Get the best Upwardly Experience on our App. Install Now

+91 73377 40002

9AM - 8PM

Small & Mid Cap Plan

Higher potential returns than Large cap but higher risk

Amount Invested

57.19L

Projected Wealth Gained

1.06Cr

Projected Maturity Amount

1.63Cr

Annualized Returns

14.16%

Investment Horizon

>5 Yr

Doubled Money

5 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)

    14.45%

    Amount

    3,000

14.45%3,000
  • ANNUALISED RETURNS (5Yrs)

    19.23%

    Amount

    3,000

19.23%3,000
  • ANNUALISED RETURNS (5Yrs)

    13.62%

    Amount

    3,000

13.62%3,000
  • Equity

          undefined
    L&T Midcap Fund Growth

    ANNUALISED RETURNS (5Yrs)

    13.58%

    Amount

    3,000

13.58%3,000
  • ANNUALISED RETURNS (5Yrs)

    9.92%

    Amount

    3,000

9.92%3,000
Amount to be Invested15,000

Where will your money be invested

Equity

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

    14.45%

    Amount

    3,000

Equity

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

    19.23%

    Amount

    3,000

Equity

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

    13.62%

    Amount

    3,000

Equity

      undefined
L&T Midcap Fund Growth
  • Equity

          undefined
    L&T Midcap Fund Growth

    ANNUALISED RETURNS (5Yrs)

    13.58%

    Amount

    3,000

Equity

      undefined
ICICI Prudential MidCap Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    9.92%

    Amount

    3,000

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