Small vs Multi vs, Mid vs Large vs Value vs Flexi vs Focussed Mutual Funds: 10-year returns compared

29 Oct , 2022 By : Monika Singh

Small Cap mutual funds have outperformed all other categories of equity schemes in terms of 10-year returns. Small Cap funds along with Multi Cap, Value, Contra Fund, and Mid Cap schemes have given a return of over 15% in 10 years. While all other equity schemes have given double-digit returns of over 12% in this period, according to the September edition of “Mutual Fund Screener” by ICRA Analytics Limited.

The 10-year annualised returns of Small Cap funds is 18.76%. It is followed by the Mid Cap Fund with a return of 17.95% in 10 years. Multi Cap Funds have given a return of 16.09% in this period.

Here’s a look at how all equity mutual fund categories have performed in 10 and three years.

Small Cap Funds

Small Cap funds have given a return of 18.76% in 10 years and 30.31% in three years.

Large Cap Funds

large Cap funds have given a return of 12.69% in 10 years and 13.94% in three years.

Mid Cap Funds

Mid Cap funds have given a return of 17.95% in 10 years and 23.75% in three years.

Multi Cap Funds

Multi Cap funds have given a return of 16.09% in 10 years and 20.34% in three years.

Large & Mid Cap Funds

Large & Mid Cap funds have given a return of 14.96% in 10 years and 18.12% in three years.

ELSS

ELSS funds have given a return of 14.46% in 10 years and 16.52% in three years.

Flexi Cap Funds

Flexi Cap funds have given a return of 13.96% in 10 years and 16.34% in three years.

Sectoral/Thematic Funds

Sectoral/Thematic Funds have given a return of 13.44% in 10 years and 17.80% in three years.

Focused Funds

Focused Funds have given a return of 14.32% in 10 years and 16.03% in three years.

Value Funds/Contra Funds

Value Funds/Contra Funds have given a return of 15% in 10 years and 19.49% in three years.

Dividend Yield Funds

Dividend Yield funds have given a return of 12.52% in 10 years and 18.24% in three years.

In Q2FY23, total number of mutual fund folios went up by 2.5% QoQ and 23.7% YoY to 13.81 crore at quarter-end. Category-wise, all Open-Ended categories except Debt Oriented schemes (-0.9%) witnessed growth in September 2022 vis-à-vis June 2022. Under Debt category, while Long Duration Fund saw highest sequential growth, Medium to Long Duration Fund saw highest sequential decline.