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Large Cap Funds vs Nifty 100 – Are We Comparing Apples to Apples?
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
Shwealth
Feb 124 min read


Nifty 50 vs Nifty Midcap 150 - Part 1
The Nifty 50 index monitors the 50 largest companies by market capitalization and is often regarded as the most stable investment within...
Shwealth
Sep 26, 20254 min read


Midcap Mutual Funds: The Middle Path to Wealth Creation
This post focusses on the pros and cons of investing in midcap mutual funds in india. We also cover the returns and risks involved along with mutual funds that consistently beat the index
Shwealth
Jul 13, 20253 min read
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