Equity Fund SIP Performance Report
An equity fund is a mutual fund that invests principally in stocks. It can be actively or passively (index fund) managed. Equity funds are also known as stock funds. Stock mutual funds are principally categorized according to company size, the investment style of the holdings in the portfolio and geography.
“Compare all mutual funds in large cap fund,large cap category based on multiple parameters like Latest Returns, Annualised Returns, SIP Returns, Latest NAV, Historic performance, AUM, by Value Research”
|Fund Name||Rating||Assets (cr)||Category Name||SIP 1 Yr Ret||SIP 1 Yr Rank||SIP 3 Yr Ret||SIP 3 Yr Rank||SIP 5 Yr Ret||SIP 5 Yr Rank||SIP 10 Yr Ret||10 Year Rank||Latest NAV|
|Invesco India Financial Services Fund||4★||266.84||Equity: Sectoral-Banking||87.6||20.4||11||16.49||9||16.07||2||71.99|
|Invesco India Growth Opportunities Fund||4★||3445.16||Equity: Large & MidCap||72.55||20.21||15||16.12||7||15.33||8||45|
|Invesco India Mid Cap Fund||4★||1195.21||Equity: Mid Cap||84.15||25.53||7||18.27||5||18.61||4||70.1|
|Invesco India Tax Plan||4★||1376.61||Equity: ELSS||75.85||22.04||13||16.78||9||16.41||6||69.42|
|JM Flexicap Fund||4★||150.41||Equity: Flexi Cap||81.81||22.66||14||16.76||12||15.59||9||43.3304|
|JM Tax Gain Fund||4★||47.15||Equity: ELSS||88.63||24.33||5||18.03||6||16.34||7||23.7988|
|Kotak Emerging Equity Fund Regular Plan||4★||9162.03||Equity: Mid Cap||100.69||27.15||4||18.39||4||19.58||1||56.449|
|Kotak Equity Opportunities Fund - Regular Plan||4★||4674.51||Equity: Large & MidCap||75.56||22.68||7||16.49||6||15.75||4||163.434|
|Kotak Equity Savings Fund - Regular Plan||4★||1350.44||Hybrid: Equity Savings||24.44||10.91||9||9.38||5||16.8393|
|Kotak Flexicap Fund Regular Plan||4★||32453.4||Equity: Flexi Cap||75.42||20.5||23||15.68||18||16.37||5||45.966|
Mutual Fund News
Best 10 ELSS funds are oriented mutual funds which allow an investor to save taxes under section 80C of the IT Act.
Best 10 Large cap mutual funds invest in stocks of large companies or stocks with large market capitalizations.
There are a plethora of mutual funds available in the market. Funds which invest a larger proportion of their corpus in companies with large market capitalization are called large cap funds. However, these are generally the ones with huge market capitalization.
Check SIP Report Equity Fund, like mutual fund report & SIP performance report. Our experts from Value Research will provide you deep analysis of the best Mutual Fund.
Check SIP Report Debt Fund, like mutual fund report & SIP performance report. Our experts from Value Research will provide you deep analysis of the best Mutual Fund.
A mid-cap fund is a pooled investment, such as a mutual fund, that focuses on companies with a market capitalization in the middle range of listed stocks. Mid-cap stocks tend to offer investors greater growth potential than large cap stocks, but with less volatility and risk than small cap stocks.
Check SIP Report Hybrid Fund, like mutual fund report & SIP performance report. Our experts from Value Research will provide you deep analysis of the best Mutual Fund.
Check SIP Report Commodities Fund, like mutual fund report & SIP performance report. Our experts from Value Research will provide you deep analysis of the best Mutual Fund.