{"id":1567,"date":"2024-04-23T12:32:16","date_gmt":"2024-04-23T12:32:16","guid":{"rendered":"https:\/\/jamawealth.com\/askguru\/?p=1567"},"modified":"2026-03-02T19:24:54","modified_gmt":"2026-03-02T19:24:54","slug":"what-are-the-differences-between-small-cap-mid-cap-and-large-cap-mutual-funds-in-india","status":"publish","type":"post","link":"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/23\/what-are-the-differences-between-small-cap-mid-cap-and-large-cap-mutual-funds-in-india\/","title":{"rendered":"What are the differences between small-cap, mid-cap, and large-cap mutual funds in India?"},"content":{"rendered":"\n<p>What is important for you is to know how and when to invest in these classes of funds.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Small cap &#8211; if you are an aggressive investor. But do note that for almost ten years (since peak of 2007) the small cap index has given almost no return!<\/li><li>Mid cap funds &#8211; less risky compared to small cap. But here again remember mortality of these companies is almost 75%. And there are many shady operators, to avoid.<\/li><li>Large cap funds &#8211; For a long term mutual fund investor this is good place to invest as you get steady returns.<\/li><\/ul>\n\n\n\n<p>As always match investment with your risk profile assessment done with help of a SEBI Registered Advisor. Don\u2019t go with brokers and appswho do not offer you \u201cDirect Plan\u201d Mutual funds &#8211; they want to make more money out of you, than helping you make good returns.<\/p>\n\n\n<!-- mw-cta-block -->\n\n<div class=\"mw-cta-block\" style=\"background:#EEF3FC;border-left:5px solid #1C52A0;padding:22px 26px 20px;margin:36px 0 24px;border-radius:0 10px 10px 0;\">\n  <p style=\"margin:0 0 4px;font-size:11px;font-weight:700;color:#276FC4;letter-spacing:1px;text-transform:uppercase;\">Maxiom Wealth \u2014 Free Tool<\/p>\n  <h3 style=\"margin:0 0 10px;font-size:19px;font-weight:700;color:#113E81;line-height:1.3;\">Is Your Mutual Fund Working Hard Enough?<\/h3>\n  <p style=\"margin:0 0 18px;color:#444;font-size:15px;line-height:1.65;\">Two funds with similar star ratings can deliver very different outcomes. Use our fund comparison tool to check if you&#8217;re in the right scheme for your risk profile and investment horizon.<\/p>\n  <a href=\"https:\/\/maxiomwealth.com\/resources\/calculators\/better-funds-checker\" style=\"display:inline-block;background:#1C52A0;color:#fff!important;padding:11px 22px;border-radius:6px;text-decoration:none;font-weight:600;font-size:14px;margin:0 10px 8px 0;\">Compare Funds \u2192<\/a>\n  <a href=\"https:\/\/maxiomwealth.com\/meeting\" style=\"display:inline-block;border:2px solid #1C52A0;color:#1C52A0!important;padding:9px 22px;border-radius:6px;text-decoration:none;font-weight:600;font-size:14px;margin-bottom:8px;\">Talk to a Financial Advisor<\/a>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>What is important for you is to know how and when to invest in these classes of funds. Small cap &#8211; if you are an aggressive investor. But do note that for almost ten years (since peak of 2007) the small cap index has given almost no return! Mid cap funds &#8211; less risky compared&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/23\/what-are-the-differences-between-small-cap-mid-cap-and-large-cap-mutual-funds-in-india\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">What are the differences between small-cap, mid-cap, and large-cap mutual funds in India?<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[179,38],"tags":[],"class_list":["post-1567","post","type-post","status-publish","format-standard","hentry","category-fund-selection","category-mutual-funds"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1567","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/comments?post=1567"}],"version-history":[{"count":1,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1567\/revisions"}],"predecessor-version":[{"id":3445,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1567\/revisions\/3445"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/media?parent=1567"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/categories?post=1567"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/tags?post=1567"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}