Mutual Funds: Top-performing large, mid, small, flexi-cap funds in one year (2024)

FAQs

Which mutual fund is best large mid or small cap? ›

Large-cap funds, focused on established companies, offer lower risk and steadier returns, making them ideal for conservative investors. Conversely, mid-cap and small-cap funds, targeting growing companies, have the potential for higher returns but also carry greater risk.

2. What Are The Top Performing Mutual Funds In Last 10 Years? Over the past decade, Nippon India Small Cap Fund, HDFC Small Cap Fund, Nippon India Growth Fund, SBI Magnum Midcap Fund, and HSBC Value Fund have emerged as top-performing mutual funds.

Mid cap funds: The funds need to maintain a minimum 65% portfolio allocation to mid cap stocks. The remaining portion may be invested in large cap stocks or small cap stocks to manage risk and enhance diversification. Small cap funds: Mandated by SEBI to invest a minimum of 65% of their assets in small cap stocks.

If she is a conservative investor and is unwilling to take on much risk, then large caps are advisable. She must only consider investing in mid and small caps if she is willing to take high risk to earn higher returns and has a longer investment horizon, so as not to be tormented with the short-term volatility.

What is Vanguard's best performing fund? ›

Vanguard High-Yield Corporate Fund (VWEAX)

The Vanguard High-Yield Corporate Fund is the company's top performing bond fund over the past decade. It features a high-yield, intermediate-term fixed income portfolio.

If you invest Rs 1000 for 20 years , if we assume 12 % return , you would get Approx Rs 9.2 lakhs. Invested amount Rs 2.4 Lakh.

The rule of 8-4-3 when it comes to compounding indicates a style of investment that accelerates growth with time. Initially, a corpus doubles within 8 years through an average annual return of 12% subsequently another doubling happens for the same period after another 4 years following its initial setting up.

For instance, an aggressive investor can consider about 50-60 percent allocation to largecaps, 15-25 percent to midcaps and the remaining 15-25 percent to smallcaps. This can be achieved by having a mix of largecap funds, flexicap/large&midcap funds, midcap funds and smallcap funds.

Choosing between Large-cap and Mid-cap Mutual Funds depends on your risk tolerance, investment horizon and financial goals. Always consider the Large-cap vs Mid-cap factors before investing. Large-cap Funds offer stability, while Mid-cap Funds offer growth potential with higher risks.

Mid-cap stocks offer a compromise between growth and stability, appealing to investors seeking opportunities without extreme volatility. Large-cap stocks, while providing stability and a potential source of dividends, may offer comparatively slower growth due to their size and market maturity.

If you have a greater risk tolerance and longer time horizons, small-cap stocks tend to outperform big-caps over time because they are able to grow more rapidly than larger companies. If you prefer stable appreciation and dividend income, big-caps may be more suitable.

Large-cap funds are actively managed and aim to outperform the market, while index funds passively track market indices. Are index funds safe? Index funds are generally considered safe investment options as they provide diversified exposure to the market and have lower expense ratios compared to actively managed funds.