We considered all equity categories such as large cap, mid cap, large & mid cap, small cap, ELSS, multi cap, focused fund, flexi cap, value, and contra fund categories. We considered XIRR for analyzing SIP performance of equity schemes.
We considered all equity schemes like large cap, mid cap, large & mid cap, small cap, ELSS, multi cap, flexi cap,focused fund, contra and value. We considered regular and growth options.
In the small cap category, around 24 schemes were there in the market in July. The category offered an average return of around 5.49% in July. The schemes in the category are benchmarked against S&P BSE 250 Small Cap - TRI, Nifty Smallcap 250 - TRI, and Nifty Smallcap 100 - TRI.