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We considered equity categories such as large cap, mid cap, small cap, ELSS, large & mid cap, focused, flexi cap, multi cap, value/contra fund categories. We considered regular and growth options. We considered CAGR on lumpsum investment.
One must analyse the overlapping factor which is an unavoidable constant in the dynamic world of large- cap funds.
Most new investors want to know how much returns will their SIP or systematic investment plan offer over a long period of time.
We looked at equity categories such as large cap, mid cap, small cap, large & mid cap, focused fund, flexi cap, ELSS, value fund, contra fund, and multi cap fund. We calculated XIRR returns for the period starting from September 5, 2013 to September 5, 2023. Regular and growth option schemes were considered for the analysis.
The investment objective of the scheme is to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of large cap, mid cap and small cap stocks.