratio
    0.68%
  • 5Y CAGR
    35.36%
Performance
The fund's annualised performance has been 28.23% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.79% vs its category average of 15.34%.
Composition
Small Cap makes up for the majority of the fund at 67.46% along with the largest allocation towards Industrial Machinery at 10.49%.
Quant Flexi Cap Fund
  • AUM
    ₹ 5,562.88 Cr.
  • Expense Ratio
    0.59%
  • 5Y CAGR
    34.26%
Performance
The fund's annualised performance has been 22% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.39% vs its category average of 12.55%.
Composition
Large Cap makes up for the majority of the fund at 62.07% along with the largest allocation towards Miscellaneous at 16.26%.
Canara Rob Small Cap Fund
  • AUM
    ₹ 10,429.89 Cr.
  • Expense Ratio
    0.42%
  • 5Y CAGR
    33.68%
Performance
The fund's annualised performance has been 31.25% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.76% vs its category average of 15.34%.
Composition
Small Cap makes up for the majority of the fund at 66.04% along with the largest allocation towards Industrial Machinery at 7.71%.
Edelweiss Small Cap Fund
  • AUM
    ₹ 3,421.55 Cr.
  • Expense Ratio
    0.43%
  • 5Y CAGR
    33.37%
Performance
The fund's annualised performance has been 33.22% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.55% vs its category average of 15.34%.
Composition
Small Cap makes up for the majority of the fund at 65.83% along with the largest allocation towards Industrial Machinery at 8.08%.
Tata Small Cap Fund
  • AUM
    ₹ 7,083.38 Cr.
  • Expense Ratio
    0.34%
  • 5Y CAGR
    32.9%
Performance
The fund's annualised performance has been 30.01% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.02% vs its category average of 15.34%.
Composition
Small Cap makes up for the majority of the fund at 89.79% along with the largest allocation towards Industrial Machinery at 6.65%.

Top 3 Sub-Categories in Equity Mutual Funds

Small Cap Fund
5Y CAGR of Top Fund
44.28%
Sectoral Fund - Infrastructure
5Y CAGR of Top Fund
38.72%
Mid Cap Fund
5Y CAGR of Top Fund
37.54%
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.