INCOME TAX8 Sept 2026
Large-caps underperform mid- and small-caps over 3 years: Why you should look beyond the index
Over three years, large-cap stocks lagged mid-caps and small-caps. Nifty 50 gave just 6.04% yearly return versus 14.60% for Nifty Midcap 150 and 14.42% for Nifty Smallcap 250. Still, only 10 of 50 Nifty stocks gave negative returns. ITC was the biggest laggard, down 14.05%. Weakness is narrow, so index numbers can mislead.
Key Statutory Highlights
- Nifty 50 delivered 6.04% yearly return over three years, while Nifty Midcap 150 and Nifty Smallcap 250 gave 14.60% and 14.42% respectively.
- Only 10 out of 50 Nifty stocks had negative three-year returns, with ITC falling the most at 14.05%.
- Over the last one year, 27 Nifty 50 stocks are in negative territory, with ITC declining 35.35%.
Actionable Advice for Taxpayers / Founders:Don't judge your investments only by index returns. Check individual stock performance and time horizon before making any decision.
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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