5 days ago
Quant Small Cap Leads Ten-Year SIP Equity Fund Returns
Mutual funds let people invest in many stocks through one scheme.
Investors can make regular investments through a method called a SIP.
Over ten years, Quant Small Cap Fund had the highest SIP return among the funds compared.
Its return was 25.91%.
Sundaram Value Fund had the lowest highlighted return, at 10.63%.
Small-cap and mid-cap funds appeared often among the best performers.
Large-cap, value and flexi-cap funds appeared among the lower performers in this comparison.
Investors were cautioned not to choose funds only because of their past returns, since some categories can be more volatile.
Quant Small Cap Fund recorded the highest 10-year SIP return at 25.91%.
Nippon India Small Cap Fund ranked second with a 22.64% return.
Invesco India Mid Cap Fund, Edelweiss Mid Cap Fund and Quant ELSS Tax Saver Fund completed the top five.
Sundaram Value Fund had the lowest highlighted 10-year SIP return at 10.63%.
The comparison used Value Research data for direct plans as of 26 August 2026 and covered diversified equity funds.
- Who
- The comparison covers diversified equity mutual funds and their investors.
- What
- It compares the highest and lowest 10-year SIP returns among selected equity funds.
- Where
- The comparison concerns equity mutual funds in India.
- When
- Returns were reported as of 26 August 2026, using AMFI data for July 2026 on the broader equity-fund category.
- Why
- The comparison shows how returns differed across funds and categories over a ten-year SIP period.
Key facts
- Equity-fund schemes
- AMFI data for July 2026 listed 573 schemes in the equity-fund category.
- Largest segment
- Sectoral and thematic funds accounted for 251 schemes.
- Top fund
- Quant Small Cap Fund: 25.91% 10-year SIP return.
- Second-highest fund
- Nippon India Small Cap Fund: 22.64%.
- Lowest highlighted fund
- Sundaram Value Fund: 10.63%.
- Return source
- Value Research data for direct plans, with returns as of 26 August 2026.
- Scope
- Only diversified equity funds, excluding sectoral and thematic funds, were considered.
Sources
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