Small- and Mid-Cap Equity Funds Lead SIP Returns Over 10 Years and FY27 So Far
Small-cap and mid-cap equity mutual funds have outperformed other categories in recent years. Over the past decade, seven diversified equity funds, mainly small- and mid-cap, delivered annualised SIP returns exceeding 20%, growing monthly investments of ₹10,000 to over ₹34 lakh. In the current financial year (FY27) to date, small-cap funds led with an average return of 22.31%, followed by mid-cap and flexi-cap funds. JM Small Cap Fund topped FY27 returns with over 32%, while Invesco India Midcap Fund led mid-cap returns.
First-hand measurement across 2 sources
We measured how 2 outlets covered this story. No outlet gave this story a measurable political slant — there is no left–right reading to report. Overall sentiment is positive (62/100). Lens Score 49/100.
Outlets measured: mint, mint. See how each one headlined and framed the same story in the source comparison below.
AI Analysis
Sentiment was consistent across outlets (55–70/100), indicating broadly factual reporting rather than editorialising.
Coverage timeline
mint broke this story on 2 Aug, 10:13 am. Other outlets followed.