Most mutual fund investors get lost in the world of various equity fund categories like Large cap, Flexi-cap, midcap, small-cap, focused funds, multi-cap, and whatnot.
Do investors keep wondering which category will provide the best returns over the long term? And in real life I have also seen most of the investors out of their ignorance compare the fund return with the Sensex or nifty as thats the most easily benchmark to compare (example – market double ho gaya, but mera fund to utna accha nahi performance kar raha)
So here is what I did
I downloaded 9 equity categories mutual funds from advisorkhoj.com and sorted them on the basis of the last 10 yrs’ returns and found out how much a one-time investment of Rs 10 lacs became in value terms. In this period Sensex went from 17700 levels to 60,000 (this journey is just a single data point from 19th Aug 2012 to 19th Aug 2022, which I know is a biased data point, but that’s when I am writing the article, so…