29 equity mutual funds offer over 25% CAGR in 5 years. Do you have any in your portfolio?

Around 29 equity mutual funds have delivered a CAGR of over 25% over the past five years. There are approximately 196 equity schemes that have been in existence for five years in the market.

The top three performers were from the small-cap category. Quant Small Cap Fund, the leader on the list, delivered a 42.16% CAGR over the past five years. Bank of India Small Cap Fund provided a 33.43% CAGR during the same period.

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The largest small-cap fund based on assets under management, Nippon India Small Cap Fund, delivered a 31.85% CAGR over the past five years. Two schemes from Quant Mutual Fund—Quant Mid Cap Fund and Quant Flexi Cap Fund—posted CAGRs of 30.17% and 30.11%, respectively, during the same period.

Quant ELSS Tax Saver Fund and Tata Small Cap Fund delivered 29.18% and 29.10% CAGR, respectively, over the last five years. The largest and oldest contra fund, SBI Contra Fund, gave a 27.90% CAGR during this period.

Two small-cap funds—Kotak Small Cap Fund and HDFC Small Cap Fund—reported returns of 27.39% and 26.79% CAGR, respectively, over five years. HDFC Mid-Cap Opportunities Fund, the largest mid-cap fund based on assets under management, delivered a 26.53% CAGR.

Mahindra Manulife Mid Cap Fund and Invesco India Midcap Fund posted CAGRs of 25.70% and 25.34%, respectively, during the same period. ICICI Pru Smallcap Fund delivered a 25.05% CAGR over the last five years.

The other equity mutual funds on the list delivered a CAGR ranging from 10.21% to 24.86% during the same period.

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The universe selected for the analysis comprised pure equity schemes, including large-cap, mid-cap, small-cap, large & mid-cap, ELSS, flexi, focused, multi-cap, value, and contra funds. We considered regular and growth options and calculated the trailing returns for the past five years.

Please note, the above analysis is not a recommendation. It was conducted to identify which equity mutual funds delivered over 25% CAGR over the last five years. Investment or redemption decisions should not be made based solely on the above results. Always consider your risk appetite, investment horizon, and goals before making any investment decisions.