+91 73377 40002

9AM - 9PM

Small & Mid Cap Plan

Higher potential returns than Large cap but higher risk

Amount Invested

27L

Projected Wealth Gained

1.74Cr

Projected Maturity Amount

2.01Cr

Annualized Returns

24.02%

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)

    26.48%

    Amount

    3,000

26.48%3,000
  • ANNUALISED RETURNS (5Yrs)

    28.64%

    Amount

    3,000

28.64%3,000
  • ANNUALISED RETURNS (5Yrs)

    21.51%

    Amount

    3,000

21.51%3,000
  • ANNUALISED RETURNS (5Yrs)

    23.33%

    Amount

    3,000

23.33%3,000
  • ANNUALISED RETURNS (5Yrs)

    20.12%

    Amount

    3,000

20.12%3,000
Amount to be Invested15,000

Where will your money be invested?

Equity

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

    26.48%

    Amount

    3,000

Equity

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

    28.64%

    Amount

    3,000

Equity

Franklin India Smaller Companies Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    21.51%

    Amount

    3,000

Equity

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

    23.33%

    Amount

    3,000

Equity

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

    20.12%

    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