A data driven ranking of 33 direct growth mid cap schemes, based on fund data last updated 21 June 2026 Mid cap mutual funds invest predominantly in companies ranked between 101st and 250th by market capitalisation on Indian exchanges. SEBI mandates a minimum 65% allocation to these mid cap stocks, with the remaining 35% available for large cap or small cap exposure at the fund manager's discretion. This structure places mid cap funds in a distinct risk and return band: histo

A data driven ranking of 33 direct growth large and mid cap schemes, based on fund data last updated 21 June 2026 Large and mid cap funds occupy a distinctive space in the Indian mutual fund landscape. SEBI mandates that these schemes hold a minimum of 35% each in large cap stocks (top 100 companies by market capitalisation) and mid cap stocks (101st to 250th companies by market capitalisation), with the remaining 30% left to the fund manager's discretion. This structure give

A data driven ranking of 35 direct growth large cap schemes, based on fund data last updated 21 June 2026 Large cap mutual funds invest predominantly in the top 100 companies by market capitalisation listed on Indian exchanges. SEBI mandates that these funds hold at least 80% of their assets in large cap stocks, making them one of the more predictable and lower volatility equity categories available to Indian investors. Because the universe of eligible stocks is tightly defin

A data driven ranking of 32 direct growth flexi cap schemes, based on fund data last updated 21 June 2026 Flexi cap funds remain one of the most popular equity categories among Indian investors, prized for the freedom they give fund managers to move money between large, mid, and small cap stocks as opportunities shift. SEBI requires these schemes to hold at least 65% of assets in equity and equity related instruments, but places no capwise restriction beyond that, unlike mult

Mutual fund gains are one of the most common sources of confusion in income tax filing. The gains exist in a statement from CAMS or KFintech, expressed in numbers that the investor often does not fully understand. The ITR-2 form has multiple schedules, and it is not immediately obvious which row or which section should receive each number. The tax rates differ by fund type, by holding period, and by when the units were purchased. Switches between funds, STP transactions, and

Most Indian investors who want S&P 500 exposure think of the domestic fund route first: a Motilal Oswal or ICICI Prudential fund-of-funds that wraps an overseas ETF in a domestic mutual fund structure. Fewer know that there is a more direct, lower-cost alternative that is fully accessible under the Liberalised Remittance Scheme: buying an Irish-domiciled, London Stock Exchange-listed UCITS ETF that tracks the S&P 500 directly. The most prominent example is the iShares Core S&

For more than a decade, debt mutual funds occupied a specific and well-understood tax position in Indian personal finance. Hold a debt fund for more than three years, and the gains were taxed at 20 percent with indexation, meaning you could adjust your cost upward for inflation before computing the taxable gain. In practice, for investors in the 30 percent bracket with holdings of five to seven years, the effective tax rate after indexation was often 5 to 8 percent on the act

Updated June 2026. As of May 2026, the industry-wide USD 7 billion limit has nearly been exhausted again, with Nippon India, Axis, and Kotak among the AMCs that have paused or capped fresh subscriptions in their overseas schemes. Check with your fund house before placing a new investment in any international fund. You set up a SIP in a US technology fund a year ago, intending to add to it when markets dipped. The market dips. You log in to invest a lump sum. Your AMC's websit

The brochure for an international mutual fund sold in India reads well. Global diversification. Participation in the world's best companies. Exposure to the US technology sector that has driven the decade's greatest wealth creation. Dollar-denominated returns. A Nasdaq 100 fund that holds Apple, Microsoft, Nvidia, and the other companies that every informed investor has been following for years. What the brochure does not always make fully clear is what actually sits between