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Small & Mid Cap Plan

Higher potential returns than Large cap but higher risk

Amount Invested

57.19L

Projected Wealth Gained

1.34Cr

Projected Maturity Amount

1.91Cr

Annualized Returns

16.01%

Investment Horizon

>5 Yr

Doubled Money

4 Yrs 8 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)

    16.29%

    Amount

    3,000

16.29%3,000
  • ANNUALISED RETURNS (5Yrs)

    21.56%

    Amount

    3,000

21.56%3,000
  • ANNUALISED RETURNS (5Yrs)

    15.01%

    Amount

    3,000

15.01%3,000
  • Equity

          undefined
    L&T Midcap Fund Growth

    ANNUALISED RETURNS (5Yrs)

    15.17%

    Amount

    3,000

15.17%3,000
  • ANNUALISED RETURNS (5Yrs)

    12.04%

    Amount

    3,000

12.04%3,000
Amount to be Invested15,000

Where will your money be invested

Equity

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

    16.29%

    Amount

    3,000

Equity

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

    21.56%

    Amount

    3,000

Equity

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

    15.01%

    Amount

    3,000

Equity

      undefined
L&T Midcap Fund Growth
  • Equity

          undefined
    L&T Midcap Fund Growth

    ANNUALISED RETURNS (5Yrs)

    15.17%

    Amount

    3,000

Equity

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

    12.04%

    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