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Large cap schemes are benchmarked against NIFTY 100 - TRI, and S&P BSE 100 - TRI. The benchmarks offered 4.68%, and 4.15% respectively in the January-March quarter in 2024.
Smallcap funds led the way in equity mutual funds, followed by Infrastructure and midcap funds. Noteworthy performers included Quant Small Cap Fund, Quant Mid Cap Fund, and Motilal Oswal Midcap Fund, showcasing impressive returns over five years.
Mutual fund investors are worried about the valuations in the mid cap segment. Mid cap stocks have witnessed a robust rally in the last few months. Investors made handsome returns on their investments in mid cap funds.
The midcap mutual fund category showed varied performance in the January-March 2024 quarter, with several schemes outperforming their benchmarks. Investors should consider long-term horizons for mid cap investments to manage volatility effectively.
Smallcap schemes benchmarked against Nifty Smallcap 250 - TRI, S&P BSE 250 Small Cap - TRI, Nifty Smallcap 100 - TRI. These benchmarks gave 1.55%, 1.04%, and 0.43% in the January-March quarter of 2024.