Top Performing Equity Mutual Funds in India with Over 15% CAGR

Equity mutual funds have consistently delivered high returns over the past three and five years, with 41 funds achieving over 15% CAGR. This trend is a testament to the resilience and growth potential of the Indian equity market.

Top Performing Equity Mutual Funds

The top performers in the list include Axis Small Cap Fund, which delivered 15.53% and 15.48% CAGR in the last three and five years, respectively. Bandhan Mutual Fund’s Bandhan Large & Mid Cap Fund and Bandhan Small Cap Fund also featured in the list, with over 15% CAGR across both horizons.

Bank of India Mutual Fund’s flexi cap fund and small cap fund also made the cut, with over 15% CAGR in both the horizons. Baroda BNP Paribas Mid Cap Fund offered 18.34% and 5.11% CAGR respectively in the mentioned time frames.

Consistent Performers Across Horizons

Several funds demonstrated consistent performance across both three and five-year horizons, including DSP Small Cap Fund, Edelweiss Mid Cap Fund, Edelweiss Small Cap Fund, HDFC Flexi Cap Fund, HDFC Focused Fund, HDFC Mid Cap Fund, HSBC Mutual Fund’s value fund and mid cap fund, ICICI Prudential Mutual Fund’s ICICI Pru Focused Equity Fund, ICICI Pru Large & Mid Cap Fund, ICICI Pru Midcap Fund, and ICICI Pru Multicap Fund.

Market Impact and Details

• Among the 41 funds, Bandhan Small Cap Fund delivered the highest return in the last three years of around 25.95%.
• Motilal Oswal Midcap Fund gave the highest return in the last five years of around 21.64%.
• We considered all equity funds excluding sectoral and thematic funds.
• We considered regular and growth options.
• We calculated the trailing returns for the last three years and five years.

Key Takeaways

• 41 equity mutual funds delivered over 15% CAGR in the last three and five years.
• Consistent performers across horizons include DSP Small Cap Fund, Edelweiss Mid Cap Fund, Edelweiss Small Cap Fund, HDFC Flexi Cap Fund, HDFC Focused Fund, HDFC Mid Cap Fund, HSBC Mutual Fund’s value fund and mid cap fund, ICICI Prudential Mutual Fund’s ICICI Pru Focused Equity Fund, ICICI Pru Large & Mid Cap Fund, ICICI Pru Midcap Fund, and ICICI Pru Multicap Fund.
• Bandhan Small Cap Fund delivered the highest return in the last three years of around 25.95%.

FAQs

What is the methodology used to calculate the returns?

We considered all equity funds excluding sectoral and thematic funds. We considered regular and growth options. We calculated the trailing returns for the last three years and five years.

Can I make investment or redemption decisions based on this exercise?

No, this exercise is not a recommendation. One should always consider risk appetite, investment horizon, and financial goals before making any investment decisions.

How can I get my mutual fund queries answered?

Message on ET Mutual Funds on Facebook/Twitter, or email ETMFqueries@timesinternet.in along with your age, risk profile, and Twitter handle.

Conclusion

Equity mutual funds have consistently delivered high returns over the past three and five years, with 41 funds achieving over 15% CAGR. It is essential to consider risk appetite, investment horizon, and financial goals before making any investment decisions. We recommend consulting with a financial expert or conducting thorough research before investing in any mutual fund.