INCOME TAX15 Sept 2026
Large & mid-cap mutual funds vs separate portfolio split: How do their returns compare over 1, 3 and 5 years? | Mint
In August, large & mid-cap funds drew ₹3,872.79 crore in inflows, while mid-cap funds took in ₹6,989.40 crore and large-cap funds saw ₹1,147.36 crore flow out. Per SEBI (the markets regulator) rules, these mixed funds must hold at least 35% each in large and mid-cap stocks. They returned 12.41% over five years, beating the benchmark, but mid-caps did better at 16%. Check your risk.
Key Statutory Highlights
- Under SEBI categorisation rules, large & mid-cap funds must invest at least 35% of their assets each in large-cap and mid-cap stocks.
- The category returned 12.25% over three years and 12.41% over five years, beating the BSE Large MidCap TRI in all three periods.
- Mid-cap funds delivered the highest returns among the three categories, at 7.48% over one year, 15.48% over three years and 16% over five years.
Actionable Advice for Taxpayers / Founders:If you want exposure to both large and mid-cap stocks, compare a single large & mid-cap fund with holding separate large-cap and mid-cap funds, and match the split to your own risk appetite before investing. Past returns do not guarantee future results.
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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