Consistent performers: 13 equity funds deliver over 20% in 3 and 5 years. Do you own any?
By Surbhi Khanna, ETMarkets.com |
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Consistent delivery
Around 13 equity mutual funds have offered over 20% CAGR in the last three and five years, an analysis by ETMutualFunds showed. There were 207 equity mutual funds that have completed five years of existence in the industry.
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Category spread
Among these 13 funds, seven were mid caps, four were small caps, one multi cap and one large and mid cap.
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Two small caps
Bank of India Small Cap Fund posted a return of 21.99% and 20.11% in the last three years and five years respectively. Bandhan Small Cap Fund gave 30.76% and 22.91% returns in the last three and five years respectively.
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Four mid caps
Edelweiss Mid Cap Fund gave 25.14% (3 years) and 21% (5 years). HDFC Mid Cap Fund gave 24.08% (3 years) and 21.52% (5 years). ICICI Pru Midcap Fund gave 26.47% in 3 years and 20.56% in 5 years. Invesco India Midcap Fund posted a return of 26.02% in 3 years and 21.25% in the last five years.
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Invesco India Smallcap Fund
Invesco India Smallcap Fund offered a return of 24.45% in the last three years and 22.01% in the last five years.
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Mahindra Manulife Mid Cap Fund
Mahindra Manulife Mid Cap Fund delivered a CAGR of 24.65% in the last three years and 20.36% in the last five years.
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Two from Motilal Oswal Mutual Fund
Motilal Oswal Large & Midcap Fund gave 26.04% in the last three years and 20.90% in the last five years. Motilal Oswal Midcap Fund gave 21.20% in the last three years and 22.65% in the last five years.
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Three from Nippon India Mutual Fund
Nippon India Growth Mid Cap Fund gave 26.06% and 22.48% in the last three and five years. Nippon India Multi Cap Fund gave 20.56% and 21.27% in the last three and five years. Nippon India Small Cap Fund gave 21.22% in the last three years and 22.49% in the last five years.
