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ETMutualFunds considered the returns made by SIP investments (XIRR) in small cap schemes and compared them with returns made by large cap, mid cap, and flexi cap schemes in 10 years.
Midcap schemes have given handsome returns in this year. How did SIP investors in these schemes fare in three and five years? ETMutualFunds looked at the data.
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 of Rs 1 lakh made on November 9, 2018.
Investors in these equity mutual fund categories were lucky as they managed to pocket more than 20% returns in both the three and five year horizons.
Several prominent mid cap schemes like Axis Mid Cap Fund, Kotak Emerging Equity Fund, Sundaram Mid Cap Fund, Franklin India Prima Fund, among others failed to beat their benchmarks in both these horizons.