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Time of India
28-07-2025
- Business
- Time of India
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. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads 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)
Time of India
02-06-2025
- Business
- Time of India
Smallcap mutual funds offer 8% average return in May, all equity mutual fund categories end with gains
Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Equity mutual fund categories ended May with gains as all categories delivered positive average returns with the small cap funds emerging as the top performers in the same period, an analysis by ETMutualFunds showed. There were 21 equity mutual fund categories in the said time cap funds delivered an average return of around 8.20% in the month of May. There were 30 funds in the small cap category, of which DSP Small Cap Fund offered the highest return of around 14.05% in May, followed by Quantum Small Cap Fund which gave 11.06% return in the same period. SBI Small Cap Fund delivered the lowest return of around 5.88% in the similar time sector based funds gave 7.54% average return in May and the category has only one fund as of now which is SBI Automotive Opportunities Fund. Infrastructure sector based funds offered an average return of around 7.18% in the mentioned time period. There were around 18 funds based on the infrastructure sector of which LIC MF Infra Fund offered the highest return of around 12.80% in May, followed by Kotak Infra & Eco Reform Fund gave 10.10% in the same funds gave an average return of 6.76% in the month of May. There are around 65 international funds as of now of which Nippon India Taiwan Equity Fund offered the highest return of around 21.69%, followed by Invesco India - Invesco Global Consumer Trends FoF which gave 15.70% return in the same period. Two funds in the category gave negative returns. Axis US Treasury Dynamic Bond ETF FoF and DSP US Treasury FoF lost 0.62% and 0.49% respectively in May. Mid cap funds offered an average return of 5.92% in the mentioned period. ICICI Prudential Midcap Fund offered the highest return of 8.34% in May whereas Quant Mid Cap Fund gave the lowest return of 2.81% in the same period. HDFC Mid-Cap Opportunities Fund, the largest mid cap fund based on the assets managed, gave 5.81% return in & mid cap funds gave an average return of 4.36% in May. Out of 31 funds in the large & mid cap category, Motilal Oswal Large & Midcap Fund gave the highest return of 12.57% in the month of May, followed by ITI Large & Mid Cap Fund which gave 7.19% return in the same period. Sundaram Large and Mid Cap Fund gave the lowest return of 2.15% in the same or tax-saving mutual funds and value funds gave an average return of 3.97% each in the month of May. Flexi cap funds gave an average return of 3.83% in the similar time period. Out of 39 funds in the flexi cap category, Samco Flexi Cap Fund gave the highest return of around 8.03% in May whereas HDFC Flexi Cap Fund gave the lowest return of 1.31% in the same period. Parag Parikh Flexi Cap Fund , the largest flexi cap fund based on the assets managed, gave 2.66% return in the similar funds delivered an average return of 3.13% in May. Large cap funds gave an average return of 2.22% in the said period. Quant Large Cap Fund gave the highest return of around 4% in the similar time period, followed by ITI Large Cap Fund which gave 3.99% return. Only the Samco Large Cap Fund delivered a negative return of around 0.20% in & Health Care sector based funds gave the lowest average return of around 1.15% in the month of considered all equity mutual fund categories including sectoral and thematic. We considered regular and growth options. We calculated the returns from May 1, 2025 to May 31, the above exercise is not a recommendation. The exercise was done just to identify how equity mutual fund categories performed in the month of May. One should not make investment or redemption decisions based on the above exercise as the performance in the equity funds should be based on the long-term performance and not based on one month should always make investment decisions based on their risk appetite, investment horizon, and goals.: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
