When evaluating the performance of large cap mutual funds, we typically compare them against the Nifty 100 Index, which serves as their official benchmark. This makes sense on paper — after all, SEBI mandates that large cap funds must invest at least 80% of their portfolio in the top 100 companies by market capitalization, represented by the Nifty 100 universe. However, this comparison isn’t entirely apple-to-apple . Large cap funds are allowed to invest up to 20%  of their c

The blog explores the data behind investing in mutual fund schemes that have overlaps. The data unravels that overlaps can also result in good returns while also minimizing the risk.

Flexicap funds have become a popular investment choice among investors who want exposure to midcap and smallcap segments without  investing in dedicated midcap or smallcap schemes. These funds provide the potential for higher returns associated with mid and small caps, but with lower volatility and lower drawdowns  than directly investing in those segments. For investors who prefer not to time their allocations between large, mid, and smallcap categories, flexicaps also remov

ICICI Blue chip fund comparison with NIFTY 50