27 equity mutual funds offer over 25% CAGR in both 3 and 5 years. Have you added any to your portfolio?
Around 27 equity mutual funds have offered over 25% CAGR in both the last three and five years. There were around 199 equity mutual funds that completed five years of existence in the market.Among these 27 schemes, the maximum schemes were from HDFC Mutual Fund. There were around five schemes from the fund house, followed by three each from Invesco Mutual Fund, Motilal Oswal Mutual Fund, and Nippon India Mutual Fund. Two schemes each from Bandhan Mutual Fund, Franklin Templeton Mutual Fund, and JM Mutual Fund. Seven other fund houses had one scheme each.Also Read | Over 260 debt mutual funds beat fixed deposits rate in 2 years. Should you switch? Bandhan Core Equity Fund and Bandhan Small Cap Fund offered over 25% CAGR in both the last three and five years. Edelweiss Mid Cap Fund offered 27.45% and 34.46% CAGR in the last three and five years, respectively.Mid and small cap funds from Franklin Templeton Mutual Fund - Franklin India Prima Fund and Franklin India Smaller Cos Fund - offered over 25% CAGR in the said horizons.Five schemes from HDFC Mutual Fund - HDFC ELSS Tax saver , HDFC Flexi Cap Fund, HDFC Focused 30 Fund, HDFC Mid-Cap Opportunities Fund, and HDFC Small Cap Fund - featured in the list of equity schemes that have offered over 25% CAGR in the said periods.HSBC Value Fund gave 25.59% and 31.32% CAGR in the last three and five years respectively. Three funds from Invesco Mutual Fund - Invesco India Large & Mid Cap Fund, Invesco India Midcap Fund, and Invesco India Smallcap Fund gained over 25% in the mentioned time periods.JM Flexicap Fund and JM Value Fund delivered over 25% CAGR in the same time periods. Mahindra Manulife Mid Cap Fund, the only scheme from Mahindra Manulife Mutual Fund, featured in the list.Three schemes - Motilal Oswal ELSS Tax Saver Fund, Motilal Oswal Large & Midcap Fund, and Motilal Oswal Midcap Fund - offered CAGR over 25% in the said time periods. Three schemes from Nippon India Mutual Fund were there in the list of schemes that gave over 25% CAGR in both the horizons. Quant Small Cap Fund offered 26.33% and 49.62% CAGR in the last three and five years, respectively. SBI Long Term Equity Fund, the oldest ELSS fund, offered 27.72% and 30.30% CAGR in the last three and five years, respectively.Also Read | HDFC Bank, Eternal among stocks bought and sold by SBI Mutual Fund in April Sundaram Mid Cap Fund offered 26.92% and 31.28% CAGR in the last three and five years, respectively.Among these 27 funds, Motilal Oswal Midcap Fund has offered the highest CAGR of around 31.93% in the last three years, whereas within the same universe, Quant Small Cap Fund has offered the highest CAGR of 49.62% in the last five years.We considered all equity mutual fund categories. We considered regular and growth options. We calculated the CAGR over the last three and five years.Note, the above exercise is not a recommendation. The exercise was done to find which equity schemes have offered over 25% CAGR in the last three and five years both. One should not make investment or redemption decisions based on the above exercise.One should always invest based on their risk appetite, investment horizon, and goals.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
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Economic Times
3 days ago
- Economic Times
16 equity mutual funds offer over 30% return since last independence day. Do you own any?
Synopsis Since last Independence Day, 16 equity mutual funds have delivered over 30% returns, led by Mirae Asset Hang Seng TECH ETF FoF (82.37%) and NYSE FANG+ETF FoF (67.35%). Most top performers were international funds, outpacing domestic peers across equity and thematic categories. ANI We considered all equity and equity oriented funds including sectoral, thematic, and equity oriented hybrid funds A total of 16 equity mutual funds have offered more than 30% return since the last Independence Day, an analysis of the performance showed. There were nearly 619 equity and equity oriented funds in the said time period.A further analysis of the data showed that the top 41 funds in the list were international funds indicating an outperformance over the domestic funds. The top two performers were from Mirae Asset Mutual Fund. Mirae Asset Hang Seng TECH ETF FoF and Mirae Asset NYSE FANG+ETF FoF delivered 82.37% and 67.35% returns respectively since the last independence day. Also Read | HDFC Defence Fund increases stake in Bharat Dynamics and 3 others, trims exposure in 5 stocks in July Invesco India - Invesco Global Consumer Trends FoF offered a return of 57.46% in the same period. Mirae Asset S&P 500 Top 50 ETF FoF posted a return of 47.50% since the last independence day in 2024. Edelweiss Gr China Equity Off-Shore Fund and Mirae Asset Global X Artificial Intelligence & Technology ETF FoF delivered 41.42% and 39.25% returns respectively in the said time US Technology Equity FOF delivered a return of 37.39% since the last independence day, followed by Axis Greater China Equity FoF which gave 36.67% return in the same period. Nippon India Taiwan Equity Fund and Kotak NASDAQ 100 FoF delivered 36.63% and 31.31% returns Nasdaq based funds - Navi US Nasdaq100 FOF, ICICI Pru NASDAQ 100 Index Fund, and Motilal Oswal Nasdaq 100 FOF - delivered 30.68%, 30.54%, and 30.30% returns respectively in the said time Asset Global Electric & Autonomous Vehicles