Analysis

Consistent performers: 13 equity funds deliver over 20% in 3 and 5 years. Do you own any?

Consistent delivery
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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.
Category spread
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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.
Two small caps
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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.
Four mid caps
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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.
Invesco India Smallcap Fund
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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.
Mahindra Manulife Mid Cap Fund
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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.
Two from Motilal Oswal Mutual Fund
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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.
Three from Nippon India Mutual Fund
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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.
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