- Motilal Oswal Midcap Fund: Highest 5-year XIRR at 40.58%, Sharpe Ratio 1.89, moderate volatility.
- Quant Mid Cap Fund: 5-year XIRR of 35.74%, high Sharpe Ratio 1.35, higher volatility with max drawdown -11.98%.
- Edelweiss Mid Cap Fund: 5-year XIRR at 35.08%, moderate risk with Sharpe Ratio 1.32, max drawdown -12.36%.
- Nippon India Growth Fund: 5-year XIRR of 34.24%, balanced risk profile, max drawdown -10.18%.
- HDFC Mid Cap Opportunities Fund: 5-year XIRR 33.80%, strong Sharpe Ratio 1.52, low volatility with -9.43% max drawdown.
| Fund Name |
|---|
| quant flexi cap fund |
| JM Flexicap Fund |
| HDFC Flexi Cap Fund |
| Franklin India Flexi Cap Fund |
| Edelweiss Flexi Cap Fund |
| HSBC Flexi Cap Fund |
Top 10 small cap mutual funds based on 5 years SIP return.
| Fund Name |
|---|
| Quant Small Cap Fund |
| Nippon India Small Cap Fund |
| Tata Small Cap Fund |
| Bank of India Small Cap Fund |
| Invesco India Smallcap Fund |
| Edelweiss Small Cap Fund |
| Franklin India Smaller Companies Fund |
| Canara Robeco Small Cap Fund |
