15 top-performing equity mutual funds with 20%+ CAGR in 3, 5, and 7 years

Around 15 equity mutual funds have delivered over 20% CAGR on lump-sum investments over the past three, five, and seven years, according to an analysis by ETMutualFunds. A total of 176 funds have completed seven years in the market.

Edelweiss Mid Cap Fund offered 25.22%, 28.94%, and 23.04% CAGR over three, five, and seven years, respectively. Four other mid-cap funds—HDFC Mid Cap Fund, Invesco India Midcap Fund, Kotak Midcap Fund, and Mahindra Manulife Mid Cap Fund—also delivered over 20% CAGR during the same periods.



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Mahindra Manulife Multi Cap Fund, a multi-cap fund, delivered 20.17% CAGR over the last three years, 25.01% over five years, and 20.63% over seven years.

Motilal Oswal Midcap Fund and Nippon India Growth Mid Cap Fund also featured in the list, posting over 20% CAGR across all three periods.

Two funds from Nippon India Mutual Fund—Nippon India Multi Cap Fund and Nippon India Small Cap Fund—offered over 20% CAGR in the same horizons. Parag Parikh Flexi Cap Fund, the largest active flexi-cap fund by assets, delivered 21.83%, 22.37%, and 21.01% CAGR over three, five, and seven years, respectively.

Quant Small Cap Fund, the largest fund managed by Quant Mutual Fund, posted 24.68%, 33.57%, and 26.50% CAGR over three, five, and seven years.

The largest and oldest contra fund, SBI Contra Fund, recorded 20.90%, 29.17%, and 21.50% CAGR over three, five, and seven years, while Sundaram Small Cap Fund maintained over 20% CAGR across all three periods.

Tata Mid Cap Fund delivered 21.70%, 23.97%, and 20.51% CAGR over the last three, five, and seven years.

In the last three years, Invesco India Midcap Fund posted the highest CAGR at 28.54%, while Mahindra Manulife Multi Cap Fund gave the lowest at 20.17%. Over five years, Quant Small Cap Fund led with 33.57% CAGR, and Parag Parikh Flexi Cap Fund had the lowest at 22.37%. Across seven years, Quant Small Cap Fund again delivered the highest CAGR at 26.50%, whereas Sundaram Small Cap Fund recorded the lowest at 20.02%.

Several other funds delivered over 20% CAGR in one or two periods but were not included in this list, as the focus was on funds achieving over 20% CAGR consistently across all three horizons.

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For this analysis, we considered equity mutual funds, excluding sectoral and thematic funds, and focused on regular, growth-oriented schemes. The calculations assume a lump-sum investment of Rs 1 lakh, with performance measured over the last three, five, and seven years.

Disclaimer: This exercise is not a recommendation. It highlights equity mutual funds that delivered over 20% CAGR across the three periods. Investors should not make buy or sell decisions based solely on this analysis and must consider their risk tolerance, investment horizon, and financial goals before investing.