These 11 mutual funds gave over 30% CAGR in 3 years. Do you hold any?
An analysis reveals that approximately eleven equity mutual funds gave returns of over 30% in the last three years. Quant Small Cap Fund and Nippon India Small Cap Fund were the top performers. Motilal Oswal Midcap Fund and Quant Mid Cap Fund also delivered strong returns.
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What is rolling return in mutual funds?
Around 11 equity mutual funds delivered over 30% CAGR in the past three years based on daily rolling returns , according to an analysis by ETMutualFunds. The study considered approximately 230 equity funds over the same period using the stated methodology.The top two performers belonged to the small-cap category. Quant Small Cap Fund led the pack, delivering a stellar 40.36% CAGR over the three years, followed by Nippon India Small Cap Fund, which posted a CAGR of 34.52%, both based on daily rolling returns Also Read | Multi asset mutual funds beat other hybrid funds in 1 & 3 years. Should they be in your portfolio? The next two funds on the list were mid-cap schemes. Motilal Oswal Midcap Fund and Quant Mid Cap Fund delivered a CAGR of 32.59% and 31.52%, respectively, over the three-year period based on daily rolling returns.They were followed by three small-cap funds. HSBC Small Cap Fund posted a CAGR of 31.17%, while Tata Small Cap Fund and Bank of India Small Cap Fund delivered 30.80% and 30.59%, respectively, based on the same metric. SBI Contra Fund , the largest and oldest contra fund in India, reported a CAGR of 30.36% over the same period, followed by three more small-cap schemes: Canara Robeco Small Cap Fund (30.20%), HDFC Small Cap Fund (30.05%), and Franklin India Small Cap Fund (30.03%).All other funds in the study posted a CAGR ranging between 11.64% and 29.93% over the three years based on daily rolling returns.Among them, Quant Flexi Cap Fund delivered a strong 29.93% CAGR, while Edelweiss Mid Cap Fund and SBI Midcap Fund posted 27.26% and 26.19%, respectively.SBI ELSS Tax Saver Fund, the oldest ELSS scheme in the market, generated a CAGR of 24.78%, while Parag Parikh Flexi Cap Fund, the largest active and flexi cap fund, delivered 21.96% CAGR over the same period.Aditya Birla SL ELSS Tax Saver Fund was the last fund on the list to deliver a double-digit CAGR, offering 11.64% over the past three years based on daily rolling returns.Axis Focused Fund and Samco Flexi Cap Fund delivered single-digit returns, with a CAGR of 9.48% and 2.65%, respectively, during the same period.This analysis considered all equity mutual funds in their regular and growth options, and calculated their daily rolling returns over the past three years.Disclaimer: This is not a recommendation. The exercise was purely data-driven, aiming to identify equity mutual funds that delivered over 30% CAGR over the last three years based on daily rolling returns.Investors are advised not to make investment or redemption decisions solely based on this analysis. Investment choices should always align with individual risk appetite, investment horizon, and financial goals.Rolling return is the average annualized return of a fund calculated over a specified time frame, rolled forward on a daily, monthly, or yearly basis. Unlike trailing returns, which are point-to-point, rolling returns provide a more consistent and comprehensive view of a fund's performance across different market cycles.This metric helps assess return consistency, offering insights into both bull and bear phases, and is considered one of the most reliable ways to evaluate a mutual fund's long-term performance.Trailing returns carry a recency bias and reflect performance only for a specific time frame, making them sensitive to the start and end dates. In contrast, rolling returns measure a fund's absolute and relative performance across multiple periods, offering a more consistent and unbiased view.
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These 11 mutual funds gave over 30% CAGR in 3 years. Do you hold any?
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