Equity Passive FOF and Invesco India - Invesco EQQQ NASDAQ-100 ETF FoF were the last ones to deliver over 30% return. These funds delivered 30.28% and 30.24% returns respectively since the last independence other NASDAQ based funds - Aditya Birla SL NASDAQ 100 FOF and Axis NASDAQ 100 FoF - delivered 29.82% and 29.56% returns respectively since August 15, banking & financial services funds - SBI Banking & Financial Services Fund and WOC Banking & Financial Services Fund - delivered 16.37% and 16.09% returns respectively in the mentioned time Oswal Large Cap Fund delivered a return of 13.93% since the last independence day. SBI Healthcare Opp Fund delivered 11.70% since the last independence day. Also Read | 8 equity mutual funds offer over 15% return in 6 months. Are there any included in your portfolio? Parag Parikh Flexi Cap Fund, the largest active fund and flexi cap fund based on assets managed, was the last one in the list to offer double-digit positive returns and delivered 10.12% return since the last independence day. HDFC Defence Fund, the only actively managed defence sector based fund, posted a return of 8.81% since August 15, 2024. HDFC Flexi Cap Fund and Kotak Pioneer Fund delivered 8.22% return each since the last independence day. Six arbitrage funds offered returns ranging between 6.58% to 6.66% in the same Flexi Cap Fund offered 6% return since the last independence day. Motilal Oswal Midcap Fund posted a return of 3.39% since August 15, 2024. Mirae Asset Midcap Fund delivered a return of 1.29% in the said time Focused Fund was the last one to offer positive return and the fund offered 0.04% return in the similar time top two losers were from Quant Mutual Fund - Quant Manufacturing Fund and Quant PSU Fund - lost 16.67% and 16.49% respectively since the last independence day. Samco Flexi Cap Fund lost 15.30% in the said time period. The five funds in the list of negative performers were from Quant Mutual Fund. Quant Consumption Fund, Quant Business Cycle Fund, Quant Multi Cap Fund, Quant ESG Integration Strategy Fund, and Quant Mid Cap Fund - lost 14.26%, 13.99%, 13.48%, 12.51%, 12.27% respectively in the mentioned time Ethical Fund was the last one to lose in double-digit in the mentioned time period. The fund lost 10% since August 15, Energy Opportunities Fund delivered a negative return of around 7.30% since the last independence day. Quant Small Cap Fund lost 6.38% in the same time period. Franklin Build India Fund lost the lowest of around 0.02% since the last independence day. Also Read | Edelweiss Mutual Fund limits subscription in its 7 international funds We considered all equity and equity oriented funds including sectoral, thematic, and equity oriented hybrid funds. We considered regular and growth options. We calculated the performance between August 15, 2024 to August 13, the above exercise is not a recommendation. The exercise was done to find how equity mutual funds have performed since last independence should not make investment or redemption decisions based on the above exercise. One should always consider their risk appetite, investment horizon, and goals before making any investment decisions.
Time of India
3 days ago
- Time of India
16 equity mutual funds offer over 30% return since last independence day. Do you own any?
Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Negative performers A total of 16 equity mutual funds have offered more than 30% return since the last Independence Day , an analysis of the performance showed. There were nearly 619 equity and equity oriented funds in the said time period.A further analysis of the data showed that the top 41 funds in the list were international funds indicating an outperformance over the domestic top two performers were from Mirae Asset Mutual Fund. Mirae Asset Hang Seng TECH ETF FoF and Mirae Asset NYSE FANG+ETF FoF delivered 82.37% and 67.35% returns respectively since the last independence Read | HDFC Defence Fund increases stake in Bharat Dynamics and 3 others, trims exposure in 5 stocks in July Invesco India - Invesco Global Consumer Trends FoF offered a return of 57.46% in the same period. Mirae Asset S&P 500 Top 50 ETF FoF posted a return of 47.50% since the last independence day in 2024. Edelweiss Gr China Equity Off-Shore Fund and Mirae Asset Global X Artificial Intelligence & Technology ETF FoF delivered 41.42% and 39.25% returns respectively in the said time US Technology Equity FOF delivered a return of 37.39% since the last independence day, followed by Axis Greater China Equity FoF which gave 36.67% return in the same period. Nippon India Taiwan Equity Fund and Kotak NASDAQ 100 FoF delivered 36.63% and 31.31% returns Nasdaq based funds - Navi US Nasdaq100 FOF, ICICI Pru NASDAQ 100 Index Fund, and Motilal Oswal Nasdaq 100 FOF - delivered 30.68%, 30.54%, and 30.30% returns respectively in the said time Asset Global Electric & Autonomous Vehicles Equity Passive FOF and Invesco India - Invesco EQQQ NASDAQ-100 ETF FoF were the last ones to deliver over 30% return. These funds delivered 30.28% and 30.24% returns respectively since the last independence other NASDAQ based funds - Aditya Birla SL NASDAQ 100 FOF and Axis NASDAQ 100 FoF - delivered 29.82% and 29.56% returns respectively since August 15, banking & financial services funds - SBI Banking & Financial Services Fund and WOC Banking & Financial Services Fund - delivered 16.37% and 16.09% returns respectively in the mentioned time Oswal Large