Which equity market cap segment gave most returns in 11 years? Here's an annual performance tracker
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*2025 returns are YTD and are based on 10 June 2025 closing values. Other years' returns are calculated using closing values of indices between the first and last trading day. Indices considered- Large-cap: Nifty 50 TRI, Mid cap: Nifty Midcap 150 - TRI, Micro cap: Nifty Microcap 250 - TRI, Small cap: Nifty Smallcap 250 - TRI.ACE MF..Top 100 stocks by market capitalisation fit in the large cap universe, considered relatively stable. These are widely preferred during market volatility and corrections. The large-cap benchmark has gained the most among categories in 2025 so far. Valuations remain reasonable, with the benchmark's PE at 22.6 times versus its 5-year average of 24.8.Stocks that rank between 101 to 250 in terms of market cap belong to the mid cap universe. The segment underperformed the micro cap benchmark continuously for five years between 2020 and 2024. The valuations are expensive as the benchmark's current PE at 34.9 times is at a 55% premium to the large cap benchmark.These are stocks ranked 251 onwards by market cap. The benchmark delivered healthy returns in four of five years between 2020 and 2024, supported by strong MF inflows. However, valuation and earnings growth concerns have dragged the category to the second-worst performer in 2025 so far. The benchmark's current PE of 33.3 times is 47% above the large-cap benchmark.Stocks with a six-month average market cap rank between 351 to 675 and those not part of the Nifty 500 index are included in the micro cap benchmark. This category was the top performer since the Covid-19 pandemic. However, strong selling in the first three months of 2025 made the micro cap benchmark the worst-performing segment among others.Based on average return and standard deviation of benchmarks over the past 11 years, the largecap benchmark offers the most optimal risk-to-reward ratio. In contrast, the micro cap benchmark has the most sub-optimal ratio, calculated using the coefficient of variation.
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