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Small, Mid-Cap Funds Top SIP Wealth Creation

Small, Mid-Cap Funds Top SIP Wealth Creation
10 years, 7 MF categories: Which mutual fund category created the most SIP wealth for investors? · businesstoday.in

Over the past ten years, small-cap and mid-cap mutual funds in India have given investors the highest returns on their systematic investment plans (SIPs).

Small-cap funds, which invest in smaller companies, had an average return of nearly 23%, with the best one giving almost 26%.

Mid-cap funds, which invest in medium-sized companies, had an average return of about 21%.

Other types of funds, like flexi-cap and multi-cap, also did well but not as much.

Large-cap funds, which invest in big companies, had the lowest returns.

Experts say that while these smaller funds can give big returns, they can also be risky and go up and down a lot in value.

So, investors should think about their own risk tolerance before choosing where to put their money.

Key facts

Period Analyzed
July 1, 2016 - July 15, 2026
Top Small Cap Fund
Quant Small Cap Fund (25.95% annualized SIP return)
Top Mid Cap Fund
Invesco India Mid Cap Fund (22.13% annualized SIP return)
Top Flexi Cap Fund
Quant Flexi Cap Fund (21.16% annualized SIP return)
Top Multi Cap Fund
Quant Multi Cap Fund (18.98% annualized SIP return)
Top Large & Mid Cap Fund
Invesco India Large & Mid Cap Fund (19.02% annualized SIP return)
Top Focused Fund
ICICI Prudential Focused Equity Fund (18% annualized SIP return)
Top Large Cap Fund
Nippon India Large Cap Fund (15.23% annualized SIP return)

Sources

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