12 equity mutual funds offer over 25% CAGR in 5 years, smallcap funds lead

Around 12 equity mutual funds have offered over 25% CAGR in the last five years based on daily rolling returns, an analysis by ETMutualFunds showed. There were 200 funds in the said time period, of which 199 gave double-digit CAGR and only one gave single-digit CAGR.

A further analysis of the performance of these 12 funds showed that the first four were small caps. There were around eight small cap funds, two mid cap funds, and one flexi cap, and one large & mid cap fund gave over 25% CAGR in the last five years.

Bandhan Small Cap Fund gave the highest CAGR of 35.61% in the last five years based on daily rolling returns. Bank of India Small Cap Fund and Canara Rob Small Cap Fund gave 33.88% and 31.77% CAGR respectively in the said time period based on the same parameters.



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Edelweiss Small Cap Fund delivered 31.55% CAGR in the last five years, followed by Union Midcap Fund which gave 30.44% CAGR in the same period.

The next three funds in the list were small caps. Tata Small Cap Fund and Invesco India Smallcap Fund offered a CAGR of 30.34% and 29.55% respectively in the mentioned time period, followed by ITI Small Cap Fund which gave 28.11% CAGR in the said time period based on daily rolling returns.

Bank of India Flexi Cap Fund, the only flexi cap fund among these 12 funds, posted a CAGR of 28.06% in the last five years based on daily rolling return.

Mirae Asset Midcap Fund gave a CAGR of 27.47% in the last five years. Quant Small Cap Fund, the largest fund managed by Quant Mutual Fund, delivered a CAGR of 26.71% in the mentioned period.

Motilal Oswal Large & Midcap Fund, the only large & mid cap fund among these 12 funds, gave a CAGR of 26.70% in the last five years based on daily rolling returns.

Other funds in the list gave a CAGR ranging between 10.23% to 24.80% in the last five years based on daily rolling returns. Quant ELSS Tax Saver Fund gave a CAGR of 24.80% in the last five years. Aditya Birla SL ELSS Tax Saver Fund gave a CAGR of 10.23% in the last five years.

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Taurus Flexi Cap Fund, an outliner, gave single-digit CAGR of 9.91% in the last five years based on daily rolling returns.

We considered all equity mutual funds. We considered regular and growth options. We considered daily rolling returns of these funds.

Note, the above exercise is not a recommendation. The exercise was done to find which equity funds gave over 25% CAGR in the last five years based on daily rolling returns. 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 investment decisions.