28-07-2025
Consistent performers: Over 40 equity mutual funds offer over 15% CAGR in 3, 5, 7 and 10 year horizons
A recent analysis by ET Mutual Funds reveals that nearly 41 equity mutual funds have consistently delivered over 15% CAGR across the last three, five, seven, and ten years. Quant Mutual Fund leads with six such schemes, followed by several fund houses with three qualifying funds each. Edelweiss Mid Cap Fund stood out with impressive returns across all timeframes.
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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 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 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, 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 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 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 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 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% 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% 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 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 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 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)
