SUNDARAM LARGE AND MIDCAP FUND
17 mid cap mutual funds have never posted negative annual returns in last 5 years
ETMutualFunds’ analysis found 17 mid cap funds avoided negative returns from 2020–2024. In 2025, 10 slipped into losses while 7 stayed positive. Invesco India Midcap leads with 4.54% gains, while Motilal Oswal Midcap dropped 7.52%. Investors should assess goals before decisions.
Large, mid, small & microcap stocks: Which equity category has given best returns in last 10 years?
Welcome to TrendMap, your quick guide to the performance of different investment segments. No single segment always leads. In this edition, we present a 10-year equity performance tracker, ranking annual returns across market-cap segments. Stability and strong fundamentals supported large caps, whereas micro caps underperformed amid heightened investor caution in 2025. By Sameer Bhardwaj.
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.
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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.
ET Startup Awards 2025 | Midas Touch: Ashish Agrawal’s golden touch seems to Groww and thrive
The jury picked Ashish Agrawal, managing director at Peak XV Partners (formerly Sequoia Capital), for the honour. Agrawal’s standout bet has been on wealthtech firm Groww, which has surged multifold in six years. He edged past industry veteran TCM Sundaram, founder of Chiratae Ventures, who has backed and exited marquee names such as Lenskart, Policybazaar and Zivame.
UTI Mutual Fund appoints Vetri Subramaniam as new MD and CEO
UTI Mutual Fund has named its CIO, Vetri Subramaniam, as the new MD and CEO, effective February 1, 2026, succeeding Imtaiyazur Rahman. Subramaniam's promotion occurs during a period of rapid growth and increasing competition in the mutual fund industry. He will face challenges in managing talent and maintaining margins amidst new players.
These large- and mid-cap stocks can give more than 28 % return in 1 year, according to analysts
The way the market reacted to the GST rate rationalisation clearly shows that “sell-on-news mode” is still active. Now there are two reasons why the market has been in this particular mode. First: Some risks are still on the table (the India-US tariff tiff). The reason why we consider this a risk is that the 50% tariff cannot continue for long. Either it has to be settled, or it will escalate, with more goods being impacted, or even higher tariffs. History suggests that usually such wars don't start easily. But once they do, ego is the biggest hurdle to a solution. So, unless this is resolved by year-end, it will become an even bigger issue. The second reason: Valuations. However, GST brings some hope. We may see better top and bottom lines in some segments.
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.
Best mid cap mutual funds to invest in September 2025
As per Sebi norms, the mid cap mutual funds are mandated to invest in companies that are between 101 and 250 in the market capitalisation. These companies can be leaders of tomorrow. That’s what makes them great bets. If these companies live up to the promise, the market will reward the investors handsomely.
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.
Why are mid- and small-cap stocks underperforming despite heavy mutual fund inflows?
Despite substantial inflows into mid- and small-cap funds this year, these segments are underperforming compared to the Nifty 50. Significant share sales by promoters, private equity investors, and increased IPO activity are absorbing much of the investment. This supply, coupled with cautious institutional allocation, is pressuring mid- and small-cap stock performance.
Small and mid-cap firms lag behind large caps in Q1 earnings show
An ETIG analysis reveals that small and mid-cap firms underperformed large caps in the June quarter, with profit growth hitting multi-quarter lows. Large caps saw improved profit and sales growth, maintaining stable profit margins, while smaller firms experienced declines.
Best large cap mutual funds to invest in September 2025
According to the Sebi mandate, the large cap mutual funds are mandated to invest in top 100 companies by market capitalisation. Large companies fare better in a volatile market as these companies may be market leaders and resilient to downturns. That is why if you are looking for a relatively safer mutual fund category, you should consider investing in large cap funds.
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.
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?
MF Tracker: Bandhan Large & Mid Cap Fund turns Rs 10,000 SIP into over Rs 1.15 crore in 20 years
The Bandhan Large & Mid Cap Fund, with a growth-oriented investment style across large, mid, and small caps, has delivered strong returns and favorable risk metrics over three years. Experts highlight large & mid cap funds’ blend of stability and growth, making them ideal for volatile markets. Investors should consider their risk profile and goals before investing.
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.
Explained: What is investment style box in mutual funds and what it means for investors
The investment style box is a 3x3 grid developed by Morningstar that classifies mutual funds by market capitalisation and investment style. It helps investors assess strategy, diversification, and risk by showing whether a fund leans towards value, blend, or growth across large, mid, and small caps.
NFO Alert: Edelweiss Mutual Fund launches Nifty LargeMidcap 250 ETF
Edelweiss Mutual Fund launched the Edelweiss Nifty LargeMidcap 250 ETF, aiming to passively track the Nifty LargeMidcap 250 Index. Open for subscription until September 2, it carries very high risk with minimum investment of Rs 5,000.
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.
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.
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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