fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
2019 चे 10 इक्विटी म्युच्युअल फंड | कामगिरी पुनरावलोकन

फिन्कॅश »म्युच्युअल फंड »बेस्ट परफॉर्मिंग इक्विटी फंड 2018

2019 चा सर्वोत्कृष्ट इक्विटी म्युच्युअल फंड

Updated on February 18, 2025 , 641 views

इक्विटी फंड असे आहेत ज्यांचे फंड पैसे विविध कंपन्यांच्या इक्विटी आणि इक्विटी-संबंधित साधनांमध्ये गुंतवले जातात. इक्विटी फंडांना मध्यम आणि उच्च- अशा लोकांसाठी दीर्घकालीन गुंतवणूकीचा पर्याय मानला जातो.धोका भूक. इक्विटी फंडांच्या विविध श्रेणींमध्ये या गोष्टींचा समावेश आहेलार्ज कॅप फंड,मिड कॅप फंड,स्मॉल कॅप फंड,ELSS, इत्यादी. वर्ष 2019 मध्ये इक्विटी मार्केटमध्ये तेजीची नोंद झाली आहे ज्यामुळे बहुतांश इक्विटी फंडाच्या श्रेणींनी चांगली कामगिरी केली आहे. या फंडांची कार्यक्षमता उद्योगाची कामगिरी, कंपनीची कामगिरी, कंपन्यांची मिळकत आणि नफा, त्यातील भविष्यातील संभाव्यता इत्यादी बर्‍याच मॅक्रो आणि मायक्रो इकॉनॉमिक पॅरामीटर्सवर अवलंबून असते. शीर्ष आणिबेस्ट इक्विटी फंड सन २०१ 2019 साठी खालीलप्रमाणे आहे.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

कामगिरीवर आधारित 2019 चे 10 इक्विटी म्युच्युअल फंड

FundNAVNet Assets (Cr)2023 (%)2022 (%)2021 (%)2020 (%)2019 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹93.2566
↑ 0.75
₹24,48857.141.710.755.89.3
LIC MF Infrastructure Fund Growth ₹41.4695
↑ 0.80
₹88147.844.47.946.6-0.1
Motilal Oswal Long Term Equity Fund Growth ₹44.2801
↑ 0.71
₹3,87647.7371.832.18.8
Motilal Oswal Multicap 35 Fund Growth ₹55.388
↑ 0.52
₹11,85545.731-315.310.3
Invesco India Mid Cap Fund Growth ₹149.7
↑ 2.29
₹5,64543.134.10.543.124.4
UTI Healthcare Fund Growth ₹260.436
↑ 2.06
₹1,15042.938.2-12.319.167.4
SBI Healthcare Opportunities Fund Growth ₹395.347
↓ -0.37
₹3,52242.238.2-620.165.8
TATA India Pharma & Healthcare Fund Growth ₹27.9713
↑ 0.10
₹1,21240.436.6-819.164.4
IDBI Small Cap Fund Growth ₹27.6884
↑ 0.47
₹4914033.42.464.719
L&T Midcap Fund Growth ₹333.434
↑ 5.25
₹10,75339.7401.130.419
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 25

2019 चा टॉप आणि बेस्ट इक्विटी म्युच्युअल फंड

1. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.5% since its launch.  Ranked 27 in Mid Cap category.  Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (20 Feb 25) ₹93.2566 ↑ 0.75   (0.81 %)
Net Assets (Cr) ₹24,488 on 31 Jan 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.93
Information Ratio 0.68
Alpha Ratio 15.2
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

DurationReturns
1 Month -8%
3 Month -10.5%
6 Month -7.1%
1 Year 22.5%
3 Year 28.1%
5 Year 26.3%
10 Year
15 Year
Since launch 22.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 57.1%
2022 41.7%
2021 10.7%
2020 55.8%
2019 9.3%
2018 9.7%
2017 -12.7%
2016 30.8%
2015 5.2%
2014 16.5%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. LIC MF Infrastructure Fund

The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector.

LIC MF Infrastructure Fund is a Equity - Sectoral fund was launched on 29 Feb 08. It is a fund with High risk and has given a CAGR/Annualized return of 8.7% since its launch.  Return for 2024 was 47.8% , 2023 was 44.4% and 2022 was 7.9% .

