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 article compares Nifty 50 and Nifty Midcap 150 over the past 20 years on parameters of annual returns, rolling returns, SIP returns.

The Nifty 50 index monitors the 50 largest companies by market capitalization and is often regarded as the most stable investment within...