Edelweiss Mid Cap and Quant Small Cap among 6 equity funds to deliver over 20% CAGR in 3,5, and 7 year horizons

Around six equity mutual funds have delivered over 20% CAGR in the last three, five, and seven year horizons, an analysis by ETMutualFunds showed. Around 185 funds completed seven years of existence in the industry.

These six funds were from two categories only - mid cap and small cap funds. Among these six funds, two funds were from Nippon India Mutual Fund, and one each from Edelweiss Mutual Fund, HDFC Mutual Fund, Invesco Mutual Fund, Quant Mutual Fund.

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Edelweiss Mid Cap Fund delivered a CAGR of 24.41% in the last three years, 20.16% in the last five years, and 21.95% in the last seven years. HDFC Mid Cap Fund offered a CAGR of over 20% in all the three said periods. The fund posted a CAGR of 22.78% in the last three years, 20.53% in the last five years, and 20.50% in the last seven years.


Invesco India Midcap Fund posted 25.16% CAGR in the last three years, 20.38% in the last five years and 21.25% in the last seven years. The next two schemes were from Nippon India Mutual Fund.

Nippon India Growth Mid Cap Fund and Nippon India Small Cap Fund featured in the list and gave over 20% CAGR in all the said time periods. Quant Small Cap Fund, the largest fund managed by Quant Mutual Fund, gave over 20% CAGR in all the three years.

The fund posted a gain of 20.88% in the last three years, 20.31% in the last five years and 28.20% in the last seven years.

In the last three years, Invesco India Midcap Fund delivered the highest return of 25.16%, Nippon India Growth Mid Cap Fund gave the highest return in the last five years of around 21.51% and Quant Small Cap Fund gave the highest return of 28.20% in the last seven years.

There were other funds in the list which gave a CAGR of over 20% in any two or one horizons but we considered only those funds that gave over 20% CAGR in all three horizons.

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We considered all equity mutual funds. We considered regular and growth options. We calculated the performance of the schemes that have completed seven years of existence in the industry.

Note: The above exercise is not a recommendation. The exercise was done to find which equity mutual funds have offered over 20% CAGR in the last three, five, and seven years. One should not make investment or redemption decisions based on the above exercise.

One should always consider their risk appetite, investment horizon and goals before making any investment decision.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)

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