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Small & Mid Cap Plan

Higher potential returns than Large cap but higher risk

Amount Invested

27,00,000

Projected Wealth Gained

1,81,83,379

Projected Maturity Amount

2,08,83,379

Annualized Returns

24.45%

Investment Horizon

>5 Yr

Doubled Money

3 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?
FundReturn
(ANNUALIZED 5Yr)
Amount
  • ANNUALISED RETURNS (5Yrs)

    26.74%

    Amount

    3,000

26.74%3,000
  • ANNUALISED RETURNS (5Yrs)

    29.39%

    Amount

    3,000

29.39%3,000
  • ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    3,000

NA3,000
  • ANNUALISED RETURNS (5Yrs)

    24.45%

    Amount

    3,000

24.45%3,000
  • ANNUALISED RETURNS (5Yrs)

    21.13%

    Amount

    3,000

21.13%3,000
Amount to be Invested15,000

Where will your money be invested?

Equity

Reliance Small Cap Fund - Growth
  • ANNUALISED RETURNS (5Yrs)

    26.74%

    Amount

    3,000

Equity

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

    29.39%

    Amount

    3,000

Equity

L&T Emerging Business Fund Regular Growth
  • ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    3,000

Equity

L&T Midcap Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    24.45%

    Amount

    3,000

Equity

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

    21.13%

    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

Amount Invested

27,00,000

Projected Wealth Gained

1,81,83,379

Projected Maturity Amount

2,08,83,379