Mid-cap Funds
AMFI July 2026 data: Small-cap fund inflows jump 39% as equity flows moderate; debt sees major turnaround
AMFI July 2026 data shows a sharp shift in investor inflows. Small-cap funds surged 39%, debt staged a recovery from outflows to inflows, while SIPs stayed above ₹31,000 crore. But rising mid-cap and small-cap valuations raise a fresh concern.
3 min read11 Aug 2026Large & mid-cap funds strike a balance: Higher returns than large-caps, lower volatility than mid-caps
Large & mid-cap funds have historically delivered a balance between returns and volatility. Over the past 5 years, the benchmark index gave 14% returns, compared with 10% for large-caps and 18% for mid-caps.
2 min read29 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 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 2026HDFC Bank, SBI to Urban Company: Here's what mutual funds bought and sold the most amid stock market crash in March
The equity funds recorded strong net inflows of ₹40,500 crore last month, up sharply from ₹26,000 crore in February, a 56% increase, even as the Indian stock market's benchmark indices posted their worst monthly fall in six years amid the US-Iran war-led selloff.
2 min read15 Apr 2026August AMFI Data: Midcap and Smallcap funds outshine largecaps funds
August saw a shift in equity mutual fund flows, with mid- and small-cap funds attracting significant inflows of ₹10,324 crore, while large-cap funds lagged at ₹2,835 crore. Overall inflows were ₹33,417 crore, a decline from July's ₹42,672 crore, indicating moderated investor participation.
2 min read11 Sep 2025Large, mid-cap funds' AUM soars 5x in 5 years, likely to see increased activity amid market volatility: ICRA Analytics
Large and mid-cap funds are drawing significant investor interest due to their diversification and potential returns, with AUM surging over five-fold in five years, according to ICRA Analytics.
3 min read22 Aug 2024Why Sebi needs to redefine the scope of large-cap and mid-cap mutual funds
Over the last few months, large-cap funds have seen sizeable outflows, while mid-cap and small-cap funds have been witness to robust inflows.
2 min read20 Sep 2023Large outflows hurt equity MFs in July
Net inflows into equity MFs in India fell to ₹7,505.32cr in July, with outflows from large cap funds. And inflows into debt schemes rebounded sharply. The trend of healthy inflows in SIPs also continued, with an all-time high of ₹15,244.73 cr contributed in July.
2 min read10 Aug 2023Wait for it…
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