Fundvaliz Equimid

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Equimid

5-7yrs

CAGR (3 Years)26.2%

What's your objective?

To generate relatively higher returns in an investment horizon of 5-7 years and do it with a portfolio that predominantly comprises of equity-related schemes.

How does Equimid achieve that?

- By investing in diversified focussed, multi-cap and sectoral equity schemes
- By diversifying and booking profits wherever relevant
- By Fundvaliz handpicking the best funds in your given investment horizon

I want to invest

Lumpsum SIP

Amount Share

Equimid Portfolio Performance Portfolio Details

All	Funds Historical Returns in	Historical Returns in	Amount ()
	SBI Focused Equity Fund - Regular Plan - Growth 1.2 Lac38.50%1.44 Lac 1 Lac28.41%1.28 Lac 3.6 Lac21.08%4.96 Lac 1 Lac15.43%1.54 Lac 6 Lac20.85%10.42 Lac 1 Lac18.80%2.37 Lac 8.4 Lac18.28%16.81 Lac 1 Lac15.90%2.81 Lac 12 Lac16.79%30.72 Lac 1 Lac16.19%4.49 Lac 18 Lac17.24%83.77 Lac 1 Lac18.27%12.4 Lac 0.6 Lac53.86%0.67 Lac 1 Lac41.40%1.09 Lac	1.2 Lac38.50%1.44 Lac 1 Lac28.41%1.28 Lac 3.6 Lac21.08%4.96 Lac 1 Lac15.43%1.54 Lac 6 Lac20.85%10.42 Lac 1 Lac18.80%2.37 Lac 8.4 Lac18.28%16.81 Lac 1 Lac15.90%2.81 Lac 12 Lac16.79%30.72 Lac 1 Lac16.19%4.49 Lac 18 Lac17.24%83.77 Lac 1 Lac18.27%12.4 Lac 0.6 Lac53.86%0.67 Lac 1 Lac41.40%1.09 Lac
	ICICI Prudential India Opportunities Fund - Growth 1.2 Lac44.87%1.48 Lac 1 Lac45.14%1.45 Lac 3.6 Lac33.79%6.1 Lac 1 Lac30.59%2.23 Lac 6 Lac33.59%15.15 Lac 1 Lac27.03%3.31 Lac 8.4 LacNANA 1 LacNANA 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac44.13%0.66 Lac 1 Lac51.15%1.11 Lac	1.2 Lac44.87%1.48 Lac 1 Lac45.14%1.45 Lac 3.6 Lac33.79%6.1 Lac 1 Lac30.59%2.23 Lac 6 Lac33.59%15.15 Lac 1 Lac27.03%3.31 Lac 8.4 LacNANA 1 LacNANA 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac44.13%0.66 Lac 1 Lac51.15%1.11 Lac
	ICICI Prudential Technology Fund - Growth 1.2 Lac28.51%1.37 Lac 1 Lac42.91%1.43 Lac 3.6 Lac15.56%4.55 Lac 1 Lac14.08%1.48 Lac 6 Lac24.58%11.6 Lac 1 Lac28.33%3.48 Lac 8.4 Lac23.85%21.25 Lac 1 Lac23.32%4.34 Lac 12 Lac21.08%40.32 Lac 1 Lac18.45%5.44 Lac 18 Lac20.31%115.28 Lac 1 Lac21.83%19.34 Lac 0.6 Lac23.98%0.63 Lac 1 Lac33.63%1.08 Lac	1.2 Lac28.51%1.37 Lac 1 Lac42.91%1.43 Lac 3.6 Lac15.56%4.55 Lac 1 Lac14.08%1.48 Lac 6 Lac24.58%11.6 Lac 1 Lac28.33%3.48 Lac 8.4 Lac23.85%21.25 Lac 1 Lac23.32%4.34 Lac 12 Lac21.08%40.32 Lac 1 Lac18.45%5.44 Lac 18 Lac20.31%115.28 Lac 1 Lac21.83%19.34 Lac 0.6 Lac23.98%0.63 Lac 1 Lac33.63%1.08 Lac
	Nippon India Small Cap Fund - Growth 1.2 Lac58.59%1.58 Lac 1 Lac55.14%1.55 Lac 3.6 Lac40.90%6.87 Lac 1 Lac32.11%2.31 Lac 6 Lac41.84%19.55 Lac 1 Lac37.22%4.86 Lac 8.4 Lac32.34%30.93 Lac 1 Lac23.53%4.39 Lac 12 Lac26.96%59.58 Lac 1 Lac24.82%9.18 Lac 18 LacNANA 1 LacNANA 0.6 Lac71.86%0.7 Lac 1 Lac59.63%1.13 Lac	1.2 Lac58.59%1.58 Lac 1 Lac55.14%1.55 Lac 3.6 Lac40.90%6.87 Lac 1 Lac32.11%2.31 Lac 6 Lac41.84%19.55 Lac 1 Lac37.22%4.86 Lac 8.4 Lac32.34%30.93 Lac 1 Lac23.53%4.39 Lac 12 Lac26.96%59.58 Lac 1 Lac24.82%9.18 Lac 18 LacNANA 1 LacNANA 0.6 Lac71.86%0.7 Lac 1 Lac59.63%1.13 Lac
	Tata Infrastructure Fund - Regular Plan - Growth 1.2 Lac83.68%1.79 Lac 1 Lac65.99%1.66 Lac 3.6 Lac46.79%7.6 Lac 1 Lac34.61%2.44 Lac 6 Lac40.11%18.52 Lac 1 Lac29.59%3.65 Lac 8.4 Lac30.15%28.02 Lac 1 Lac19.87%3.56 Lac 12 Lac23.33%46.71 Lac 1 Lac18.12%5.29 Lac 18 Lac18.33%93.7 Lac 1 Lac13.54%6.72 Lac 0.6 Lac89.92%0.72 Lac 1 Lac76.47%1.16 Lac	1.2 Lac83.68%1.79 Lac 1 Lac65.99%1.66 Lac 3.6 Lac46.79%7.6 Lac 1 Lac34.61%2.44 Lac 6 Lac40.11%18.52 Lac 1 Lac29.59%3.65 Lac 8.4 Lac30.15%28.02 Lac 1 Lac19.87%3.56 Lac 12 Lac23.33%46.71 Lac 1 Lac18.12%5.29 Lac 18 Lac18.33%93.7 Lac 1 Lac13.54%6.72 Lac 0.6 Lac89.92%0.72 Lac 1 Lac76.47%1.16 Lac
Total			100000

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Overview

Fund Objective

Riskometer

Returns

# Equity - Returns up to 1 year are absolute and over 1 year are CAGR.
# Debt - Returns up to 1 year are annualised and over 1 year are CAGR.

SIP Performance Chart (SIP value 10000)

1M
3M
6M
1Y
3Y
5Y
10Y

Top 10 Holdings

Company	(%)

Top 10 Sectors

Sectors	(%)

Instrument Holdings

Instruments	(%)

Asset Allocation

Market Cap Allocation

Credit Rating

Rating	(%)

SIP Performance

Start Date

End Date

Investment Amount

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Lumpsum Performance

Start Date

End Date

Investment Amount

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Cost of Delay

Investment Date

Delayed Investment Date

Amount

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Rolling Returns rolled daily for the period

Ratios	[%]

What's In What's Out

What's In

Company Name	Mkt Value ( in Cr)	Holdings (%)

What's Out

Company Name	Mkt Value ( in Cr)	Holdings (%)