We looked at equity categories such as large cap, mid cap, small cap, large & mid cap, focused fund, flexi cap, ELSS, value fund, contra fund, and multi cap fund. We calculated XIRR returns for the period starting from September 5, 2013 to September 5, 2023. Regular and growth option schemes were considered for the analysis.
The investment objective of the scheme is to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of large cap, mid cap and small cap stocks.
We considered large cap, mid cap, small cap, large & mid cap, multi cap, focused fund, value fund, contra fund, and ELSS, flexi cap categories. We only considered regular and growth option schemes. We considered XIRR on SIP investments.
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