According to reports from Mint, Nippon India Small Cap Fund emerged as the best-performing diversified equity scheme with a 10-year CAGR of 21.81%. The fund has 72.69% of its assets invested in small-cap stocks, with the remaining allocation spread across mid-cap and large-cap companies. An investment of ₹1 lakh made 10 years ago would now be worth ₹7.19 lakh, representing more than seven times the original amount. This performance demonstrates the fund's ability to capitalize on small-cap growth potential while maintaining diversification across market segments.
As reported by Mint, Quant Small Cap Fund secured the second position with 21.03% returns over the past decade, investing 71.03% of its assets in small-cap stocks. The Quant ELSS Tax Saver Fund ranked third with 20.61% returns, featuring 77.66% large-cap allocation and offering tax deductions of up to ₹1.5 lakh under Section 80C. Quant Flexi Cap Fund completed the top five with 20.37% returns, maintaining 77.94% large-cap exposure and 15.68% mid-cap allocation. According to the data from Value Research, these funds demonstrate Quant Mutual Fund's strong performance across different equity categories.
According to Mint reports, Invesco India Mid Cap Fund generated 20.42% returns over the same period, with 64.90% of its assets invested in mid-cap stocks. The fund focuses on relatively more established companies compared to small-cap firms. Quant Flexi Cap Fund delivered 20.37% returns with a diversified allocation of 77.94% large-cap, 15.68% mid-cap, and 6.38% small-cap stocks. This flexibility allows fund managers to shift allocations based on market opportunities, providing investors with comprehensive equity exposure across all market segments.
As reported by Mint, the data excludes sectoral and thematic funds, direct plans, and focuses on diversified equity schemes that invest across large-cap, mid-cap, and small-cap companies. These funds combine the growth potential of equities with professional fund management and diversification, generating substantial wealth over long investment horizons. The performance data as of July 3, 2026, demonstrates how diversified equity funds can create significant wealth for investors over a 10-year investment period, with small-cap focused funds leading the returns across all categories.
