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Small & Mid Cap Plan

Higher potential returns than Large cap but higher risk

Amount Invested

57.19L

Projected Wealth Gained

1.5Cr

Projected Maturity Amount

2.07Cr

Annualized Returns

22.01%

Investment Horizon

>5 Yr

Doubled Money

3 Yrs 6 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)

    23.93%

    Amount

    3,000

23.93%3,000
  • ANNUALISED RETURNS (5Yrs)

    26.84%

    Amount

    3,000

26.84%3,000
  • ANNUALISED RETURNS (5Yrs)

    19.54%

    Amount

    3,000

19.54%3,000
  • ANNUALISED RETURNS (5Yrs)

    21.68%

    Amount

    3,000

21.68%3,000
  • ANNUALISED RETURNS (5Yrs)

    18.07%

    Amount

    3,000

18.07%3,000
Amount to be Invested15,000

Where will your money be invested

Equity

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

    23.93%

    Amount

    3,000

Equity

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

    26.84%

    Amount

    3,000

Equity

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

    19.54%

    Amount

    3,000

Equity

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

    21.68%

    Amount

    3,000

Equity

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

    18.07%

    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