Consistent performers: Over 40 equity mutual funds offer over 15% CAGR in 3, 5, 7 and 10 year horizons
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Nearly 41 equity mutual funds have delivered over 15% CAGR over the last three, five, seven, and 10 years, according to a data analysis by ET Mutual Funds . Of the total, around 156 funds have completed 10 years of existence in the market.Further analysis showed that the maximum number of such funds came from Quant Mutual Fund , with six of its schemes generating over 15% CAGR across all four time horizons. This was followed by five fund houses, each with three qualifying funds.The mid-cap and small-cap funds from Axis Mutual Fund delivered over 15% CAGR across the three-, five-, seven-, and 10-year periods. Similarly, DSP ELSS Tax Saver Fund and DSP Small Cap Fund also exceeded the 15% CAGR mark in all four time frames. Edelweiss Mid Cap Fund stood out with returns of 26.39%, 31.28%, 19.94%, and 17.42% over the last three, five, seven, and 10 years, respectively.The three funds from HDFC Mutual Fund that featured in the list of funds delivering over 15% CAGR across all the mentioned time horizons were HDFC Flexi Cap Fund, HDFC Mid Cap Fund, and HDFC Small Cap Fund.ICICI Prudential Large & Mid Cap Fund, ICICI Prudential Midcap Fund, and ICICI Prudential Smallcap Fund also managed to deliver more than 15% CAGR in all four periods.The three funds from Kotak Mutual Fund that made it to the list were Kotak Contra Fund, Kotak Midcap Fund, and Kotak Small Cap Fund. Nippon India Growth Mid Cap Fund and Nippon India Small Cap Fund also delivered over 15% CAGR in the last three, five, seven, and 10 years. Notably, Nippon India Small Cap Fund is the largest small-cap fund based on assets under management. Parag Parikh Flexi Cap Fund , the largest active and flexi cap fund based on assets managed, offered over 15% CAGR across all the mentioned timeframes.The six funds from Quant Mutual Fund that delivered more than 15% CAGR across all four horizons were Quant ELSS Tax Saver Fund, Quant Flexi Cap Fund, Quant Large & Mid Cap Fund, Quant Mid Cap Fund, Quant Multi Cap Fund, and Quant Small Cap Fund SBI Contra Fund, the largest and oldest contra fund, delivered CAGR returns of 22.61%, 31.28%, 19.45%, and 15.66% over the last three, five, seven, and 10 years, respectively. SBI Small Cap Fund and Tata Mid Cap Fund also featured in the list, offering over 15% CAGR in all four time periods.In the last three years, Invesco India Midcap Fund delivered the highest return of 29.77%, while Quant Multi Cap Fund posted the lowest at 15.35%. Over the last five years, Quant Small Cap Fund topped the chart with a CAGR of 40.63%, whereas 360 ONE Focused Fund gave the lowest return at 21.92% CAGR.Quant Small Cap Fund also led the seven-year category with a 25.91% CAGR, while Canara Robeco Large and Mid Cap Fund recorded the lowest CAGR at around 15.20%. In the 10-year horizon, Nippon India Small Cap Fund was the top performer, offering a 20.89% CAGR, while Kotak Contra Fund delivered the lowest at approximately 15% CAGR.It's important to note that several funds offered over 15% CAGR in one, two, or three of the mentioned horizons but were excluded from the list, as only those consistently delivering over 15% CAGR across all four timeframes were considered.The analysis included all equity mutual funds, excluding sectoral and thematic funds. Only regular growth options were considered. CAGR was calculated for the last three, five, seven, and 10 years.Disclaimer: This analysis is not a recommendation. It was conducted to identify consistent equity mutual fund performers offering over 15% CAGR across all four time horizons. Investors should not make investment or redemption decisions based solely on this data.Always consider your risk appetite, investment horizon, and financial 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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The Sandeep Tandon-led fund house in its June monthly release informed its investor base of nearly 95 lacs folios that the fund house was the first recipient of SEBI license for the Specialized Investment Fund (SIF) – the Long-Short fund in equity, debt and hybrid categories and this product category is suitable for sophisticated investors who are well-versed with financial markets and possess a relatively high-risk appetite and seeking more evolved investment strategies.'Going forward, we will be unveiling a separate brand identity, separate website and communication portal specifically for SIFs. Over the coming weeks and months, we will dedicate our efforts towards educating the target audience about these products,' the fund house had said in the June of now some other fund houses such as Edelweiss Mutual Fund, Mirae Asset Mutual Fund, SBI Mutual Fund, ITI Mutual Fund, DSP Mutual Fund have launched their SIF investment platform but are yet to announce their products. 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Though for crude oil and Bitcoin, August is seasonally a bullish month, the predictive analytics by the fund house are showing early signs of weakness and crude and other commodities can correct over the next two months as DXY has already bottomed out and it will recover further in the short-term, the monthly release said. For global equity, the fund house said, 'Seasonally, August is mildly bearish and the US market is now showing signs of complacency and quant's vulnerability indicators are spiking. When we combine these with Volatility Analytics, then a more defensive approach in rebalancing and reconstructing the portfolio is warranted, even as the geopolitical environment remains constructive.'Quant Mutual Fund continues to believe that a significant US Dollar devaluation is the only practical way to address the US' spiraling debt crisis and the relevance of global central banks is declining as they are unable to control inflation and bring about effective revival in economic conditions.' Also Read | Wealth creators: 12 equity mutual funds turn Rs 10,000 SIP to over Rs 10 crore since their inception After the recent tariff imposed by US President Donald Trump, the fund house said that since exports to the US specifically account for INR 1 of every INR 6 earned in total exports, estimates suggest a notable impact of ca. 0.5% of Indian GDP annually. 'Moreover, Trump warned of an additional, unspecified 'Penalty' on India for its continued trade with Russia, thus leaving a fair amount of uncertainty to chew on for the markets. The only ray of hope is pharmaceuticals, which has been exempted so far, and thus India generics appear to be a relatively safe sector,' it further fund house lastly appreciated the continued trust and confidence by investors in Quant Mutual Fund and as we navigate changing markets, our commitment remains focused on disciplined investing and long-term value.
