5 equity mutual funds offer over 15% annual return in last 3 calendar years
An analysis reveals that five equity mutual funds, including those from HDFC, Quant, and Franklin Templeton, delivered over 15% annual returns in the past three calendar years.
ETMutualFunds analysis reveals that five equity mutual funds gave over 15% annual returns in the last three years. HDFC Mutual Fund and Quant Mutual Fund had two funds each in the list. Franklin Templeton Mutual Fund had one. HDFC Flexi Cap Fund and HDFC Focused 30 Fund are among the top performers.
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Five equity mutual funds have offered over 15% annual returns in the last three calendar years, an analysis by ETMutualFunds showed. There were around 243 equity mutual funds that have marked their presence in the last three calendar years.We also analysed the performance of these five funds in the current calendar year and found that out of these five funds, three are still in green whereas the other two have fallen upto 2%.Among these five funds, two were from HDFC Mutual Fund and two were from Quant Mutual Fund whereas one was from Franklin Templeton Mutual Fund. These funds were from four different categories - two value funds, a flexi cap, focused fund, and a mid cap fund. HDFC Flexi Cap Fund offered 18.29%, 30.60%, and 23.48% annual returns in 2022, 2023, and 2024 respectively. In 2025 so far, the fund has offered 4.98% return. HDFC Focused 30 Fund delivered 18.29%, 29.58%, and 23.97% annual returns in 2022, 2023, and 2024 respectively. In 2025 so far, the fund has offered 5.14% return.The two funds from Quant Mutual Fund were Quant Mid Cap Fund and Quant Value Fund which have offered over 15% annual returns in the last three calendar years and are in the red in the current calendar year.Quant Mid Cap Fund in 2022, 2023, and 2024 delivered 17.13%, 34.61%, and 18.94% respectively. In the current calendar year so far, the scheme has lost 0.82%. On the other hand, Quant Value Fund offered 15.05%, 36.85%, and 24.07% in 2022, 2023, and 2024 respectively and lost 2.74% in 2025 so far.Templeton India Value Fund has offered 15.46%, 33.72%, and 15.19% in 2022, 2023, and 2024 respectively. In 2025 so far, the scheme has offered 1.82%.There were many other funds in the list that never gave negative returns in the last three calendar years but they could not make it to the above list as they offered less than 15% in all three years or any two or any one period.We considered all equity mutual funds excluding sectoral and thematic funds. We considered regular and growth options. We calculated the annual returns for the last three calendar years and the performance in the current calendar year so far.Note, the above exercise is not a recommendation. The exercise was done with an objective to identify the equity mutual funds that have offered over 15% annual returns in the last three calendar years and their current calendar year performance. One should not make investment or redemption decisions based on the above exercise.One should always consider risk appetite, investment horizon, and goals before making any investment decisions.: 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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