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Small & Mid Cap Plan

Higher potential returns than Large cap but higher risk

Amount Invested

57.19L

Projected Wealth Gained

77.23L

Projected Maturity Amount

1.34Cr

Annualized Returns

11.82%

Investment Horizon

>5 Yr

Doubled Money

6 Yrs 3 Mo

Past Portfolio Performance

 For a sum of Rs.1,00,000 invested for 5 Years

Assuming 30% tax bracket

3m
6m
1y
3y
5y
Where will your money be invested
Fund Return
(ANNUALIZED 5Yr)
Amount
  • ANNUALISED RETURNS (5Yrs)

    13.53%

    Amount

    3,900

13.53%3,900
  • ANNUALISED RETURNS (5Yrs)

    12.38%

    Amount

    3,700

12.38%3,700
  • Equity

          undefined
    Axis Midcap Growth

    ANNUALISED RETURNS (5Yrs)

    10.53%

    Amount

    3,700

10.53%3,700
  • ANNUALISED RETURNS (5Yrs)

    10.77%

    Amount

    3,700

10.77%3,700
Amount to be Invested15,000

Where will your money be invested

Equity

      undefined
SBI Small Cap Fund Regular Plan Growth
  • ANNUALISED RETURNS (5Yrs)

    13.53%

    Amount

    3,900

Equity

      undefined
Axis Small Cap Fund Regular Growth
  • ANNUALISED RETURNS (5Yrs)

    12.38%

    Amount

    3,700

Equity

      undefined
Axis Midcap Growth
  • Equity

          undefined
    Axis Midcap Growth

    ANNUALISED RETURNS (5Yrs)

    10.53%

    Amount

    3,700

Equity

      undefined
Kotak Emerging Equity Scheme Growth
  • ANNUALISED RETURNS (5Yrs)

    10.77%

    Amount

    3,700

Higher Growth Rates

Smaller size - can grow at much faster pace.

Fast & Nimble

Quick decision making and better ability to adapt to changing markets

High Risk and Reward Ratios

Historically, gives higher returns with higher volatility

Higher Growth Rates

Smaller size - can grow at much faster pace.

Fast & Nimble

Quick decision making and better ability to adapt to changing markets

High Risk and Reward Ratios

Historically, gives higher returns with higher volatility