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund
Growth
Launch Date 29 Feb 08
NAV (20 Feb 25) ₹41.4695 ↑ 0.80   (1.98 %)
Net Assets (Cr) ₹881 on 31 Jan 25
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.3
Sharpe Ratio 0.83
Information Ratio 0.66
Alpha Ratio 16.19
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

LIC MF Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for LIC MF Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

DurationReturns
1 Month -14.3%
3 Month -15.6%
6 Month -19.7%
1 Year 11.5%
3 Year 23.5%
5 Year 22.3%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 47.8%
2022 44.4%
2021 7.9%
2020 46.6%
2019 -0.1%
2018 13.3%
2017 -14.6%
2016 42.2%
2015 -2.2%
2014 -6.2%
Fund Manager information for LIC MF Infrastructure Fund
NameSinceTenure

Data below for LIC MF Infrastructure Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. Motilal Oswal Long Term Equity Fund

(Erstwhile Motilal Oswal MOSt Focused Long Term Fund)

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Return for 2024 was 47.7% , 2023 was 37% and 2022 was 1.8% .

Below is the key information for Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund
Growth
Launch Date 21 Jan 15
NAV (20 Feb 25) ₹44.2801 ↑ 0.71   (1.63 %)
Net Assets (Cr) ₹3,876 on 31 Jan 25
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 0.74
Sharpe Ratio 0.74
Information Ratio 0.72
Alpha Ratio 10.73
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

Motilal Oswal Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Motilal Oswal Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

DurationReturns
1 Month -13.6%
3 Month -13.8%
6 Month -13.8%
1 Year 9.5%
3 Year 19.3%
5 Year 17.8%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 47.7%
2022 37%
2021 1.8%
2020 32.1%
2019 8.8%
2018 13.2%
2017 -8.7%
2016 44%
2015 12.5%
2014
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure

Data below for Motilal Oswal Long Term Equity Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 5 in Multi Cap category.  Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (20 Feb 25) ₹55.388 ↑ 0.52   (0.94 %)
Net Assets (Cr) ₹11,855 on 31 Jan 25
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio 0.9
Information Ratio 0.49
Alpha Ratio 13.01
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

DurationReturns
1 Month -5.9%
3 Month -6.9%
6 Month -3.8%
1 Year 19.3%
3 Year 19%
5 Year 14.9%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 45.7%
2022 31%
2021 -3%
2020 15.3%
2019 10.3%
2018 7.9%
2017 -7.8%
2016 43.1%
2015 8.5%
2014 14.6%
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure

Data below for Motilal Oswal Multicap 35 Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.4% since its launch.  Ranked 38 in Mid Cap category.  Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (20 Feb 25) ₹149.7 ↑ 2.29   (1.55 %)
Net Assets (Cr) ₹5,645 on 31 Jan 25
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.82
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

DurationReturns
1 Month -7.4%
3 Month -7%
6 Month -6.2%
1 Year 16.2%
3 Year 21.1%
5 Year 22.1%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 43.1%
2022 34.1%
2021 0.5%
2020 43.1%
2019 24.4%
2018 3.8%
2017 -5.3%
2016 44.3%
2015 1.1%
2014 6.4%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure

Data below for Invesco India Mid Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. UTI Healthcare Fund

(Erstwhile UTI Pharma & Healthcare Fund)

The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors.

UTI Healthcare Fund is a Equity - Sectoral fund was launched on 28 Jun 99. It is a fund with High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 40 in Sectoral category.  Return for 2024 was 42.9% , 2023 was 38.2% and 2022 was -12.3% .

Below is the key information for UTI Healthcare Fund

UTI Healthcare Fund
Growth
Launch Date 28 Jun 99
NAV (20 Feb 25) ₹260.436 ↑ 2.06   (0.80 %)
Net Assets (Cr) ₹1,150 on 31 Jan 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.38
Sharpe Ratio 1.03
Information Ratio -0.36
Alpha Ratio 0.34
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

UTI Healthcare Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for UTI Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

DurationReturns
1 Month -7.1%
3 Month -6.4%
6 Month -3.7%
1 Year 14.8%
3 Year 19.2%
5 Year 23.2%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 42.9%
2022 38.2%
2021 -12.3%
2020 19.1%
2019 67.4%
2018 1.2%
2017 -7.5%
2016 6.2%
2015 -9.7%
2014 12.4%
Fund Manager information for UTI Healthcare Fund
NameSinceTenure

Data below for UTI Healthcare Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. SBI Healthcare Opportunities Fund

(Erstwhile SBI Pharma Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 34 in Sectoral category.  Return for 2024 was 42.2% , 2023 was 38.2% and 2022 was -6% .

