QUANT SMALL CAP FUND
Best large & mid cap funds to invest in September 2025
According to mutual fund advisors, these schemes will evolve over a long period. There will be schemes that will be inclined towards large cap stocks and some schemes will be leaning toward mid cap stocks. This will make it easier for investors to choose the schemes based on their risk tolerance.
6 equity mutual funds offer over 30% CAGR on lumpsum investments in 5 years
Six equity mutual funds—five small caps and one mid cap—delivered over 30% CAGR on five-year lumpsum investments, with Quant Small Cap Fund leading at 34.98%. Most other funds posted double-digit returns, highlighting strong long-term growth, while performance varies based on fund type, AMC, and market conditions.
Best small cap mutual funds to invest in September 2025
According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks. Small companies go through many ups and downs - more than the established companies in the large and mid cap segments.
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Every mutual fund SIP gave double-digit XIRR in 10 years. Did you stay that long?
Every mutual fund SIP has delivered double-digit XIRR in the last 10 years, an analysis by ETMutualFunds showed. Nearly 157 equity funds have completed 10 years of existence in the industry, of which 11 have over 20% XIRR in the said period.
Top equity mutual funds that delivered highest returns so far in 2025
Equity mutual funds gave returns up to 26% this year. Around 482 equity mutual funds marked their presence. Nippon India Taiwan Equity Fund topped with 25.59% return. Aditya Birla SL Intl. Equity Fund delivered 25.44%. HDFC Transportation and Logistics Fund gave 18.90%. Shriram Multi Sector Rotation Fund lost the most, around 24.96%. Samco Flexi Cap Fund lost 17.
NFO Alert: JioBlackRock Mutual Fund to launch JioBlackRock Flexi Cap Fund
JioBlackRock Mutual Fund is set to introduce the JioBlackRock Flexi Cap Fund. The NFO will be available from September 23 to October 7. This open-ended scheme invests across various market cap stocks. It will be benchmarked against the Nifty 500 Index. The fund utilizes Systematic Active Equity, BlackRock’s AI-powered investment approach. Minimum investment is Rupees 500.
Quant Mutual Fund tilts portfolio towards largecaps, auto and FMCG; increases silver in multi‑asset fund
Quant Mutual Fund is focusing on large-cap stocks. It is increasing investments in auto and FMCG sectors. The fund house is also raising silver exposure in its multi-asset fund. Sandeep Tandon led Quant Mutual Fund is positive on infrastructure, hotels, pharma, consumption and telecom sectors. SEBI has approved Quant Mutual Fund's Specialized Investment Fund.
Equity mutual fund rally: 16 funds offer over 250% absolute returns in 5 years. Do you hold any in your portfolio?
Sixteen equity mutual funds delivered over 250% absolute returns in the last five years, led by small-cap and mid-cap funds. Quant Small Cap Fund topped with 349.11%, followed by Motilal Oswal Midcap Fund at 325.93%. Other high performers included multi-cap, contra, and ELSS funds, highlighting strong long-term equity gains.
Top 10 mutual funds to invest in September 2025
We have chosen two schemes from five different equity mutual fund categories - aggressive hybrid, large cap, mid cap, small cap and flexi cap schemes – which we believe should be enough for regular mutual fund investors. There are caveats: read till the end to ensure you are picking up the best scheme for you.
13 smallcap mutual funds never posted negative returns in last 5 calendar years
A study reveals that 13 small cap mutual funds consistently delivered positive returns between 2020 and 2024. However, in 2025, most of these funds experienced negative returns. Axis Small Cap Fund and Canara Robeco Small Cap Fund saw declines. Nippon India Small Cap Fund also faced losses.
What's triggering underperformance of most mid-cap mutual funds and what should you do now?
Only 18% of actively managed mid-cap funds now outperform their benchmarks, down from 65% as of 2019. Is it time to go passive?
Portfolio Check: Equity mutual funds shed up to 4% in August. Are any of these part of your portfolio?
Equity mutual funds faced a challenging August, with 229 out of 293 funds posting negative returns, led by Samco Flexi Cap Fund (-3.8%) and Motilal Oswal ELSS Tax Saver Fund (-3.47%). Small-cap and mid-cap funds bore the brunt, while select flexi-cap and ELSS funds delivered modest gains.
MF Scorecard: Bandhan Small Cap, Motilal Oswal Midcap among 5 funds delivering over 25% CAGR in 3 years
Five equity mutual funds delivered over 25% CAGR in the last three years, led by Bandhan Small Cap Fund. Out of 233 schemes, 228 gave double-digit returns. While top funds outperformed, every scheme delivered positive gains, underscoring consistent wealth creation across categories.
Over 100 equity mutual funds offer market beating returns in 1 year. Should you chase them for investing?
Many equity mutual funds outperformed market benchmarks like Nifty50 and Sensex in the last year. Experts suggest investors focus on consistent performance across market cycles instead of chasing short-term gains. SIPs or STPs are recommended due to current market levels. Diversified equity funds are favored for stability. Investors should align investments with their risk profile and financial goals.
18 equity mutual funds gave over 30% returns since last Ganesh Chaturthi
Several international equity mutual funds stood out with stellar returns since last Ganesh Chaturthi. Invesco India – Invesco Global Consumer Trends FoF topped the list with 54.31%, followed by Mirae Asset S&P 500 Top 50 ETF FoF at 47.33%. Other global themes, including China, Taiwan, US tech, and Nasdaq-focused funds, dominated the top performers, many delivering above 30%.
Lucky 13! Invesco India Midcap Fund and HDFC Small Cap Fund among equity mutual funds which deliver over 20% return in 6 months
In the past six months, 13 equity mutual funds delivered over 20% returns, led by Invesco India Midcap Fund (26.15%) and Invesco India Large & Midcap Fund (23.73%). Out of 281 funds analyzed, 250 gave double-digit returns, highlighting strong market performance, though investors should consider risk, horizon, and goals.
5 equity mutual funds gave over 15% annual returns in past three years; are they in your portfolio?
Five equity mutual funds delivered over 15% annual returns in the past three calendar years, according to ETMutualFunds. The analysis covered 243 funds and tracked current-year performance. The top five include HDFC Flexi Cap, HDFC Focused, Quant Mid Cap, Quant Value, and a mid-cap/value mix, spanning flexi-cap, focused, mid-cap, and value categories. HDFC Flexi Cap has returned 7.45% so far in 2025.
7 equity mutual funds multiply lumpsum investments by over 2x in 3 years
Seven equity mutual funds have more than doubled investors’ lumpsum investments in the past three years. Among nearly 233 funds, returns ranged from 1.06 times to 2.18 times. Leading the pack, Bandhan Small Cap Fund turned a Rs 1 lakh investment into Rs 2.17 lakh, delivering a CAGR of 29.59%, highlighting strong small-cap performance in the period.
35 equity mutual funds complete over 25 years in 2025. How much returns did they offer?
As numerous new schemes emerge, 35 equity mutual funds in India have marked 25 years. These include ELSS, large and mid-cap, large-cap, flexi-cap, mid-cap, value, contra, multi-cap, and small-cap funds. SBI Long Term Equity Fund, launched in 1993, delivered a 16.36% CAGR, while HDFC ELSS Tax Saver posted the highest at 23.24% since 1996.
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