Over the past 10 years, small-cap, mid-cap, and large-cap funds have provided good returns to investors. Small-cap funds have delivered an average return of 17.35%, mid-cap funds 16.27%, and large-cap funds 12.79%. Top funds include Nippon India, Axis, and HDFC small-cap, as well as Invesco and Quant mid-cap funds.
Funds category: According to data from Value Research, investors in mutual funds over the last 10 years have received an average return of 17.35% from small-cap funds, while mid-cap funds have returned 16.27% and large-cap funds 12.79%. Nippon India, Axis, and HDFC in small-cap funds, Invesco and Kotak in mid-cap funds, and Quant and ICICI funds in large-cap funds have provided better returns to investors.
Small-Cap Fund Performance
Over the past 10 years, small-cap funds have proven to be the most spectacular for investors. Direct plan funds in this category have delivered an average return of 17.35 percent.
Some prominent funds include:
- Nippon India Small Cap Fund: 22.67 percent return.
- Axis Small Cap Fund: 20.43 percent return.
- Quant Small Cap Fund: 20.34 percent return.
- SBI Small Cap Fund: 20.33 percent return.
- HDFC Small Cap Fund: Over 20 percent return.
These figures indicate that investing in small and rapidly growing companies over the long term can prove to be more profitable.
Mid-Cap Funds Shine
Mid-cap funds have also not lagged behind investors. Funds in this category have delivered an average return of 16.27 percent over the last 10 years. Prominent funds include:
- Invesco India Mid-Cap Fund: 20.33 percent return.
- Kotak Mid-Cap Fund: 19.82 percent return.
- Edelweiss Mid-Cap Fund: 19.60 percent return.
- Motilal Oswal Mid-Cap Fund: 19.29 percent return.
- Nippon India Growth Mid-Cap Fund: 18.98 percent return.
Mid-cap funds have provided stable returns over the long term, while also offering investors a balance of risk and reward.
Large-Cap Fund Returns
Large-cap funds are considered relatively safer. Their average return over the past 10 years has been 12.79 percent. However, due to their stability and lower risk, these funds are a reliable option for investors. Prominent funds include:
- Quant Focused Fund: 16.03 percent return.
- Nippon India Large Cap Fund: 15.68 percent return.
- ICICI Prudential Large Cap Fund: 15.60 percent return.
- Canara Robeco Large Cap Fund: 15.52 percent return.
- Invesco India Large Cap Fund: 14.90 percent return.
This clearly shows that large-cap funds are also capable of providing stable profits for investors with long-term investment horizons.
Which Fund is the Best?
Based on data from the last 10 years, it can be said that small-cap funds have given the highest returns to investors. However, they also carry higher risk. On the other hand, mid-cap funds have provided balanced returns and have been an attractive option for many investors from a risk perspective. Large-cap funds are considered stable and reliable, but their returns are slightly lower.
Thus, it is important to choose a fund according to the investor's priorities, risk tolerance, and investment horizon. For long-term investments, small and mid-cap funds have delivered the highest profits, while large-cap funds have maintained investor trust with safety and stability.
