All returns displayed below are CAGR.
Sector/Theme - PSU30.91
-12.10%
Sector/Theme - PSU61.23
-12.90%
Sector/Theme - Others249.40
+0.30%
EquitySmall Cap46.18
+4.40%
EquitySector/Theme - Infrastructure338.44
-10.80%
EquitySector/Theme - Infrastructure46.99
-5.60%
EquitySector/Theme - Infrastructure191.31
-3.40%
EquitySector/Theme - Infrastructure140.12
-4.80%
Sector/Theme - PSU31.62
-15.80%
EquityMid Cap101.42
+1.70%
EquitySector/Theme - Infrastructure49.55
-13.40%
EquitySector/Theme - Infrastructure49.24
-5.80%
EquityLarge & Mid Cap33.23
+8.80%
EquitySector/Theme - Pharma & Health441.44
+15.30%
EquitySector/Theme - Pharma & Health39.92
+11.40%
| Fund names | NAV(₹) | VR Rating | 1Y Returns | 3Y Returns | 5Y Returns |
|---|---|---|---|---|---|
| SBI PSU Fund-Reg(G) Equity Sector/Theme - PSU | 30.91 | -12.10% | +31.80% | +29.80% | |
| Invesco India PSU Equity Fund(G) Equity Sector/Theme - PSU | 61.23 | -12.90% | +31.30% | +27.70% | |
| Franklin India Opportunities Fund(G) Equity Sector/Theme - Others | 249.40 | +0.30% | +31.10% | +29.90% | |
| Bandhan Small Cap Fund-Reg(G) Equity Small Cap | 46.18 | 3 | +4.40% | +30.30% | +34.20% |
| Nippon India Power & Infra Fund(G) Equity Sector/Theme - Infrastructure | 338.44 | 3 | -10.80% | +30.10% | +31.40% |
| HDFC Infrastructure Fund(G) Equity Sector/Theme - Infrastructure | 46.99 | 1 | -5.60% | +29.80% | +35.20% |
| ICICI Pru Infrastructure Fund(G) Equity Sector/Theme - Infrastructure | 191.31 | 4 | -3.40% | +29.80% | +36.50% |
| Franklin Build India Fund(G) Equity Sector/Theme - Infrastructure | 140.12 | 3 | -4.80% | +29.10% | +33.10% |
| Aditya Birla SL PSU Equity Fund-Reg(G) Equity Sector/Theme - PSU | 31.62 | -15.80% | +29.00% | +30.00% | |
| Motilal Oswal Midcap Fund-Reg(G) Equity Mid Cap | 101.42 | 5 | +1.70% | +29.00% | +34.80% |
| Bandhan Infrastructure Fund-Reg(G) Equity Sector/Theme - Infrastructure | 49.55 | 2 | -13.40% | +28.50% | +33.80% |
| LIC MF Infra Fund-Reg(G) Equity Sector/Theme - Infrastructure | 49.24 | 4 | -5.80% | +28.40% | +32.00% |
| Motilal Oswal Large & Midcap Fund-Reg(G) Equity Large & Mid Cap | 33.23 | 5 | +8.80% | +28.10% | +28.70% |
| SBI Healthcare Opp Fund-Reg(G) Equity Sector/Theme - Pharma & Health | 441.44 | 5 | +15.30% | +27.90% | +22.10% |
| ICICI Pru Pharma Healthcare & Diagnostics (P.H.D) Fund-(G) Equity Sector/Theme - Pharma & Health | 39.92 | 5 | +11.40% | +27.80% | +22.00% |
Equity mutual funds give you a smart, diversified, and professionally managed way to tap into the potential of the stock market. But the key to making the most of them lies in understanding how they work, what suits your goals, and how to manage them effectively. That is where Ventura steps in, bringing clarity, control, and expert-backed insights to your investment journey.
From selecting top-performing equity mutual funds to tracking growth, assessing risk, and planning with tax benefits in mind, we make every step more actionable. Whether you are investing for long-term goals or better tax planning, equity mutual funds can be a powerful option. With Ventura by your side, make informed, confident choices that align with your ambitions.
