Mid-cap vs small-cap funds: What alpha reveals about their performance - Taurus Mid Cap Fund among top laggards
New Delhi, Aug. 26 -- Mid-cap and small-cap funds are equity mutual fund categories that invest predominantly in their respective market-cap segments. Under SEBI's categorisation framework, both categories must invest at least 65% of their total assets in mid-cap or small-cap stocks, respectively.
Mid-cap stocks are generally considered less volatile than small-cap stocks, while small-cap stocks can offer higher growth potential but also come with greater risk. However, returns are not the only way to assess how a fund has performed against its benchmark. Alpha provides another important measure.
According to the latest AMFI July 2026 data, there are a total of 33 mid-cap funds and 36 small-cap funds.
According to Value Research data, ...
Click here to read full article from source
To read the full article or to get the complete feed from this publication, please
Contact Us.