INCOME TAX10 Sept 2026
Large-cap funds see continued outflows; mid- and small-cap inflows rise: How returns compare over 1, 3, and 5 years | Mint
Large-cap mutual funds saw ₹1,147 crore of outflows in August 2026, while mid-cap and small-cap funds pulled in ₹6,989 crore and ₹7,973 crore. Returns explain the shift: the Nifty 100 fell 3.73% over one year, but mid-cap and small-cap indices gained. If your portfolio is heavy on large-caps, review your mix and goals before chasing recent performers.
Key Statutory Highlights
- Large-cap funds saw an outflow of ₹1,147 crore in August 2026, narrower than the ₹1,322 crore outflow in July.
- Mid-cap funds attracted ₹6,989 crore and small-cap funds ₹7,973 crore in August 2026, both higher than July.
- Large-cap funds averaged 8.80% returns over five years, while mid-cap funds averaged 14.98% over the same period.
Actionable Advice for Taxpayers / Founders:Check whether your fund mix still matches your goals and how long you plan to stay invested, rather than moving money based on one month of flows or recent returns.
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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