6 equity mutual funds offer over 30% CAGR on lumpsum investments in 5 years

Six equity mutual funds have delivered over 30% CAGR on lumpsum investments in the last five years, an analysis by ETMutualFunds showed. There were nearly 202 funds in the said time period, and all these funds have delivered double-digit CAGR on lumpsum investments made five years ago.

Among these six funds, five were small caps and one was mid cap fund. On the basis of AMCs, these six funds were from six different fund houses.

Also Read | GST 2.0 is here. How should you tweak your mutual fund portfolio


Quant Small Cap Fund, the topper in the list, delivered a CAGR of 34.98% in the last five years. A lumpsum investment of Rs 1 lakh made in this fund would have been Rs 4.48 lakh now in a tenure of five years.


Motilal Oswal Midcap Fund, a mid cap fund among the toppers, posted a CAGR of 33.60% on lumpsum investments. If an investor invested Rs 1 lakh in this fund, the current value of this investment would have been Rs 4.25 lakh now. This mid cap fund was followed by four small cap funds.

Nippon India Small Cap Fund, the largest small cap fund based on assets managed, delivered a CAGR of 32.50% in the said time period and would have turned the investment to Rs 4.08 lakh now.

Bandhan Small Cap Fund and HDFC Small Cap Fund delivered a CAGR of 30.68% and 30.41% respectively in the last five years. These funds turned the lumpsum investment to Rs 3.81 lakh and Rs 3.77 lakh respectively now.

HSBC Small Cap Fund delivered a CAGR of 30.06% on lumpsum investments and turned investors Rs 1 lakh investment to Rs 3.72 lakh now.

The other 196 funds in the list offered a CAGR ranging between 12.92% and 29.89% in the last five years.

SBI Contra Fund delivered a CAGR of 29.39% in the last five years on lumpsum investments and turned the Rs 1 lakh investment to Rs 3.62 lakh now. The fund is the largest and oldest contra fund.

Two funds from Edelweiss Mutual Fund - Edelweiss Small Cap Fund and Edelweiss Mid Cap Fund - offered a CAGR of 29.25% and 29.11% respectively. Two mid caps - HDFC Mid Cap Fund and Nippon India Growth Mid Cap Fund - posted a CAGR of 28.76% and 28.74% in the said time period on lumpsum investments.

Invesco India Midcap Fund offered a CAGR of 27.98% on lumpsum investments in the last five years and turned the same investment into Rs 3.43 lakh. Three small caps - LIC MF Small Cap Fund, Kotak Small Cap Fund and Sundaram Small Cap Fund - offered a CAGR of 27.82%, 27.69%, and 27.67% respectively in the said time period.

SBI ELSS Tax Saver Fund, the oldest ELSS fund, delivered a CAGR of 25.01% in the last five years. This ELSS fund turned the lumpsum investment of Rs 1 lakh to Rs 3.05 lakh now.

Parag Parikh Flexi Cap Fund offered investors a CAGR of 22.45% in the last five years. This largest active and flexi cap fund based on assets managed turned the same investment to Rs 2.75 lakh now.

Two funds from Sundaram Mutual Fund - Sundaram ELSS Tax Saver Fund and Sundaram Large and Mid Cap Fund - offered a CAGR of 20.28% and 20.17% in the last five years on lumpsum investments.

Also Read | Top equity mutual funds that delivered highest returns so far in 2025

SBI Focused Fund and SBI Large Cap Fund from SBI Mutual Fund delivered a CAGR of 18.79% and 18.76% respectively in the mentioned time horizon. Two funds from Mirae Asset Mutual Fund - Mirae Asset Focused Fund and Mirae Asset Large Cap Fund - delivered a CAGR of 16.85% and 16.81% respectively in the said time horizon.

Motilal Oswal Focused Fund, the last one in the list of equity funds that have been there in the said time horizon, the fund delivered a CAGR of 12.92% in the last five years. The fund turned the lumpsum investment of Rs 1 lakh to Rs 1.83 lakh now.

We considered all equity mutual funds excluding sectoral and thematic funds. We considered regular and growth options. We calculated the lumpsum performance of equity mutual funds in the last five years.

Note, the above exercise is not a recommendation. The exercise was done to find how equity mutual funds have performed on lumpsum investments in the last five years. One should not make investment or redemption decisions based on the above exercise.

One should always make decisions based on risk appetite, investment horizons, 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)