Fundvaliz Equimid

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Equimid

5-7yrs

CAGR (3 Years)18.55%

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 Lac25.61%1.35 Lac 1 Lac20.50%1.21 Lac 3.6 Lac20.38%4.91 Lac 1 Lac8.18%1.27 Lac 6 Lac19.92%10.15 Lac 1 Lac16.38%2.14 Lac 8.4 Lac17.89%16.54 Lac 1 Lac15.90%2.81 Lac 12 Lac16.47%30.12 Lac 1 Lac16.19%4.49 Lac 18 Lac16.87%80.67 Lac 1 Lac18.27%12.4 Lac 0.6 Lac13.49%0.62 Lac 1 Lac14.23%1.03 Lac	1.2 Lac25.61%1.35 Lac 1 Lac20.50%1.21 Lac 3.6 Lac20.38%4.91 Lac 1 Lac8.18%1.27 Lac 6 Lac19.92%10.15 Lac 1 Lac16.38%2.14 Lac 8.4 Lac17.89%16.54 Lac 1 Lac15.90%2.81 Lac 12 Lac16.47%30.12 Lac 1 Lac16.19%4.49 Lac 18 Lac16.87%80.67 Lac 1 Lac18.27%12.4 Lac 0.6 Lac13.49%0.62 Lac 1 Lac14.23%1.03 Lac
	ICICI Prudential India Opportunities Fund - Growth 1.2 Lac33.88%1.41 Lac 1 Lac31.42%1.31 Lac 3.6 Lac33.79%6.1 Lac 1 Lac23.71%1.89 Lac 6 Lac33.90%15.29 Lac 1 Lac26.39%3.23 Lac 8.4 LacNANA 1 LacNANA 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac17.64%0.62 Lac 1 Lac17.27%1.04 Lac	1.2 Lac33.88%1.41 Lac 1 Lac31.42%1.31 Lac 3.6 Lac33.79%6.1 Lac 1 Lac23.71%1.89 Lac 6 Lac33.90%15.29 Lac 1 Lac26.39%3.23 Lac 8.4 LacNANA 1 LacNANA 12 LacNANA 1 LacNANA 18 LacNANA 1 LacNANA 0.6 Lac17.64%0.62 Lac 1 Lac17.27%1.04 Lac
	ICICI Prudential Technology Fund - Growth 1.2 Lac34.77%1.41 Lac 1 Lac31.63%1.32 Lac 3.6 Lac23.05%5.12 Lac 1 Lac7.52%1.24 Lac 6 Lac26.97%12.43 Lac 1 Lac28.97%3.57 Lac 8.4 Lac25.70%23.02 Lac 1 Lac23.32%4.34 Lac 12 Lac22.74%44.93 Lac 1 Lac18.45%5.44 Lac 18 Lac21.14%125.92 Lac 1 Lac21.83%19.34 Lac 0.6 Lac35.76%0.65 Lac 1 Lac46.04%1.1 Lac	1.2 Lac34.77%1.41 Lac 1 Lac31.63%1.32 Lac 3.6 Lac23.05%5.12 Lac 1 Lac7.52%1.24 Lac 6 Lac26.97%12.43 Lac 1 Lac28.97%3.57 Lac 8.4 Lac25.70%23.02 Lac 1 Lac23.32%4.34 Lac 12 Lac22.74%44.93 Lac 1 Lac18.45%5.44 Lac 18 Lac21.14%125.92 Lac 1 Lac21.83%19.34 Lac 0.6 Lac35.76%0.65 Lac 1 Lac46.04%1.1 Lac
	Nippon India Small Cap Fund - Growth 1.2 Lac39.57%1.44 Lac 1 Lac32.49%1.32 Lac 3.6 Lac39.16%6.67 Lac 1 Lac25.97%2 Lac 6 Lac40.61%18.81 Lac 1 Lac34.56%4.41 Lac 8.4 Lac32.68%31.41 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 Lac17.50%0.62 Lac 1 Lac14.65%1.04 Lac	1.2 Lac39.57%1.44 Lac 1 Lac32.49%1.32 Lac 3.6 Lac39.16%6.67 Lac 1 Lac25.97%2 Lac 6 Lac40.61%18.81 Lac 1 Lac34.56%4.41 Lac 8.4 Lac32.68%31.41 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 Lac17.50%0.62 Lac 1 Lac14.65%1.04 Lac
	Tata Infrastructure Fund - Regular Plan - Growth 1.2 Lac34.47%1.41 Lac 1 Lac34.88%1.35 Lac 3.6 Lac38.49%6.6 Lac 1 Lac24.34%1.92 Lac 6 Lac36.34%16.48 Lac 1 Lac26.64%3.26 Lac 8.4 Lac28.46%25.99 Lac 1 Lac19.87%3.56 Lac 12 Lac22.16%43.25 Lac 1 Lac18.12%5.29 Lac 18 Lac17.78%88.53 Lac 1 Lac13.54%6.72 Lac 0.6 Lac-2.36%0.6 Lac 1 Lac-7.05%0.98 Lac	1.2 Lac34.47%1.41 Lac 1 Lac34.88%1.35 Lac 3.6 Lac38.49%6.6 Lac 1 Lac24.34%1.92 Lac 6 Lac36.34%16.48 Lac 1 Lac26.64%3.26 Lac 8.4 Lac28.46%25.99 Lac 1 Lac19.87%3.56 Lac 12 Lac22.16%43.25 Lac 1 Lac18.12%5.29 Lac 18 Lac17.78%88.53 Lac 1 Lac13.54%6.72 Lac 0.6 Lac-2.36%0.6 Lac 1 Lac-7.05%0.98 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 (%)