Page 9 - Quant Mid Cap Fund News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Most new investors want to know how much returns will their SIP or systematic investment plan offer over a long period of time.

The mid cap schemes are benchmarked against Nifty Midcap 100 - TRI, Nifty Midcap 150 - TRI, and S&P BSE 150 MidCap - TRI. Nifty Midcap 100 - TRI, Nifty Midcap 150 - TRI, and S&P BSE 150 MidCap - TRI lost around 3.07%, 2.96%, and 2.85%. On an average the benchmarks lost around 2.94% on Tuesday.

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.

We considered large cap, mid cap, small cap, large & mid cap, multi cap, focused fund, value fund, contra fund, and ELSS, flexi cap categories. We only considered regular and growth option schemes. We considered XIRR on SIP investments.

We considered equity categories such as large cap, mid cap, small cap, large & mid cap, focused fund, ELSS, value & contra fund categories with schemes. We considered the schemes that have more than Rs 100 crore AUM. We did not consider flexi cap schemes as they have been introduced just three years before. We also did not consider the multi cap category as the data of the benchmark was not available for comparison.