Equity funds are mutual fund schemes that mainly invest in shares of publicly listed companies. These funds may allocate at least 65% of their assets to equity instruments, depending on their objectives. When investors choose equity funds, they gain exposure to diversified stock portfolios managed by professional fund managers. Investing in equity mutual funds allows participation in the equity market without the complexity of selecting individual stocks.
Investors choose equity funds for several reasons:
Equity markets generate higher returns over 5 to 10 years than most savings products.
A single investment in equity funds spreads across multiple stocks and sectors, reducing company risk.
Fund managers conduct fundamental and quantitative analysis to maintain portfolios aligned with fund objectives.
Investors can choose between systematic investment plans and lump‑sum investments.
Most equity mutual funds allow daily redemptions, subject to exit load rules.
Long‑term capital gains up to ₹1 lakh are tax‑exempt. Investment in ELSS qualifies for tax deduction.
Rating agencies assess funds using metrics such as consistent performance, risk ratio, and fund manager tenure.
Equity mutual funds work as follows:
Equity funds are well-suited for investors with a five-year or longer time horizon. Over time, market volatility smoothens, and investors benefit from compounding and market growth. Data shows equity mutual funds outperform fixed income instruments in the long term. When investors choose top-rated equity mutual funds, they benefit from consistent performance and lower risk. Equity funds can support goals such as retirement, children’s education, and wealth creation.
Equity funds are best for:
Equity funds come in various types, each designed to suit different investment goals, risk levels, and market strategies.
Concentrated investments in sectors such as banking, healthcare, or technology.
Investment themes like infrastructure consumption.
Funds employing contrarian strategies that invest in underpriced stocks.
High-conviction portfolios comprising around 20 to 30 stocks.
Invest in the leading 100 companies based on market capitalisation.
Target firms ranked broadly from 101 to 250 by market value.
Designed for smaller firms with high growth potential but increased risk.
Allocate dynamically across large, mid, and small-caps.
Offer tax deduction under section 80C and are subject to a one-year lock‑in.
Open-ended funds allow redemption at any time, and the gains are taxed based on how long the investment is held.
Investors choose between dividend payout and reinvestment options. Dividends are added to income and taxed accordingly.
Ventura provides a seamless experience for investing in equity funds in mutual funds. The platform simplifies fund discovery, transaction tracking, and tax reporting while offering access to top-rated equity mutual funds suitable for individual risk and investment goals.
Ventura provides a seamless experience for investing in equity funds in mutual funds. The platform simplifies fund discovery, transaction tracking, and tax reporting while offering access to top-rated equity mutual funds suitable for individual risk and investment goals.
Ventura ensures that investing in equity mutual funds is structured, informed, and aligned with financial objectives.
Taxation rules for equity mutual funds include the following:
Gains from units held under 12 months are taxed at 15%.
Units held for over 12 months are subject to a 10% tax on gains exceeding ₹1 lakh within a financial year.
Dividends are taxed according to the individual’s income slab and are added to their total taxable income.
Investors benefit from tax transparency through the trading platform and pre‑filled capital gains forms, ensuring no surprises at filing time.
No, equity funds carry market-related risks since they invest in stocks. Their value fluctuates in response to market movements. However, staying invested for a longer period may help reduce the effect of short-term ups and downs.
There is no single best equity mutual fund for everyone. The ideal option is based on your financial objectives, investment horizon, and risk tolerance. Comparing different funds based on their features can help you make an informed decision.
Yes, equity funds can be a good choice for long-term investors. They provide the possibility of higher returns than traditional savings options and are managed by professionals using market research and analysis for investment decisions.
Yes, earnings from equity funds are usually taxable. The tax depends on how long you stay invested and your personal tax situation. It is important to understand the tax rules before investing to avoid any surprises later.
Yes, most equity funds allow withdrawals whenever needed. However, some may have certain conditions or time limits. It is always good to check the rules of the fund before investing or withdrawing your money.
Equity funds are typically more suitable for long-term goals, while short-term investments may be exposed to higher market risk. Short-term investments may face more market risk. If you need the money soon, it might be better to look at options with lower risk and more stability.
