Large vs mid vs small-cap mutual funds: Which is best for long-term SIP? 10-year rolling returns from 1996-2026 compared
New Delhi, Nov. 14 -- If you are confused about whether to start a systematic investment plan (SIP) in large-cap, mid-cap, or small-cap mutual funds, a 30-year historical study of market performance may offer some perspective.
A latest SIP analysis report by WhiteOak Capital Mutual Fund compares the performance of the Nifty 100 TRI, Nifty Midcap 150 TRI and Nifty Smallcap 250 TRI from August 1996 to October 2026.
These indices represent the benchmarks for large-cap, mid-cap, and small-cap funds, respectively. Their historical returns can help investors compare the performance of the three market-cap categories. Here's which category emerged as the winner and what the findings indicate for investors.
The study compares the 10-year month...
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