14 equity mutual funds offer over 30% CAGR in 3 years. Are there any included in your portfolio?

Around 14 equity mutual funds have offered over 30% CAGR in the last three years, an analysis by ETMutualFunds showed. There were around 228 funds in the said period.

Motilal Oswal Midcap Fund offered the highest CAGR of 35.39% in the last three years, followed by Bandhan Small Cap Fund which gave 35.18% CAGR in the same period.



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Motilal Oswal Large & Midcap Fund delivered a CAGR of 33.64% in the similar time frame. ITI Small Cap Fund and HDFC Mid-Cap Opportunities Fund gave 32.36% and 32.15% CAGR respectively in the similar period.

Invesco India Midcap Fund and Motilal Oswal ELSS Tax Saver Fund offered a CAGR of 32.06% and 31.62% respectively in the mentioned period. Edelweiss Mid Cap Fund gave a CAGR of 31.44% in the same period.

Two small cap funds - Invesco India Smallcap Fund and Quant Small Cap Fund - delivered a CAGR of 31.30% and 30.61% respectively in the last three years. Two schemes from Nippon India Mutual Fund - Nippon India Growth Fund and Nippon India Multi Cap Fund - gave a CAGR of 30.50% and 30.10% respectively in the mentioned time period.

JM Value Fund delivered a CAGR of 30.08% in the same period. Nippon India Small Cap Fund, the largest small cap fund based on assets managed, gave 30.01% in the last three years.

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Other funds
SBI Long Term Equity Fund, the oldest ELSS fund, gave 29.68% CAGR in the last three years. HDFC Small Cap Fund gave 29.03% CAGR in the mentioned time period.

Parag Parikh Flexi Cap Fund, the largest equity fund and largest flexi cap fund based on assets managed, delivered a CAGR of 24.93% in the said time period.

Quant Mid Cap Fund offered a CAGR of 24.76% in the similar time frame. Mahindra Manulife Large & Mid Cap Fund and Aditya Birla SL Multi-Cap Fund gave 21.10% CAGR each in the same period.

Motilal Oswal Focused Fund was the last one to offer double-digit CAGR in the last three years.The fund gave 13.86% CAGR in the same period.

Only Samco Flexi Cap Fund gave single-digit CAGR of 9.22% in the last three years.

We considered all equity mutual funds. We considered regular and growth options. We calculated CAGR in the last three years.

Note, the above exercise is not a recommendation. The exercise was done to find which equity mutual funds gave over 30% CAGR in the last three years. One should not make their investment or redemption decisions based on the above exercise. One should always consider 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)

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