Mid Cap
What 20 years of market data reveals about large-, mid- and small-caps and why India's economic outlook matters
Mid- and small-caps often face criticism during market corrections, but 20 years of data show they have consistently outperformed large-caps in strong market years. Investors bullish on India's growth story should not ignore these segments despite their volatility.
2 min read27 Jul 2026Mid-cap funds beat all equity categories over 1, 3 and 5 years, here are the top-performing schemes
Mid-cap funds have outperformed every equity mutual fund category over the last one, three and five years. Here's how the category fared and the schemes that delivered the highest returns.
3 min read24 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 2026AMFI June Data: Mid-cap, small-cap funds beat flexi-cap inflows for the first time in 30 months. Here's why
Retail investors pumped more money into mid-cap and small-cap funds than flexi-cap funds in June for the first time since Dec 2023. Experts say improving earnings visibility, stronger returns and attractive valuations drove the shift, while cautioning against reading too much into one month's data.
2 min read11 Jul 2026Quant Mid Cap Fund beats benchmark in short term after years of lag: Expert explains what investors should do
Quant Mid Cap Fund has outperformed its benchmark index over the last 3 and 6 months, but continues to lag over the 1-, 3-, and 5-year periods. The expert attributed the rebound to portfolio repositioning and advised investors to focus on long-term consistency.
2 min read8 Jul 2026Top 5 mutual funds with highest 5-year returns: Here’s how their strategies differ
Several equity mutual funds have delivered strong returns over the past five years, despite periods of market volatility and uncertainty. Here’s a closer look at the top 5 diversified equity funds that have stood out in performance.
2 min read29 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 2026Nifty Midcap150 Momentum 50: This index combines mid-cap potential with momentum factor
Nifty Midcap150 Momentum 50 Index includes 50 mid-cap stocks that have delivered the strongest momentum, thereby combining the growth potential of mid-caps with the momentum factor's ability to identify market leaders.
3 min read8 Jun 2026Top 5 mid-cap index funds with lowest tracking error and benchmark-like returns
Since mid-cap index funds track a specific index, tracking error is an important factor to consider before investing. Here are the top 5 mid-cap index funds with the lowest tracking error.
2 min read3 Jun 2026Wait for it…
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