Cap Fund delivered a return of 13.93% since the last independence day. SBI Healthcare Opp Fund delivered 11.70% since the last independence Read | 8 equity mutual funds offer over 15% return in 6 months. Are there any included in your portfolio? Parag Parikh Flexi Cap Fund, the largest active fund and flexi cap fund based on assets managed, was the last one in the list to offer double-digit positive returns and delivered 10.12% return since the last independence day. HDFC Defence Fund , the only actively managed defence sector based fund, posted a return of 8.81% since August 15, Flexi Cap Fund and Kotak Pioneer Fund delivered 8.22% return each since the last independence day. Six arbitrage funds offered returns ranging between 6.58% to 6.66% in the same Flexi Cap Fund offered 6% return since the last independence day. Motilal Oswal Midcap Fund posted a return of 3.39% since August 15, 2024. Mirae Asset Midcap Fund delivered a return of 1.29% in the said time Focused Fund was the last one to offer positive return and the fund offered 0.04% return in the similar time top two losers were from Quant Mutual Fund - Quant Manufacturing Fund and Quant PSU Fund - lost 16.67% and 16.49% respectively since the last independence day. Samco Flexi Cap Fund lost 15.30% in the said time five funds in the list of negative performers were from Quant Mutual Fund. Quant Consumption Fund, Quant Business Cycle Fund, Quant Multi Cap Fund, Quant ESG Integration Strategy Fund, and Quant Mid Cap Fund - lost 14.26%, 13.99%, 13.48%, 12.51%, 12.27% respectively in the mentioned time Ethical Fund was the last one to lose in double-digit in the mentioned time period. The fund lost 10% since August 15, Energy Opportunities Fund delivered a negative return of around 7.30% since the last independence day. Quant Small Cap Fund lost 6.38% in the same time period. Franklin Build India Fund lost the lowest of around 0.02% since the last independence Read | Edelweiss Mutual Fund limits subscription in its 7 international funds We considered all equity and equity oriented funds including sectoral, thematic, and equity oriented hybrid funds. We considered regular and growth options. We calculated the performance between August 15, 2024 to August 13, the above exercise is not a recommendation. The exercise was done to find how equity mutual funds have performed since last independence should not make investment or redemption decisions based on the above exercise. One should always consider their risk appetite, investment horizon, and goals before making any investment decisions.
Mint
6 days ago
- Mint
Motilal Oswal sees this multibagger AMC stock rising 15% to fresh record high. Should you buy?
Domestic brokerage firm Motilal Oswal, in its latest note, has maintained an optimistic outlook on Nippon Life India AMC, keeping its buy rating unchanged with a target price of ₹ 930 apiece, a record target for the stock. The target price also indicates an 15.4% upside for the stock. The brokerage highlighted the company's rapid growth in the domestic mutual fund industry, with expanding market share supported by consistent net inflows, strong SIP traction, and a healthy equity mix. According to Motilal, the company has delivered the fastest Quarterly Average Assets Under Management (QAAUM) growth in the industry, rising 27% YoY to ₹ 6.1 trillion as of June 2025. This growth has lifted the company's overall market share to 8.5%, an increase of 23 basis points. Its SIP AUM rose 27% YoY to ₹ 1.5 trillion, with 75% of SIPs below ₹ 10,000, a structure that ensures stability and high retention. The brokerage noted that NAM remains one of the largest ETF players, with an AUM of ₹ 1.7 trillion, accounting for 52% of industry folios and 51% of ETF volumes on the BSE and NSE. As of June 2025, NAM's Gold ETF ranked among the world's top 10 by AUM. Motilal also underscored the company's progress in scaling its alternatives and offshore businesses, with ₹ 81 billion in AIF commitments and ₹ 166 billion in offshore AUM. The brokerage believes these segments will serve as incremental growth levers beyond the core mutual fund franchise, gaining increasing traction from institutional and global investors. 'NAM is strategically scaling its Specialized Investment Fund (SIF) platform as a high-potential standalone business focused on differentiated, alpha-generating strategies. Backed by a dedicated team and strong management commitment, the SIF vertical is being positioned as a key long-term growth engine,' said the brokerage. It also pointed out that the company's mutual fund segment performance reflects its focused strategy on scaling retail participation, driving product innovation, and enhancing operational efficiency, positioning it as a credible compounding franchise in the Indian asset management industry. The company's shares have been on a steady uptrend, ending the past four months in the green. Even in July, they managed to close higher despite a sharp sell-off in the broader market, while also hitting a fresh all-time high of ₹ 877.65. This rally has driven a 255% gain from the March 2023 lows. During this period, the stock finished 80% of the months in positive territory, with its strongest month recorded in April 2025, a 25% gain. Disclaimer: The views and recommendations made above are those of individual analysts or broking companies, and not of Mint. We advise investors to check with certified experts before making any investment decisions.
