Largecap funds take the lead over smallcap peers in 2-year SIP returns

However, immediate shift in investor preference unlikely, say experts

Largecap funds, which have been struggling to garner inflows for the past two-three years due to comparatively lower returns, are making a comeback on the returns chart. Buoyed up by the outperformance in the past six months, largecap funds are now ahead of their smallcap peers in the two-year systematic investment plan (SIP) returns chart.

 

On average, SIP investments in largecap funds have generated 11.3 per cent annualised return in the two-year period. In comparison, average smallcap fund return stands at 7.2 per cent (annualised). However, midcap funds remain ahead of largecap peers with 12.6 per cent annualised return in