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Time of India
29-05-2025
- Business
- Time of India
Fund Consistency: 29 equity mutual funds offer more than 25% CAGR over 3 and 5 years
Live Events Around 29 equity mutual funds have delivered over 25% CAGR in both the last three and five years, according to an analysis by ETMutualFunds. A total of 199 funds in the market have completed five years of funds from Bandhan Mutual Fund — Bandhan Core Equity Fund and Bandhan Small Cap Fund — delivered over 25% CAGR during both periods. Edelweiss Mid Cap Fund , the only offering from its fund house, posted a CAGR of 28.57% and 34.13% over the last three and five years, and small-cap funds from Franklin Templeton Mutual Fund — Franklin India Prima Fund and Franklin India Smaller Companies Fund — delivered over 25% CAGR in both the three- and five-year funds from HDFC Mutual Fund — HDFC Flexi Cap Fund, HDFC Focused 30 Fund, HDFC Mid-Cap Opportunities Fund , and HDFC Small Cap Fund — also featured in the list of funds that delivered over 25% CAGR during both time funds from Invesco Mutual Fund delivered over 25% CAGR in both the last three and five years. Mahindra Manulife Mid Cap Fund returned 26.68% and 31.07% CAGR over the same schemes from Motilal Oswal Mutual Fund — Motilal Oswal ELSS Tax Saver Fund, Motilal Oswal Large & Midcap Fund, and Motilal Oswal Midcap Fund — also delivered over 25% CAGR during the mentioned time funds from Nippon India Mutual Fund qualified, including the Nippon India Small Cap Fund, which is the largest small-cap fund by assets under management. Quant Small Cap Fund , the only fund from Quant Mutual Fund, delivered 27.95% and 48.17% CAGR over the last three and five years, Long Term Equity Fund, the oldest ELSS fund, posted 27.84% and 29.89% CAGR over the respective time Mid Cap Fund, the sole offering from its fund house, returned 27.83% and 30.93% CAGR in the last three and five years, the 29 qualifying funds, Motilal Oswal Midcap Fund posted the highest return of 32.65% over the last three years, while Bank of India Small Cap Fund recorded the lowest at around 25.31% during the same the last five years, the Quant Small Cap Fund delivered the highest return of 48.17%, while the Invesco India Large & Mid Cap Fund posted the lowest return of 26.56% during the same analysis considered all equity mutual funds, specifically the regular and growth options. CAGR was calculated for both the last three- and five-year This exercise is not an investment recommendation. It was conducted to identify equity mutual funds that delivered over 25% CAGR in both the last three and five years. Investors should not base investment or redemption decisions solely on past should always consider their risk appetite, investment horizon, and financial goals before making any investment decisions.
Time of India
21-05-2025
- Business
- Time of India
27 equity mutual funds offer over 25% CAGR in both 3 and 5 years. Have you added any to your portfolio?
Live Events 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 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 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, 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 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 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 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 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, 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, 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 considered all equity mutual fund categories. We considered regular and growth options. We calculated the CAGR over the last three and five 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 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)
