Large Cap Funds
Small-cap funds lead FY27 so far, beating mid, flexi and large-cap funds; JM Small Cap tops chart with over 32% return
Small-cap funds have emerged as the best-performing equity category in FY27 so far, delivering an average return of 22.31% between 1 April and 31 July. They were followed by mid-cap funds with 17.22%, flexi-cap funds with 14.06%, and large-cap funds with 10.52% returns.
3 min read2 Aug 2026Why large-cap funds are losing their alpha edge post-2010: Key factors behind decline and what investors should do
Large-cap funds have seen their alpha generation decline over the years compared with the Nifty 50 TRI. While funds outperformed strongly during 2000-2009, the advantage narrowed in the following decade and turned negative after 2020.
2 min read30 Jul 2026Active large-cap funds closely mirror Nifty 50 index: New study finds 90% overlap in sectoral allocation
Active large-cap funds may not provide as much diversification as many investors expect. A study shows their sector allocations and stock portfolios closely mirror the Nifty 50, with the overlap becoming even higher among the largest funds.
2 min read30 Jul 2026Average active small-cap fund delivered 20.1% CAGR, with 16 percentage points lower drawdown than the benchmark
On average, active equity mutual funds have generated higher annualised returns while limiting losses better than their benchmark indices. An average active small-cap fund posted the strongest outperformance among the funds have been live since 2013.
2 min read19 Jul 2026No large-cap fund reached Sharpe ratio of 1; several mid and small caps delivered stronger risk-adjusted returns
After analysing the list of large-cap funds, no fund was found to have touched a Sharpe ratio of 1. Among the large-cap funds, WhiteOak Capital Large Cap Fund recorded the highest Sharpe ratio at 0.64.
2 min read15 Jul 2026Why large cap and mid cap funds could be the best mutual fund to bet on now, according to Abakkus study
Abakkus Mutual Fund's study highlights Large & Mid Cap Funds as an appealing investment option amid improving earnings and reasonable valuations. The market correction has created entry points for long-term investors, suggesting the potential for stock prices to align with earnings growth.
3 min read11 Jul 2026UTI Nifty 50 Index Fund vs ICICI Prudential Large Cap Fund: A quick comparison of passive and active investing styles
UTI Nifty 50 Index Fund passively tracks the Nifty 50 Index, whereas the ICICI Prudential Large Cap Fund is actively managed with the objective of outperforming its benchmark through stock selection.
3 min read25 Jun 2026ICICI Prudential vs SBI Large Cap Fund: Returns, risk, expenses, and portfolio holdings compared
Large cap funds are required to invest at least 80% of their assets in large-cap stocks. The two big names in this category are ICICI Prudential Large Cap Fund and SBI Large Cap Fund.
6 min read22 Jun 2026As global capital chases AI, are Indian large caps valuations now attractive?
Driven by a bruising $30-billion foreign institutional sell-off, the Nifty 50 has dropped back into its historical valuation average, potentially opening up rare entry points for long-term investors, experts told Mint.
5 min read14 Jun 2026Top 5 large- and mid-cap funds beating the benchmark: Meaning, benefits and risks explained
Large- and mid-cap funds are equity mutual funds that are required to invest at least 35% of their assets in large-cap stocks and at least 35% in mid-cap stocks. Check the list of the top 5 large- and mid-cap funds that have generated the highest alpha in this category.
3 min read9 Jun 2026Wait for it…
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