Fund Overview

Primarily invests in stocks listed on the Colombo Stock Exchange and carries higher risk than fixed-income investments, but offers greater long-term profit potential.

Fund Information

Open-Ended
Type of Fund
Moderate
Risk Level
LKR 1,000
Minimum Investment

Why Choose the First Capital Equity Fund?

Sri Lanka’s #1 performing equity fund with a 5-year compounded annual growth rate (CAGR) of 34.23%, outperforming ASPI by over 5.81%.
First Capital Equity Fund
Easy Investing
40+ years’ expertise. Simple, seamless investments.
First Capital Equity Fund
Diversified Risk
Broad exposure to leading Sri Lankan stocks
First Capital Equity Fund
Professionally Managed
Expert managers optimise your investments
First Capital Equity Fund
Safely Regulated
Protected by SEC regulatory standards

How they Work

First Capital’s Equity Fund combines your money with other investors to buy top Sri Lankan stocks. Expert managers handle everything : choosing stocks, diversifying, and managing risk - so you can grow wealth without picking shares yourself.
First Capital Equity Fund

Fund Facts

Assets Under Management
LKR 1.81 Bn
Rate
1.21%
Buy Price
LKR 4,471.13
Sell Price
LKR 4,539.22
Date
Non - Annualized YTD as at 26/04/2026

Frequently Asked Questions

What is an Equity Fund in Sri Lanka?
An Equity Fund by First Capital invests in shares listed on the Colombo Stock Exchange, targeting long-term capital appreciation through carefully selected Sri Lankan companies.
Who should invest in Sri Lankan Equity Funds?
Equity Funds suit investors with higher risk tolerance seeking long-term growth from Sri Lankan equities and evolving economic opportunities.
How does First Capital select equities?
First Capital applies fundamental research, market insights, and disciplined valuation methods to identify high-quality Sri Lankan stocks with sustainable growth potential.
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