INCOME TAX2 Oct 2026
Equity mutual funds: September 2026 returns—how did large, mid, small and flexi-cap fare over 3, 5 and 10 years? | Mint
September 2026 was a tough month for equity mutual funds. Mid-cap, large-cap, flexi-cap and small-cap funds all fell, with mid-cap down 6.72% and small-cap down 2.71%. So your portfolio likely dipped too. But longer runs look better: mid-cap led over five and ten years, small-cap over three. Compare your funds with their benchmark, not one bad month.
Key Statutory Highlights
- In September 2026, all four equity mutual fund categories fell, with mid-cap funds down 6.72%, large-cap 5.83%, flexi-cap 5.23% and small-cap 2.71%.
- Over 10 years, mid-cap funds led with 16.6% annualised returns, followed by small-cap at 14.6%, flexi-cap at 12.8% and large-cap at 11.7%.
- Small-cap led over three years with 14% CAGR, while mid-cap led over five years at 14.8%, ahead of small-cap at 14.5%.
Actionable Advice for Taxpayers / Founders:Check your fund's returns against its own benchmark, such as the Nifty 100 TRI for large-cap or the Nifty Midcap 150 TRI for mid-cap, and review performance across three, five and ten years instead of one bad month.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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