Below is the key information for SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund
Growth
Launch Date 31 Dec 04
NAV (19 Feb 25) ₹395.347 ↓ -0.37   (-0.09 %)
Net Assets (Cr) ₹3,522 on 31 Jan 25
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio 1.36
Information Ratio 0.67
Alpha Ratio 4.66
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue

SBI Healthcare Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for SBI Healthcare Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

DurationReturns
1 Month -5%
3 Month -4.1%
6 Month 0.6%
1 Year 13.8%
3 Year 22.4%
5 Year 24.5%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 42.2%
2022 38.2%
2021 -6%
2020 20.1%
2019 65.8%
2018 -0.5%
2017 -9.9%
2016 2.1%
2015 -14%
2014 27.1%
Fund Manager information for SBI Healthcare Opportunities Fund
NameSinceTenure

Data below for SBI Healthcare Opportunities Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

8. TATA India Pharma & Healthcare Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the pharma & healthcare sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA India Pharma & Healthcare Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 11.9% since its launch.  Return for 2024 was 40.4% , 2023 was 36.6% and 2022 was -8% .

Below is the key information for TATA India Pharma & Healthcare Fund

TATA India Pharma & Healthcare Fund
Growth
Launch Date 28 Dec 15
NAV (20 Feb 25) ₹27.9713 ↑ 0.10   (0.37 %)
Net Assets (Cr) ₹1,212 on 31 Jan 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio 0.9
Information Ratio 0.56
Alpha Ratio 2.72
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue

TATA India Pharma & Healthcare Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for TATA India Pharma & Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

DurationReturns
1 Month -7.4%
3 Month -5.1%
6 Month -6.6%
1 Year 10.7%
3 Year 19%
5 Year 22.5%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.4%
2022 36.6%
2021 -8%
2020 19.1%
2019 64.4%
2018 5.5%
2017 -2.6%
2016 4.7%
2015 -14.7%
2014
Fund Manager information for TATA India Pharma & Healthcare Fund
NameSinceTenure

Data below for TATA India Pharma & Healthcare Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

9. IDBI Small Cap Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Return for 2024 was 40% , 2023 was 33.4% and 2022 was 2.4% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (20 Feb 25) ₹27.6884 ↑ 0.47   (1.72 %)
Net Assets (Cr) ₹491 on 31 Jan 25
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 0.61
Information Ratio 0.24
Alpha Ratio 11.34
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue

IDBI Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for IDBI Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

DurationReturns
1 Month -15%
3 Month -13%
6 Month -15.3%
1 Year 6.5%
3 Year 17.3%
5 Year 23.7%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 33.4%
2021 2.4%
2020 64.7%
2019 19%
2018 -4.4%
2017 -15%
2016
2015
2014
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure

Data below for IDBI Small Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

10. L&T Midcap Fund

To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100.

L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.6% since its launch.  Ranked 5 in Mid Cap category.  Return for 2024 was 39.7% , 2023 was 40% and 2022 was 1.1% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (20 Feb 25) ₹333.434 ↑ 5.25   (1.60 %)
Net Assets (Cr) ₹10,753 on 31 Jan 25
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.77
Sharpe Ratio 0.53
Information Ratio -0.14
Alpha Ratio 4.43
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

L&T Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25

DurationReturns
1 Month -11.2%
3 Month -12.1%
6 Month -14.1%
1 Year 6%
3 Year 19.1%
5 Year 18.5%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.7%
2022 40%
2021 1.1%
2020 30.4%
2019 19%
2018 -0.2%
2017 -12%
2016 52.3%
2015 9.8%
2014 10.8%
Fund Manager information for L&T Midcap Fund
NameSinceTenure

Data below for L&T Midcap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

Disclaimer:
येथे प्रदान केलेली माहिती अचूक आहे हे सुनिश्चित करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या शुद्धतेबद्दल कोणतीही हमी दिलेली नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
How helpful was this page ?
POST A COMMENT