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Don't get swayed by the recent returns offered by mid- and small-cap funds

Avoid going overweight on these categories as they see sharper declines than large-cap funds during corrections

Topics
Mid cap small cap | mid and small caps stock

Sarbajeet K Sen  |  New Delhi 

Mutual Funds, SIPs, Mutual Fund investors
Illustration: Binay Sinha

Mid-cap and small-cap funds have outperformed large-cap funds during the current bull run. While mid-cap and small-cap funds have given category average returns of 73.3 per cent and 89.8 per cent respectively over the past year, large-cap funds’ returns have been lower at 53.9 per cent. Experts say instead of being guided by past returns, investors should go by their asset allocation when deciding whether to tilt their portfolios towards large-cap funds, or towards mid- and small-cap funds for the future.

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First Published: Mon, October 25 2021. 13:43 IST
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