Large & mid-cap mutual funds have delivered varying returns in 2026. We compare the top performers across YTD, 3-year and 5-year periods and examine whether consistent performers also carry higher beta, offering investors a closer look at returns alongside market sensitivity.
3 min read6 Oct 2026A ₹1,000 monthly SIP can grow substantially over a decade as returns compound. We look at diversified equity mutual funds that delivered the highest 10-year SIP returns, with Quant Small Cap Fund leading the list. Here’s how the funds compare.
1 min read29 Sep 2026Motilal Oswal Private Wealth has suggested a 50:40:10 allocation across mid- and small-cap, hybrid, and large-cap, and global equity funds. It favours lump-sum investments in hybrid funds and a staggered approach for pure equity funds over the next 2–3 months.
2 min read28 Sep 2026Mutual fund flows over the last 12 months show a mixed picture across equity, debt and hybrid categories. Some categories attracted substantial money despite negative returns, while others saw outflows even after delivering positive returns.
3 min read25 Sep 2026The boutique investment firm is expected to reach a first close by end of September at about ₹1,000 crore and will invest across growth equity, pre-IPO opportunities and listed stocks.
4 min read24 Sep 2026Jefferies expects India’s equity fundraising to reach $55-60 billion this year, below 2025’s record, but sees IPOs adding $1.5 trillion in market capitalization over the next five-seven years.
6 min read22 Sep 2026Large-cap mutual funds saw ₹1,147 crore in outflows in August 2026, despite previous inflows. Rising mid- and small-cap investments suggest a shift in investor preference. Here's what investors should make of the divergence.
3 min read11 Sep 2026Pharma and healthcare mutual funds have delivered positive returns over the last 1 year, but performance has varied sharply across schemes. While some active funds have gained more than 25%, several others have posted much lower returns.
2 min read9 Sep 2026Mutual funds often come with 10- or even 20-year performance histories, but the manager currently making investment decisions may have been running the scheme for much less time. A September 2026 analysis found average manager tenure below three years across every equity-fund category.
2 min read7 Sep 2026A fund with a massive AUM is not necessarily the one delivering the highest returns. A look at one-year performance shows why investors should not use fund size as a shortcut for choosing equity mutual funds.
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