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Small & Mid Cap Plan

Higher potential returns than Large cap but higher risk

Amount Invested

57.19L

Projected Wealth Gained

24.17L

Projected Maturity Amount

81.36L

Annualized Returns

5.24%

Investment Horizon

>5 Yr

Doubled Money

13 Yrs 7 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
  • Equity

          undefined
    L&T Midcap Fund Growth

    ANNUALISED RETURNS (5Yrs)

    6.3%

    Amount

    7,500

6.3%7,500
  • ANNUALISED RETURNS (5Yrs)

    4.18%

    Amount

    7,500

4.18%7,500
Amount to be Invested15,000

Where will your money be invested

Equity

      undefined
L&T Midcap Fund Growth
  • Equity

          undefined
    L&T Midcap Fund Growth

    ANNUALISED RETURNS (5Yrs)

    6.3%

    Amount

    7,500

Equity

     
Nippon India Growth Fund - Growth
  • ANNUALISED RETURNS (5Yrs)

    4.18%

    Amount

    7,500

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